Ideas & Enhancements
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Give more options to modify margins for exported advanced search reports

When exporting an advanced search report, there are few limited options for modifying the exported pdf. Please provide an option to allow the modfication of the margins to look closer to the legacy reports which are printer friendly as they curren...
Guest over 2 years ago in  0

User would like to add a DIGITAL SIGNATURE to the party tab

User would like to add a digital signature to her clients so she use on their medical authorizations
Guest over 2 years ago in  0

Neos - Printing Party Information

Would like the ability to print an info card from the party tab containing the information that is shown on the provider card.
Guest over 2 years ago in  0

Top 25 cases only showing in search

We have clients with more than 25 cases. The search only shows the Top 25, of which some of those top 25 cases are not even opened anymore. While some of our open active cases are not showing on the search list at all. We have one client in partic...
Guest over 2 years ago in  0

Open cases at top of search

It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
Guest over 2 years ago in  0

Make More of Provider Name Visible For Letter Templates

Allow us to scroll right to see the full provider name when we are on the template screen to make letters. This will allow us to be sure we are selecting the correct provider when we create letters as clients often go to several providers and the ...
Guest over 2 years ago in  0

Neos - Subject Field for Email Prompt in Documents Tab

It would be a good feature to add a subject field in the email prompt when you try to email a document through the Case Doc tab. It would be faster than having to open it in Outlook. Also, the bulk document email does not properly show the case na...
Guest over 2 years ago in  0

Archive Companion Groups

the list just keeps getting longer. would like a feature to be able to archive companion groups whose member cases are all closed, with its own permission checkmark.
Guest over 2 years ago in  0

Neos - Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed

Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed. Need to be able to see any changes made to the case, no matter which field or tab.
Guest over 2 years ago in  0

Bulk Update the Staff field from Advanced Search

It would be useful if the Staff field was able to be bulk updated from the the Advanced Search. Currently the field isn't available to be selected and the replace option from the staff profile is more than is needed at this time.
Guest over 2 years ago in  0