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Open cases at top of search

It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
Guest over 2 years ago in  0

Make More of Provider Name Visible For Letter Templates

Allow us to scroll right to see the full provider name when we are on the template screen to make letters. This will allow us to be sure we are selecting the correct provider when we create letters as clients often go to several providers and the ...
Guest over 2 years ago in  0

Neos - Subject Field for Email Prompt in Documents Tab

It would be a good feature to add a subject field in the email prompt when you try to email a document through the Case Doc tab. It would be faster than having to open it in Outlook. Also, the bulk document email does not properly show the case na...
Guest over 2 years ago in  0

Archive Companion Groups

the list just keeps getting longer. would like a feature to be able to archive companion groups whose member cases are all closed, with its own permission checkmark.
Guest over 2 years ago in  0

Neos - Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed

Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed. Need to be able to see any changes made to the case, no matter which field or tab.
Guest over 2 years ago in  0

Bulk Update the Staff field from Advanced Search

It would be useful if the Staff field was able to be bulk updated from the the Advanced Search. Currently the field isn't available to be selected and the replace option from the staff profile is more than is needed at this time.
Guest over 2 years ago in  0

Change Default Calendar Appointment Duration

Would like to be able to change the default calendar Start-End time? Right now, if you are on the Calendar, and you Add and Event, it will default to a time of 15 minutes for the appointment. However, if you are in the client’s case and go to Case...
Guest over 2 years ago in  0

Special Note: Add the ability to pin or keep open the contents of the Special Note

Our very large client, Azar & Associates, may be migrating to Neos. They rely heavily on the Red Flag/Special Note. In Neos, when you click in a field, the Special Note data minimizes to one line. They would like the option to keep that field ...
Guest over 2 years ago in  0

Option to Make Multi-Party Document Generation Output One Document

If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.
Guest over 2 years ago in  0

Add clinic/office for provider and display it when searching

With providers, it would be helpful to have a field indicating what clinic a provider is working for and it would be especially helpful if that information appears alongside info like “address” and “case” when you search or at least displayed in t...
Guest over 2 years ago in  0