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Documents Merge - Into One

Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.
Guest over 1 year ago in  0

Adding Flag/Grey Header to Case Should Not Be Titled "Add Note"

"Add note" in the top right hand corner when you need to add a flagged header/grey banner is confusing with the actual Notes tab. Can it say "Add Flag" instead?
Guest almost 2 years ago in  1

Please make a default setting for phone, email and addresses.

As legal professionals, we don't delete records or anything from files. It would be nice to have a default check box to indicate a current email, phone or address to use.
Guest about 2 years ago in  1

Allow the import of multiple Phone Numbers through the Intake Import function

The limitation of only one phone number field per imported intake is severely limiting. There should be an option to import at least one of each possible number/email/account type per CSV form.
Guest 7 months ago in  0

Grouping Providers

Many healthcare practices have several different locations that are all under the same name. It would be nice to have the name of the entire practice as the provider and then contact information for different locations grouped together. For instan...
Guest about 3 years ago in General 0

Ability to Add New Users to Multiple Existing Calendar Events at Once.

It would be useful for adding a new user to existing events that they should be a part of. At the moment one must add them to each event individually which is most time consuming.
Guest about 1 year ago in  0

Administrator permission to force a log out of a user if they are found to be logged on in more than one location.

A functionality in Needles that is not present in NEOS, is the ability to force out a user. Should a user have left themselves logged on in a location besides their main workstation or are logged on in multiple locations, it could be seen as a sec...
Guest over 1 year ago in  0

ability to select certain value items in a settlement memo

Some bigger cases we get a partial payment. So instead of zeroing each value items that you don't want to include in settlement summary let us select items to include in settlement memo (same situation for Med Pay payments or TTD)
Guest about 1 year ago in  1

Neos - Basic Search Filter for Open Cases only

Would like the option to filter the basic search to show only Open Cases via a checkbox or dropdown menu.
Guest over 2 years ago in  0

Can't see the entire name of Documents in the Document Generator template list

When you go to generate a letter, you can't see the entire name of the document and you can no longer resize the columns to be able to. If charatcters are going to be limited, that should be known. Characters are not limited anywhere else, so they...
Guest over 2 years ago in  1