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ABILITY TO CHANGE ATTACHMENT NAME WHEN TAGGING EMAILS TO NEOS

Most of the time attachments come with names that are not appropriate, we have a specific name we give to documents and it defeats the purpose of having to go back to the system, look up the folder and rename the document when it could have been d...
Guest 8 months ago in  0

Checklist Triggers from Class Code Change

Just as checklist items can trigger from the entry of a case date, would like to be able to set up triggers linked to a class code change. For example, using an AUX checklist for litigated matters adds EVERY litigation contingency, which will not ...
Guest over 1 year ago in  0

Neos Outlook add-in Case info button

It would be helpful to that the Neos Outlook add-in Case info button change color to indicate that the email that was received was tagged to a case and even show the tagging history of the Email Thread so we can ensure quickly that all the corresp...
Guest about 1 year ago in  0

Notifications of Check Requests

An an option to be notified either by Neos or the Neos Integrator when someone has requested a check in the $ value tab would be great.Examples: advance, advance-med, expert, filing fee, mediation, etc. check requests are typically of an urgent ma...
Guest 10 months ago in  0

Tagging a Neos note to a Negotiations.

When an attorney or case manager selects a Negotiation note topic, we would like to force a step that would require them to tag it to a specific Negotiation.
Guest about 1 year ago in  0

Payment subtotals on value tab separated by each provider that paid

In personal injury it is very important to be able to QUICKLY see how much each insurance paid towards medical bills. It would be extremely beneficial when clicking on Subtotals in the Value tab that it separated a total of what PIP paid, what Cli...
Guest 7 months ago in  0

Neos - Basic Search Alphabetize results

It makes it very hard to find a desired search result when your result don't seem to be in a usable sorted list. In the example attached searching for Ambulance provider we get alphabet soup Y comes after A then B, S, then C. Could we get the abil...
Guest over 1 year ago in  0

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest about 3 years ago in General 1 Already exists

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...
Guest almost 3 years ago in  1

Neos: Transactions - Requests for Deposit increase the amount due

When adding a transaction to a value time with an amount due and requesting a deposit, the amount increases the amount due rather than reduces it. I have to edit the transaction after it's created and change it from a credit to a debit in order fo...
Guest about 2 years ago in  0