Changes Needed to the Intake: Currently the Intake questionnaire details are lost when you convert the intake into case. The Intake Packet should be saved to the Intake tab to see the entire intake packet including the questions and answers that we added to the intake. It is absolutely terrible that we lose this data when we convert it to a case.
Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Add option to open PDF's in the Adobe Acrobat browser version
Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Bring Back Columns for Adjustments and Payments on the Value tab
The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!
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