Add Template Merge Options for Total of Value Items (MED/COSTS/ETC)
Neos doesn't provide a merge option in templates for total of all value items (it breaks it down by provider only). For example, when you choose "Total Value" it requires you select one provider and gives the total value of that provider ONLY. It ...
Report with Case Listings by Class Code and can sort by Class Code and Party Names
create a report (without having to export to excel) with Case Listings by Class Code where you have the cases sorted by Class Code and Party Names in alphabetical order?
There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Provide for "if, then" logic to generate tasks in the checklist
Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
Add one line of Synopsis screen to the individual cases durng search
It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.
Allow Attachments to be saved to Email being sent when tagged rather than having to go to Sent folder to tag email to get documents to attach to email being sent.
When I am sending an email, I have to send the email, then go to the sent folder and then tag the email so get the documents to attach. This is very inefficient. When using Needles, I could hit "Send and Post to Needles" and never had to go to the...
An Icon to identify when a case is part of a companion group.
Change the visual of the icon in the left navigation pane of the case to identify when the case is included in a companion group. For instance, a red block like in Needles.
It would be great if we could have a "ding" or some sound notification when a notification is received so that we don't have to always be looking at the screen to know we've received a new notification.
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