Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2688 of 2688

Ability to move/rearrange case tabs when several are open.

It would be extremely helpful to be able to move tabs around when several cases are open. Just as when you are on an internet browser and are able to rearrange tabs at the top of the page, being able to rearrange client case tabs would be very hel...
Guest 8 days ago in  0

Calendar pop out

It would be great if I could pop out the calendar so that I could still view it while working on different cases.
Guest 3 days ago in  0

Changes Needed to the Intake: Currently the Intake questionnaire details are lost when you convert the intake into case. The Intake Packet should be saved to the Intake tab to see the entire intake packet including the questions and answers that we added to the intake. It is absolutely terrible that we lose this data when we convert it to a case.

No description provided
Guest 7 days ago in  0

Manual checklist status set to "Open" instead of "Blank"

The auxiliary checklist items that have no reference and are set manually should be an open status instead of blank.
Guest about 2 months ago in  2

Signature pad support

Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Guest 2 months ago in  1

Add option to open PDF's in the Adobe Acrobat browser version

Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Guest about 1 month ago in  0

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!
Guest 7 months ago in  12

DELETE "Blank" Checklist Status

No description provided
Guest about 2 months ago in  1

Premium Docs: Open Editor INSIDE matter file

PDF Editor opens in a new tab, killing the case timer for the amount of time you're in there editing.
Guest 6 days ago in  0

Premium Docs: Staff Signature Needs to auto-load into PDF editor

Having to re-load a signature from a local file every time is a waste of time. PDF Editor should auto-load the staff signature.
Guest 6 days ago in  0