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User wants a totals by co pay, pip and write off in a medical providers report just like it was in needles 5

User wants a totals by co pay, pip and write off in a medical summary providers report just like it was in needles 5
Guest over 3 years ago in General 0

Set the status column as a default on checklists for Neos

When opening a checklist item, the status column is not displayed by default. This leads to possibilities where new users who have not set the status column to be visible will not notice items might have no status entered, leading to disorganized ...
Guest over 3 years ago in Checklist 0

Ability to "Add" a new record under each Value Tab main category

Add the "Add" action button under each section on the Value tab? In other words, have "Add" next to Recovery, Deduct and retain to pay, and Deduct and retain to pay to others
Guest over 3 years ago in  0

NEOS - Address Info Box Column Modification

Ability to modify which columns are shown in the "Address Information" section. Many firms do not use the "name" or "Salutation" sections and it would be nice to be able to turn them off.
Guest over 3 years ago in General 0

Neos - Rename category and type they do not make common sense

Type in Neos = the folder in sharepoint Category = the type of item the template represents (demand, letter, etc) Tag = semi redundant of Category The names should be changed to be clear to what each refers. People using needles are not programmer...
Guest over 3 years ago in General 0

Click into case from Neos Message

When previewing a message there is no way to quickly navigate to the case that the message is attached to. Please make the case # an active link to the case itself. Right now you have to double click on the message, open it in full screen, which i...
Guest over 3 years ago in  0

Neos - Email Docs other than PDFS

Would like to be able to e-mail any doc in the case docs tab as an attachment, not just PDFs.
Guest over 3 years ago in General 0

Text Messaging reminders for staff calendar entries

Some attorneys and office staff prefer text messaging reminders for their appointments instead of email reminders due to the abundance of emails received on a daily basis.
Guest over 3 years ago in General 1

Neos: Allow Parties to Have More Than One Role

Firms are unable to select additional for parties in cases.
Guest over 3 years ago in General 0

Add Additional details to complete QuickBooks SDK Integration

Currently, a user is prompted to activate the QuickBooks Integration. Many customers would believe that was all that was necessary for the integration. We should add a suggested text, to follow the steps outlined in the QuickBooks Integration inst...
Guest over 3 years ago in Accounting Integrations / General 0