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Ideas & Enhancements


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Allow Option to Expand Case Header

Allow Option to Expand Case Header to appear as it did prior to the update on 03/16/2023.
Guest 6 months ago in  2 Shipped

More Separation in Case Header

Firms would find it easier to parse the case header if there were something separating the field and the data populating it, such as a colon, or setting the field in bold. They would also find it preferable if the case header could stay fully open...
Guest 6 months ago in  7 Shipped

new design - header

This is more of a compliant with the design. What a waste for the header on a case. The header doesn't expand all the way to the right, which is should, now we have to use an arrow button in order to see everything in the header and it won't remai...
Guest 6 months ago in  2 Shipped

Make it so that you can add a subject line in email from Neos (without having to open Outlook)

It just helps save time. Most adjusters need claim #s in the subject line. I send my faxes through email so it would be helpful to be able to just send the email straight from Neos but it requires a subject line. Right now the way it is set up - y...
Guest 12 months ago in  3 Shipped

Make Provider in Value Tab easy to see phone numbers

Where we could click on the provider and it popped up with the phone numbers to call, now we have to open the whole provider in a tab to be able to see it to call on balances. That is annoying.
Guest 12 months ago in  1 Shipped

A way to not lose track in Notes and Value tab

When reviewing either notes and/or value tab we would like the ability to fully open (not preview) a note or a value tab item and when we "x" out have that note highlighted so we don't lose our place. When reviewing 50+ items, it's hard to remembe...
Guest 12 months ago in  10 Shipped

Print option to value tab notes section

Would like to be able to print provider notes that are entered into the Value Tab
Guest about 1 year ago in  0 Shipped

Increase # of Notes that can be toggled

Neos only loads up to 50 notes to toggle through at a time, when you reach 50 you have to close the Notes viewer and scroll through the Notes tab to find the next group of Notes to read. Neos should load all notes at once.
Guest about 1 year ago in  19 Shipped

Provider phone number should be easily found on the 1st screen without having to drill down into the provider card

No description provided
Guest over 1 year ago in  0 Shipped

Value Tab Provider Information

I should be able to see the address, phone number, fax number, and email of any provider that I enter into the value tab. In order to get a phone number I then have to click once on it. Then, in order to get the full address, I have to open that p...
Guest over 1 year ago in  0 Shipped