Ideas & Enhancements

Much of the time, Neos is being used to store the data for searching later. Often this 'general' data is found in multiple different tabs within neos, or may require scrolling through several pages to get to the data needed. Efficiency is key so t...

It is currently not possible to generate documents for Mass Mailing in Neos. This functionality existed in N4 and N5.

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

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 ...

As far as I can tell, we don't have the ability to add user defined fields as report criteria. This restricts the flexibility and customizability of reporting. The point of adding a user-defined field or directory to the database at all is so it c...

It would be nice if the Advanced Search had the ability to creating listing reports for intakes as well.

It would be a welcoming feature for users to be able to add, change, and remove information from the Needles Today screen. For instance, a user may not always have checklist item's or appointments on their calendar, or may require other useful inf...

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.

it makes it easier to open up a folder and navigate to the file instead of opening file by file

The ability to sort by the date in the case folder view of the Documents Tab.