Ideas & Enhancements

Integrate with Adobe Acrobat Pro DC

We use Adobe Pro for EVERYTHING in our office. It would be great if Needles integrated with it. There are 2 huge advantages that could be utilized. Adobe sign is easier to use then docusign, IMHO, especially since we are always in Adobe pro anyway...

Neos: When adding a new checklist to the primary checklist, it is automatically added to the intake checklist. Add an option to select whether to add to just cases, or add to both cases and intakes

Sometimes the checklists are not needed until the intake is made a case. Because the staff role doesn't exist in the intake, it is automatically assigned to the main person and is muddying up their checklist reports.

Created 29 Jul 18:11

0

12 Vote

Large Profile photos for clients (please)

Larger Profile photos for clients and accident photos (please). We want to really personalize our clients it makes the case managers really get more involved when they can see a large photo of the client that they are representing

Created 16 Aug 16:43

2

14 Vote

Intake checklist items should disappear from "My Checklist" on dashboard when intake is closed

Any checklist item should automatically on the dashboard should automatically disappear once the intake is closed. Its incredibly time consuming to manually update all of these auto-generated items to NA when there is no longer a need to track the...

Created 30 May 16:09

1

35 Vote

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case in the case tab.

Created 18 Apr 21:26

2

15 Vote

Have option to sort documents chronologically

pretty self-explanatory - allow us the option to sort documents by date order

Created 18 Apr 15:17

2

6 Vote

I'd like to be able to combine documents within Neos rather than downloading them and using Adobe

No description provided

Created 02 Apr 17:19

1

Ideas & Enhancements

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Integrate with Adobe Acrobat Pro DC

Neos: When adding a new checklist to the primary checklist, it is automatically added to the intake checklist. Add an option to select whether to add to just cases, or add to both cases and intakes

Large Profile photos for clients (please)

Intake checklist items should disappear from "My Checklist" on dashboard when intake is closed

Select Multiple Notes/Bulk Actions

Neos: Please add a feature to allow an admin to force a staff log out

Ability to text anyone in case contacts

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case

Have option to sort documents chronologically

I'd like to be able to combine documents within Neos rather than downloading them and using Adobe

Filter by status

Filter by category

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Integrate with Adobe Acrobat Pro DC

Neos: When adding a new checklist to the primary checklist, it is automatically added to the intake checklist. Add an option to select whether to add to just cases, or add to both cases and intakes

Large Profile photos for clients (please)

Intake checklist items should disappear from "My Checklist" on dashboard when intake is closed

Select Multiple Notes/Bulk Actions

Neos: Please add a feature to allow an admin to force a staff log out

Ability to text anyone in case contacts

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case

Have option to sort documents chronologically

I'd like to be able to combine documents within Neos rather than downloading them and using Adobe