Neos - Post new note to all companion cases without copying the note after it has been created
Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.
Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...
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...
Neos: Be able to modify as a default setting what goes into the memo line on check
When exporting a check using the Neos-QuickBooks integrator, it auto-populates the Case # - LastName, Prefix FirstName on the Memo line taking up space for what we want to actually place on it. It would be nice to have a global setting that contro...
Sort alphabetically in Related Contacts and add email addresses
Please make it possible to sort alphabetically the Related Contacts, List of Providers and List of Parties. We have some cases with 50+ parties plus their counsel, as well as dozens of other contacts/providers. It would be much easier to find peop...
Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.
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.
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