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Ideas & Enhancements


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Add Template Merge Options for Total of Value Items (MED/COSTS/ETC)

Neos doesn't provide a merge option in templates for total of all value items (it breaks it down by provider only). For example, when you choose "Total Value" it requires you select one provider and gives the total value of that provider ONLY. It ...
Guest 4 months ago in  0

new design - header

This is more of a compliant with the design. What a waste for the header on a case. The header doesn't expand all the way to the right, which is should, now we have to use an arrow button in order to see everything in the header and it won't remai...
Guest 3 months ago in  2

Ability to add multiple staff to a checklist reminder

There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...
Guest about 2 months ago in  1

Client address needs to be placed higher up on the party tab

The client's mailing address is used most often out of all the contact information on the party tab. Therefore, it's most logical to place the address above phones and emails.
Guest 28 days ago in  1
209 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest over 2 years ago in General 11 Future consideration

Method to Track Deleted Provider Notes

Presently, you cannot audit deletions from provider notes or track deletions of provider notes in the activity feed. This is an important feature. Per Neos support, "After doing some research, it seems as though Neos does not currently have a way ...
Guest 6 days ago in  0

Underinsured motorist claim fields

We often have clients who after recoverying the insurance policy limits from the third party careless driver, pursue an underinsured motorist claim to recovery additional insurance proceeds on their account. Once we enter the actual amout in the i...
Guest 6 days ago in  0

Editable Dates on Emails Tagged from Outlook

The "date" field on Notes that are emails tagged from Outlook is locked and cannot be edited. This is currently intended however being able to edit that field in Neos would be of great use to firms for sake of organizing notes according to the act...
Guest about 1 month ago in  2

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case in the case tab.
Guest about 1 month ago in  1

Have option to sort documents chronologically

pretty self-explanatory - allow us the option to sort documents by date order
Guest about 1 month ago in  2