In Neos, it would make more sense to have a separate email tab to save the tagged emails to rather than in the Notes tab. Notes for some users is specifically notes you write that you created, while the emails would be useful to have in a separate...
It would be fabulous to have a tab that would allow us to add medical providers, dates of service and a short synopsis of care, then a check box for bills/records/radiology (that we have received) or a box to note that that date is not related, so...
Neos Intakes: Allow for Defaulting of Party to be Company on Worker's Comp Intakes
The firm's Party #2 in Intakes is always a company, as it is an employer. Firm would like to have Party #2 default to always be a company so they do not have to change from person to company each time. (Party #1 should always be a person)
Please add an option to "Add Intake" when looking at search results for a party.
Currently it only gives Add Case and Add Provider. By adding this tab, it will help alleviate duplicate parties being added to Neos. This tab will allow us to go directly into creating the intake while on the phone with the client, and it will sav...
Make the tabs up top of the cases, etc. open , movable.
I always have many tabs open and cannot close the last one on my screen bc the "x" is covered as shown. I need to be able to move that tab and close it to easily access other tabs as I work. Hope that makes sense. Here's a screen shot. Thank you.
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