It would be fabulous to have a tab that would allow us to add medical providers, dates of service and a short synopsis of care, then a check box for bills/records/radiology (that we have received) or a box to note that that date is not related, so...
Neos - Add ability to copy Import Intake mappings for other case types
When a firm has more than one of the same type of case, for example, for two different states they should be able to copy the mapping and save for the other case type(s).
There are certain fields that are always used and should be filled such as the 'Appointment Type' in the calendar that we should be able to have control to mark as Required.
It is being requested that we add functionality to include print commands (default printer, what tray to pick, etc.) as options for word document template fields.
Neos Intakes: Allow for Defaulting of Party to be Company on Worker's Comp Intakes
The firm's Party #2 in Intakes is always a company, as it is an employer. Firm would like to have Party #2 default to always be a company so they do not have to change from person to company each time. (Party #1 should always be a person)
When modifying a case specific intake, the ability to mark a field as hidden on the layout manager would be great. If you delete a field it removes all of the data from every open/closed/rejected intakes. If you were able to hide them, you can kee...
Please add an option to "Add Intake" when looking at search results for a party.
Currently it only gives Add Case and Add Provider. By adding this tab, it will help alleviate duplicate parties being added to Neos. This tab will allow us to go directly into creating the intake while on the phone with the client, and it will sav...
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