The Metadata Field on Zapier should be mappable to fields in Neos
It would offer another layer of options and deeper functionality for firms to be able to link fields in the Metadata section to custom fields in Neos to pull that data in.
Once a file is marked closed, the user should be allowed to view information but not modify information for a closed file. This would allow us to prevent folders being created in CaseFiles for files we have to archive to another location for data ...
Hello, before moving to NEOs, our Accounting department utilized more fields for its Party/Providers in Needles than what the current Quickbooks Integrator tool is capable of, and it is slowing down their workflows for new parties they have to imp...
Neos should not implement updates any earlier than midnight eastern time. Those of us in the mountain and pacific time zones should not have to endure work disruptions when updates are completed, especially unplanned updates.
Add a bulk update option for multiple checklist items copied from other case types
Adding an option to bulk update multiple checklist items in a case type checklist would benefit any firms which copy existing checklists into new case types that are created, so the new items can be applied to existing cases
Neos: Add a calculator option to the reduction field of the value tab.
We may be given a percentage reduction or another scenario that would require we use a calculator. It would be helpful if the calculator was attached to the field.
Neos: Include Notes and Documents when merging Providers
Unless you look to see if there are notes and/or documents, they are not copied and will be deleted. This is huge when it comes to expert witnesses. Also copy over the notes and documents when merging a provider into another.
Some correspondence and attachments just have multiple purposes. For example, a client sends in an update on treatment. I would like to see that in both client correspondence and in medical updates.
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