Skip to Main Content
Ideas & Enhancements


All ideas

Showing 2468 of 2468

Send Email from Neos - Add cc, bcc and from fields.

Currently, all recipients are placed in the TO field. In order to properly note who is responsible for the email (the person in TO), and also note who is just added as an FYI (cc field), we would like you to include those fields. Also, if someone ...
Guest 5 months ago in  0

Calendar Status to Set Category Color in Outlook

The ability to change the category color in Outlook if an appointment or hearing is canceled or postponed. If the calendar item is tagged to Neos and already has a category set to that color, not even a rule to change the color based on the word C...
Guest about 2 months ago in  1

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest about 1 year ago in Checklist 2

Apply Only Intake and Unphased Checklist Items to Intake Checklists

Intake checklists currently import all of the checklist items from the Primary Checklist of a Case Type regardless of the phase. Intakes also only allow only one staff member to be assigned at a time, for Case Types with more robust checklists, th...
Guest about 1 year ago in  6

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest over 1 year ago in Integrations 4 Future consideration

NEOS: Allow audible notifications (text, messages)

That each staff can select whether to use or not. If you aren't looking at the screen, it would be very helpful to hear that audible notification or "You have a new message" so it is clear when you receive something.
Guest 24 days ago in  0

Advanced Search filter for provider association group

Add in the search filter/criteria for provider association groups for Advanced Search.
Guest 24 days ago in  0

VALUE TAB UPDATE: A Software Update Gone Awry

As soon as the update was complete, it became clear that something had gone horribly wrong. PI assistants quickly discovered that the update had introduced a series of baffling and infuriating changes that caused the efficiency that NEOS is known ...
Guest 2 months ago in  0


Hello Neos, What happened here? My team and I are trying to decide if we can afford additional treatment for a client on a specific case. And here we are pulling out our 1970s calculators trying to add value items. The subtotals option gives you t...
Guest 2 months ago in  0

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest almost 3 years ago in Integrations 5