Please add a create new or add another entry option to the Value Entry page so that we do not have to go back to the main value tab to add more transactions. Bonus points if we can "add for same provider" or "add for other provider." Adding bills ...
Include all email addresses in the dropdown list when emailing documents
Currently on email address relating to the case we are working on are in the dropdown list. I would ALL contacts in Neos to be in the dropdown list. Better yet, ALL email addresses in my Outlook could be in the dropdown list. Currently I often hav...
Implement a secure HIPPA compliant file share system
Create a secure way to send large files through a secure file share system. This would be safer and we could then send large files which could be securely downloaded by the receiver.
Create a desktop application which has a folder for each case. Documents case be saved in a that folder which would automatic sync the document in the case in Neos. After saving a document, the need to drag and drop or upload the document into a c...
Neos Today Calendar - Only show items that are Open
As calendar events are marked as Done or Canceled, they should be removed from the Neos Today calendar as they are no longer required for the day. the user should have an easy place to go to see what is active for the day, which is what Neos Today...
Currently if I'm adding a note in the Notes tab, and I want to attach a document, the file explorer window is the option I'm given, and the document I select will be added as a document in the Case Docs tab. I'd like the option to select an EXISTI...
Add Statute of Limitations column to Browse Intake view.
While I am viewing Intakes, it would be helpful to see the Statute of Limitation date. That way I could put clients with a close Statute of Limitations as high priority on which to work.
Provide a more descriptive error message in lay terms
When attempting to modify the Intake Pro "Intakes Grouped by Stage Dashboard" tile/report by clicking on View Query and adding a date range to the Intake Date Start and End dates, the user is presented with a red toast error "you can not modify or...
0
0
0
