Default Provider Card add the business name (Provider Company)
Under the Default Provider Card we would like the ability to add the business name (Provider Company) and have it linked to the business name (Provider Company) instead of needing to create Provider Associations Groups
Value Transaction Default Paid By/To by Value Code
Add an option to configure default Paid By/ Paid To for value transactions by value code. Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction. No multi select & edit is available Add transa...
Dollar values formatted with 2 decimals and right aligned
On the value tab, advanced search, etc dollar values should always be displayed with 2 decimal places and right aligned so the decimal places line up. Current formatting presents as $10.1 $100.01 $1000.1 Should be $___10.10 $__100.01 $_1000.10 so ...
Provide an option to use multiple user list tabs (1-5) in advance search to create reports with columns from multiple user list tabs (1-5). Not just the one tab selected in the "search for" dropdown menu and the entry tabs (6-10).
Include Email templates in Neos and not just Intake Pro
Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time...
Search results show if there is an open case associated with the name.
Would be really helpful if you could see if there is an open case associated with a name directly from search results without having to select each name. Especially for common names.
Merging documents using PDF editor in Neos also add typewriter tool
Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...
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