Ideas & Enhancements
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Neos - Remove Report Category based off of the Special Permission Exceptions.

Suggestion: Whenever a user has the permission to view reports but doesn't have the ability to run specific reports due to their Special Permission Exceptions for reports, the tab inside of Neo's Report Tab should not show the category. Current: C...
Guest over 3 years ago in General 0

Notes can quick fill, similar to texting

NEEDLES MESSAGES REQUEST: We have an idea that could apply to the notes messages. I see the quick fill items that are available for texting. Can we make a quick fill feature for notes
Guest almost 5 years ago in General 0

Able to type staff initials in when creating appointments

Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually
Guest almost 5 years ago in General 0

Neos - Document Tab - Folder View - Add Multiselect to allow file names, and types to be changed.

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 ...
Guest over 3 years ago in General 0

Allow the distribution of specific management reports without allowing access to all

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
Guest over 3 years ago in General 0

Second Line for Provider Names to distinguish between Umbrella Corporation and Individual Practice

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 al...
Guest over 3 years ago in General 0

Needles 5 - Add Text Styling to Note

It would be extremely useful to have access to text styling in places like the Notes tab. This would allow the client to highlight, set bold, etc on notes to better organize the information. This feature is in Neos; however, is not in Needles 5.
Guest over 3 years ago in General 0

Neos - Add Client Email, and Referred By Email to Advanced Search.

Inside of the Advanced Search's Case search type, we have access to a bit of information from the client in a case; however, there is a large amount of data that is missing, or unavailable. Some of this data includes First Party Email, and Referre...
Guest over 3 years ago in General 0

Change default search type to "contains" vs. "begins with" (in grids)

"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
Guest almost 5 years ago in General 0

add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.
Guest almost 5 years ago in General 0