Ideas & Enhancements
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Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

Neos - Customizable Fields in general tab that also shows on quick view and general ribbon at top of case

Much of the time, Neos is being used to store the data for searching later. Often this 'general' data is found in multiple different tabs within neos, or may require scrolling through several pages to get to the data needed. Efficiency is key so t...
Guest over 3 years ago in General 1

Neos - Add ability to post to companion cases from Neos Outlook Add-in

In N4/N5 when posting an email from the Outlook add-in, the user could choose 'Post to companion cases' and then choose the companion cases to choose from. The current Neos add-in does not have that functionality. Currently, emails have to be post...
Guest over 3 years ago in Integrations 0

In provider tab - "Add Custom Value" option for Online Accounts Types

Oftentimes, providers have different emails for different things. For example, one email to get billing information and another email to get medical records. It would be nice to be able to label the type with the purpose of that particular address.
Guest over 3 years ago in General 0

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 3 months ago in  0

Have different options including an interactive in Neos University

Since different people learn differently, it would be nice if there was a text only or video only series for the Neos Universities. Also, an interactive interface that we can go in and try things (mostly for Neos University) since if we make any o...
Guest 6 months ago in  0

Medical Records Request - Value Code/Medical Bills dropdown

Users would like the ability to generate a value item from their medical records tab without having to go into actions > add value item and instead use the value code and medical bill dropdowns to automatically assign the value code to the new ...
Guest over 1 year ago in  0

Neos - Tell me about character limits before I get internal server error

I will often be editing in layout manager or phone number type and have no idea I've gone over a character limit for a field until I click save and get an internal server error. Then I have to hunt around and guess which change is prompting the er...
Guest about 1 year ago in  0

Ability to merge duplicate contacts in the address book into one contact

It would be nice if there was a way to merge duplicate contacts in the address book. We currently have many, many, duplicate contacts because of the way trialworks transferred over to neos. Some of the contacts have notes attached to them; however...
Guest over 1 year ago in  2

Allow selecting credit cards as Debit accounts

Currently, only bank accounts can be selected from the Debit Accounts section of the check request in the QB Integrator. They -can- be selected as Credit Accounts, even though these cards are usually used for outgoing payments. Please allow credit...
Guest almost 2 years ago in  0