Neos Insurance Tab: Add option to duplicate, like we have on the document tab.
There may be times I will need the same insurance in a single case more than once. Duplicate would save us the time of re-entering the insurance info from scratch.
I would like the Template Name to be separate from the file naming convention. For example: We have our Record Request document saved as Record Request but the format we name it as is: yy.mm.dd - Provider - RBF Request by Aff but when our users se...
I do not like making companion cases. Instead, I prefer to add all parties involved in a case to the same case. It's never much of a problem except in the record requests tab, there is no actual way to show only all requests for a specific party. ...
Currently, most areas of Neos where there is a list of entries there is also an option to modify the columns. On the staff directory there is no ability to modify the columns. It would be very helpful to have the column chooser functionality avail...
New calendar event default time increment to 30 minutes instead of 15 minutes
Firm only schedules events in 30 minute increments so it would be beneficial for the calendar to default to 30 minute increments instead of 15 to not have to change it manually
Option to select company after a check request is submitted to QB Integrator
In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books. This should be a feature offered in the integrator. It shou...
There needs to be an additional Value item for medical cases in the state of TX as an insurance or provider reduction
There needs to be an additional Value item for medical cases in the state of TX as an insurance or provider reduction. Texas requires these to be listed in case information and as part of the total amount due during the settlement process.
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