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Click on Name ID to pull up Provider Card/List of other cases

It would be very efficient if one could click on the Name ID of a party and automatically pull up the Provider Card and/or list of cases which they are attached. We have many clients who have current and prior cases which we would like to access q...
Guest about 3 years ago in General 0

Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword
Guest almost 5 years ago in General / Search 1

Save button

Instead of seeing "you have unsaved changes, do you want to leave", there should be a save button on that same unsaved changes window.
Guest about 3 years ago in General 0

Custom sorting reports & Value tab entries

Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
Guest about 3 years ago in General 1

Neos: Add friendly warning/error when attempting to email a document that is too large for email

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+
Guest about 3 years ago in General 0

Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest almost 4 years ago in General 0 Already exists

Flag important notes

Would be helpful to "favorite" or flag multiple notes that contain important/helpful info to be referenced throughout a case.
Guest about 3 years ago in General 0

Neos - Companion Case Tab needs signal icon

Need a visual signal for when a case is a member of a companion group without having to click on the companion tab - a checkmark or similar next to the tab in the menu, for example, if data exists in the tab.
Guest almost 4 years ago in General 0

Neos - Advanced Search - Add Negotiation Date as a column option

Neos - Advanced Search - Add Negotiation Date as a column option
Guest about 3 years ago in General 0

Print Medical Notes

I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.
Guest about 3 years ago in General 1