It would be very helpful to be able to open cases in new tabs or windows to they can be viewed side-by-side instead of only being able to view one case at a time. Sometimes there are cases that are related that we want to view at the same time or ...
QuickBooks Integrator notification when exporting to an unlinked name
Currently when exporting checks/deposits to names that have become unlinked between QuickBooks and Neos, the integrator will create a new name with the Vendor/Provider ID in parenthesis. This duplication can causes issues for firms. Instead, we wo...
A button in the Medical Summary tab that adds up all of the Treatment Totals
Many times we have a lot of entries in the Medical Summary tab with Treatment Totals which are tedious to add up by hand. This opens the door for calculation mistakes and an increase in potential human error. Even when generating a document and at...
Changing titles of many documents one after another in Neos is VERY time consuming. It is far easier and faster to do it in Sharepoint. Either make it so that Neos doesn't have to constantly re-load after every chane, or apply changes made in Shar...
Would like the ability to @[staff-user] within the Notes section of a case document. This will allow users to help bring attention to a specific document within a case for review.
I would like to be able to modify permissions by case type. I want my Mass Tort department to have full rights to modify their cases, but not the case types they don't work in. I do want them to be able to see other case types in the system, but n...
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