Ideas & Enhancements

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...

Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.

Users would like the ability to integrate their use of PhoneBurner and by extension Zapier and PiePick with Needles.

Current in Neos, you are able to select multiple files in the File View of the Documents tab; however, whenever you change to folder view you are not able to change the file name, category, or type. Due to the way a lot of firm's are set up, they ...

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 inst...

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.

Many Healthcare Providers have smaller practices under larger umbrella corporations. It would be nice to be able to put a second company name identifier in. As an example: The Centers for Advanced Orthopedics has many smaller practices that are...

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...

It would be helpful to be able to allow other users to have access to some specific management reports based on choice of the firm

Since the latest update in Neos, when marking items as Done or N/A the checklist auto-refreshes now. It was nice to see the blue Refresh Checklist option as a visual representation that it needs to be updated. Would be nice to see this option agai...