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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

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

ABILITY TO CHANGE ATTACHMENT NAME WHEN TAGGING EMAILS TO NEOS

Most of the time attachments come with names that are not appropriate, we have a specific name we give to documents and it defeats the purpose of having to go back to the system, look up the folder and rename the document when it could have been d...
Guest 9 months ago in  0

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest over 3 years ago in  0 Planning to Implement

Separate Template Name from File Name

I would like the Template Name to be separate from the file naming convention. For example: We have our Record Request document saved as Record Request but the format we name it as is: yy.mm.dd - Provider - RBF Request by Aff but when our users se...
Guest about 2 months ago in  0

Party tab or drop down in the record requests tab

I do not like making companion cases. Instead, I prefer to add all parties involved in a case to the same case. It's never much of a problem except in the record requests tab, there is no actual way to show only all requests for a specific party. ...
Guest about 2 months ago in  0

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

Neos Intakes - Add Case Name or ability to update Case Header when spelling of name is changed

Please add a Case Name field or some way to link the potential client's name to the intake header to reflect the correct spelling when a change is made.
Guest 7 months ago in  0

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Guest about 3 years ago in  9

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Guest over 2 years ago in  0