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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  0

Be Able to Tag Custom Phone Numbers

Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...
Guest 7 months ago in  0

open communications center

This takes too long to enter call logs because there are to many required fields. delete direction the contact should fill the phone # automatically or remove this
Guest 11 months ago in  0

Neos: Make new phone number and online account as default

Currently in Neos, the 1st phone number and online account that is added to a Party/Provider is marked as the default. There should be a function to make any phone number or online account a default like there is for address.
Guest about 3 years ago in  0

Email Intake

Is it possible to send a link to a potential client to input intake information?
Guest about 1 year ago in  0

Text Request (textrequest.com) Integration

While I appreciate Neos' built-in text-via-email feature, using an office-wide service like Text Request for communicating with our clients is essential. I'd LOVE to be able to integrate the two systems.
Guest 4 months ago in  0

Go back and edit the notes of a Calendar entry

Currently we cannot edit the notes section of a calendar entry, it would be great to be able to go back and edit.
Guest 4 months ago in  0

Please make entering entries into Value page more intuitive.

Often, we have numerous entries for dates of service. Please make it so there is a more efficient way to create entries in the Value page, rather than having to "go back" and select "add" again. Once an entry is created, populate "add" on the same...
Guest 4 months ago in  0

Ability to type in the date rather than have to click the date on calendar

Please let us override the defaulted date in the Value entry. Rather than having to click on the calendar and find the exact date, please make it so we can type in the date. Will save so much time!
Guest 4 months ago in  0

Adding calendar event

When checking a future date to see if you are available on the calendar, if you need to add something on the date you are on when you "add" it stays on the date you are on and does not default back to the current day
Guest 4 months ago in  0