Ideas & Enhancements

2 Vote

Allow ability to toggle through value tab items

Instead of having to return to the list of items after recording a transaction, it would be greati f we could toggle through the items like we could in Needles.

Created 07 Jun 13:08

0
6 Vote

Add another entry on the Value Entry page

Please add a create new or add another entry option to the Value Entry page so that we do not have to go back to the main value tab to add more transactions. Bonus points if we can "add for same provider" or "add for other provider." Adding bills ...

Created 29 Dec 16:19

0
5 Vote

In premium texting, when someone responds to a staff member's text, ONLY that staff member receives a notification, not everyone assigned or who has ever sent a text in that claim.

No description provided

Created 08 May 15:14

0
1 Vote

Middle initials in rolodex

You shouldn't have to open the initial pull up of the clients with the same first and last name before you can see the middle initial. Useless!

Created 16 Oct 19:41

0
1 Vote

Ability to Add Image Presets to PDF Editor

The PDF editor has a section that mentions "No Presets" unlike the other features within the "Insert" tab, which do have presets. It would be very helpful with documenting efficiently if we could have a way to add presets that are commonly used in...

Created 16 Oct 16:00

0
2 Vote

Add Location/Staff Assigned Filter in Advanced Search for Calendar

When in advanced search for calendar events, you cannot filter by staff assigned or location of event. Please add this to the list in advanced search.

Created 06 Jun 14:41

0
11 Vote

Neos- Ability to have a Status Tab

In Needles, the status tab was useful to keep track of only important information instead of viewing everything listed in a Case Facts report. Would love to see this feature added to Neos.

Created 05 Mar 18:12

General

0
10 Vote

Can't see the entire name of Documents in the Document Generator template list

When you go to generate a letter, you can't see the entire name of the document and you can no longer resize the columns to be able to. If charatcters are going to be limited, that should be known. Characters are not limited anywhere else, so they...

Created 14 Jul 12:16

1
11 Vote

NEOS - Advanced Search - Add Intake Table

It would be nice if the Advanced Search had the ability to creating listing reports for intakes as well.

Created 03 Mar 21:42

General / Search

0
3 Vote

Multiple Referred-By Source Selection

On the Case Tab, you can only select one referred-by source, but if a case is referred by multiple sources you do not have anywhere to enter that information. It would be great if a searchable field had the ability to have multi-selections.

Created 25 Jan 18:22

0