Ideas & Enhancements
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Add custom fields in Header

Staff would like to see some of our custom data in the header, based on custom fields. We would like the ability to add our custom fields instead of just the Neos standard fields.
Guest almost 2 years ago in  0

Method to Track Deleted Provider Notes

Presently, you cannot audit deletions from provider notes or track deletions of provider notes in the activity feed. This is an important feature. Per Neos support, "After doing some research, it seems as though Neos does not currently have a way ...
Guest 11 months ago in  0

Tracking the Special note feature through the activity feed

I would like to be able to track the special note if another person adds it on my case or when it was added.
Guest 11 months ago in  0

Voice Recognition for entering data into Needles

Be able to search Needles cases, enter new Notes, and jump from tab to tab and edit without keystrokes.
Guest almost 5 years ago in General 0 Future consideration

Allow manual input of "reduced total" for reductions

Currently you can only insert how much a bill is being reduced by in the Value section and Reductions section. There should be an option for inputting what the bill was REDUCED TO, since reductions aren't always based on a simple percentage. You h...
Guest 11 months ago in  0

Mention Staff within Document Notes

Would like the ability to @[staff-user] within the Notes section of a case document. This will allow users to help bring attention to a specific document within a case for review.
Guest over 1 year ago in  0

Add option to email from a case (similar to sending a message from a case), without having to include a document.

We would like to be able to send an email from a case, without needing to send a document in order to do so.
Guest over 1 year ago in  0

DocuSign - Additional Recipients

The ability to add signers that are not affiliated with the case. You can do that in DocuSign but not through NEOS. For example, when we need the attorney on the case to sign the retainer agreement after the client signs, we need to add them as a ...
Guest over 1 year ago in  0

Ability to change order of parties listed in Party Screen

We would like the ability to change the order of parites after they are entered in the party screen. for example..if we have 3 parties entered, can we move party 3 into the 2nd spot, moving the existing party to a different spot.
Guest 11 months ago in  0

Marking a Calendar Entry as Postponed.

Whenever you are editing a calendar event, and make the entry as the status of "Postponed", prompt the user to create another calendar entry for the new time of the event. Currently, if you were to set the event to "Postponed". The user would stil...
Guest over 2 years ago in  0