Currently, we have created a report to show billing charges, amounts paid, adjustments taken, and total due for a specific client. We can use the sum feature on the columns for Total charges & Total Due. It would be helpful to see the total am...
Be able to select provider address where client treated in each case
It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
Have the provider address show in the value screen instead of having to go into the provider tab.
Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Replies to email auto tagged, and sent from Neos not OL
When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time
We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.
This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.
Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"
Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Avaya IP Cloud should be offered as an integration with Neos in addition to ring central. Avaya runs off of Ring Central, so this should be an alternative if a firm would like to use additional phone services.
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