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NEOS- User requesting vertical manipulation of columns on notes tab

Verticality in notes columns would allow at-a-glance review of note contents
Guest over 2 years ago in  0

Neos - DTF - Auto Populating Fields

In Neos when creating a transaction detail on a value item, you have the option to create a DTF. When this is created the memo line automatically fills with the provider's name, however the other information does not automatically fill in. Would l...
Guest over 2 years ago in  0

Single space formatting of tagged emails to the Notes tab should be an option

When you tag an email to a case and it shows up in the case tab, it is double spaced and you can't easily make it single spaced. It would be useful if we could have an option to change the formatting to make it single spaced.
Guest over 2 years ago in  0

Messages Tab should refresh after reading message

When you view a message from the Messages Tab, either from Preview or detail window, the list should refresh to show that message had been read. Currently it remains Bold to show unread until you move to another tab.
Guest over 2 years ago in  0

Marking Documents as Action Required

Would like the functionality to create a Checklist item with a due date tied to a Document in the Documents tab for 'Action Required' document items.
Guest over 2 years ago in  0

Neos- Ability to toggle between Case and Intake checklist items on Needles Today screen

Currently on the checklist summary you have the ability to filter between Case and Intake checklist items. It would be nice to see the same option available on Needles Today.
Guest over 2 years ago in  0

Additional Address types for providers

Currently, "Business" and "Home" are the only address type options for providers. Many have multiple locations, separate billing addresses, etc. I couldn't find a mini directory that would allow adding new items. Can you make this possible? thanks!
Guest over 2 years ago in  2 Already exists

Notes column within the documents tab

You can't add a notes column. It would be nice to add that column.
Guest over 2 years ago in Document Management 0

Adding more options to the search within outlook

We can only search 4 different ways. Need to be able to search by claim number as well.
Guest over 2 years ago in Search 0

Intake name blocks no longer contain prefix/suffix fields

After the intake update, the name block no longer has prefix/suffix fields listed. The name block cannot be modified, so the previous settings cannot be restored. This will help improve visibility with having the prefix/suffix as a part of the nam...
Guest over 2 years ago in Intakes 0