Currently, most areas of Neos where there is a list of entries there is also an option to modify the columns. On the staff directory there is no ability to modify the columns. It would be very helpful to have the column chooser functionality avail...
New calendar event default time increment to 30 minutes instead of 15 minutes
Firm only schedules events in 30 minute increments so it would be beneficial for the calendar to default to 30 minute increments instead of 15 to not have to change it manually
Return the Provider's Contact Info to the Preview Window for Value Items
Franklin D Azar reports that their Accounting Team used to be able to see the Provider Information in the Preview Window of a value item and now they cannot see it as conveniently and they would like this functionality restored please.
Need a way to prevent text message replies from clients to not be delivered via imessage.
Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
Having a bulk action when uploading documents to DocuSign saves time and cost when sending multiple documents for electronic signature on the same case
A button in the Medical Summary tab that adds up all of the Treatment Totals
Many times we have a lot of entries in the Medical Summary tab with Treatment Totals which are tedious to add up by hand. This opens the door for calculation mistakes and an increase in potential human error. Even when generating a document and at...
Can Assembly look into some sort of server upgrades and/or redundancy for Neos so that when the system goes down (or starts DRAGGING like it is today), our entire office doesn't just grind to a halt in the middle of the workday? I know it sounds s...
Allow a function in NEOS to notify staff persons and/or staff assigned to the file that new documents have been added - possibly by using a tag so that not all documents added would trigger an alert to the staff. SharePoint does have this ability;...
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