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Ability to Calculate Date Fields- Neos

Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.
Guest over 1 year ago in Reports / Search 1

Add option to limit case search by case status (Neos)

When searching cases, please provide an option to search by case status and filter out closed cases or pending leads. Or make the results default to open cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to c...
Guest over 1 year ago in Search 2

Allow exact searches to be an option

A user uses a provider often that is named SSA. When you go to search for SSA the search will pull every single name in Neos with the letter S S A in alphabetical order. So you will have to scroll through 50 names to find the actual provider that ...
Guest about 2 years ago in Search 1

NEOS- Search Parameter Default Preference

Clients would like to be able to set preference with search parameters to eliminate having to reselect after using different ones.
Guest about 2 years ago in Search 0

Allow Options for which case is opened when searching and selecting client per staff preferences

Inside of Needles Neos, when you search for a client and double click on them to select it will open the latest case under that party's name, but in some instances it would be a time-saver to be able to choose the latest of a specific case type. S...
Guest about 2 years ago in Search 0

Adding more options to the search within outlook

We can only search 4 different ways. Need to be able to search by claim number as well.
Guest about 2 years ago in Search 0

Remove archived intakes from party info preview pane when searching.

Whenever you search for a client in Neos, the preview pane will show all intakes, and cases under that client. This includes archived intakes, which is the only way to "remove" intakes at this point in time. Please change the system to hide intake...
Guest about 2 years ago in Search 0

User would like to have the intake listing report type to be changed back to a report type

User recently noticed that after the intake update that he can only run the report as an advanced search report. He would like to have it changed back to the way it was before the update
Guest about 2 years ago in Search 0

AKA name should show up in the search field

When typing the AKA name, you must type in last name, first name format and only then the "new" name shows up in the search field. (Nothing shows up if you type first name then last name). There is no way to know which person from the list is the ...
Guest about 2 years ago in Search 1 Already exists

Neos - Default Search Selection

Default Search Selection, Would like there to be a way to select a default search setting per user for those who like to search by case number or any other options available. (All, Name/Aka, SSN, Case #, Alt Case #, Email, Name ID, Any Phone, City...
Guest about 2 years ago in Search 1