Ideas & Enhancements
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Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.

When a task code is set, the rate is auto entered, and the billable amount is calculated but it is not a required field. It would be helpful to make it a required field OR to automatically populate the staff billable rate so it does not cause $0 b...
Guest 3 months ago in  1

Adding a default value category for a provider

it would be helpful to have the ability to set the value category for a provider within their contact card. Example, eServe will always be categorized as filing fees when entering expenses in the value tab.
Guest 3 months ago in  0

Ability to set triggers from Date of Birth

We have clients that start their case before their 65th birthday and during the case turn 65 and become Medicare eligible. It would be nice to have some sort of warning or be able to set up some sort of trigger that uses the Date of Birth.
Guest 3 months ago in  0

Invoice should pull date task performed, not date entered

Sometimes, we enter our time spent into Neos at a later date. It would be helpful if the invoice would display the date the work was performed, rather than the date the information was entered into Neos.
Guest 3 months ago in  0

Return ability for partial Name search in "all" field

It seems as though I can no longer do a partial name search using the "all" field. This is how I've always previously searched. It doesn't work now, unless I put the entire client name in the "all" field. In order to search just using a partial na...
Guest 3 months ago in  0

custom autonumbering cases

ie. for the year of 2024, we would like case numbers to start off with 240001 and when 2025 comes around, I would like to start with 250001.
Guest 3 months ago in  0

Allow to change checklist dashboard to filter open cases

for firm Kane and Silverman : Please allow for checklist dashboard to only include open intakes and cases
Guest 4 months ago in  0

Option to Keep Note/Message Topic Label from the Original Sender or Change It

As is, the sender might send a message under the topic "client call' and the recipient has to again label it when responding. It would be greatly appreciated to be able to simply keep the original topic label OR change it if needed.
Guest 4 months ago in  0

Allow user to organize the order of "type" in case docs for their workload.

"Types" are organized alphabetically. Each employee may be in one area more than another, it would make their work more efficient to organize the types to suit their work than to have it be alphabetically. If your work is in something at the end o...
Guest 4 months ago in  0

Make Provider Phone and Fax Numbers Searchable in Advanced Searches!

Trying to create reports that need the Providers information including the phone and fax numbers and it's not an option and it should be.
Guest 4 months ago in  0