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Notes - Email Subject Line

Automatically insert the email subject line (in the Note Subject) for the email you are tagging.
Guest almost 3 years ago in  0

Neos Value - Option to show calculations based on Paid By/Paid To

For example, I would like to see a total of all amounts Health paid (as opposed to Health Adjustments). Or a total of all amounts paid by "Us".
Guest 7 months ago in  0

Provider Associations in Contact Info

Currently any provider associations that are added within a company/provider contact have to be set up as a group. We think it would be simpler if in each association tab, the contacts could be added in individually, along with editing them indivi...
Guest 7 months ago in  0

Show which person(s) has an open/active case(s) in first box on search option

if trying to locate a person/case with a common name but little other info, you have to click on each person to see who has an open case
Guest about 1 year ago in  0

documents side window

Neos really took a few steps back after the latest release. Simply tasks are taking longer due to the design of some fields. One is the header (already submitted an idea for that). Two, the layout for the side panel on documents is a waste of time...
Guest about 1 year ago in  0

Neos - Display Staff 2 in the case preview when searching for Cases

When searching for cases, primary staff is shown in the case preview, but it is often necessary to transfer calls to other staff of the case. It would be great to have the ability to customize what columns are shown in search results, as well as i...
Guest almost 4 years ago in General / Search 0

Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg

we seem to get more of the HEIC filetypes and trying to send as a PDF just send the HEIC file and maxes out the email size very quickly. so if Neos could add an auto Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg it would help our staff be...
Guest 7 months ago in  0

Accident Information Tab - Ability to add Vehicle record listing to user-generated tab

I agree with a previous idea that the new Neos generated Accident Information tab is lacking in the information included, however, the information we need is different than that previously requested. I think instead of trying to match all injury a...
Guest 7 months ago in  0

Have documents that are attached to a Docusign form return to Neos with the Signed Document

Add the ability for an attachment that is attached to a Docusign Document to return to Neos with the signed Document
Guest over 1 year ago in  1

Adding Values In Neos Value Entry Screen

There should be an option when you're adding values to be able to add from the value entry screen instead of having to exit out of the entry each time.
Guest almost 3 years ago in  0