Ideas & Enhancements

46 Vote

Ability to set the Outlook Add-in to automatically tag responses to emails sent from a case in Neos

Having items auto tag when they are a response to an email sent from the case in Neos would decrease the amount of time it takes to file/tag emails every day

Created 06 Sep 15:34

4
10 Vote

Why does the Calendar color change for each user calendar every time??

the ability to LOCK a calendar color to a user's calendar Often i have MY calendar the same color as another staff/atty and when I'm trying to find a coop appt time i have to make sure i'm on the right calendar i.e. by person or role - Attys = Blu...

Created 27 Jan 18:46

0
90 Vote

Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...

Created 14 Feb 16:19

5
11 Vote

Bul Tagging In Outlook Search

In outlook you are currently able to tag cases in bulk in the Inbox, however, when you perform a search in Outlook and then try to select multiple emails you no longer have the option to bulk tag.

Created 22 Jan 23:22

0
59 Vote

Keep Staff Selected on the Global Calendar

Whenever you log out of Neos and log back in the staff selection for the global calendar is gone.

Created 07 Jun 16:58

6
25 Vote

Improve Provider Usage Results

When viewing the "Provider Usage" from a provider card the list of Provider results disappears after the user selects one of the items from the results. There are two issues with this behavior. 1. After the user views the selected result, the user...

Created 11 Nov 19:25

3
3 Vote

Neos: Staff Profiles - Add a Column Chooser

I would like to see certain specifics about the staff, such as job title, when i view the list of staff profiles, etc.. This becomes more valuable with larger firms.

Created 24 Feb 13:42

0
307 Vote

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.

Created 19 Oct 14:41

General

23 Future consideration
99 Vote

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!

Created 03 Oct 15:22

12
43 Vote

When creating a new email in the notes section, allow autofill for staff members

When adding a new email into notes, the To: and CC: fields only dropdown/autopopulate for party members. It would be useful to allow this for staff as well, as right now you have to type in the entire address.

Created 24 Jul 13:34

21