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Enhancement for Settlement Info and Settlement Calculator Screens

See attached
Guest 10 months ago in  0

Underinsured motorist claim fields

We often have clients who after recoverying the insurance policy limits from the third party careless driver, pursue an underinsured motorist claim to recovery additional insurance proceeds on their account. Once we enter the actual amout in the i...
Guest 10 months ago in  0

Change the font size of a report

Add the ability to change the font of a report during export
Guest over 1 year ago in  0

Open cases at top of search

It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
Guest over 2 years ago in  0

Way to Total Up Values by Type and Provider

Helpful in making sure a treatment date was not missed along with knowing a total of how much was charged over the course of treatment.
Guest 10 months ago in  0

Auto Post & Send Messages with specific data from the case

Ability to auto-send a message with specific data from standard/custom tabs (specified by the user) from the case and post to notes based on a specific action (specified by user)
Guest 10 months ago in  0

DTF Items generated off Case exp/ other DTF value codes do note retain the memo

Creating a value item with the memo field filled out, once the subsequent DTF item is generated the memo on the case expense does not carry over to the DTF item. Instead when the DTF is generated the memo filled is filled in with the provider name...
Guest over 1 year ago in  0

NEOS - Client Portal with Document Functionality

Being as Neos is a web based solution, it would be great to have a client portal that has the ability for clients to upload or access relevant case documents right to/from the linked sharepoint. This comes in handy when a client needs to send back...
Guest over 3 years ago in General 1

Move Names Between Mailing Lists

Add a Bulk Action to move people between Mailing Lists
Guest over 3 years ago in General 0

Option to Make Multi-Party Document Generation Output One Document

If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.
Guest over 2 years ago in  0