Due date on a checklist item should not change to the current date when marked completed
The "due date" should be maintained and another column "date completed" should be added. It is important to be able to see that original due date without having to go to the activity feed to view the change.
This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely severely hampers my productivity. Frankly, it feels like I am operating a computer from the 1970's trying to navigate between cases. Adding...
Separate Negotiations by Provider, and Insurance Type.
Currently inside of Neos, whenever there are multiple entries on the Negotiation from the same provider regardless of insurance type, all of the entries will be grouped together. It is very often that the same insurance provider will have multiple...
Please - TAKE AWAY the auto-generated documents when marking a task done.
We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!
Neos - Electronic Filing - We need to be able to upload documents directly from Neos to the Court system website for e-filing
Currently, the process to upload documents to a court website for e-filing is to download all documents and exhibits (could be over 20 or 30 documents), and then upload them to the court website. It would be much easier and efficient (and less roo...
We have several documents we use often that are in excel (ie, calculations of deadlines based on the trial date, etc.) that we would really like to have as templates in Neos.
1
4
