"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS
Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest
almost 3 years ago
in Integrations
7
Future consideration
Be able to Fax a Document from the Case Docs Screen
Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest
over 1 year ago
in Integrations
4
Future consideration
In Needles 4 there was a functionality to sync your providers and parties from Needles into your outlook contacts. It would be nice for that feature to make a return.
Guest
over 3 years ago
in Integrations
0
Future consideration
7
Future consideration
4
Future consideration
