Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2680 of 2680

Choose Columns to display in Search Engine Results

The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...
Guest about 5 years ago in Search 0

Print Medical Notes

I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.
Guest about 3 years ago in General 1

Add party role to search fly out menu

When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
Guest almost 4 years ago in Search 0 Already exists

When copy and pasting an Excel Spreadsheet into the notes, what was copied shows vertically instead of remaining in column form when saved.

It would still be in the spreadsheet form, and we wouldn't have to figure out which column header goes with what information without having to open up the spreadsheet.
Guest 8 months ago in  0

Settlement view in Value tab shows CASEEXP as being disbursed out of settlement

see the attached screenshots demonstrating this in a simple example I have 1 settlement entered for $100,000.00 and I have 1 case expense entered for $10.00. As soon as I add a transaction to show the case expense as being paid to the provider and...
Guest 8 months ago in  0

View case associations for contact in Contact detail view.

It would be helpful to view all the associated Cases for a Contact in the Contact detail view. Currently if you are in a contact preview in the address book you can view associated cases, but you can not view associated cases in the Contact detail...
Guest 8 months ago in  0

Neos: Add support for sorting in the Documents Tab - Folder View

Neos: Add support for sorting in the Documents Tab - Folder View Sorting is only supported in the List View. Please add sorting for Folder View.
Guest about 3 years ago in General 2

In Needles 5 i could merge all of my documents at the same time, it would be great if NEOS could do the same!

No description provided
Guest about 3 years ago in Integrations 0

Zapier - If Last Name is not provided - auto create as Unknown

When an intake is imported via Zapier, the Last Name is required. If you don't have the Last Name, the intake gets rejected. It would be great if the last name could autopopulate to Unknown if it is not filled out in the triggering event.
Guest almost 2 years ago in  0

Edit Phone Number & Email Type Lists

We should be able to add additional standard categories for phone numbers and emails. We need options like Medical Records or Records Fax, and we should be able to label the email addresses since we add the fax numbers in the email section because...
Guest 8 months ago in  0