Ideas & Enhancements
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Ability to Condense Empty Space Between Fields ANY TAB

Need the ability to remove the negative space between fields in all tabs. Too much empty space makes it not easy to see everything at a glance.
Guest 10 days ago in  0

Change ALL Calendar Item Status When Case Settles

We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Guest 28 days ago in  1

Visible status color change in Neos calendar

Currently in Neos a calendar event has a color assigned to the event status (open-green, canceled-red, done-gray, etc.) It would be very helpful to show the color that is assigned to that status on the Neos Calendar in order to check the status qu...
Guest about 1 month ago in  2

Neos: Email Tagging - Also show if the attachments were tagged to the case

While in Outlook, you can see what case an email was tagged to, but it would be better if we could also see that the attachments were tagged to the case.
Guest 4 months ago in  1

Please add the Stamp Feature in the pdf editor

Please add the stamp feature in the pdf editor like it is in the Adobe Acrobat DC version. See picture below.
Guest 4 months ago in  3

Templates within the Record Requests and Documents tabs within all cases

When we have a signed form like a HIPAA, we will apply that form towards each provider once we are ready to request records and billing. In the pdf form, I would like to use tags for provider name, address, current dates and such things. Then I wo...
Guest 4 months ago in  0

Make related contacts only show unique names instead of duplicating providers added multiple times

Currently, the related contacts side panel will show a list of all parties and providers on a case. for the providers, if a name is used more than once (i.e. value providers), they will show up multiple times in the related contacts side panel. Th...
Guest 5 months ago in  0

Mass Update All Cases to Add ALLUSERS and TYPISTS Emails to All Cases

Our firm sends out information to every staff member by sending it to an allusers shared email and to our typists by the typists shared email. Would be useful to not have to type in the address every time someone wants to send a document internally.
Guest 6 months ago in  2

Neos: Automatic Log Out after a certain period of inactivity

This feature will serve to secure the database and force the log out in case an update is pushed while the user is inactive.
Guest 7 months ago in  1

Search by Auto "Policy" Number

On Needles we have that we can search for claim number, so why not policy numbers? This would help us find/search for insurance companies faster.
Guest 7 months ago in  0