In premium texting, when someone responds to a staff member's text, ONLY that staff member receives a notification, not everyone assigned or who has ever sent a text in that claim.
We have more than one intake member assigned to the checklist items. In the current intake you only have the primary staff and no one else. We have an intake lead that has checklist items but she cannot do anything until it is made into a case bec...
Filter by Document Type in "Add A Related Document" box
Allow us to be able to filter to only a certain document type in the Add A Related Document Box. Our firm relates all of the record requests to the medical and billing records. It would be easier to find the documents to relate if we could filter ...
Dashboards and reports cannot pull multiple checklist statuses.
Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...
It is much more efficient and trackable to put intakes first into Needles instead of handwriting them, but we still need a paper copy of the intake for the Attorneys and Paralegals to review when the lead comes in for an interview.
Using Keyboard to Search and Select Topic for Tagged Emails
In Neos itself, I can type on my keyboard to narrow down a note topic or document type and/or category, but when tagging an email in Neos, I have to scroll through our master list of everything. This is a very large time waster and was a simple fu...
Along with having the ability from the Documents tab to Sending Email to staff assigned to the case, it would be nice to have a system wide mini directory for email groups that would show under the Documents tab to Sending Email drop-down for ever...
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