Ideas & Enhancements

6 Vote

Checklist Permissions

Similar to the current 5.0 permissions to Others' Calendars, Intakes and Messages. We should have limitations to Others' Checklists to prevent people from being able to modify, delete, etc. checklist items assigned to others, but still allow them ...

Created 10 Apr 22:57

1
6 Vote

Case Tab Class Code field should be automatically resized to accommodate the length of the selected Class Code

Creating a new Class Code that is longer than 3 digits is a new function in Needles 5.0. The field needs to be resized to accommodate this length of the Class Code. Example - Class Code is Taylor Management and Description is Taylor Management

Created 10 Apr 22:45

0
3 Vote

Multiple Dates of Accident in Single Neos Workers' Comp Case

Many times an Injured Worker will have more than one accident while working for a single employer. Currently, this requires separate Neos cases which requires duplicative monitoring, updating, and can be confusing. I recently settled a case with 3...

Created 31 Jan 15:57

0
4 Vote

Have the DocuSign send notifications to user's when a document is sent back

Currently, when a document is sent out to be signed and returns, the only place where there is a notification is with the email connected to DocuSign. Is there a way to have the confirmation return email also go to the users who sent out the docum...

Created 18 Feb 15:18

Integrations

0
3 Vote

Allow to Tab off Field to Next

Once I select a field, i.e., "role" on a provider card, allow me to TAB off the field instead of having to use my mouse to select something that is ALREADY IN THE FIELD before moving on. Having to incessantly use the mouse is a waste of time and a...

Created 26 Jan 14:51

0
3 Vote

HAVE REQUIRED FIELDS BE ACTUALLY REQUIRED!

Assigning an attorney to a case field is REQUIRED, but Neos let's the file be saved and exited without an attorney. Why have REQUIRED fields that aren't enforced?

Created 26 Jan 14:25

1
4 Vote

The dropdown menus are too small and don't show the entire name. The dropdown column should be as wide as the widest line.

See photo

Created 09 Feb 16:52

General

0
1 Vote

Text Request (textrequest.com) Integration

While I appreciate Neos' built-in text-via-email feature, using an office-wide service like Text Request for communicating with our clients is essential. I'd LOVE to be able to integrate the two systems.

Created 13 Dec 18:43

0
1 Vote

Go back and edit the notes of a Calendar entry

Currently we cannot edit the notes section of a calendar entry, it would be great to be able to go back and edit.

Created 13 Dec 17:26

0
1 Vote

Please make entering entries into Value page more intuitive.

Often, we have numerous entries for dates of service. Please make it so there is a more efficient way to create entries in the Value page, rather than having to "go back" and select "add" again. Once an entry is created, populate "add" on the same...

Created 13 Dec 13:55

0