Ideas & Enhancements
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Dark Mode/Color Scheme

It would be very helpful if there was a setting to use a "dark mode" like a grey scale version of Neos - similar to the Microsoft "Dark mode" Which uses a few different shades of grey - its easier on the eyes, when looking @ the screen all day.
Guest almost 3 years ago in  0

Mass Texting Messages

Mass Client Texting
Guest almost 5 years ago in General 1 Planning to Implement

Have the provider address show in the value screen instead of having to go into the provider tab.

Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Guest 3 months ago in  1

Neos: Tag Email - have the ability to see if someone else has already tagged an email you are included on

This will prevent duplicate tagging, as well as save the users time if they know someone else has already tagged the email.
Guest 4 months ago in  8

Add new document linking ability to value tab items

We love the June 2023 release new ability to link documents to list tabs PLEASE add this to value items which is where we need this functionality the most and ASAP we need to refer to invoices, approvals for payment, the documents that get printed...
Guest 10 months ago in  1

Multiple document generation to also include Value and Insurance Tab options

Currently, the multiple document generation extends to party and provider and primarily targets requesting medical records. One customer has suggested that multiple document generation also extends to insurance and value tab documents. They pointe...
Guest almost 3 years ago in  1

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest about 3 years ago in General 1 Already exists

Reschedule Calendar appointment populates option to assign new date

In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
Guest about 3 years ago in General 1

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest over 3 years ago in  0 Planning to Implement

Open PDF in desktop app

Please add the option to open a .pdf in the desktop app for Acrobat Adobe. Similiar to the abilty to open word or excel in the online browser or the desktop app.
Guest 4 months ago in  4