Ideas & Enhancements

21 Vote

Be Consistent Between One-Mouse Click and Two-Mouse Clicks Openings

It takes one mouse click to open a companion case, but takes two mouse clicks to open a case from the checklist, etc. These shoud be consistently one or two clicks throughout the system so the users can rely on muscle memory to get things done.

Created 25 Feb 20:46

0
16 Vote

Neos Value Notes (header)

When reviewing the value notes (verifications) for each individual provider for a client, we are unable to see which providers we are looking at unless staff adds it to the top of the note. We then have to back out of the Value note and go back to...

Created 19 Oct 16:39

1
29 Vote

Have Notification for when Intakes are available

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.

Created 04 Feb 18:11

General

3
15 Vote

Option to Retain Payment Information when a check request is deleted

We would like to take advantage of the check request functionality in Neos without using an accounting interface. When we have processed the check request, we would like to be able to delete the check request without the payment being deleted in t...

Created 01 Dec 22:46

0
12 Vote

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 20 Apr 13:25

0
26 Vote

Dark Mode/Color Scheme

It would be very helpful if there was a setting to use a "dark mode" like a grey scale version of Neos - similar to the Microsoft "Dark mode" Which uses a few different shades of grey - its easier on the eyes, when looking @ the screen all day.

Created 10 Jun 14:00

0
3 Vote

invoices

ability to export invoices into excel file

Created 29 Jun 18:37

0
16 Vote

Notes Tab: Remove text from search filter when you leave the case

The text from the search box on the Notes tab should delete when you leave the case, it is confusing to land on another case and see notes missing or blank because that filter is still set.

Created 05 Oct 17:15

3
7 Vote

Return the Provider's Contact Info to the Preview Window for Value Items

Franklin D Azar reports that their Accounting Team used to be able to see the Provider Information in the Preview Window of a value item and now they cannot see it as conveniently and they would like this functionality restored please.

Created 15 Dec 18:11

1
16 Vote

Clicking twice to put in todays date needs to be fixed. Needs to have 1 click or auto fill with the date.

Could Neos auto fill with todays date when clicking it one time? Could it just take 1 click to put in todays date?

Created 30 Sep 17:00

2