Ideas & Enhancements
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Needles 5.0

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CLOUD: Being able to add documents when doing intake

CLOUD: Being able to add documents when doing intake. When the client is doing intake they want to be able to attach document with it so when it make it into a case it adds the document in the document tab.
Guest about 4 years ago in  1

Insurance Tab

If a person/case has multiple insurances available, it would be great if there was a box where you can select a numerical value to input the "order of priority" (receipt of premium) and view it from the list-view of the tab. This would help on mul...
Guest about 1 year ago in  0

We should be able to send a text message to a provider, not just provider's that have a case assigned.

No description provided
Guest about 1 year ago in  0

I need to be able to create a birthday party list and then print labels for marketing purposes.

We also did the same with the Holiday Card list in Needles. Printed labels. At this point I am doing birthday cards by hand and will not be sending Holiday Cards unless we can print from Neos.
Guest about 1 year ago in  0

Neos - Ability to log out other users

Add ability to log other users out of the system if they accidentally stay logged in after hours or when updates are made
Guest about 3 years ago in General 0

Tagged Emails Should Link to the Case

After tagging an email to a case, especially since there is no ability to change the name of a document, there should be an option to then go into that case, particularly the Case Docs tab of that case so that one can then easily change the name o...
Guest about 2 years ago in  0

Rearrange the Phone and Text Tab in the Communications Portal

You should be allowed to rearranage the phone and text tab in the communications portal
Guest about 1 year ago in  0

Mark Text Messages Unread

If someone accidentally clicks on another staff members text, it marks it as read. You should have the ability to make it unread so that the staff members know which texts have been addressed and which have not.
Guest about 1 year ago in  0

Add option to toggle off/on the event time length when hovering over events in the Neos calendar

Users do not always want to see the time length when hovering over an event, please add a button or option to turn off/on the event time at will so users do not always have to see it and so it does not get in the way of a user reading an events name.
Guest about 1 year ago in  0

Review Older Notifications

We cannot review older notifications. I was out for a week and have no idea of what was done or what messages were received while I was out because the notifications do not go that far back.
Guest about 1 year ago in  0