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Needles 5.0

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Would be nice to be able to export to PDF/print to PDF checklist templates for training purposes

No description provided
Guest 8 days ago in  0

Refreshing & Relogging into Neos After Normal Work Hours

It would be a wonderful improvement to have the refresh and log back into Neos changed. Could a setting be created that doesn't allow for a refresh during an office's normal working hours? Work is lost and then has to be reentered when it refreshe...
Guest 8 days ago in  0

Bulk Action to Upload Documents to DocuSign

Having a bulk action when uploading documents to DocuSign saves time and cost when sending multiple documents for electronic signature on the same case
Guest 22 days ago in  0

Increase character limit for Payee names entered in Neos

The current character limit appears to be 35 characters. If the Payee has more than this we have to shorten the name as the Quickbooks integrator will not work correctly if the name is longer than 35 characters. We would either like this to be inc...
Guest 22 days ago in  0

Add one line of Synopsis screen to the individual cases durng search

It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.
Guest about 1 month ago in  0
163 VOTE

"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest about 3 years ago in Integrations 9 Future consideration

Value Tab- Have the list pull items in chronological order.

It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Guest 6 months ago in  3
161 VOTE

Print option in each tab. There should be the ability to print in whichever tab I’m in without having to go to reports and printing.

No description provided
Guest about 3 years ago in General 3 Future consideration

Make attachment visible in Value Tab Notes

A Note created in the Value Tab, with an attachment should be visible in the Value Tab. This will help Accountants/Bookkeepers see/download/print the attachment in the Value Tab Notes where the complete value entry is visible. Right now, you have ...
Guest 30 days ago in  0

Intake Pro - allow party blocks to be customized and added to dynamic sections

We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section. Please see attached screenshots showing how contact info blocks c...
Guest 23 days ago in  0