Ideas & Enhancements

8 Vote

Neos Admin's should have the ability to adjust the Cascading Style Sheets to adjust Padding & Fonts

The goal of this would allow firms that have long case screens to adjust the Padding or space around each field so that scrolling can be brought to a minimum. This would have hug impacts for staff wellbeing.

Created 20 Oct 16:29

0
15 Vote

Neos: Ability to print multiple notes from case notes tab

Instead of navigating to reports and extensively filter to specific notes you want to print, it would be nice to select multiple notes from the Case Notes List View to select Bulk Actions > Print.

Created 17 Dec 16:46

General

1
12 Vote

Record/Requests - include hyperlink to document from record/request tab

Have an area where the document can be viewed from the record/request screen, not needing to go to case docs to view document.

Created 30 Sep 19:09

User Tab

1
8 Vote

Neos - Report at time of Check Request

We would like to be able to print a report to show the details of a check request. We used this Needles 5 for every check request and then provided to the accounting team for processing. Please add to Neos.

Created 18 Oct 22:23

1
1 Vote

Kenect integration should also include birthdate

If it included birthdate we could automate a birthday text to our clients. Great marketing tool that we do not have.

Created 19 Aug 16:38

0
6 Vote

Adding a calendar view to the case calendar

Adding a calendar view to the case calendar (instead of just list view, which is overwhelming to look at).

Created 27 Apr 20:02

0
8 Vote

Neos Calendar - Work Hours View

Add a setting for 'Working Hours' display view in the Neos Calendar (allowing the user to choose their own hours to display) - appointments rarely occur outside of working hours for most staff, so being able to see just the hours of 8-5 would redu...

Created 17 Oct 12:36

1
15 Vote

Neos - Template Generation - Add Ability to Generate a Document for Multiple Providers at once

Add ability to generate a template on a case for multiple providers at once. For instance - a medical records request letter that can be generated for 4 providers at once - generate 4 letters with the different providers as addressees - right now ...

Created 09 Dec 20:34

General

2
16 Vote

Easy way to print an Envelope from Neos

From what I have found there are three ways to print an envelope from a Neos generated template; however, all three are not ideal. Create a template with a second page formatted as an envelope. Once the document is generated, open in Word. Print t...

Created 31 Aug 21:11

Integrations

1
8 Vote

Bring back the previous and next arrow in value entry screen

We used to have these arrows to switch between entries in the value tab. The benefit of the arrow is an example When a user enters case expense with a DTF entry they can use the arrow to quickly go to the DTF entry, rather than exiting out and re-...

Created 12 Oct 14:26

0