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Neos - Value tab graphics for payments/adjustments - Useless and takes up too much room

Please either change the purpose for the graphic or move it to the bottom of the right side of the screen. For now, we have to scroll down to see the due amount.
Guest 5 months ago in  0

Neos Outlook add-in Case info button

It would be helpful to that the Neos Outlook add-in Case info button change color to indicate that the email that was received was tagged to a case and even show the tagging history of the Email Thread so we can ensure quickly that all the corresp...
Guest about 1 year ago in  0

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest about 3 years ago in General 1 Already exists

Add a Group Special Permissions for access to making a case Dormant.

A lot of the time our team members make a decision on their own to make a case Dormant and we would like to be able to control who has the ability to put a case into the Dormant stage by adding a Group Special Permissions for access for it.
Guest 3 months ago in  0

Tagging a Neos note to a Negotiations.

When an attorney or case manager selects a Negotiation note topic, we would like to force a step that would require them to tag it to a specific Negotiation.
Guest about 1 year ago in  0

Separate Negotiations by Provider, and Insurance Type.

Currently inside of Neos, whenever there are multiple entries on the Negotiation from the same provider regardless of insurance type, all of the entries will be grouped together. It is very often that the same insurance provider will have multiple...
Guest almost 3 years ago in  1

Neos - Basic Search Alphabetize results

It makes it very hard to find a desired search result when your result don't seem to be in a usable sorted list. In the example attached searching for Ambulance provider we get alphabet soup Y comes after A then B, S, then C. Could we get the abil...
Guest over 1 year ago in  0

Notifications of Check Requests

An an option to be notified either by Neos or the Neos Integrator when someone has requested a check in the $ value tab would be great.Examples: advance, advance-med, expert, filing fee, mediation, etc. check requests are typically of an urgent ma...
Guest 10 months ago in  0

Add date/time for when a Note is emailed out of Needles

We want to be able to see when the note was emailed out of needles. As of now there is no way to confirm that a note was emailed out on a certain day at a certain time. We would like to be able to see that a note was emailed because using the day ...
Guest over 3 years ago in  7

Option to select company after a check request is submitted to QB Integrator

In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books. This should be a feature offered in the integrator. It shou...
Guest about 2 months ago in  1