Ideas & Enhancements
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Allow bulk editing of cases whether they are the same case type or not

I have always updated the staff assigned for multiple cases all at once and never had issues until Neos. It does not allow you to update bulk cases unless they are the same case type. So if we have a new employee start, I cannot just select all th...
Guest over 3 years ago in General 0

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.
Guest over 3 years ago in General 1

tab key functionality and arrow keys in Neos like you were able to in Needles.

In older versions of Needles clients were able to tab and use the arrow keys to navigate easier. This functionality seems to be missing from Neos and would be very useful in navigating the different screens and increasing work speed for multiple c...
Guest over 3 years ago in General 1

NEOS - Document Template Preview - Hide ID behind hoverable icon

A id shows whenever the user uses document merging, this ID is only useful to those who are making templates, but most of the users who specifically use the reports don't use it for anything at all and is extra information. Suggested change would ...
Guest over 3 years ago in General 0

Request templates should launch from Records Request Tab directly.

It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.
Guest over 3 years ago in General 0

Having the ability to open word docs directly in the desktop app.

Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
Guest over 3 years ago in Integrations 0

Neos - Template Generation - Add Ability to Generate a Document for Multiple Providers at once

Add ability to generate a template on a case for multiple providers at once. For instance - a medical records request letter that can be generated for 4 providers at once - generate 4 letters with the different providers as addressees - right now ...
Guest over 3 years ago in General 2

Search ability for Mini-Directories.

Client would like the ability to search in Mini-Directories like you were able to in Needles 5.0. The Dean Boyd Law firm has a lot of options in mini-directories such as message topic, document category or type of document and believe all users wo...
Guest over 3 years ago in General 1

NEOS - Addins - Change the look of how lists export to document - On behalf of Melonakos

By default the lists generated by the neos are styled in a white and gray theme, and it's not very appealing. It would be extremely useful to be able to change this style when coding the template, so we don't have to export document, and copy and ...
Guest over 3 years ago in General 0

NEOS - Add-in - Allow date formatting for lists

I would like to format the dates which I am adding into a list with the NEOS word add-in. Currently, we can only format tags, but not dates that which are being exported to a list. The default format looks like: July 31 2020, and is typically not ...
Guest over 3 years ago in General 0