Autopopulate New Provider Card Generated from Search
When searching for a provider prompts you to create a new provider card, it would be helpful if the data you already entered into the search populated into relevant fields in the provider card.
I'd like to add an Auxiliary Checklist to multiple cases at once from the Advanced Search or Reports screens. For example: I want to add an auxiliary checklist to perform tasks A, B, and C on every case of a certain Case Type with 'no' in a certai...
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...
Save/add files to Neos when saved/added to Sharepoint/OneDrive
Would like to be able to have documents that are saved directly to Sharepoint/OneDrive to show up in Neos Case Docs rather than have to open Neos and import into Case Docs from a Sharepoint folder. This creates a duplicate file when a document has...
Make a Credit category that corresponds to case expenses.
For instance, when a case has multiple settlements in it, we need to be able to reflect that we have reimbursed some of the case costs. It does not make sense so have to go costs entry by cost entry and mark them paid until you get to the exact pe...
Show Colors on Document Types within the Document Type Settings menu
I think it would be beneficial to see the Colors on Document Types within the Document Type Settings menu so they can all be easily referenced against each other to see what colors have not been utilized easily.
I'd like an option to save some filter presets in some search areas like the Intakes section. Sometimes we have our Intake need to look at several specific search filters and being able to quickly switch between them would be fantastic.
In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.
A new layout manager field that acts as a note/static text.
In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.
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