Ideas & Enhancements
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Create a way to deactivate notifications

When I receive interal Neos messages, the message icon has a blue circle with the number of unread messages. I also receive a notification. This is duplicative, but I can't turn off notifications for messages. Please make a way for the separate, u...
Guest about 2 years ago in  2

Allow subscription of report in PDF legacy format

Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
Guest over 3 years ago in Auditing 0

Add BCC to Needles Messages

Add BCC to Needles Messages
Guest about 5 years ago in  0 Unlikely to implement

Neos Value - Option to show calculations based on Paid By/Paid To

For example, I would like to see a total of all amounts Health paid (as opposed to Health Adjustments). Or a total of all amounts paid by "Us".
Guest 7 months ago in  0

Provider Associations in Contact Info

Currently any provider associations that are added within a company/provider contact have to be set up as a group. We think it would be simpler if in each association tab, the contacts could be added in individually, along with editing them indivi...
Guest 7 months ago in  0

Mass Email to Counsel Tab

With e-service agreements becoming more and more common, we should be able to generate a mass email to all persons on the counsel tab (attorneys and staff).
Guest about 2 years ago in  0

Email Templates Expanded to Neos Cases vs. Just Intake Pro

Can the email templates functionality be expanded to regular Neos cases made?
Guest about 2 years ago in  2

Custom Reports Screen has no Scroll

Saved Searches under a report do not allow you to scroll to the bottom of the page to look at the results field, you have to 'hide search criteria' to view it, but this page should let you scroll down to see the results without this. In our screen...
Guest about 1 year ago in  0

Report Dates Relative to Time of Running

One should be able to set a date relative to when the report is run. For example, whenever a report is run the date range is set to pull items from within six months of the date it was run.
Guest about 1 year ago in  0

Have the Zip-Plus-Four field search

When entering a zip-plus-four, it should search for the zip code the same as if you only put in the first 5 digit zip.
Guest about 2 years ago in  1