When reviewing the value notes (verifications) for each individual provider for a client, we are unable to see which providers we are looking at unless staff adds it to the top of the note. We then have to back out of the Value note and go back to...
Document Tab drop downs are not providing enough information to be able to distinguish between entries
In document tab when you have a list of items that you want to include in a merge into document. This happens both when you are selecting records from our user defined tab and from the time tab see screen shots attached. From the records tab you n...
We would like to be able to print a report to show the details of a check request. We used this Needles 5 for every check request and then provided to the accounting team for processing. Please add to Neos.
When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Ability to duplicate more than one document at a time (Document Tab)
There are times we will need to copy multiple documents at one time. Currently there is only the ability to duplicate one document at a time and will be extremely time consuming for our Firm to have to duplicate one-by-one.
Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...
If it is $24,864.27 (it allows a period) then it looks like 24864.27. Can we make it so that when the page is saved the system puts in the comma(s), and dollar sign?
Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly
In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...
Add a setting for 'Working Hours' display view in the Neos Calendar (allowing the user to choose their own hours to display) - appointments rarely occur outside of working hours for most staff, so being able to see just the hours of 8-5 would redu...
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