Ideas & Enhancements
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Able to type staff initials in when creating appointments

Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually
Guest almost 5 years ago in General 0

Neos - Document Tab - Folder View - Add Multiselect to allow file names, and types to be changed.

Current in Neos, you are able to select multiple files in the File View of the Documents tab; however, whenever you change to folder view you are not able to change the file name, category, or type. Due to the way a lot of firm's are set up, they ...
Guest over 3 years ago in General 0

Allow the distribution of specific management reports without allowing access to all

It would be helpful to be able to allow other users to have access to some specific management reports based on choice of the firm
Guest over 3 years ago in General 0

Neos: ability to see Refresh Checklist option in case checklist again

Since the latest update in Neos, when marking items as Done or N/A the checklist auto-refreshes now. It was nice to see the blue Refresh Checklist option as a visual representation that it needs to be updated. Would be nice to see this option agai...
Guest over 3 years ago in  0

Second Line for Provider Names to distinguish between Umbrella Corporation and Individual Practice

Many Healthcare Providers have smaller practices under larger umbrella corporations. It would be nice to be able to put a second company name identifier in. As an example: The Centers for Advanced Orthopedics has many smaller practices that are al...
Guest over 3 years ago in General 0

Add Notes Section to the Work Tab

adding a note section to the work tab would be great.
Guest over 1 year ago in  0

Neos: ability to remove Neos case # from the calendar event note

In Neos, upon saving a calendar event that has a case attached there is an event note added with the Needles Case #. This is not necessary when we don't use the Outlook calendar and do not have an option to remove this.
Guest over 3 years ago in  0

Sending messages from case - From field shows the same information as the Re/Client field

User would like the 'From' field to display the same information that;s in the 're/client' field when sending a message from case
Guest almost 5 years ago in Messages 1

Needles 5 - Add Text Styling to Note

It would be extremely useful to have access to text styling in places like the Notes tab. This would allow the client to highlight, set bold, etc on notes to better organize the information. This feature is in Neos; however, is not in Needles 5.
Guest over 3 years ago in General 0

Neos - Add Client Email, and Referred By Email to Advanced Search.

Inside of the Advanced Search's Case search type, we have access to a bit of information from the client in a case; however, there is a large amount of data that is missing, or unavailable. Some of this data includes First Party Email, and Referre...
Guest over 3 years ago in General 0