Ideas & Enhancements
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Ability to change font size

No description provided
Guest over 4 years ago in General 3 Unlikely to implement

Select Multiple Notes/Bulk Actions

On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...
Guest over 2 years ago in General 6 Already exists

Have Notification for when Intakes are available

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.
Guest over 2 years ago in General 2

Return to the same place in a list when returning to the list view from an entry.

Currently inside of neos whenever you are to open an entry, like a note, and return back to the list, it will take you to the top of the list forcing us to search for the document again. It would be great to see the list bring you back to the loca...
Guest over 2 years ago in General 0

Neos - Automatic Tagging for Newly Generated Emails

The functionality to have the newly generated emails be automatically tagged to the case in which it originated. Similar to ideas 700 and 710.
Guest over 2 years ago in General 2

Allow users to add, edit, or remove Settlement memos

It would be much more efficient if users could add, edit or remove the settlement memos just like the templates. I am not sure why that was changed from Needles 4 to Neos but it is frustrating when you need to change one sentence but have to go th...
Guest over 2 years ago in General 2

Employee Action Tracking

Audit on Employee actions above Audit Reports
Guest over 4 years ago in Auditing / General 0 Future consideration

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 over 2 years ago in General 1 Already exists

When scheduling, a conflict box should come up if there is a conflict present

In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.
Guest about 3 years ago in General 0

Mass Texting Messages

Mass Client Texting
Guest over 4 years ago in General 1 Planning to Implement