As it stands, there is no way to add a note under contact emails or phone numbers in the event that there are multiple contact persons on a specific case. our only options are "personal, business, mobile" and no room to add a note as to what each ...
Different Boxes In Negotiation Tab For The Same Provider But Different Policy Type
Having separate boxes for each policy type or adjuster regardless of the Provider would help organize the negotiation tab. Users want to be able to Organize this tab by policy type instead of lumping all Policy Types under one Provider.
Browse Cases - there should be a way to remove the cases marked as dormant from an open status so they do not appear on the open case list. Instead it requires you to mark the dormant to see only “dormant” cases separate. You should be able to see...
Please code Neos so that any settlement memo generated is automatically saved into the Case Docs. Right now I have to save the document in an outside folder and then move it into the Case Docs. This is a very unnecessary extra step that is forced ...
Currently Neos Document Categories are available for all Document Types. It would be very helpful to be able to section/assign specific Categories that are specific to Document Types. The current availability of all Categories regardless of Type i...
Auto name Medical Record Requests based on Provider / Party
Before the last Neos update, Documents with multiple Parties / Providers would generate with with dynamic names based on the Party / Provider. With the new Document Generation system, you need to manually change the name of each unique copy of the...
Allow checklist items to use checkboxes/specific field responses from tabs as reference objects
I would like to be able to set a checklist item to only appear once a checkbox on a user tab has been checked, rather than only being able to use case dates and other checklist items as reference objects.
Neos Messages: Have an option to make the font size larger.
In msg there is currently no way to make the font size bigger. Firm thinks it would be a good idea to make them bigger so they don't have to zoom in on the browser.
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