Ideas & Enhancements
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Signature pad support

Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Guest 2 months ago in  1

Check box for value item to show it was confirmed or reduced

This will allow for ease to know whether the amount was confirmed or reduced without having to click into the item itself.
Guest 6 days ago in  0

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!
Guest 7 months ago in  12

Please add "Case Name" to Column Options for Companion Cases

Please add an option to allow users to add new columns in the companion cases list or specifically add the Case Name column to the list of options.
Guest 9 days ago in  0

Add option to open PDF's in the Adobe Acrobat browser version

Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Guest about 1 month ago in  0

DELETE "Blank" Checklist Status

No description provided
Guest about 2 months ago in  1

On the value screen, the DTF shows up even when the check has NOT been cut yet

The request to have the value tab mark transactions to be marked "DTF" after the check has been cut within QuickBooks.
Guest 7 days ago in  0

Value category should automatically transfer into DFT

The value category selected in the case expense entry should automatically transfer to the DTF.
Guest about 2 months ago in  1

Drag and Drop into Browse Documents

The functionality is already there; just need to add option to choose case name. Will enable us to move files into Neos much quicker!
Guest about 1 month ago in  1

Reminders for Records Tab

Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...
Guest 14 days ago in  0