Ideas & Enhancements
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Needles 5.0

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Include "Case Name" field in the Message layout

It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.
Guest 11 months ago in  0

Method to Track Deleted Provider Notes

Presently, you cannot audit deletions from provider notes or track deletions of provider notes in the activity feed. This is an important feature. Per Neos support, "After doing some research, it seems as though Neos does not currently have a way ...
Guest 12 months ago in  0

Tracking the Special note feature through the activity feed

I would like to be able to track the special note if another person adds it on my case or when it was added.
Guest 12 months ago in  0

Allow manual input of "reduced total" for reductions

Currently you can only insert how much a bill is being reduced by in the Value section and Reductions section. There should be an option for inputting what the bill was REDUCED TO, since reductions aren't always based on a simple percentage. You h...
Guest 12 months ago in  0

Ability to change order of parties listed in Party Screen

We would like the ability to change the order of parites after they are entered in the party screen. for example..if we have 3 parties entered, can we move party 3 into the 2nd spot, moving the existing party to a different spot.
Guest 12 months ago in  0

Neos Messaging: Ability to set an "Out Of Office" message internally

This would be helpful for people who may forget someone is out of the office and may not be able to respond to their messages timely.
Guest 12 months ago in  0

Document Generation drop down showing only party member names, and not entry information.

When using a the document generation drop down, some fields do not preview the specific information you may be looking for. It may only provide the pary member's name, and not the information tied to the party member.If one party member has multip...
Guest almost 1 year ago in  1

Allow Dynamic Fields to use existing fields for special conditions

I have a dynamic field pointing to a user mini directory. But why can’t I make an already existing field the specific condition for a section to show up. Seems like duplicative work and all information gathered for a case should transfer to the ca...
Guest about 1 year ago in  0

On the browse intake screen can we add the Referred To column.

With an active referral practice it would be super helpful to have the Referred To column on the browse intake screen.
Guest about 1 year ago in  0

Neos: add permission to block users from changing the "Case Name" field which then changes the SharePoint folder name

Please add a permission that lets us limit the ability to edit this field. The only permission available is to restrict editing ability to the entire "Case" tab which does not help because everyone needs to be able to edit fields on that tab. the ...
Guest about 1 year ago in  0