Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2695 of 2695

Value Tab- Have the list pull items in chronological order.

It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Guest 8 months ago in  3

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Guest about 1 month ago in  0

Flag Activity Feed

The addition, change, or deletion of the flag should be shown in the activity feed.
Guest about 1 month ago in  0

Ability to flag important notes like we were able to do in Needles.

You can quickly check the important notes of a case without having to comb through hundreds of entries
Guest about 1 month ago in  0

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Guest about 1 year ago in  8

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.
Guest 5 months ago in  2

Option to Minimize or Draft an Email

We would like for Neos to incorporate a function that allows us to minimize or draft an email. Scenario: I'm in the middle of drafting an email within Neos, but I get a call and have to source information from our environment. I am now required to...
Guest 27 days ago in  0

Search option opening open cases first!

It would be nice if when searching through Neos if open cases were the first thing to pop up instead of intakes/closed cases!
Guest 3 months ago in  0

Calendar pop out

It would be great if I could pop out the calendar so that I could still view it while working on different cases.
Guest 10 days ago in  0

Add option to auto delete tagged emails within the Outlook add-in

Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.
Guest about 1 month ago in  0