Ideas & Enhancements

In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.

Add the ability to have a mobile app for easy review of Neos while on the go

When following up with providers, it would be helpful to have the contact info and all the payment / account data on the same page rather than having to flip back and forth.

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 ...

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.

Neos - Add Ability to drag and drop Party Photo on Party Tab

Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as inta...

In out previous version of Needles we were able to generate medical records and medical bill request cover letters for all needed providers at one time. In the provider drop down menu we could just pick all the providers we needed.

Currently inside of neos whenever you are to open an entry, like a note, and return back to the list, it will take you to the top of the list forcing us to search for the document again. It would be great to see the list bring you back to the loca...

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.