Ideas & Enhancements
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Logs showing changes to provider cards in Neos

Add the option for admins to see logs of users making changes to provider names/info in Neos. These logs would show the time,username and what field was specifically changed in each provider card.
Guest 6 months ago in  0

Ability to Modify Calendar Appointments Scheduled by Inactive Staff Member

Currently we schedule SOLs, Deadlines, and Court Hearings/Trials on the calendar, however we are calendaring things 1-2 yrs out. If that deadline or court hearing changes and the person that scheduled it no longer works here, we are unable to modi...
Guest over 3 years ago in General 0

Document Generation drop down showing only party member names, and not entry information.

When using a the document generation drop down, some fields do not preview the specific information you may be looking for. It may only provide the pary member's name, and not the information tied to the party member.If one party member has multip...
Guest 12 months ago in  1

NEOS: Add "Assigned By" field to Calendar and add support for changing the Organizer of a Meeting

Needles Neos does not currently support changing the organizer of a calendar item. Please add a "Assigned By" field to calendar, so that a firm can change the organizer of a calendar entry. The feature should also support doing this on the Outlook...
Guest over 3 years ago in General 1

Would it be possible to have the Case Status (Active, Pre, Settled, etc) show up in the search results?

Needles 5 enhancement
Guest over 2 years ago in  0

Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)

I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!
Guest over 1 year ago in  0

Neos - Required Field * should be larger and brighter. Also, box should be permanently highlighted in RED until the data is entered.

At this time, it is extremely hard to see the required fields on an intake because the asterisk is very small and blends into the name of the field. Please add color and a red outline on the field until the field is filled in so the users know tho...
Guest over 1 year ago in  0

May we have BCBS, BCBS AL, VA tabs added to the health insurance tabs, to set up our files. These are some that are good to have for a red flag reminder on what is needed for the client.

TRICARE and Medicare/Medicaid is already on the list of selections.
Guest 6 months ago in  0

Allow Dynamic Fields to use existing fields for special conditions

I have a dynamic field pointing to a user mini directory. But why can’t I make an already existing field the specific condition for a section to show up. Seems like duplicative work and all information gathered for a case should transfer to the ca...
Guest 12 months ago in  0

Ring Central integration fax feature

Currently with our integration, we still have to have Ring Central open along with the app in Neos because we cannot fax through Neos. It defeats the purpose of this integration if it cannot fully function as Ring Central.
Guest over 1 year ago in  0