Add last "Last week, Last month, etc." to reporting options.
Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...
Email phone log generated from Communications Center
Need to be able to email or send internal notification of my notes from my phone call log generated from Communications Center to other staff member(s) to alert them of the call.
Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file
Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;
Templates within the Record Requests and Documents tabs within all cases
When we have a signed form like a HIPAA, we will apply that form towards each provider once we are ready to request records and billing. In the pdf form, I would like to use tags for provider name, address, current dates and such things. Then I wo...
A Note created in the Value Tab, with an attachment should be visible in the Value Tab. This will help Accountants/Bookkeepers see/download/print the attachment in the Value Tab Notes where the complete value entry is visible. Right now, you have ...
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