Staff receiving many messages a day can miss important Neo messages even thought it may have a red exclamation point next to it, important message's could stand out more if the message could also appear also as an Outlook email,in certain situatio...
Need to be able to have multiple phone logs open in Communications Center, as I am often not finished typing my notes from one phone call before I have to take another call. Then I go back in and finish my notes later. It appears I must click save...
Email phone log generated from Communications Center
Need to be able to email or send internal notification of my notes from my phone call log generated from Communications Center to other staff member(s) to alert them of the call.
Communications Center add new call case/intake field
Only the CLIENT is linked to the associated “Case/Intake” field, i.e. we are only able to log phone calls from clients but no one else associated with a case due to the Case/Intake being a required field and the field not being a manually fillable...
It would be helpful to include Case Name field in the New Message layout as there may be one client for several cases and it would help to identify to which case the message relates.
Intake checklist items should disappear from "My Checklist" on dashboard when intake is closed
Any checklist item should automatically on the dashboard should automatically disappear once the intake is closed. Its incredibly time consuming to manually update all of these auto-generated items to NA when there is no longer a need to track the...
The Bates Stamp feature in Adobe/ Neos needs to match the Adobe desktop version and not require all of the fields given. Our firm likes the Bates to be short (usually the client's last name) and Neos requires text, prefix and suffix to be used whi...
Presently, you cannot audit deletions from provider notes or track deletions of provider notes in the activity feed. This is an important feature. Per Neos support, "After doing some research, it seems as though Neos does not currently have a way ...
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