Neos Beginner User Training

Neos User Training | BEGINNER

This course covers all the necessary skills of a beginner Neos user. This includes training on navigating Cases, the Neos Calendar, basic document management, and the Neos Checklist.

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Course curriculum

1. Introduction
1. Lesson 1 - Accessing Neos
2. Lesson 2 - Logging In
1. Lesson 1 - Neos Today
2. Lesson 2 - The Main Menu
3. Lesson 3 - Top Navigation Bar
4. Neos Beginner User Training - Quiz #1
1. Lesson 1 - Search Basics
2. Lesson 2 - Search Best Practices
3. Lesson 3 - Search Results
4. Lesson 4 - Interacting with Search Results
1. Lesson 1 - What are "Parties" and "Providers" in Neos?
2. Lesson 2 - Address Book
3. Lesson 3 - Finding Contacts in Neos
4. Lesson 4 - Adding New Parties and Providers
5. Lesson 5 - Provider Management / Editing
6. Neos Beginner User Training - Quiz #2
1. Lesson 1 - Start with Search
2. Lesson 2 - Browse Cases
1. Lesson 1 - The Neos Case Header
2. Lesson 2 - Components of the Case Header
3. Lesson 3 - What is the Activity Feed?
1. Lesson 1 - Party Tab Essentials
2. Lesson 2 - Adding Parties
3. Lesson 3 - Viewing the List of Parties
4. Lesson 4 - Editing Party Data
1. Lesson 1 - Introduction to the Neos Case Tab
2. Lesson 2 - Standard Fields
3. Lesson 3 - User Defined Fields
4. Neos Beginner User Training - Quiz #3
1. Lesson 1 - Neos Case Checklist Essentials
2. Lesson 2 - Working the Checklist
3. Lesson 3 - My Checklist
4. Lesson 4 - Adding an Auxiliary Checklist to a Case
1. Lesson 1 - Introduction to Neos Notes
2. Lesson 2 - Notes List View
3. Lesson 3 - Adding a Note
4. Lesson 4 - Notes Actions
5. Lesson 5 - Posting Emails
1. Lesson 1 - Introduction to Document Management in Neos (Part 1)
2. Lesson 2 - Introduction to Document Management in Neos (Part 2)
3. Lesson 3 - Explore the Case Docs Tab
4. Lesson 4 - Adding Documents to Neos
5. Lesson 5 - Opening and Editing Documents
6. Lesson 6 - Sending Documents from Neos
1. Lesson 1 - Introduction to the Neos Value Tab
2. Lesson 2 - Entering Costs, Fees, Damages, & More
3. Lesson 3 - Value Tab Settlement
4. Neos Beginner User Training - Quiz #4
1. Lesson 1 - Requesting Records in Neos
2. Lesson 2 - Tracking Record Requests
1. Lesson 1 - Introduction to the Neos Insurance Tab
2. Lesson 2 - Entering Insurance Claims
1. Lesson 1 - Introduction to the Neos Negotiation Tab
2. Lesson 2 - Entering Negotiation Details
1. Lesson 1 - Introduction to Neos User Defined Tabs
2. Lesson 2 - The Neos Counsel Tab
3. Lesson 3 - The Neos Companion Tab
4. Lesson 4 - The Neos Accident Info Tab
5. Lesson 5 - The Witness/Expert/Deposition Tab
6. Lesson 6 - The Neos Case Calendar
1. Lesson 1 - Viewing your Calendar in Neos
2. Lesson 2 - Calendar Settings
3. Lesson 3 - Adding or Modifying Calendar Events
4. Lesson 4 - Linking Events to a Case or Intake
1. Lesson 1 - Introduction to Neos Messages
2. Lesson 2 - Message Management & Best Practices
1. Lesson 1 - Creating an Intake
2. Lesson 2 - Intake Menu Bar and Header
3. Lesson 3 – Intake Calendar & Scheduling
4. Lesson 4 – Finding and Updating Intakes
5. Lesson 5 - Turning an Intake into a Neos Case
6. Lesson 6 - Rejecting and Closing an Intake
7. Neos Beginner User Training - Quiz #5
1. Lesson 1 - What and Where is the Neos Support Portal?
2. Lesson 2 - Types of Support Resources
3. Lesson 3 - Requesting Technical Support
1. Explanation of Assessment & Certification
2. Final Assessment

About this course

Free
79 lessons
2.5 hours of video content

Neos User Training | BEGINNER

Course curriculum

Chapter 1: Welcome to Neos

Chapter 2: Logging in to Neos

Chapter 3: Introduction to Neos

Chapter 4: Using Neos Main Search

Chapter 5: Parties & Providers in Neos

Chapter 6: Finding & Opening Cases in Neos

Chapter 7: Neos Case Header & Activity Feed

Chapter 8: Neos Party Tab

Chapter 9: Neos Case Tab

Chapter 10: Neos Case Checklist

Chapter 11: Neos Notes

Chapter 12: Document Management in Neos

Chapter 13: Neos Value Tab Essentials

Chapter 14: Record Requests in Neos

Chapter 15: Neos Insurance Tab Essentials

Chapter 16: Negotiation

Chapter 17: Additional Neos Tabs

Chapter 18: Introduction to the Neos Main Calendar

Chapter 19: Neos Messages

Chapter 20: Neos Intakes

Chapter 21: Neos Support Portal

Neos Beginner Assessment

About this course