We have an issue with people changing addresses or phone numbers (even AKA shortcuts) for providers like the hospitals. Most of the time they are using older information from an old list and the information has been updated since then. Then I have...
Please add a third option to staff profile notifications settings for muting the notifications. This is an alternative if you do not want to receive the notification from Neos, nor email. Larger firms have constant notifications that don't get cle...
We have a suggestion you may want to consider: work on creating a blank link from a case, from Neos, to be able to send to clients to upload medical records etc. Additionally, another suggestion is to be able to create a link from Neos with multip...
Phone logs/notes saved to multiple providers in one step
We'd like to be able to log a phone call for a case and connect that note to multiple individual providers in one step for more accurate data collection we'd like to efficiently and accurately record all of the people on the call without having to...
save filters applied to the Staff Profile screen after closing or refreshing page
Users need to be able to save their filters for showing active users only as a firm does not require seeing inactive staff profiles every time they open the staff profile screen.
A companion case should automatically be added as a Party to the other companion cases. Some documents can be created to include all companions but in order to create a doc in Case Documents, the individual must be added as a Party to the case. Se...
Is your question addressed in the online help? NO If receiving an error or having an issue, what is the exact error or describe the issue. I don't know if this qualifies as something that can be resolved, but if not please take it as a suggestion....
It would be helpful to add tags/subjects or split text conversations into multiple threads, so it is easier to go back and check the history for specific exchanges. I would like to be able to sort discovery-related texts into one thread, appointme...
Knowing that there is a robust security infrastructure that Microsoft Azure brings to bear for the Neos platform it would be great to have some insight into our Neos tenant security. A reporting or dashboard that we could provide to management/ins...
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