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Ideas & Enhancements



Showing 617 of 1680

Neos Mobile App

Add the ability to have a mobile app for easy review of Neos while on the go
Guest over 1 year ago in General 0

User would like to have a label on providers when searching to see that intake has been rejected

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.
Guest over 1 year ago in General 0

Grouping Providers

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 instan...
Guest over 1 year ago in General 0

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs
Guest about 2 years ago in General 0 Planning to Implement

Neos - Remove 'Add Note' Button from Header

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Guest about 2 years ago in General 1 Planning to Implement

NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest about 2 years ago in General 0 Future consideration

Default setting for drop downs

Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...
Guest over 1 year ago in General 0

Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar

We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...
Guest almost 2 years ago in General 1

Neos Checklist Notes

Would like the ability to add notes to Checklist Items in Neos
Guest over 1 year ago in General 0

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 1 year ago in General 0