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Ideas & Enhancements
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Needles 5.0

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Counsel Tab - Ability to select multiple parties in the Representing dropdown bar

Currently you can only select one party in the Counsel Tab that shows who that attorney represents. Multiple cases the attorney represents more than one party. It would be beneficial to be able to select multiple parties to accurately show who the...
Guest about 3 years ago in User Tab 11 Shipped

Make Provider in Value Tab easy to see phone numbers

Where we could click on the provider and it popped up with the phone numbers to call, now we have to open the whole provider in a tab to be able to see it to call on balances. That is annoying.
Guest over 1 year ago in  1 Shipped

Neos - Change color of flag note and light bulb to a more alerting color.

The flag/special note at the top of cases used to be an orange hue, and so did the light bulb. With the recent Neos facelift, those two items now blend into this muted color scheme rendering point of the flag/special note and the light bulb useles...
Guest over 3 years ago in General 0 Shipped

Allow Option to Expand Case Header

Allow Option to Expand Case Header to appear as it did prior to the update on 03/16/2023.
Guest about 1 year ago in  2 Shipped

Value Tab Provider Information

I should be able to see the address, phone number, fax number, and email of any provider that I enter into the value tab. In order to get a phone number I then have to click once on it. Then, in order to get the full address, I have to open that p...
Guest almost 2 years ago in  0 Shipped

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
Guest over 3 years ago in Checklist 2 Shipped

Make it so that you can add a subject line in email from Neos (without having to open Outlook)

It just helps save time. Most adjusters need claim #s in the subject line. I send my faxes through email so it would be helpful to be able to just send the email straight from Neos but it requires a subject line. Right now the way it is set up - y...
Guest over 1 year ago in  3 Shipped

Ability to default calendar to a group

Currently the global calendar defaults to the user logged in, but would be nice to be able to change the default to be a staff group instead.
Guest over 3 years ago in  5 Shipped

Neos - Add Provider Address & Phone number back to Value tab

In N4 the provider address and phone number would be listed under provider name on the Value tab, it is no longer there. Would be really helpful to ahve it back
Guest about 3 years ago in General 1 Shipped

Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest over 3 years ago in General 3 Shipped