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Much Needed Changes to the Neos Checklist

Change it so that the checklist automatically refreshes. Having to click the refresh button every time a change is made is a pain. Being able to do this with a key stroke, ctrl-s in Needles, is much easier. When the checklist is refreshed, have it...
Guest almost 3 years ago in Checklist 0

Neos user defined case tabs - display more contact/provider fields in addition to address and phone number

Any tab where you have a contact/provider Name lookup field, the linked provider only shows the person's name, address, phone, email and AKA. We'd like more info from that provider to be visible from the case. Example: We have a List/Entry tab for...
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

MERGE provider entries, not just replace

Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...
Guest over 1 year ago in  1

When entering scheduling order and/or when items are triggered to a subtask by way of the Auxillary Checklist

Recently when entering the scheduling orders, the items require that I click "done" twice before I am even able to enter a date, and when refreshing the checklist, I have reminder items that correspond with a deadline. When I enter dates in the pa...
Guest about 1 year ago in  1

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

Receive notifications when a task is assigned and completed and have the ability to mark it priority

No description provided
Guest 9 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