Ideas & Enhancements

5 Vote

Email Templates Expanded to Neos Cases vs. Just Intake Pro

Can the email templates functionality be expanded to regular Neos cases made?

Created 27 Jan 15:32

2
3 Vote

Print lists of note topics, case types, etc.

When orienting new users and new employees or when considering adding a category/topic within the firm it would be extremely helpful to be able to print the list of items we already have in the system for training purposes and to avoid duplication...

Created 15 Mar 12:59

0
7 Vote

Generate multiple medical requests at same time

Would like to be able to generate multiple medical requests at the same time.

Created 07 Dec 19:09

General

0
5 Vote

Add an address column for the QB Integrator

Adding a address column to the QB integrator would be make it easier for users to ensure that the correct provider was selected. Many providers will have multiple locations and having the address there would simplify confirmation of the correct pr...

Created 19 Jan 21:15

1
2 Vote

Neos Premium Texting calls to your texting number

There a way to set this up with Twilio and if we just have to provide a phone number to point it to along with a CC for the minutes we are in favor of making this happen ASAP. This is confusing enough for our clients and when they try calling it a...

Created 03 Oct 12:45

0
8 Vote

Cloud: Sub folder creation in cloud docs

Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...

Created 24 Apr 18:22

General

0
2 Vote

When tagging emails, have option to filter by open files only

A partner asked me to suggest that the system allow us to filter the email tagging file list by open files only.

Created 02 Oct 16:13

0
4 Vote

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...

Created 09 Aug 17:54

2
4 Vote

Duplicating Documents on Docs tab - Ask to Rename prior to save

When duplicating a document on the Docs tab, it does not ask to rename the document before refreshing. So, you have to search the documents tab for the COPY of the document, then open it and rename. It should ask you first, before making the copy.

Created 09 Aug 17:45

0
6 Vote

Sorting in folders

It is custom in almost every practice (firm or doctor's office) that documents are sorted by the most recently saved document. If Neos can't provide their customers with the ability to sort in the folder view, then Neos, should at least change the...

Created 15 Jun 21:15

0