Ideas & Enhancements
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Checklist Note Staff Mentions

The checklist notes field allows for a tag to a staff member, however, it does not send a notification. Would like to see an implementation for a notification to come from tagging staff in checklist items.
Guest 10 months ago in  1

A button in the Medical Summary tab that adds up all of the Treatment Totals

Many times we have a lot of entries in the Medical Summary tab with Treatment Totals which are tedious to add up by hand. This opens the door for calculation mistakes and an increase in potential human error. Even when generating a document and at...
Guest over 1 year ago in  4

We need the ability for templates to pull addresses from the "custom value" of Provider cards

Providers often have with multiple locations and a different payment address. However, a provider should have 1 provider card w/ all their locations in order for accurate reporting. Templates do not allow us to choose "custom value" as an address....
Guest about 1 year ago in  1

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard. Rather than having to click into the calendar allow the item to be marked done in the My Appointments section. Also, allow color coding of the i...
Guest over 1 year ago in  1

Include the Subtotal of items selected for processing from the list view in the value tab.

The subtotal of value items should automatically be calculated and displayed when multiple items are selected to add transactions such as to request checks. Sometimes there could be dozens of checks and the total needs to be displayed so staff can...
Guest 10 months ago in  0 Planning to Implement

Dark mode

please make your website compatible with dark mode. much of it cannot be read with the black writing on a black back ground and the cases will not go black at all which defeats the purpose
Guest 2 months ago in  1

Neos texting: send a text to anyone in the address book

Right now you can only send a text message to a party in a case. We want to be able to text back and forth with other contacts like witnesses who are not parties. Right now it is confusing because in the clickable contacts list I can select the ce...
Guest about 1 year ago in  2

Color Code Staff in Dashboard Tiles

For dashboards that can be grouped by staff can the color assigned to the staff be made consistent throughout the dashboards? Currently dashboards appear to be assigning colors from the top down. So if there are different staff results in differen...
Guest over 3 years ago in General 18

Note Topics - Favorites

It would be useful to allow for some "Favorites" to be at top of the Topics list, so we don't have to do so much scrolling, whether from Notes itself or from the Outlook Add-In. There are 4-5 topics that I use heavily, with most of the others used...
Guest about 2 months ago in  0

Excel Templates

We have several documents we use often that are in excel (ie, calculations of deadlines based on the trial date, etc.) that we would really like to have as templates in Neos.
Guest about 1 year ago in  0