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Payment subtotals on value tab separated by each provider that paid

In personal injury it is very important to be able to QUICKLY see how much each insurance paid towards medical bills. It would be extremely beneficial when clicking on Subtotals in the Value tab that it separated a total of what PIP paid, what Cli...
Guest 7 months ago in  0

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes
Guest 7 months ago in  0

Emoji translation in text messages

Many clients include emojis in their texts back to us, and they show up in the system as question marks (?). If the system to translate them to the correct character (or even read them into the system the way voice-assisted messaging does), that w...
Guest 7 months ago in  0

Make Calls Logs Sync Instantly (otherwise ring central is pointless) also an automatic message note which shows up and voice mail storage

It takes 2 hours for ring central call log to sync with NEO instead of instantly. For those of us who handle alot of PI calls this defeats the entire purpose because by time the calls syncs we dont remember who called or what the call is a back. A...
Guest 8 months ago in  0

Add Category filter field in the Browse Documents Section

Currently there is no option to specifically filter by Category in the Browse Documents section of Neos as a whole. To clarify, there is the documents tab on any individual case wherein categories can be filtered by and there is the Browse Documen...
Guest 8 months ago in  0

Adding Accident Information Standard Tab to Intakes

For the Accident Information standard tab that was added to cases, it is not possible to add it to any intakes even though it is enabled for the case type. It does not appear in the intake nor is it available as an option in the Intake Layout Mana...
Guest 8 months ago in  0

NEOS PDF - Word Documents Conversion by Printing to Neos PDF - Print to PDF function

There should be a function in the document section that allows the user to Print Word Document to Neos PDF which saves the newly created PDF in the client folder in the document section and in sharepoint. Then the newly created PDF opens in NEOS P...
Guest 9 months ago in  0

Large Profile photos for clients (please)

Larger Profile photos for clients and accident photos (please). We want to really personalize our clients it makes the case managers really get more involved when they can see a large photo of the client that they are representing
Guest 9 months ago in  0

NEOS PDF Editor Does not Work It is not a functional replacement for ADOBE

For Example if you have an un-coded PDF form (for example a required form for the Superior Court Documents) which is a fillable. NEOS PDF does not allow you to tab thru and fill in the document using NEOS PDF Editor.
Guest 9 months ago in  0

Neos Special Note: Allow default text

We have a template that we add to the Special Note for every single case. It would be nice to have the ability to set that by default so that every time a new case is opened, the text is already there.
Guest 9 months ago in  0