Ideas & Enhancements

3 Vote

It would be helpful to keep more than one tab open at a time in a file

Like having the medical bills and Value tab open together for comparisons. Or Medical records and medical bills open at the same time.

Created 02 Oct 18:18

1
6 Vote

Make the calendar actually work with the new updates that are released.

The calendar was working just fine at keeping the staff calendars selected and in the order they were selected but now with the Aug 13 update, it is rearranging the way they appear, causing more work to correct than it was before. I submitted this...

Created 14 Aug 21:42

0
8 Vote

Add Linked Document Section to Layout Manager

As an option in the layout manager allow users to add the linked documents section (that is on the bottom of records request tab) on any other list tab as a UDF field

Created 12 Jul 14:13

0
14 Vote

Auto tag emails to notes

I wish there was a way for neos to automatically tag emails to a case - even if it could just tag the replies thread to the case in neos instead of having to tag every email every time.

Created 04 Apr 11:28

1
2 Vote

Add Date Printed & Total on Advanced Search Reports when using Print Button

Add the 'Date Printed' and Total Cases to Advanced Search reports when printed using 'Print' Button

Created 18 Oct 13:11

0
12 Vote

Provider name does go to memo lines in QB when sending over deposits from Integrator

When sending over deposits from the Integrator the provider's name does not populate in the memo lines in QB any longer. It used to send over flawlessly until Neos ran and update and now the client's name goes over to the memo lines rather than th...

Created 06 May 13:30

0
45 Vote

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...

Created 04 Nov 15:36

6
3 Vote

Neos Reporting: Allow for negative report writing

Examples would be: Show cases with no open TDO checklist items (could relate to any checklist item) Show names not linked to any cases There could be many uses for this type of data integrity reporting

Created 01 Oct 18:11

0
3 Vote

Notify users when it is a client's birthday

There should be a notification that pops up informing you of any birthdays that day. I have noticed when I notice a client's birthday and wish them a happy birthday, they are thankful and it helps add a personal touch to their experience. This can...

Created 01 Oct 16:24

0
100 Vote

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.

Created 21 Apr 16:02

14 Planning to Implement