All ideas

We need a color coding system for fast checking. I think that we could merge the current system with an updated color coding system by having a person's initials on the side, but then have the whole box change based on the activity. That way there...

Add an option to drag/drop files to the folder that is open in Neos rather than or as an alternative to requiring Document Type and Category to be selected

The new design is great but VERY bright. I feel a dark mode option would be very well received.

Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a docu...

Add counts of # of users logged into Neos, # active "Neos Users", and # of active "Active" profiles at the top of the screen that is always visible. Larger firms have a hard time determining if their Neos and Active Users counts match their subscr...

It seems after a recent update I can no longer edit a note of a tagged email. It is important to be able to add a comment on a tagged email. I like to put the email in context and then have the email copied below in the same note, which was possib...

Currnetly when we add an email as note or add a document and then want to see thta within Neos, we click on the semi-circle refresh button with the arrow. After we do that, Neos take you back to the Case summary section and then you have to click ...

Beneficial for users to make pinned notes at top of case tab. Users should not have the ability to modify other staff members case notes, only their own. Currently the permission is tied to the notes tab which allows users to alter any note of any...

We would like to add several new phone type categories to our provider cards and would like to do this without having to manually enter the data on each individual provider card. It would be helpful if there was a Mini Directory for this phone typ...

The ability to toggle tiles on and off would be useful to firms who do not use certain features such as messages often.