Ideas & Enhancements

Scheduling Texts for Appointment Reminders

The ability to schedule text messages to go out at a later date would really save time on going back and forth in cases. When you set an appointment up, you could right then set up reminders to go out instead of having to go back in, and you can also set a text following up on how it went.

  • Guest
  • Apr 4 2022
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  • Guest commented
    23 Nov 12:22

    GTD key principle, setting a 'next action', do X today, and being able to pick from a set list of automated next actions such as "fu in 3 days", or 5 days, or 10 days, etc; make it so easy everyone will set next actions and nothing falls into a crack, ever !

  • Guest commented
    25 Jul 14:28

    We need this to be put into effect. This is a vital function that can be used on so many other case management software programs that Neos claims you won't need if you attain their software.