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...
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.
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.
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...
The ability to cc other parties when sending a text message thorugh Neos would be nice. It posts automatically to the notes, which is great. But, copying other folks via their emails would keep them in the loop without having to look at the Notes.
It would be more efficient if when you clicked on, for ex, a client's email that when you hit send it automatically posted to the notes like old Needles did and like Neos text messaging does. I spend a lot of time just posting emails to notes.
Whenever emailing a case document from Neos, it would be a neat feature if the recipient would also receive a link/button they could click that would automatically open the case.
So whenever someone emails me a document from a case, I then go to Neos and search the case. It would be a really neat feature if there was a button or link that came with the email that would automatically open the case in Neos without having to ...
Change default search type to "contains" vs. "begins with" (in grids)
"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
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