Manager provider card layout based solely on provider role.
We should have the ability to manage the provider card on a provider role basis. This would allow the customer fields to appear when searching providers, preventing us from having to place the provider in a certain case type to view/edit desired f...
The new records tab document link feature is awesome, but we have lots of cases opened before that feature existed. Would like to be able to link records to the providers in the records tab from inside the documents tab--a dropdown list in the dat...
It is very difficult to post the text response to the case when the response is in an attachment. Two requests: 1. Automatically post the response to the case; or 2. Add the response in the body of the email as opposed to an attachment, so it is e...
When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...
Duplication check when adding a new name - check email and phone number fields
It would be nice when entering a new contact that their email address or phone number already exists within the system. This can help reduce duplication.
Please add a print option for intakes. Where only the intake information prints instead of having to print out the entire website information. This would be really helpful. Thanks.
We would not need to waste so much ink on things that are not a part of the intake such as the search bar on top and all of the quick links to clients tabs and NEOS options bar on the left. I hope this makes sense.
Build PDF Editor to include signature and bookmark functions
I like the idea of having the PDF editor but I think it needs some more functionality to it still. Specifically sending a document with a signature field or entering bookmarks in a PDF would be great.
I would like to be able to add more Email types to a contact. Right now there is only Business, Personal, and Other. I would like to add Billing, Reductions, Records, etc. or even an option to type in a custom value like there is in the address, a...
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