Ideas & Enhancements
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User would like to have a label on providers when searching to see that intake has been rejected

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.
Guest over 3 years ago in General 0

Neos: Add a calculator option to the reduction field of the value tab.

We may be given a percentage reduction or another scenario that would require we use a calculator. It would be helpful if the calculator was attached to the field.
Guest about 1 year ago in  0

Neos: Include Notes and Documents when merging Providers

Unless you look to see if there are notes and/or documents, they are not copied and will be deleted. This is huge when it comes to expert witnesses. Also copy over the notes and documents when merging a provider into another.
Guest about 1 year ago in  1

NEOS - Search results - Most Relevant

Would like it if the search results would have the option to show the most relevant items matching what was searched, i.e. Ross would show anyone with the surname ross rather than starting alphabetically at items similar or containing the string '...
Guest almost 3 years ago in Search 0

Type name of companion group to add.

It would be time saving if you could type the name of the companion group to add instead of having to scroll through the long list of companion groups.
Guest 9 months ago in  0

Add Multiple Tags to Emails

Some correspondence and attachments just have multiple purposes. For example, a client sends in an update on treatment. I would like to see that in both client correspondence and in medical updates.
Guest about 1 year ago in  0

Attachments from emails tagged to Neos notes no longer appear as links in preview panel. Please put links back.

The links used to appear in the preview panel. Now a user has to open the note all the way to see or access the attachments in a note.
Guest about 2 years ago in  1

Make Filters and Text Selection match first letters typed. Right now, if you type "LIT" you get "Fatality" rather than "Litigation" because fatality is first alphabetically.

No description provided
Guest almost 3 years ago in  0

Insurance Side Window - It is important to also include the claim number in the side window

The claim # is referred to frequently and should be included in the side panel
Guest about 1 year ago in  0

Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
Guest 9 months ago in  1