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Ideas & Enhancements

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Increase character limit for Payee names entered in Neos

The current character limit appears to be 35 characters. If the Payee has more than this we have to shorten the name as the Quickbooks integrator will not work correctly if the name is longer than 35 characters. We would either like this to be inc...
Guest 3 months ago in  0 Shipped

Neos. Value Column Chooser - ADD back the option to see staff created/modified and date created/modified

These columns were removed with the 9/27/23 update!
Guest 8 months ago in  11 Shipped

Include the case name when searching for a client

We have multiple clients that have more than 1 case (ex. A, B, C, etc case) and we have to go into each one to figure out which is which
Guest 12 months ago in  0 Shipped

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 about 1 year 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 about 1 year 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 about 1 year 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 over 1 year 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 over 1 year 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 over 1 year 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 over 1 year ago in  0 Shipped