Ideas & Enhancements

3 Vote

Implement Neos updates later in the night

Neos should not implement updates any earlier than midnight eastern time. Those of us in the mountain and pacific time zones should not have to endure work disruptions when updates are completed, especially unplanned updates.

Created 31 Mar 02:15

0
4 Vote

Neos- Quickbooks IIF should export zip codes to checks

In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...

Created 09 Sep 13:44

Accounting Integrations

0
2 Vote

Have different options including an interactive in Neos University

Since different people learn differently, it would be nice if there was a text only or video only series for the Neos Universities. Also, an interactive interface that we can go in and try things (mostly for Neos University) since if we make any o...

Created 17 Oct 16:08

0
6 Vote

Marking a Calendar Entry as Postponed.

Whenever you are editing a calendar event, and make the entry as the status of "Postponed", prompt the user to create another calendar entry for the new time of the event. Currently, if you were to set the event to "Postponed". The user would stil...

Created 27 Jul 20:50

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5 Vote

Checklist Summary - Trailing Time Frame

When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.

Created 11 Feb 12:07

Checklist

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3 Vote

Neos: Add a calculator option to the reduction field of the value tab.

We may be given a percentage reduction or another scenario that would require we use a calculator. It would be helpful if the calculator was attached to the field.

Created 24 Mar 16:38

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3 Vote

Neos: Include Notes and Documents when merging Providers

Unless you look to see if there are notes and/or documents, they are not copied and will be deleted. This is huge when it comes to expert witnesses. Also copy over the notes and documents when merging a provider into another.

Created 24 Mar 16:09

1
6 Vote

Paragraph Feature in Intake Layout should be added to Case layouts

It would be beneficial if you could use the add paragraph text feature from the new intake layouts in the case tab layouts as well. So that if we can add in a script or instructions on each case tab.

Created 21 Jul 14:04

1
3 Vote

Add Multiple Tags to Emails

Some correspondence and attachments just have multiple purposes. For example, a client sends in an update on treatment. I would like to see that in both client correspondence and in medical updates.

Created 23 Mar 14:49

1
3 Vote

Insurance Side Window - It is important to also include the claim number in the side window

The claim # is referred to frequently and should be included in the side panel

Created 22 Mar 13:56

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