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 ...
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...
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...
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.
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 ...
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...
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...
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.
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