Ideas & Enhancements
Add a new idea
Filter by status
Future consideration
24
Already exists
33
Unlikely to implement
15
Planning to Implement
11
In Development
3
Shipped
102
Filter by category
Accounting Integrations
×
31
Auditing
×
15
Calendar
×
5
Case Tabs
×
4
Case Docs
×
0
Notes Tab
×
0
Party Tab
×
0
Provider Tab
×
1
User Tab
×
2
Value Tab
×
0
Checklist
×
82
Companion Cases
×
2
Dashboards
×
0
Document Generation
×
5
Document Management
×
8
General
×
577
Intakes
×
2
Integrations
×
81
Layout Manager
×
1
Messages
×
35
Notes
×
0
Quick Actions
×
0
Reports
×
1
Custom Reports
×
0
Standard Reports
×
0
Search
×
67
Settings
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
3
Vote
Neos - Add back the ability to use Bulk Actions to Mark as Read in Browse Intakes
When you import intakes, they all come into the Browse Intakes screen bolded. The only way to change the bolding is to open each intake individually. When importing a large number of intakes, there is not always a need to open/view each intake but...
Created 10 Mar 19:51
0
4
Vote
Lock Permission Column Headers to be visible for user when scrolling through the permission lists.
No description provided
Created 04 May 17:12
1
3
Vote
Removing the requirement or selecting the time increment or if you could add quarter of the hour increments
Without this it will throw off case totals on our reports
Created 08 Mar 22:37
1
5
Vote
Neos: Add more rows for text in case intake
#89923: Currently, you must type all text in one row, which is very tedious and inconvenient. Adding more rows would make the intake notes much easier to type and read.
Created 25 Jun 12:50
General
0
1
Vote
Add a User Defined Field Type Like the Representing Field in the Counsel Tab
If it is possible, please make a user defined field type that works like the Representing section in the Counsel tab. It would be nice to be able to make a running list of people involved in a particular entry.
Created 16 Nov 21:40
0
2
Vote
Neos: Show Name ID in Search Results
In cleaning up duplicates, it would be very time saving to see the Name ID in the search results. Instead, now I have to open the provider card to see which provider is which.
Created 10 Jan 23:17
0
2
Vote
Medical Treatment Tab with Recs/Bills Attached
It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
Created 09 Jan 18:58
1
3
Vote
forward multiple messages via bulk action
It does not appear to be able to forward multiple messages at once.
Created 04 Mar 14:15
0
1
Vote
Add a manual sync button for QBO (QuickBooks Online)
I need the ability to manually sync Neos and QBO throughout the day.
Created 15 Nov 22:07
0
5
Vote
separate permission to remove/delete the special flag note on a case
It appears to be the same as the general notes. Some staff should be able to delete/remove the special note but not delete regular notes. If someone doesn't have permission to delete notes it doesn't allow to use the clear on the special flag note...
Created 16 Jun 18:46
General
0
« First
‹ Prev
…
157
158
159
160
161
162
163
164
165
…
Next ›
Last »