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Ideas & Enhancements
Created by Guest
Created on Jan 18, 2023

Change default provider usage listing to open slash closed rather than default to open only

Firm-wide, 99.999% of the time we use "list provider usage" we have to remember to change the dropdown from "Open" to "Open/Closed." Please make it possible for our firm to set the default to "Open/Closed" so we don't have to change this every time we use this feature.


We never are looking up a person and saying "how are they involved in open cases only?" It's always: "what involvement on any of our firm's cases has this person had?"


Neos is introducing more opportunities for human error and extra steps in a process our staff uses on a weekly basis.

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