Ideas & Enhancements

1 Vote

You should be able to pull document templates while an intake is still listed as a Lead.

Correspondence gets sent to intakes to follow-up on paperwork and a case for this person is typically not opened until the client signs a retainer/ Power of Attorney. However, the way Neos currently operates, you have to make a Lead into an open a...

Created 01 Aug 21:07

0
2 Vote

Move location of select button when searching for parties/providers

When searching for a party/provider once you click on the record the select button shows at the bottom of the page. Suggest moving this to the top of the page or on the same line as the selected record but to the right of State

Created 05 Apr 21:06

General / Search

0
2 Vote

Add a zip code maintience option for Neos

In Needles 4 and 5 you can change the zip code that is accociated with a specific city. In Neos, you do not have this as a feature and it should be added

Created 03 Apr 19:34

General

0
2 Vote

Need easy to use List function in template documents

There needs to be an easy to use list function in template documents so that we can easily total up medical treatment/amounts due/date of treatment or case expenses easily - which we could do in previous versions of non-cloud needles.

Created 03 Apr 15:54

General

0
1 Vote

preview pane

No description provided

Created 27 Jul 18:57

0
1 Vote

Revert Quickbooks Option to Allow a Credit to be marked under a Payment

Revert the update to allow the Value tab to put a Credit item under a payment

Created 26 Jul 13:41

Accounting Integrations

0
1 Vote

The Neos QuickBooks Integrator does not allow for the editing of payee names for exported checks

In Needles 5, the QB Vendor allowed for the editing of details such as the vendor's payment settings. In Neos, this sort of flexibility is not possible. Such functionality should be included and/or expanded on as opposed to removed.

Created 22 Jul 14:43

Accounting Integrations

0
1 Vote

Employee/Staff Audit

We have employees working from home and we need a way to review employee/staff productivity for a period of time (productivity audit)

Created 14 Jul 22:25

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1 Vote

Double Clicking on Provider Link

Add the ability to double click a Provider Link without the preview pane on the right side appearing as it normally would with a single click.

Created 14 Jul 19:07

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1 Vote

Change order of contact numbers in a user defined tab

Add the ability to adjust the order of the contact numbers for a provider inside of a user defined tab.

Created 14 Jul 19:03

0