I see we have a value tab, but it would be nice to have a tab dedicated to all medical treatment. It would be organized by medical provider, you would be able to click on each provider then a screen would open up with any attached pdfs, dates of s...
It would be amazing if the option for dictation were available for the busy attorney to be able to note or add details to the case file hands free. We here at Brent Adams and Associates would surely take advantage of such an option.
Neos Activity Feed - It would be helpful to get more granular on changes that are made (i.e., close date)
Add filters to filter activity feed by important fields on the case type such as close date, maybe Case Name since that affects the client folder, etc. Another helpful area is to show specific changes to the party tab. Currently, no details are gi...
We would like to be able to print a report to show the details of a check request. We used this Needles 5 for every check request and then provided to the accounting team for processing. Please add to Neos.
Normally, pressing tab brings the cursor from text box to text box (and for the most part, this is still true). However, after you enter in name for the "To:" section in an outgoing message, pressing tab/enter just deletes the name you just put in...
Bring back the previous and next arrow in value entry screen
We used to have these arrows to switch between entries in the value tab. The benefit of the arrow is an example When a user enters case expense with a DTF entry they can use the arrow to quickly go to the DTF entry, rather than exiting out and re-...
We have more than one intake member assigned to the checklist items. In the current intake you only have the primary staff and no one else. We have an intake lead that has checklist items but she cannot do anything until it is made into a case bec...
For years our firm linked Neos cases to sub-files in SharePoint. With the new update, this feature has stopped working and it is disrupting the normal work-flow. Any method suggested as a supplement (such as companion cases) would require us to de...
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