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Adding Additional Staff to Advance Searches

RIght now I cannot add "Intake Atty" to my advanced searches. It was recommended that I submit an idea to the portal to ask that this be added as a feature. Reference ticket#200434
Guest 9 months ago in  0

Notifications on Needles after a checklist is marked done.

Notifications on Needles screen after a checklist is marked done for a case you are assigned to (as LA or Atty). That way, you know that something is do for that case.
Guest 9 months ago in  0

Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...
Guest about 3 years ago in General 0

Use Keystrokes instead of a mouse

Needles 5.0, I like to use keystrokes instead of a mouse. It seems like everything is mouse driven. Say when I delete a checklist item, I mouse over to delete And then a box pops up asking me if I really want to delete it. That is fine, but I shou...
Guest over 2 years ago in  0

Provider Card Locking

We have an issue with people changing addresses or phone numbers (even AKA shortcuts) for providers like the hospitals. Most of the time they are using older information from an old list and the information has been updated since then. Then I have...
Guest 9 months ago in  0

Allow for notifications to be muted.

Please add a third option to staff profile notifications settings for muting the notifications. This is an alternative if you do not want to receive the notification from Neos, nor email. Larger firms have constant notifications that don't get cle...
Guest 9 months ago in  0

ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
Guest almost 4 years ago in Messages 0

Send Link

We have a suggestion you may want to consider: work on creating a blank link from a case, from Neos, to be able to send to clients to upload medical records etc. Additionally, another suggestion is to be able to create a link from Neos with multip...
Guest 9 months ago in  0

Phone logs/notes saved to multiple providers in one step

We'd like to be able to log a phone call for a case and connect that note to multiple individual providers in one step for more accurate data collection we'd like to efficiently and accurately record all of the people on the call without having to...
Guest 9 months ago in  0

Cloud - Change Red Flag note from "add note" to "red flag"

The label for the old “red flag” screen is now called “add note.” It’s confusing – at least at first. I think that it should go back to “flag” or something like that. The “add note” tab, wrongly suggests that one is adding a case note – instead of...
Guest almost 4 years ago in  0