Dynamic Layouts can be added to the Related Items tab in the detail view of a Document (regardless of Document Type). Dynamic Layouts can also be added to Case, Party, Insurance, Value, and Counsel Tabs. Standard Dynamic Layouts are available to all firms.
NOTE: To add or customize Dynamic Layouts, your firm must have the NeosAI Platinum offering. Interested firms should fill in this form or contact their Customer Success Manager or [email protected] for more information.
Within the Related Items tab of any document detail view, select the Add Dynamic Layout button.
Use the dropdown menu to select the Document Layout. This is a required field. Click Add Dynamic Layout to continue.
NOTE: Dynamic Layouts can be customized in the Dynamic Layout Editor with NeosAI Platinum.
The Document Layout will display. Add data into at least one field to save and add the layout.
Dynamic Layouts will display configured columns from the Dynamic Layouts Directory. The Date Created and Date Modified columns will show the date and time the Dynamic Layout was added using the Time Zone set in the Staff Profile. Columns can be sorted by clicking the heading name.
The Dynamic Layout entry grid scrolls independently of the page. The section header and the + New Entry button remain in view while the entry list scrolls.
Refer to Medical Record Extractions for details on editing Dynamic Layouts in the Related Items Tab.