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NEOS: Check against list of companion groups before saving process

This would allow users to not encounter errors when entering duplicate companion group names.
Guest over 2 years ago in  0

Needles 5 needs to notify users if they are editing the same note or data field another user is also editing.

When different users are unknowingly editing the same note their data does not save. Needles 5 does not notify users if they are editing the same note at the same time. This results in the loss of data. This is a great concern for firms.
Guest over 2 years ago in  0

Removing the Aux Checklist

Similar to https://ideas.needles.com/ideas/NEED50-I-1212 Would like to be able to remove all AUX checklist items at once rather than one item at a time. (would be useful for when the aux checklist would need to be changed or if someone were to acc...
Guest over 2 years ago in  0

Neos - Multiple Users in the Same Note at the Same Time

Users would like the ability to be notified that other users are in that same note at the same time AND be able to save all changes made to that note.
Guest over 2 years ago in  0

Is there anyway that a button can be added into “action” box of the party screen to capture name and address. I would be much shorter and with less mistakes than typing it or backing out and hitting the card from the search screen.

Because in many instances the name and address needs to be copied and pasted onto an order, memo or document that is non-template generated. Alternatively, generating a template driven document is more time consuming than copying a name and address.
Guest over 2 years ago in  0

Neos - Add the ability to delete item(s) from Activity Feed

If sensitive data is posted to the wrong case, you would need the ability to remove it entirely from the activity feed of the case too.
Guest over 2 years ago in  1

Synopsis - Rich Text

Would like the option to use rich text within the Synopsis field.
Guest over 2 years ago in  1

Synopsis - Size

Would like the ability for the Synopsis field to keep the same size larger than the current max default. See pictures attached.
Guest over 2 years ago in  0

Neos - Basic Search Filter for Open Cases only

Would like the option to filter the basic search to show only Open Cases via a checkbox or dropdown menu.
Guest over 2 years ago in  0

Tab for easy chronology of medical care

It would be fabulous to have a tab that would allow us to add medical providers, dates of service and a short synopsis of care, then a check box for bills/records/radiology (that we have received) or a box to note that that date is not related, so...
Guest over 2 years ago in  0