Neos Administrator Training

This course covers all the necessary skills of a Neos Administrator. This includes training on Integrations, Staff Profiles, Permissions, Firm Preferences, Customizing Case Types (including Case Dates, Checklists, & Tab Setup), Directories, Document Templates, and more.

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Course curriculum

1. Introduction to Neos Administrator Training
1. Lesson 1 - Essential Neos Integrations for System Performance
2. Lesson 2 - Introduction to System Wide Settings
3. Lesson 3 - Documents Settings
4. Lesson 4 - Time & Billing in Neos
5. Lesson 5 - Neos Security Settings
6. Communications / Neos Texting
1. Lesson 1 - Adding Staff to Neos
2. Lesson 2 - Connect Office 365 Account
3. Lesson 3 - Enable Two-Factor Authentication
4. Lesson 4 - Staff Settings & Personal Information
5. Lesson 5 - Staff Tabs
1. Lesson 1 - Introduction to Staff Groups
2. Lesson 2 - Creating & Managing Staff Groups
1. Lesson 1 - Introduction to Permission Groups
2. Lesson 2 - Navigating Permission Group Tabs
3. Lesson 3 - General, Special, & Other Permissions
4. Lesson 4 - Creating & Managing Permission Groups
5. QUIZ #1
1. Lesson 1 - What and Where are Case Types in Neos?
2. Lesson 2 - General Case Type Settings
3. Lesson 3 - Staff Assignments
4. Lesson 4 - Labels
5. Lesson 5 - Phases
6. Lesson 6 - Case Dates
1. Lesson 1 - Tab Setup
2. Lesson 2 - Introduction to the Layout Manager
3. Lesson 3 - Using the Layout Manager
1. Lesson 1 - The Primary Checklist
2. Lesson 2 - Auxiliary Checklists
3. QUIZ #2
1. Lesson 1 - Introduction to Neos Mini Directories
2. Lesson 2 - Modifying Neos Mini Directories
3. Lesson 3 - Introduction to User Mini Directories
4. Lesson 4 - Modifying User Mini Directories
1. Lesson 1 - Introduction to Neos User Defined Case Fields
2. Lesson 2 - Use Scenarios & Best Practices
1. Lesson 1 - What and Where are Document Types?
2. Lesson 2 - Adding New Document Types
1. Lesson 1 - Introduction to Templates Managements in Neos
2. Lesson 2 - Accessing & Editing Existing Templates
3. QUIZ #3
1. Lesson 1 - Introduction to Companion Groups
2. Lesson 2 - Creating Companion Groups
1. Lesson 1 - Introduction to Provider Associations
2. Lesson 2 - Creating Provider Associations
1. Lesson 1 - Introduction to the Accounting Tab
2. Lesson 2 - Using the Accounting Tab
1. Lesson 1 - Introduction to the Intake Layout Manager
2. Lesson 2 - Building & Modifying Case Intake Screens
3. Neos Administrator Training - QUIZ #4
1. Lesson 1 - Introduction of Optional Integrations
1. Lesson 1 - Wrap-up and Explanation of Final Assessment
2. Neos Administrator Training - FINAL ASSESSMENT

About this course

Free
54 lessons
1.5 hours of video content

Neos Administrator Training

Course curriculum

Chapter 1: Introduction to Neos Administrator Training

Chapter 2: Initial Neos Setup & Firm Preferences

Chapter 3: Staff Profiles

Chapter 4: Staff Groups

Chapter 5: Permission Groups

Chapter 6: Case Types Part 1 - Settings

Chapter 7: Case Types Part 2 - Tab Setup & Layout Manager

Chapter 8: Case Types Part 3 - The Checklist

Chapter 9: Mini Directories & User Mini Directories

Chapter 10: User Defined Case Fields

Chapter 11: Document Types

Chapter 12: Templates

Chapter 13: Companion Groups

Chapter 14: Provider Associations

Chapter 15 - Accounting Tab

Chapter 16: Neos Essentials Intake Layout Manager

Chapter 17: Integrations (Non-Microsoft)

Chapter 18: Conclusion

About this course