Ideas & Enhancements
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multiple messaging windows should be available

When taking a message for a case, you should be able to open a new message window without losing the original message;
Guest almost 2 years ago in  0

Be Able to Copy Email Address to a new provider

We should also be able to copy email addresses like we can addresses and phone numbers into a new provider. If a physical therapy place has 30 locations, it's tedious to have to either add or edit every single location. We also use e-fax, so we sa...
Guest 10 months ago in  0

Required fields when entering a Provider or Client

People keep adding providers with just a name and phone number. I would like more required fields when entering a provider or a client so that the information actually gets added as it should.
Guest 10 months ago in  0

Neos- Quickbooks IIF should export zip codes to checks

In Needles, when exporting checks to Quickbooks IIF, checks would have the zip code on them, however in Neos, when doing the same process, checks do not have the zip code. Firms that upgrade from Needles 5 to Neos are no longer able to mail checks...
Guest over 1 year ago in Accounting Integrations 0

Option to expand checklist description under "checklist detail"

Is there any way that an "expand" or "edit" option can be added, so we can easily read or edit the checklist description? Currently, some checklist descriptions are too long, that when the details are opened, the description is cut off. Because th...
Guest 5 months ago in  0

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 a...
Guest about 2 years ago in  0

Format of Date of Birth Field

Is there any way to set up Needles so that the date of birth shows a 2 digit month and 2 digit day for all fields? Example – currently shows 6/1/1958 instead of 06/01/1958. Most portals require the 2 digit month and date and our format prevents us...
Guest 10 months ago in  0

Neos: Reduce the amount of clicks when Copying/Moving files from one case to another

Upon selecting a file and choosing copy to another case, I’m presented with a blank screen and a few buttons. I must click a button to perform a search for a case. (1 click too many. The search dialog should be immediately presented if there is no...
Guest almost 3 years ago in Search 1

Neos: Include the "+ Add" button in each of the calendar views

Include the "+ Add" button in each of the calendar views as seen in the Agenda view and Case Calendar.
Guest almost 3 years ago in  0

The ability to have multiple intakes on the same case type and to import intake sheets.

The ability to have multiple intake sheets for the same case type. For example one sheet for older intakes that data still needs to be retained and another sheet for new intakes. The ability to import a intake sheet from one case type to another w...
Guest about 2 years ago in  0