Ideas & Enhancements

2 Vote

Allow tagging and send in one action

When tagging outgoing emails, one should have the option of tagging and sending in one fell swoop instead of having to go hit "send" separately (like Needles "Post and Send"). This is inefficient.

Created 26 Jan 15:38

0
1 Vote

Adding Additional Staff to Advance Searches

RIght now I cannot add "Intake Atty" to my advanced searches. It was recommended that I submit an idea to the portal to ask that this be added as a feature. Reference ticket#200434

Created 23 Jun 18:41

0
1 Vote

Notifications on Needles after a checklist is marked done.

Notifications on Needles screen after a checklist is marked done for a case you are assigned to (as LA or Atty). That way, you know that something is do for that case.

Created 23 Jun 16:04

0
1 Vote

Allow for notifications to be muted.

Please add a third option to staff profile notifications settings for muting the notifications. This is an alternative if you do not want to receive the notification from Neos, nor email. Larger firms have constant notifications that don't get cle...

Created 22 Jun 17:42

0
1 Vote

Send Link

We have a suggestion you may want to consider: work on creating a blank link from a case, from Neos, to be able to send to clients to upload medical records etc. Additionally, another suggestion is to be able to create a link from Neos with multip...

Created 21 Jun 18:02

0
1 Vote

Phone logs/notes saved to multiple providers in one step

We'd like to be able to log a phone call for a case and connect that note to multiple individual providers in one step for more accurate data collection we'd like to efficiently and accurately record all of the people on the call without having to...

Created 21 Jun 13:34

0
3 Vote

Cloud user would like to add a sign out prompt when close out of neos.

Cloud user would like to add a sign out prompt when close out of neos. They want to make sure everyone is signing out when new updates/ builds are pushed. Are you sure you want to sign out when click x on the browser view

Created 06 Aug 15:59

General

0 Unlikely to implement
2 Vote

Viewable Checklist Instructions

Be able to see the instructions from the checklist screen without having to open up the details.

Created 11 Jan 16:54

Checklist

1
3 Vote

NEOS - Document Display Name

It would be nice if there was a display name that could be quickly edited for a document rather than having to reupload the document with a different file name to change what it is displayed as.

Created 04 Aug 15:54

General

0
2 Vote

Adding more filters/columns for Mailing List Reports

For mailing lists, is it possible to add more columns to filter by, like zip code and email address? If it is not possible on the Mailing List section of the settings, can it be made into a report? Please add the option to see party emails to the ...

Created 06 Jan 21:40

0