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Mass Update checklist and deadline codes to enable Reminders

We need a way to make a global change to specific checklist/deadline codes to enable reminders on these items so that our NEOS users get these reminders without having to set up each and every one themselves. Preferably this would assign reminders...
Guest 6 days ago in  0

Entry ID as a filter or searchable under Documents view in a Case

We want Entry ID as a filter or searchable under Documents view in a Case, currently you cant add it as a simple filter unless you do an advanced search and we dont want to have to do that outside of the case.
Guest 6 days ago in  0

PLEASE Add the Reminder feature to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest 5 months ago in Checklist 1

Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Guest 5 months ago in  0 Planning to Implement

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
Guest 5 months ago in  1

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest about 1 year ago in Checklist 14

Custom Reports Screen has no Scroll

Saved Searches under a report do not allow you to scroll to the bottom of the page to look at the results field, you have to 'hide search criteria' to view it, but this page should let you scroll down to see the results without this. In our screen...
Guest 7 days ago in  0

Report Dates Relative to Time of Running

One should be able to set a date relative to when the report is run. For example, whenever a report is run the date range is set to pull items from within six months of the date it was run.
Guest 7 days ago in  0

Saved Filters for Intakes

I'd like an option to save some filter presets in some search areas like the Intakes section. Sometimes we have our Intake need to look at several specific search filters and being able to quickly switch between them would be fantastic.
Guest 13 days ago in  0

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 3 months ago in  2