Ideas & Enhancements
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Add 'Actions > Add New Value' Option to Insurance Tab

Add the 'Actions > Add New Value' button to the Insurance tab - this will allow us to easily send Insurance info to the Value tab, so you don't have to search for the insurance in order to do MEDPAY, PIP or other SETTLEMENT value items. This is...
Guest over 1 year ago in  0

The ability to print a message

It would be wonderful to have a print option to print an individual message. There is no way to print a message out.
Guest over 1 year ago in  0

Should be able to move tabs

Though this may be a small detail, it would make the user interface a little better. We should be able to reorder and organize the tabs at the top of the page for the different sections we are in (i.e. cases, intakes, checklist, etc.) Currently, t...
Guest over 1 year ago in  1

timmer

No description provided
Guest over 1 year ago in  0

Ability to send a text message to a provider that does not have a case entered

Before the most recent update, you could send a text message to a provider and that message would post to the notes in that provider. You can no longer send a text message at all to a provider unless they have a case entered to post the text messa...
Guest over 1 year ago in  5

Go to Cases from a Dashboard

When creating a dashboard, I should be able to select a case within the dashboard and be brought directly to that case to be able to do some digging into the case.
Guest over 1 year ago in  0

Add Print Option for Case Docs Bulk Actions

It would be beneficial if from the Case Docs take, I could select multiple documents and request they be printed right from there, instead of having to open each one and print them separately.
Guest over 1 year ago in  1

Settlement Calculator - transactions

The Settlement Calculator should be able to pull from transactions on Value items to help calculate accurate amounts.
Guest over 1 year ago in  0

Add provider info to values tab notes in case notes

Adding the values notes to the case notes automatically is great, but there is no way of knowing what value entry the note belongs to. Therefore, a quick review of the file notes does not provide a clear indication of which values have been notated.
Guest over 1 year ago in  0

Share/send neos-linked document to a pre-existing e-mail thread.

The only way to share a document on Neos is to start an entirely new e-mail chain. I need to be able to share a document with an already existing e-mail chain. I don't want to send a copy of the document--I want the actual document that is linked ...
Guest over 1 year ago in  0