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Medical Treatment Tab with Recs/Bills Attached

It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
Guest about 1 year ago in  1

Should Be Able to Mass Update from User Defined Tabs

Under Mass Update, for our User Defined tabs, it does not recognize any fields in the tab, so I am unable to copy data from one companion case to another. Should be a feature just to copy an entire tab OR it needs to be fixed that Mass Update reco...
Guest almost 2 years ago in  0

Bulk Update Organizer

Add an option that bulk updates the organizer for multiple calendar events.
Guest almost 2 years ago in  0

Flag important notes

Would be helpful to "favorite" or flag multiple notes that contain important/helpful info to be referenced throughout a case.
Guest about 3 years ago in General 0

Neos: Ability to remove permissions to specific reports

Currently in Neos, you only have the ability to restrict access by report category, but not by specific report. This was functionality was available in Needles 5.0 and would be useful to see again in Neos as well.
Guest about 3 years ago in  1

ABILITY TO MOVE AROUND ICONS

If we could re arrange our icons that would be very helpful
Guest 8 months ago in  0

When you open up a case and save information it should looked like its saved by being fixed and then allow us to hit an edit button if we want to change the information. Although I know the data is saved the appearance doesn't look like it

When you open up a case and save information it should looked like its saved by being fixed and then allow us to hit an edit button if we want to change the information. Although I know the data is saved the appearance doesn't look like it
Guest 8 months ago in  0

Clear All Tabs button or automatically close tabs button

Clear All Tabs button or automatically close tabs button. Sometimes it can get hetic having 20 tabs open at once and then having to go manually close each tab or hit the x to get it off your screen it would be helpful to have some type of automati...
Guest 8 months ago in  0

Neos - Add ability to copy Import Intake mappings for other case types

When a firm has more than one of the same type of case, for example, for two different states they should be able to copy the mapping and save for the other case type(s).
Guest over 2 years ago in  0

Neos: In the Neos Calendar entry/detail, show Non-Neos staff Email Address that are invitees

In the Needles Neos Calendar entry/detail, show external invitees/guests that are also attending the Outlook meeting. Right now, if a meeting is added from Outlook, or created in Neos and later modified in Outlook to include external invitees or i...
Guest about 3 years ago in General 0