Ideas & Enhancements
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Send Notes to staff when saving

It would be useful if there was an option to send a note directly to a staff member once you saved it in Neos.
Guest about 2 years ago in  0

Scheduling Texts for Appointment Reminders

The ability to schedule text messages to go out at a later date would really save time on going back and forth in cases. When you set an appointment up, you could right then set up reminders to go out instead of having to go back in, and you can a...
Guest about 2 years ago in  0

Outlook add-in sort or search topic/type/category

Currently the only supported account type for activation is regular user Office 365 accounts. It would be immensely useful for Shared calendars and SharePoint calendars.
Guest about 2 years ago in  0

Be able to see if another staff member tagged an email

It would be extremely helpful to be able to see if another staff member already tagged an email. Without this, we have to check the NOTES tab to see if it is in there already.
Guest about 2 years ago in  0

E-mail and SMS Templates Language-Specific

We have English and Spanish speaking clients. Would like to be able to code templates so they generate conditionally based on the language code (we use ID code on party tab).
Guest about 2 years ago in Document Generation 0

Auto name Medical Record Requests based on Provider / Party

Before the last Neos update, Documents with multiple Parties / Providers would generate with with dynamic names based on the Party / Provider. With the new Document Generation system, you need to manually change the name of each unique copy of the...
Guest about 2 years ago in  0

Add Microsoft application registration for O365 integration

Can you make changes to the Neos O365 integration to leverage Application registration so that users are not required to link their profile, as described in the Microsoft guide below? https://docs.microsoft.com/en-us/azure/active-directory/develop...
Guest about 2 years ago in  0

Access List of Case Types from our Pie Charts

We can select one of the sections on the pie chart, but all it does is make that color more prominent. It would be pretty cool to be able to click it and get a list generated of just those cases (NEW, TRT, DEM, ect.)
Guest about 2 years ago in  0

Add a Party Name Column to the Browse Documents screen

This would be very helpful so you could see what party the document is associated with.
Guest about 2 years ago in  0

Be able to Fax a Document from the Case Docs Screen

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...
Guest about 2 years ago in Integrations 4 Future consideration