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Implement Integration with Microsoft Excel for settlement sheets

The settlement memo doesn't really work the way that we like so I have a settlement sheet template that I made in word. It generates the case expenses, medical bills (charges and amount owed) and attorney fees along with our language on our letter...

Guest almost 3 years ago in 0

4 VOTE

Multiple document generation to include user defined tab such as records/ request

Currently we can only generate multiple documents for parties and providers. User would like to be able to do this for user defined tab such as record request. So they don't have to go one by one

Guest almost 3 years ago in 1

4 VOTE

Ability to Add Driver's License in Party Tab

We need the ability to record the client's driver's license number in the party tab in case view.

Guest almost 3 years ago in 0

4 VOTE

Auto-Populate City/State When Zip+4 Added

It has been requested that when a Zip Code is added with its 4 digit extension, that the City and State Autopopulate in Neos. Currently this is not happening.

Guest almost 3 years ago in 0

4 VOTE

Neos: Add the ability to select all files when in folder view on the Case Docs tab

Add the ability to select all files when in folder view on the Case Docs tab like the user can when in list view. This feature helps when trying to use the Bulk Actions option on the screen.

Guest almost 3 years ago in 0

4 VOTE

Needles 5 - Add automatic calendar refresh

When other users schedule something for someone, that item is not visible until the calendar is manually refreshed or closed and reopened. Please add automatic calendar refreshing so that those items are visible after scheduling without having to ...