Ideas & Enhancements
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Ability to change/edit Case Header

Have the ability to change the header to display additional or other bit of information. Things such as DOB should be able to be added into the header
Guest almost 5 years ago in General 1

When copy and pasting an Excel Spreadsheet into the notes, what was copied shows vertically instead of remaining in column form when saved.

It would still be in the spreadsheet form, and we wouldn't have to figure out which column header goes with what information without having to open up the spreadsheet.
Guest 9 months ago in  0

Settlement view in Value tab shows CASEEXP as being disbursed out of settlement

see the attached screenshots demonstrating this in a simple example I have 1 settlement entered for $100,000.00 and I have 1 case expense entered for $10.00. As soon as I add a transaction to show the case expense as being paid to the provider and...
Guest 9 months ago in  0

View case associations for contact in Contact detail view.

It would be helpful to view all the associated Cases for a Contact in the Contact detail view. Currently if you are in a contact preview in the address book you can view associated cases, but you can not view associated cases in the Contact detail...
Guest 9 months ago in  0

Mass Update Primary Staff

Would like the ability to update the primary staff in bulk. Not able to do so right now.
Guest over 1 year ago in  2

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...
Guest about 2 years ago in  0

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.
Guest about 2 years ago in Checklist 1

Multiple document generation to include user defined tab such as records/ request

Currently we can only generate multiple documents for parties and providers. User would like to be able to do this for user defined tab such as record request. So they don't have to go one by one
Guest almost 3 years ago in  1

NEOS - Search Preview Isn't Showing Full Address

The preview pane the pops out of the right side of the search window when you click on someone doesn't show the full address in the "Address" section. It only shows address line one.
Guest over 3 years ago in General 1

NEOS - Select All Option on List Tabs

At the moment, there is no way to quickly select everything on a list tab to apply bulk actions too. A select all feature would be nice.
Guest over 3 years ago in General 0