Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Provider name does go to memo lines in QB when sending over deposits from Integrator
When sending over deposits from the Integrator the provider's name does not populate in the memo lines in QB any longer. It used to send over flawlessly until Neos ran and update and now the client's name goes over to the memo lines rather than th...
Advanced Search has helpful grouping options, but you must expand each group one at a time. An "expand all" feature would be very helpful. Please consider adding this feature.
One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...
Ability to add a Checklist Item (TODO) within Notes or Documents
When a follow up is needed on an email or document, it would be helpful to have the option of adding a TODO checklist item from that email or document. Add that option in the Bulk Actions.
There should be a way to globally file text attachments (photos) into a client neos file when we receive a text from client. We just received a text from a client with 12 photos and we have to click on each one to file it into clients file. There ...
Bring Back Columns for Adjustments and Payments on the Value tab
The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!
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