Staff receiving many messages a day can miss important Neo messages even thought it may have a red exclamation point next to it, important message's could stand out more if the message could also appear also as an Outlook email,in certain situatio...
DTF Items generated off Case exp/ other DTF value codes do note retain the memo
Creating a value item with the memo field filled out, once the subsequent DTF item is generated the memo on the case expense does not carry over to the DTF item. Instead when the DTF is generated the memo filled is filled in with the provider name...
Ability to link claim information on Insurance tab to Value tab
Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.
Add Option to add Party or Provide Contact Details to Outlook
Add feature to create an Outlook contact from both Party records or Provider records. Fields to include would be name, address, email address, phone numbers and date of birth. This will add a benefit to the 365 integration.
It has been requested that functionality be added to modify checklist item names, via copy/paste, from list view, instead of having to click into details.
Allow us to show the "Comments" column under the Insurance tab in Neos
Right now, under the Insurance tab in Neos, we have the ability to show/hide a number of different columns. Unfortunately, "Comments" is not one of them, and I'm not sure why that is. Please give us the ability to show/hide the "Comments" column u...
We are just now migrating over to Neos from Needles. I can tell you that the document management side of things is way differnt than we are used to and also more complicated. In traditional Microsoft explorer, folder views, you can do so much. It ...
Implement "copy to other case" button or check box within notes
Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...
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