We use alt case numbers instead of the case number that Neos automatically generates. It would be helpful to not see the Neos case number but only see the Alt Case No.
I've search but cannot seem to find a way to select more than 30 checks to export at a time. I sometimes have multiple checks and have to export them in sections. I would like to export them all at one time.
It would be great if you could add multiple AKA's. It's not uncommon for people to marry multiple times and/or to have really long names, or hyphenated names. Allowing for multiple AKAs would allow for better client tracking and less erroneous ent...
Have the ability to limit an intake that is assigned to that person not who created it. Currently, if you have the permissions of yes to all of "My Intakes" for staff "ABC" and create an intake from ABC, they can view it. But if person "XYZ" creat...
As of now, the spacing in Notes is double-spaced. It is more beneficial to have notes single spaced so it's easier to read and doesn't look like multiple rows/paragraphs.
Guest
about 3 years ago
in General
2
Future consideration
Neos Today Appointment should scroll to the current time you are viewing
When you log into Neos, the Neos Today - Appointments should accuractly reflect the current time. The default would be to show any "all day events" and then start at the earliest appointment. If the User logins at 3:00pm the view should already be...
Searching for Provider to add party to case causes Neos to hang
Use case - the firm has repeat insurance company parties and to insert that party requires a user to type name > click search > search pane opens > delay of 5-6 minutes to show results. The resulting provider is listed in 25K, 10K, 5K, ca...
Currently no way to filter Document Category, Case # or Date Created on Browse Documents screen. These filters would eliminate the need to have to go in to each case documents tab every time you need to access a specific file.
0
