Ideas & Enhancements
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Neos - Current formatting of reports need minimum margins expanded

The current formatting of Neos Reports has margins that are est. .3 which is too small for most printers. A minimum margin should be set of .5
Guest about 3 years ago in General 0

In the 'Cases for Party' Option - Add Date of Incident

When clicking Cases for Party - it would be great if DOI was added to the list of cases
Guest about 3 years ago in General 1

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...
Guest about 3 years ago in Integrations 0

Neos - Case Specific Document Categories

Would like the ability to create document categories specifically for different cases as some of the categories would only pertain to those cases. i.e.
Guest about 3 years ago in General 0

NEOS - Customizing Document Details Screen Layout

The ability to customize the documents details screen layout.In the documents tab, the list automatically generates with the type first, then the category. For the details screen to have the category first, followed by the document, this can cause...
Guest about 3 years ago in General 0

Neos - Case Type Specific Document Categories

Would like the ability to create document categories specifically for different case types as some of the categories would only pertain to those case types.
Guest about 3 years ago in General 0

User would like kind as a required field on the negotiations tab

I would like “kind” on the negotiations tab a required field when you open a new case.
Guest about 3 years ago in General 0

User would like the caseload analysis summary to have a today's filter or specific date

The user would like the report for caseload analysis summary would like a today's day filter. In needles 4 he used to be able to search by a as a certain date that would give him the number of cases for a specific date and pull in all the cases fo...
Guest about 3 years ago in General 0

User would like a drop down of suggested providers in the medical records tab

Can providers that are already in the Value screen become a drop down tab when entering the providers in the Medical records tab? That way it pulls the correct location instantly, instead of having to type out the provider, look for the right addr...
Guest about 3 years ago in General 0

When an item is marked as done and/or NA, the item should drop to the bottom of list, not remain in active listing .

No description provided
Guest over 3 years ago in Checklist 0