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Ideas & Enhancements


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Template Tags Search by Tag Name, Label or Tab...

Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...
Guest over 2 years ago in Integrations 1

In the 'Cases for Party' Option - Add Date of Incident

When clicking Cases for Party - it would be great if DOI was added to the list of cases
Guest over 2 years ago in General 1

User would like a drop down of suggested providers in the medical records tab

Can providers that are already in the Value screen become a drop down tab when entering the providers in the Medical records tab? That way it pulls the correct location instantly, instead of having to type out the provider, look for the right addr...
Guest over 2 years ago in General 0

When an item is marked as done and/or NA, the item should drop to the bottom of list, not remain in active listing .

No description provided
Guest over 2 years ago in Checklist 0

When changing Case Type drop down in intake, don't erase all entered data

If you enter information on a new intake or change information such as addresses for a previous caller in the system, Neos often erases any entered data when the "case type" drop down is chosen or entered. Yes, it is best to get the case type befo...
Guest over 2 years ago in General 0

Neos - Allow selection of Text Message domain when sending texts

Whenever you are sending text messages, the domain auto-populates with the multimessaging domain for the cell phone provider; however, due to some service plans, not all messages that are sent out are able to reach the customer. For instance, send...
Guest over 2 years ago in General 1

Neos - Ability to update status on calendar invites from outside sources

It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.
Guest over 2 years ago in General 0

Dashboards - Add Option to exclude Dormant Cases from Checklist Dashboards

Add the option to exclude dormant cases from checklist specific dashboards - currently the dashboards will pull checklist items for dormant cases
Guest over 2 years ago in General 0

Neos - Ability to add Document Tags field to Records Request tab

The Document Tags field is very helpful, however it would be nice to see this field in other tabs such as Records Request tab (UD tab 2). Having the ability to add the Documents Tags field to other tabs can even increase the flexibility of the sof...
Guest over 2 years ago in  0

Ability to add more than one mailing list at a time

No description provided
Guest over 2 years ago in General 0