Ideas & Enhancements
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Needles 5.0

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add case name column to browse documents tab

for bulk download purposes, it will be useful to know which case/provider the documents are assigned to
Guest 7 months ago in  0

Separate Negotiations by Provider, and Insurance Type.

Currently inside of Neos, whenever there are multiple entries on the Negotiation from the same provider regardless of insurance type, all of the entries will be grouped together. It is very often that the same insurance provider will have multiple...
Guest almost 3 years ago in  1

Add date/time for when a Note is emailed out of Needles

We want to be able to see when the note was emailed out of needles. As of now there is no way to confirm that a note was emailed out on a certain day at a certain time. We would like to be able to see that a note was emailed because using the day ...
Guest over 3 years ago in  7

File Explorer

Be able to use the file explorer. The whole tag thing is pointless.
Guest about 2 months ago in  0

Indicator that shows when you open a case that there is a companion case

It would be convenient that when you go into a case, there is an indicator showing there is a companion case attached without having to open the companion cases tab.
Guest over 2 years ago in  2

Neos: Transactions - Requests for Deposit increase the amount due

When adding a transaction to a value time with an amount due and requesting a deposit, the amount increases the amount due rather than reduces it. I have to edit the transaction after it's created and change it from a credit to a debit in order fo...
Guest about 2 years ago in  0

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.
Guest over 3 years ago in  0 Planning to Implement

Neos - Basic Search Alphabetize results

It makes it very hard to find a desired search result when your result don't seem to be in a usable sorted list. In the example attached searching for Ambulance provider we get alphabet soup Y comes after A then B, S, then C. Could we get the abil...
Guest over 1 year ago in  0

Sorting while Searching

No description provided
Guest about 3 years ago in  9

Tagging a Neos note to a Negotiations.

When an attorney or case manager selects a Negotiation note topic, we would like to force a step that would require them to tag it to a specific Negotiation.
Guest about 1 year ago in  0