Ideas & Enhancements

4 Vote

Improve Notifications for Text Messages with Attachments

Currently you're unable to quickly tell from the notifications bell that a text message has an attachment. Most especially if there is text, you can't see that an image or attachment is coming in with it.

Created 16 Jul 19:51

1
44 Vote

Neos: Notes column in case docs tab

Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.

Created 12 Jan 19:39

7 Already exists
44 Vote

Neos - Automatically Update Checklist Status from Blank to Open

Whenever you have a checklist item to a primary checklist that doesn't have a due date, the status of the item is considered: Blank; however, whenever you set the date to a checklist item the item remains as status: Blank. It would be best to chan...

Created 08 Jan 20:58

Checklist

2
3 Vote

Add Topic Column to Message Inbox

Help prioritize work

Created 16 Aug 19:37

1
2 Vote

Dynamic Field Functions in PDF Editor

The Neos PDF Editor should have all the abilities that the competitor programs have - such as Adobe Acrobat. Otherwise, we are required to use workarounds for locked/protected forms that force us to use these features. The ability to create dynami...

Created 17 Sep 14:44

0
15 Vote

See all communication with a specific Contact

As in the Trial Works (Communications Tab of the Contact Detail), would be great to have an option to see all communication with a specific contact, whether email, phone call or note. We only have the ability to see Provider Usage (cases the conta...

Created 21 Jul 14:20

3
4 Vote

When depos are added to the depo tab, may we have that information auto populate to the case calendar?

All of the information we put in the depo tab, we then have to go to the calendar and fill it out there as well. It would save us a step and reduce typos/mistakes.

Created 13 Jul 15:18

0
12 Vote

Ability to send documents from Case Docs tab to DocuSign that will also send the tagged document via SMS, not just email.

When sending a docusign through Case Docs Neos, it doesn’t allow for SMS like it does using a template. We really need this capability. We do a lot of docusign docs that aren’t templates.

Created 25 Oct 16:57

1 Future consideration
5 Vote

Calendar = Double Clicking Case # Should Open Case to Foreground

When you double click on the case # in a calendar event it currently opens the case in the background, would like it to open into the foreground

Created 10 Jun 19:35

0
3 Vote

Provide an option to date a document you are uploading to case docs or dragging to case docs

If we are dragging a document to case docs or uploading a document, it often is dated a different date from when we receive it (like a medical report, or an invoice, or an entire claims file). If we could date the document when we upload it, it wi...

Created 14 Aug 12:02

0