Ideas & Enhancements
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dedicated advanced search button

If we could get an "advanced search" button next to the search bar (next to the "Create" drop down), it'd save clicks AND remind folks that Advanced Search is available.
Guest 25 days ago in  0

When sending documents from case tab, Let us know if the file is too large to send!

When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
Guest 27 days ago in  0

Note Topics - Favorites

It would be useful to allow for some "Favorites" to be at top of the Topics list, so we don't have to do so much scrolling, whether from Notes itself or from the Outlook Add-In. There are 4-5 topics that I use heavily, with most of the others used...
Guest about 1 month ago in  0

Add the ability to export quickbooks file in *.OBO file format for credit card charges

Many expenses for medical records are commonly paid for by credit card, the ability to export the same charges from Neos to QuickBooks in an *.obo format with charges already assigned to a case would eliminate the need to manually edit each charge...
Guest about 2 months ago in  0

Add a spot for language spoken for our client to request an interpreter with Court

We have clients that speak Arabic, Spanish, etc. Its hard to remember which specific language they speak. I need this information so when we request a hearing with court (criminal), we also need to request an interpreter be available. I need to kn...
Guest about 2 months ago in  0

Automatically Check "Our Client" when transferring from Intake to Case

When transferring a potential client from Intake to a Case, if you don't check "Our Client", the case will not show up on reports or statute of limitations warnings! Therefore, this should check automatically. Current situation creates real risk o...
Guest about 2 months ago in  0

New Firms Converting to Neos

I have a suggestion for firms transitioning to Neos in the future: I think all admins should be able to make any and all structural changes to how the software functions in PPE (Case types, check lists, case layouts and ALL Mini Directories) and h...
Guest about 2 months ago in  0

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.
Guest about 2 months ago in  1

"Select all" feature for copy to other cases option in bulk actions for documents.

When given the option to copy to other cases by clicking on bulk actions for documents, there should be a "select all" option instead of having to go back and forth when searching for the cases. For example, I need to upload a complaint to 454 cas...
Guest about 2 months ago in  0

Neos: We would like to limit who can modify a case once it has been closed.

This is helpful to retain information as it existed at the time of closure and prevent modifications after closure.
Guest 2 months ago in  0