Currently Neos Document Categories are available for all Document Types. It would be very helpful to be able to section/assign specific Categories that are specific to Document Types. The current availability of all Categories regardless of Type i...
Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.
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...
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.
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.
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).
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...
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...
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.)
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