Multiple document generation to also include Value and Insurance Tab options
Currently, the multiple document generation extends to party and provider and primarily targets requesting medical records. One customer has suggested that multiple document generation also extends to insurance and value tab documents. They pointe...
Being able to add a room location would be super helpful when calendaring a client meeting or any litigation scheduling so that we don't have to go back and forth from NEOS to Outlook making it easier to book a conference room.
Reassign Date is not a filter in dashboards. The only time reassign date shows up as an option is when the "Select Primary Record" is set to "Case" (not case with value or any others) and then the reassign date is only a selection in the columns n...
It has been requested that the checklist on the home screen be adjustable, so that it can be moved up into the white space underneath the good morning message without having to scroll.
When adding an event in Neos for another user, the calendar should auto-refresh instead of manually refreshing to confirm we are looking at the most up-to-date events.
Presently, when generating a document, the document generation window covers up all Neos info. When completing the selections and fill ins, you cannot see the case information in Neos without opening a new instance of Neos. It would be nice to be ...
Adding /, \ and & between names when adding companion groups in the companion tab
User used to be able to add "/", "\". & in between companion group names without getting an error. User can add them with a , ". ", or space in between. User would like to be able to add /, \ or & in between two names when creating a compa...
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