Neos - Template Generation - Add Ability to Generate a Document for Multiple Providers at once
Add ability to generate a template on a case for multiple providers at once. For instance - a medical records request letter that can be generated for 4 providers at once - generate 4 letters with the different providers as addressees - right now ...
It appears that the Checklist Code Options values are not dynamic and yet a set in stone set of checklist codes. We have added codes to Cases and Checklists and we really need to be able to search and filter by specific Checklist Codes, not just t...
Intake fields as shown in the attached screenshots should be made expandable or include a toggle for such a feature such that they could display the entirety of their contents without requiring the user to mouse over them to read.
It would be nice to be able to change the default search fields when tagging an email to Neos. To be able to search by "File Number" would be very helpful for us. That is the commonly used search number that we use for multiple programs.
When selecting a client with multiple cases, the active one is selected not a closed one. If there are two active cases then a pop up will occur to allow for the selection of the case you want.
Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.
Currently you can only add 44 transactions at the same time using bulk actions in the value tab. Adding 45 or more will make it so you can not see the total amount in the window that comes after.
It would be beneficial if from the Case Docs take, I could select multiple documents and request they be printed right from there, instead of having to open each one and print them separately.
Negotiations tab should allow printing of the Negotiations entries
Printing of the Negotiations entries is a simple thing -- it would allow printing a summary of negotiations entries to be put in a file for easy reference or sending to a client
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