Ideas & Enhancements
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Add a Version of Case Facts into Each Case/Intake

If it is possible, please add in an option in the case/intake to make a Case Facts report like in Needles. The one through the Reports menu is a bit clunky to use.
Guest 7 months ago in  0

Intake Form with All Intake Information

Previously we received a PDF in the file with all the information the client has provided in one document. It listed their contact info, the accident summary, the police department, police report number, their injuries, what hospital they went to,...
Guest 7 months ago in  0

Two factor Authentication 7 day do not ask

Need to have a log for calendar items that are not case related. Who created, who canceled item etc
Guest 7 months ago in  0

Need client name & case number on reports

When you print a DTF Report now, there is no identifying information on the report and you have to perform an additional step to get a list of the expenses.
Guest 7 months ago in  0

ability to display provider role and specialty in advanced search

We want to display provider name, address and role and specialty in the results
Guest 7 months ago in  0

Timer with start time and end time

Currently timer stops if the page is not active. Opening a new tab creates loss of time on the timer and having to calculate missing time for billing. Having a start time and end time input feature (ex 10am-11:12am) would clear up timer issues whe...
Guest 7 months ago in  0

have Neos offer file-name suggestions based on the email subject line, as in TW -

may save the search (aka time). Also, have it jump to the 1st letter of a typic, vs. Having to scroll through an endless list of redundant suggestions.
Guest 7 months ago in  0

Notes field accessible to contacts that aren't providers

When putting a regular contact into Neos, it would be helpful to have a place to describe why this person/contact reached out or what they needed.
Guest 7 months ago in  0

SSO module requires you to click next to login in, hitting enter on your keyboard does not work.

When prompted for the company ID with the SSO module hitting enter does nothing. You have to actually click next to login. Not a major issue just some quality of life.
Guest 7 months ago in  0

Tag Email Function and Send Email Function together as 1 Function

In our Needles program, there was a function where we could "post" the email to Needles case and "send" the email at the same time, which was awesome. Just one click and it was tagged to the case and sent. Please add this "tag and send" function t...
Guest 7 months ago in  0