Ideas & Enhancements
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Be able to sort documents by tag.

It would be very useful to be able to sort ascending or descending tag column or any column in the document tab.
Guest 3 months ago in  6

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

Settlement View Value Tab

PLEASE BRING BACK THE SETTLEMENT VIEW IN THE VALUE TAB! CANNOT BELIEVE THIS IS GONE
Guest 7 months ago in  3
101 VOTE

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest about 2 years ago in Checklist 15

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.
Guest about 1 month ago in  3

Search option opening open cases first!

It would be nice if when searching through Neos if open cases were the first thing to pop up instead of intakes/closed cases!
Guest 3 months ago in  0

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 7 months ago in  3

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.
Guest 5 months ago in  2

Be able to use the "tab" key to move from to, to cc, etc.

No description provided
Guest about 1 month ago in  0

Intake Pro Individual Seat Pricing

There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Guest 26 days ago in  0