One thing I always have to search for, though I know its general location, is the save button on the main screen for each of my clients when I want to save my work or notes.
It would help greatly if the save button was another color than blue, ...
User would like a drop down of suggested providers in the medical records tab
Can providers that are already in the Value screen become a drop down tab when entering the providers in the Medical records tab? That way it pulls the correct location instantly, instead of having to type out the provider, look for the right addr...
Neos - Add ability to filter Dashboards by "Our Client"
In reports, you can filter different reports by "Our Client", however this same filter is not available for Dashboards. Would love to see this available in Dashboards as well.
Neos - Allow selection of Text Message domain when sending texts
Whenever you are sending text messages, the domain auto-populates with the multimessaging domain for the cell phone provider; however, due to some service plans, not all messages that are sent out are able to reach the customer. For instance, send...
Color coding for when Minor or Deceased statuses are checked in Neos
Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...
It would be nice to pull the any "value" reports right from the value tab. Currently, under the "download settlement memo" or "reports for case" it only lists Settlement reports to chose from; however we run a "value" report for the value tab . No...
0
2
0
