Have the ability to limit an intake that is assigned to that person not who created it. Currently, if you have the permissions of yes to all of "My Intakes" for staff "ABC" and create an intake from ABC, they can view it. But if person "XYZ" creat...
Neos Today Appointment should scroll to the current time you are viewing
When you log into Neos, the Neos Today - Appointments should accuractly reflect the current time. The default would be to show any "all day events" and then start at the earliest appointment. If the User logins at 3:00pm the view should already be...
Searching for Provider to add party to case causes Neos to hang
Use case - the firm has repeat insurance company parties and to insert that party requires a user to type name > click search > search pane opens > delay of 5-6 minutes to show results. The resulting provider is listed in 25K, 10K, 5K, ca...
Add an option to include a button we can select that the liability is denied. It can be modified to where it instead of saying "Accepted Liability?" and a checkbox why not have it changed to "Liability Determined?" and three boxes where you can ch...
Currently we can drag & drop/upload multiple files and bulk set the Document Type which is awesome. It would be nice to be able to bulk change the Document Type after the item is already uploaded. For example someone mistakenly uploads multipl...
When we have multiple appointments scheduled for the same time, we are not able to see the name of the appointment. The time 9:00am-10:00am shouldn't be listed (it seems redundant). If it was not there, then we would be able to see more of the app...