Ideas & Enhancements
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Ability to use digital disbursement to pay medical providers along with client expenses and not just solely the client

In the video with digital disbursements they said they were open to adding this feature. Could NEOs please work with this provider to make this vision come true.
Guest 8 months ago in  0

AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER

When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...
Guest 8 months ago in  0

Make Provider Phone and Fax Numbers Searchable in Advanced Searches!

Trying to create reports that need the Providers information including the phone and fax numbers and it's not an option and it should be.
Guest 4 months ago in  0

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
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

Text Attachments

You should have the ability to send photos, documents, etc from the texting portal.
Guest about 1 year ago in  0

Quick Add Dropdown List: Add New Call Log to Case

I am constantly on the phone and it is a hassle to always have to copy the client's phone number and then go to the communications tab to add the call where I also have to search for the client each time. If we could add a Call Log from the case, ...
Guest 8 months ago in  0

Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...
Guest about 2 years ago in  2

drag and drop documents from Neos into an email as an attachment

It would save a TON of time if we could drag and drop docs in Neos into an email to be sent as an attachment. We can already drag from email and drop to Neos - why not have the ability to drag from Neos and drop to email? Would save so much time v...
Guest over 2 years ago in  3

Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0