Ideas & Enhancements

Reminders for Records Tab

Please add an option to add a reminder when a new record request is logged on the Records tab. Separately adding events to the calendar or checklist for each request on each case is time consuming when doing a high volume of requests. Ideally, whe...

Created 17 Apr 20:59

0

12 Vote

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.

Created 29 Dec 20:58

2

10 Vote

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.

Created 20 Feb 18:12

4

24 Vote

Neos outages / redundancy / system status

Can Assembly look into some sort of server upgrades and/or redundancy for Neos so that when the system goes down (or starts DRAGGING like it is today), our entire office doesn't just grind to a halt in the middle of the workday? I know it sounds s...

Created 23 Jan 18:10

1

4 Vote

Payment Entries on invoice - When we enter payments, Neos does not allow us to differentiate the type of payment. We would like to be able to maintain record of the type of payment - Check, Debit card, credit card or cash with the amount paid. We would also like to have a line appear that shows the total amount of payment and when payment was made.

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Created 02 Aug 17:06

0

6 Vote

Ideas & Enhancements

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Reminders for Records Tab

Option to select "type" when creating a note from the value tab.

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

Neos outages / redundancy / system status

Report on cases that have had no client contact within a certain time frame

Search Results - Closed Cases to bottom of results

A button in the Medical Summary tab that adds up all of the Treatment Totals

Add Case Type to contact search results

Ability to save a link to sharepoint subfolder in Case Docs

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Filter by category

Identify yourself with your email address

Reminders for Records Tab

Option to select "type" when creating a note from the value tab.

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

Neos outages / redundancy / system status

Report on cases that have had no client contact within a certain time frame

Search Results - Closed Cases to bottom of results

A button in the Medical Summary tab that adds up all of the Treatment Totals

Add Case Type to contact search results

Ability to save a link to sharepoint subfolder in Case Docs