Ideas & Enhancements
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Auto Populate specific party role/ any case field when assigning a case type to a new intake

Add the ability to set a default party role when a specific case type is applied to a new intake. Party role is a custom field for the intake that has been manually added but adding the ability to set any case field to a default option within the ...
Guest 11 months ago in  0

fix the checklist

need to be able to easily edit and remove unwanted items from the checklist. There are so many on mine - hundreds - that its useless to me and probably keeps getting more bloated. i would like to purge and entirely and then add deadlines in by han...
Guest 11 months ago in  2

Permissions groups should automatically change staff permissions to inherited automatically.

No point in putting staff into a permission group if you have to set the staff permissions to inherit. Would be a massive time saver if when you put a new staff member into a permission group it would immediately set them to inherit across the boa...
Guest 12 months ago in  1

open communications center

This takes too long to enter call logs because there are to many required fields. delete direction the contact should fill the phone # automatically or remove this
Guest 12 months ago in  0

Be able to have the same category for all attachments being saved to neos from an outlook email

Sometimes I attach a lot of documents to an email. When I save them, I manually have to select the type/category for each document on the needles tab on the side of Outlook. A lot of times, all documents are the same type. It would be nice to be a...
Guest 12 months ago in  0

Add to provider contact card a button to show all clients who were sent to that facility

No description provided
Guest 12 months ago in  1

Insurance Tab

the ability to rearrange the fields and add text boxes next to each for separate commenting/note taking.
Guest about 1 year ago in  0

It would be great to have the ability to pull demographic information of a party by making an option to extract it to send it out with ease. Often we need to send contact information on a party, and it would be helpful to be able to extract the information to be easily copied to a text or email.

No description provided
Guest about 1 year ago in  2

Neos user defined fields for providers in advanced search

You currently cannot filter on or view user defined fields in providers in advanced search. Please add the ability to do this just like you can with cases. Our firm uses fields for court reporters for example to keep track of rates charged, and I ...
Guest about 1 year ago in  0

Certificate of Service Paragraph should include email

THIS WAS ADDED AS AN IDEA AND NEOS MARKED IT AS ALREADY EXISITS. IT DOES NOT!! IT CURRENTLY ONLY PULLS FAX NUMBER NOT EMAIL ADDRESSES. The Certificate of service is a very important part of document creation. Each and every document that is filed ...
Guest about 1 year ago in  3