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Ideas & Enhancements


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A button in the Medical Summary tab that adds up all of the Treatment Totals

Many times we have a lot of entries in the Medical Summary tab with Treatment Totals which are tedious to add up by hand. This opens the door for calculation mistakes and an increase in potential human error. Even when generating a document and at...
Guest 3 months ago in  2

Insurance - If you move insurance to another case, give a warning that negotiation entries will be deleted...or

Or provide the option to copy the negotiation entries. If there are negotiation entries linked to the insurance being moved, you should only allow the option to COPY. That way the negotiations are not deleted.
Guest about 1 month ago in  0
116 VOTE

"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest about 2 years ago in Integrations 5 Planning to Implement

Add Save to PDF and Print to the Bulk Actions menus

We have lots of occasions when we need to provide Notes/Case Docs/Value/other list views items to outside services/companies and without a Save to PDF or Print in the Bulk Actions menus, it is a very labor-intensive process.
Guest 6 months ago in  1

Party minor indication - should update automatically when a person reaches age of majority

Currently, someone is always marked as a minor until such time as you uncheck the box. It would be much better to automatically uncheck the minor box once the date of majority is reached.
Guest about 2 months ago in  0

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.
Guest 2 months ago in  0
111 VOTE

Print option in each tab. There should be the ability to print in whichever tab I’m in without having to go to reports and printing.

No description provided
Guest about 2 years ago in General 1 Planning to Implement

iPhone App or Compatibility?

When will there be integration or an app so Neos can be used on-the-go with an iPhone/iPad. Trying to use phone browser is full of glitches.
Guest 8 days ago in  0

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest 9 months ago in Companion Cases 19

Neos - Party Tab - Add Case and Intake information when searching for a name

Currently, when i add a party to a case, I can search for a name, but I am not given information about the name, such as if they have any cases, what type of cases, role, or whether they are open or closed. This causes the potential for adding par...
Guest about 1 month ago in  1