Ideas & Enhancements
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5
Vote
Color code Note topics
It would be useful if note classifications could have different colors--like the checklist has certain items color-highlighted. Treatment updates are blue. Filings are green. Phone calls are orange. Etc. That would make locating a particular type ...
Created 24 Jul 14:46
General
0
2
Vote
Roll due dates or reminders away from weekends or holidays
It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Created 28 Aug 22:23
0
2
Vote
Bulk update value code in Time tab
It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Created 28 Aug 22:23
0
5
Vote
Should Not Have to Arrow Over to Enter a Time on the Calendar
The users should not have to use the right arrow to input Hours, Minutes, Seconds on an appointment. They should eb able to start typing and type the entire time.
Created 19 Jul 15:36
General
0
5
Vote
Would like a 'Send Message from Intake' Button
Firm would like to be able to send messages from inside an Intake using a 'Send Messaeg from Intake' button
Created 17 Jul 15:40
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3
Vote
Can you add Add to Mailing List to the Actions Tab inside the Intake and/or have the intake default to general mailing list
Trying to get back to functionality in Needles 4
Created 12 Aug 15:35
0
1
Vote
Automatically default to the users check instead of having everyones check list populate because its too many items being thrown at us at one time (example case managers dont need to view the accountants task unless they are specifically looking for the accountant task)
When we open a check list it shows everyones task and then we have to filter it. If there is a way to where it automatically defaults to the users check instead of everyones check list that would be extremely helpful.
Created 08 Sep 02:04
0
2
Vote
add the Ideas & Enhancements as part of the Service Portal / Support Portal
I had to ask a few people to get access to the Ideas & Enhancements and feel like it should just be a button on the Service Portal / Support Portal to promote ideas from more people.
Created 25 Aug 20:11
2
2
Vote
Allow document coding to be read if it is inside a text box.
Some people have been trying to make custom documents by uploading PDFs to word docs as watermarks, then trying to put info from neos in custom places. However the only way to format the text to line up reliably is to place text boxes and Neos doe...
Created 25 Aug 15:48
2
2
Vote
Quickbooks Transactions Should be Bi-Directional
Changes to values in Quickbooks should be reflected in Neos after checks are exported from Neos into Quickbooks.
Created 25 Aug 13:00
Accounting Integrations
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