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Ideas & Enhancements


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Bold Face Categories

It would be great if we could bold face the subcategories in each Tab so they stand out as you're scrolling through the page.
Guest over 1 year ago in General 0

Intake Permissions based on assigned

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...
Guest over 1 year ago in General 0

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...
Guest over 1 year ago in General 0

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...
Guest over 1 year ago in General / Search 0

Value Tab

Please add a column where we can select "Paid By" to be included in the viewing option
Guest over 1 year ago in General 0

Liability Button

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...
Guest over 1 year ago in General 0

Add a Subtotal Button on the Time Tab

Currently, they can only run a report to get a subtotal of time on a case. They would like a Subtotals button similar to the one on the Value tab.
Guest almost 3 years ago in General 0

Bulk change of Document Type on Case Docs Tab

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...
Guest over 1 year ago in General 1

Calendar View needs to change

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...
Guest almost 3 years ago in General 0

Two Factor Authentication - Do not allow users to disable

Do not provide option for staff to override what the firm has set by giving them the option to "do not ask for 30 days".
Guest over 1 year ago in General 0