Ideas & Enhancements

1 Vote

custom autonumbering cases

ie. for the year of 2024, we would like case numbers to start off with 240001 and when 2025 comes around, I would like to start with 250001.

Created 09 Jan 19:32

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3 Vote

Allow Document tags to be appended multiple fields come in one tag

For some documents, adding two tags changes the format. If you could add two fields in one document tag, that would assist in keeping formatting correct and include all necessary informationEx. One tag to include both a Provider's full name and ad...

Created 30 Sep 15:40

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2 Vote

The needles messages sent to our e-mail should state case name, from, and then first line of the message

The needles messages sent to our e-mail should state case name, from, and then first line of the message in the e-mail preview instead of simply "DoNotReply-NeedlesCloud-Message Updated" - - this way we'll know what case the e-mail is about. Also ...

Created 15 Nov 16:33

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5 Vote

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff

Would like to be able to create dashboards for multiple staff positions, not just Primary Staff. We would like to see a dashboard report for Staff 2.

Created 10 Jun 20:46

General

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1 Vote

Allow to change checklist dashboard to filter open cases

for firm Kane and Silverman : Please allow for checklist dashboard to only include open intakes and cases

Created 04 Jan 20:24

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1 Vote

Option to Keep Note/Message Topic Label from the Original Sender or Change It

As is, the sender might send a message under the topic "client call' and the recipient has to again label it when responding. It would be greatly appreciated to be able to simply keep the original topic label OR change it if needed.

Created 04 Jan 00:28

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3 Vote

User would like to add a DIGITAL SIGNATURE to the party tab

User would like to add a digital signature to her clients so she use on their medical authorizations

Created 14 Sep 20:57

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3 Vote

Neos - Printing Party Information

Would like the ability to print an info card from the party tab containing the information that is shown on the provider card.

Created 14 Sep 17:11

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2 Vote

Settlement Calculator - transactions

The Settlement Calculator should be able to pull from transactions on Value items to help calculate accurate amounts.

Created 07 Nov 22:17

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2 Vote

Share/send neos-linked document to a pre-existing e-mail thread.

The only way to share a document on Neos is to start an entirely new e-mail chain. I need to be able to share a document with an already existing e-mail chain. I don't want to send a copy of the document--I want the actual document that is linked ...

Created 07 Nov 16:16

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