Ideas & Enhancements

It would be really helpful if when messaging a client from Neos the responses would go back into Neos instead of going into Outlook.

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.

When following up with providers, it would be helpful to have the contact info and all the payment / account data on the same page rather than having to flip back and forth.

Adding a tab under the staff profile that shows their productivity for the day. This would be not be based off being logged in or logged out but more on if the cursor is active/clicking, how many notes were made for that day, how many documents w...

There should be no character limit when making notes in your checklist description field. This causes multiple checklist items of the same to be set, when all the information cold be in one checklist item. For example, when requesting records from...

We would like the functionality to share cloud documents more like Dropbox. In dropbox I can create a folder and add whatever documents, images, videos, etc I want to share, then share/copy a link to the folder with other people.In Neos, I can Ema...

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

Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.

I don't like how the Word documents lookin the browser when we click to open them in CaseDocs (doesn't populate w/ our letterhead, and some of the formatting looks funky). So everytime I open up a word doc, i have to go and click to open it in th...

When using the QB integrator, it would be helpful if the add DTF option could not be turned off (so staff can't accidentally toggle it to the off position).