Ideas & Enhancements
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SSO module requires you to click next to login in, hitting enter on your keyboard does not work.

When prompted for the company ID with the SSO module hitting enter does nothing. You have to actually click next to login. Not a major issue just some quality of life.
Guest 7 months ago in  0

Tag Email Function and Send Email Function together as 1 Function

In our Needles program, there was a function where we could "post" the email to Needles case and "send" the email at the same time, which was awesome. Just one click and it was tagged to the case and sent. Please add this "tag and send" function t...
Guest 7 months ago in  0

Set default code within time entries

There should be a way to set a default code within time entries. Ex: setting the default to ATTYFEE
Guest 7 months ago in  0

Neos Value - Option to show calculations based on Paid By/Paid To

For example, I would like to see a total of all amounts Health paid (as opposed to Health Adjustments). Or a total of all amounts paid by "Us".
Guest 7 months ago in  0

Provider Associations in Contact Info

Currently any provider associations that are added within a company/provider contact have to be set up as a group. We think it would be simpler if in each association tab, the contacts could be added in individually, along with editing them indivi...
Guest 7 months ago in  0

Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg

we seem to get more of the HEIC filetypes and trying to send as a PDF just send the HEIC file and maxes out the email size very quickly. so if Neos could add an auto Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg it would help our staff be...
Guest 7 months ago in  0

Accident Information Tab - Ability to add Vehicle record listing to user-generated tab

I agree with a previous idea that the new Neos generated Accident Information tab is lacking in the information included, however, the information we need is different than that previously requested. I think instead of trying to match all injury a...
Guest 7 months ago in  0

Allow Customization Settings for Events In Neos Calendar

Used to be able to see more details about events in the Needles Calendar, I would like to be able to customize what I can see for events in the Neos Calendar without having to click the event for more details. Somehow the Outlook Calendar App on t...
Guest 7 months ago in  0

A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.

There was a similar function back in Needles 4 wherein a list of tags could be used to pull certain bits of information when merging docuemnts. Say the list contained 4 items, but the document you're making only calls for items 1 and 4, or another...
Guest 7 months ago in  0

ARCHIVE CASE (THERE IS NO BUTTON TO DO THIS)

Archive Cae (There is no button to do this)
Guest 8 months ago in  0