Ideas & Enhancements
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Notes - Email Subject Line

Automatically insert the email subject line (in the Note Subject) for the email you are tagging.
Guest almost 3 years ago in  0

Much Needed Changes to the Neos Checklist

Change it so that the checklist automatically refreshes. Having to click the refresh button every time a change is made is a pain. Being able to do this with a key stroke, ctrl-s in Needles, is much easier. When the checklist is refreshed, have it...
Guest almost 3 years ago in Checklist 0

Paragraph Feature in Intake Layout should be added to Case layouts

It would be beneficial if you could use the add paragraph text feature from the new intake layouts in the case tab layouts as well. So that if we can add in a script or instructions on each case tab.
Guest almost 3 years ago in  1

Separate Negotiations by Provider, and Insurance Type.

Currently inside of Neos, whenever there are multiple entries on the Negotiation from the same provider regardless of insurance type, all of the entries will be grouped together. It is very often that the same insurance provider will have multiple...
Guest almost 3 years ago in  1

Support the changing of staff email.

Please add support for changing the email address of any staff and preserving the historical calendar item assignments made to the old address. When changing a staff email, it would be best for the calendar event's in the system to update, and ref...
Guest almost 3 years ago in  0

Add Reconciler To Quickbooks SDK Integrator

It has been requested that a reconciler program be added to the quickbooks SDK integrator, so that users can modify exported value items from Neos in order to link up with what is existing within Quickbooks. Example: Value item export where the fi...
Guest almost 3 years ago in Accounting Integrations 0

Neos - Calendar Note Text Editing

Would like to be able to edit the text within a calendar item's notes the same way one can do so in the notes tab. (i.e. changing text color, font, formatting etc)
Guest almost 3 years ago in  0

Neos Search display results

When you use the search to find a case, it would be useful if you could see the staff assigned for example Case Manager. That way it would be easier to find who someone needs to talk to without the extra clicks of opening the case and trying to fi...
Guest almost 3 years ago in  0

Value Tab

There should be a "last updated date" somewhere on the value tab screen; so that an attorney knows that last time the value tab was updated. We are constantly being asked if the information on the value tab is up to-date because they have no way o...
Guest almost 3 years ago in  1

Changing/Updating Provider Addresses

There needs to be an ability to change/update addresses for multiple providers that are associated with each other. For instance, an insurance or firm, changes their mailing address, we have to open each individual provider associated with that co...
Guest almost 3 years ago in  1