We frequently have to create multiple intakes for the same accident or multiple intakes for one person for different case types. Having to copy the data from one intake too another is extremely time consuming and awkward. Adding a 'Copy Intake Dat...
It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.
Presently, you cannot audit deletions from provider notes or track deletions of provider notes in the activity feed. This is an important feature. Per Neos support, "After doing some research, it seems as though Neos does not currently have a way ...
Allow manual input of "reduced total" for reductions
Currently you can only insert how much a bill is being reduced by in the Value section and Reductions section. There should be an option for inputting what the bill was REDUCED TO, since reductions aren't always based on a simple percentage. You h...
Ability to change order of parties listed in Party Screen
We would like the ability to change the order of parites after they are entered in the party screen. for example..if we have 3 parties entered, can we move party 3 into the 2nd spot, moving the existing party to a different spot.
Document Generation drop down showing only party member names, and not entry information.
When using a the document generation drop down, some fields do not preview the specific information you may be looking for. It may only provide the pary member's name, and not the information tied to the party member.If one party member has multip...
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