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Make the Synopsis something that can be copied to companion cases.

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Guest almost 2 years ago in  0

Checklist Pop out - show description on two lines to see more text

The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
Guest almost 2 years ago in Checklist 0

Underinsured motorist claim fields

We often have clients who after recoverying the insurance policy limits from the third party careless driver, pursue an underinsured motorist claim to recovery additional insurance proceeds on their account. Once we enter the actual amout in the i...
Guest 11 months ago in  0

Enlarge prompt box for converting intake

When converting an intake to a case, especially when there's a lot of inquiries, sometimes the scroll bar or save button doesn't appear. Making this prompt box larger might fix this issue.
Guest almost 3 years ago in  0

Way to Total Up Values by Type and Provider

Helpful in making sure a treatment date was not missed along with knowing a total of how much was charged over the course of treatment.
Guest 11 months ago in  0

Auto Post & Send Messages with specific data from the case

Ability to auto-send a message with specific data from standard/custom tabs (specified by the user) from the case and post to notes based on a specific action (specified by user)
Guest 11 months ago in  0

Lists from Word Add-in should have an option to include totals

The Neos add-in for word should allow you to create an extra row at the end to calculate the total of specified columns when making lists.
Guest almost 3 years ago in  0

Neos- Case Search Defaults

User would like the ability to select what option under case search is selected by default. Currently, it defaults to name, and they would like the ability to have it default to case number
Guest almost 3 years ago in  0

Checklist dates to be displayed on Needles Calendar

The firm wanted the checklist items/dates to be displayed on the needles calendar.
Guest over 4 years ago in Checklist 0

Neos - Add Party Role to drop down entries when generating a document.

Currently in Neos, whenever you are selecting a party for a merge document. It states the prefix, first, and last name; however, it would be useful for general Party bookmarks/tags to have the party role as well. This would allow us to easily iden...
Guest almost 3 years ago in  0