Ideas & Enhancements
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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 year ago in  2

NEOS: IMPORTANT. Please add a warning when someone attempts to change the name of a party or provider

Please add a warning that the change will affect all places in Neos where the Name ID is used. Without the warning, some people may not know the implications of changing a name to the rest of the database.
Guest about 1 year ago in  1

Value tab slider added for lien/collection

Same option as DTF when adding transaction to value tab. So it clears out expense and add a separate one to DTF, but instead it adds to lien/collection
Guest over 1 year ago in  3

Option to Retain Payment Information when a check request is deleted

We would like to take advantage of the check request functionality in Neos without using an accounting interface. When we have processed the check request, we would like to be able to delete the check request without the payment being deleted in t...
Guest over 1 year ago in  0

Have an option to close all checklist items when a case is closed or intake rejected

As is now, if you close a case or reject an intake the checklist items remain open. Giving us the option to close the remaining checklist items in bulk or giving us a button to allow us to do so would aid in keeping our checklists in order. It cou...
Guest over 1 year ago in  2

Having the ability under a case to add documents to a linked party

The goal with this is to help create a folder structure/SharePoint container that has all of the pertinent information in a case but allows us to separate the information for each Party role like witness/defendants/etc.. under that case. This woul...
Guest over 1 year ago in  1

Notes Tab: Remove text from search filter when you leave the case

The text from the search box on the Notes tab should delete when you leave the case, it is confusing to land on another case and see notes missing or blank because that filter is still set.
Guest over 1 year ago in  3

fix the Report: Custom Tab Names

fix the Report: Custom Tab Names
Guest over 1 year ago in  1

Negotiations Tab New entry should have the Insurer at the top of the screen to select easily instead of being further down on the page;

The Adjuster does not populate until the Insurer is selected; You should not have to go looking for the Insurer lower down the screen
Guest about 2 years ago in  0

Neos: Transactions - Requests for Deposit increase the amount due

When adding a transaction to a value time with an amount due and requesting a deposit, the amount increases the amount due rather than reduces it. I have to edit the transaction after it's created and change it from a credit to a debit in order fo...
Guest about 2 years ago in  0