Information about a case is entered in the tab marked "Case" on the Case Folder. This includes information such as the Case Open Date, Closed Date, Date of Incident, Referred By and Referred To, pertinent Case Dates, Case Title, and Docket Number. The Case Tab is also where staff are assigned to the Case in Neos.

If you have just entered and saved party information for a new case, the Case Tab will automatically display. Refer to Adding a Case for more details.

To access the Case Tab from within the Case, click the Case Tab. If you are not already in a case, the case can be accessed from anywhere within Neos, such as Browse Cases, My Dashboards, and Search.

NOTE: You must have at least Enabled permissions to access the Case Tab.

Click here to watch a tutorial about the Case Tab.

Refer to Entering Case Information for an explanation of each field.