Ideas & Enhancements
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Scheduling Texts for Appointment Reminders

The ability to schedule text messages to go out at a later date would really save time on going back and forth in cases. When you set an appointment up, you could right then set up reminders to go out instead of having to go back in, and you can a...
Guest about 2 years ago in  0

Neos - Option for Holidays on the calendar viewable for all users

When looking at the Global Calendar in Neos, it would be a great option to have Holidays added for all users without the recipients having to accept an invitation. An idea for this would be to overlay the United States Holidays Calendar in Outlook...
Guest over 2 years ago in  1

Be Able to Copy Email Address to a new provider

We should also be able to copy email addresses like we can addresses and phone numbers into a new provider. If a physical therapy place has 30 locations, it's tedious to have to either add or edit every single location. We also use e-fax, so we sa...
Guest 10 months ago in  0

Required fields when entering a Provider or Client

People keep adding providers with just a name and phone number. I would like more required fields when entering a provider or a client so that the information actually gets added as it should.
Guest 10 months ago in  0

Neos: Ability to have larger photo for Party

In Needles 5.0, the photo was a square and large enough to be able to see what the image contained. In Neos, the photo to the left of the Party's name on the Party tab is very small, and round, so you have to click on it to make it larger. It woul...
Guest over 3 years ago in  0

The ability to have multiple intakes on the same case type and to import intake sheets.

The ability to have multiple intake sheets for the same case type. For example one sheet for older intakes that data still needs to be retained and another sheet for new intakes. The ability to import a intake sheet from one case type to another w...
Guest about 2 years ago in  0

Intake Pro: Allow Party Name Blocks to be a Part of a Section that is Contingent upon a Question

Party name blocks on intake layouts cannot currently be added as part of a separate section. We often receive an intake from a representative person who is calling on behalf of a deceased injured party. We would like to have a question in our inta...
Guest about 2 years ago in  0

Uploading video files to Neos Case Docs tab

We have had a lot of trouble uploading video files through the case docs tab. Can there be a folder or category designed specifically for video files that we can upload them to that maybe condenses the file size?
Guest over 3 years ago in  3

Adding Azure single sign-on as an integration option

With the requirement of SharePoint and the office suite, it seems to me that adding Azure single sign-on is the next evolution of logging into the Neo’s portal. For the firms that already have an Azure presence and Azure security configured for mo...
Guest over 1 year ago in  0

The "X" on the party screen to see other parties associated with case is confusing.

Please come up with a different identifier for listing parties on the party screen. X is typically used to exit out of something. Maybe the words "List Parties"
Guest over 1 year ago in  0