Ideas & Enhancements
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Neos - Template Generation - Add Ability to Generate a Document for Multiple Providers at once

Add ability to generate a template on a case for multiple providers at once. For instance - a medical records request letter that can be generated for 4 providers at once - generate 4 letters with the different providers as addressees - right now ...
Guest over 2 years ago in General 2

Only Show Open Appointments on Dashboard "My Appointments"

Presently, the dashboard shows all calendar items under "My Appointments" even those that are completed or have been marked canceled on the calendar. It would be nice to only show open items in the dashboard to reduce clutter and confusion.
Guest over 2 years ago in General 0

Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest almost 3 years ago in General 0 Future consideration

Neos - Customizable Fields in general tab that also shows on quick view and general ribbon at top of case

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 t...
Guest over 2 years ago in General 1

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest about 3 years ago in General 2 Already exists

Neos- Ability to have a Status Tab

In Needles, the status tab was useful to keep track of only important information instead of viewing everything listed in a Case Facts report. Would love to see this feature added to Neos.
Guest about 2 years ago in General 0

NEOS - Advanced Search - Add Intake Table

It would be nice if the Advanced Search had the ability to creating listing reports for intakes as well.
Guest about 2 years ago in General / Search 0

Needles Today Customization

It would be a welcoming feature for users to be able to add, change, and remove information from the Needles Today screen. For instance, a user may not always have checklist item's or appointments on their calendar, or may require other useful inf...
Guest about 2 years ago in General 1

Option to hide calendar items marked as "Done"

Option to hide calendar items marked as "Done". This would clean up the calendar view and prevent confusion if user's miss the color in the appointment status
Guest over 2 years ago in General 1

Neos - Add Ability to drag and drop Party Photo on Party Tab

Neos - Add Ability to drag and drop Party Photo on Party Tab
Guest over 2 years ago in General 0