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Change logging of HotFixes.

It would be super helpful to have an actual change log of Hot Fixes so when troubleshooting issues that arise randomly after a Hotfix has been applied we can point to what might have caused it.
Guest 5 months ago in  0

Neos - Sending Checklist Dates to Outlook Calendar

Users would find it useful to be able to send the checklist dates that appear in the Neos Global Calendar to their Outlook Calendar.
Guest about 2 years ago in Calendar / Checklist 1

Ability to set triggers from Date of Birth

We have clients that start their case before their 65th birthday and during the case turn 65 and become Medicare eligible. It would be nice to have some sort of warning or be able to set up some sort of trigger that uses the Date of Birth.
Guest 2 months ago in  0

GROUP TEXTING

We often have multiple clients to keep updated on one file. The ability to group text with them would be very helpful, as lots of clients don't check their email consistently enough.
Guest 7 months ago in  0

Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...
Guest almost 2 years ago in  0 In Development

Value tab navigation

Value Tab navigation screen - within the VT entry, the "back" button should be on the right side of the screen for ease of going back, there should also be a next or previous entry button so we don't always have to go back to the main VT screen to...
Guest over 1 year ago in  0

Add a reply/delete button for messages

Add a button when opening or previewing a message that would open a reply window and, when that reply is sent, automatically delete the message from your inbox.
Guest about 3 years ago in Messages 0

Ability to see the ID code in the header

We would like to see the ID code in the header so we can easily identify if a client is a spanish speaker or other assistance is required.
Guest about 1 year ago in  2

Neos Case Number added to Note

When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.
Guest about 1 year ago in  0

"date created" in docs

It's not the date the document was created...it's the date it was last accessed.
Guest about 3 years ago in General 1