As a NeosAI Platinum subscriber, your firm can require certain Intake information to be collected which drives consistency among staff and ensures all necessary details are captured to efficiently evaluate potential cases.
NOTE: Required Fields are only available in the Intake Layout Manager for NeosAI Platinum subscribers.
Individual fields within a Section of the Intake Layout Manager can be set as Required in the Settings pane.
To set an Intake field as a required field:
Open the Intake Layout Manager (from Settings OR Browse Intakes > Intake Layout Manager).
Select the Case Type.
Scroll to the section that contains the field you wish to mark required.
Hover over the field and click the gear icon.
On the Field Settings pane, the Label will display the static field title.
As a NeosAI Platinum subscriber, toggle the "Make this field required" slider under the Required Field section to the ON position.
Click the right arrow to return to the Intake Layout Manager.
Click the Save button to save all changes.
New and existing Intakes of this Case Type will now show the field as required. When a field is marked as required, the Intake Tab cannot be saved until the field contains data.
NOTE: If there are multiple copies of a list tab (e.g., Insurance-1 and Insurance-2) and a field for Insurance-1 is marked as required and saved, the same field in Insurance-2 will NOT be automatically required.
NOTE: Required checkbox fields will not prohibit the user from saving an intake.