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Ideas & Enhancements
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Needles 5.0

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Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest almost 4 years ago in  13 Planning to Implement

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!
Guest 6 months ago in  12

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest over 1 year ago in Companion Cases 23

Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Guest about 1 month ago in  5

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest over 3 years ago in General 2 Already exists

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest almost 2 years ago in Integrations 4 Future consideration

Add ability to move tabs in Neos like Google Chrome (rearrange, pull out, etc.)

Add ability to move tabs in Neos like Google Chrome (rearrange, pull out, etc.)
Guest about 3 years ago in General 2

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...
Guest about 1 year ago in  24

Unlimited Neos Today Dashboards

I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...
Guest 10 months ago in  3

Color Code Staff in Dashboard Tiles

For dashboards that can be grouped by staff can the color assigned to the staff be made consistent throughout the dashboards? Currently dashboards appear to be assigning colors from the top down. So if there are different staff results in differen...
Guest about 3 years ago in General 18