Ideas & Enhancements
ADD A NEW IDEA

Needles 5.0

Showing 2712 of 2712

Allow selecting credit cards as Debit accounts

Currently, only bank accounts can be selected from the Debit Accounts section of the check request in the QB Integrator. They -can- be selected as Credit Accounts, even though these cards are usually used for outgoing payments. Please allow credit...
Guest almost 2 years ago in  0

Merge Fields in an Excel Spreadsheet like in Word

We would like the ability to create merged Excel spreadsheets with merge fields like in Word. I imagine Excel forms like a workers comp lien reduction worksheet that will save in Case Docs. Another would be a pro-rata lien payment worksheet under ...
Guest about 2 years ago in  1

Neos: Report Library - add a column to the report list to show the last time the report was run

This is helpful to help weed out reports that are no longer being used and clean up the report list.
Guest 10 months ago in  0

Quick Add Dropdown List: Add New Event to the List

Add New Event to the Quick Add dropdown list, so that you can create a calendar event from any screen.
Guest 10 months ago in  0

Certificate of Service Paragraph should include email

THIS WAS ADDED AS AN IDEA AND NEOS MARKED IT AS ALREADY EXISITS. IT DOES NOT!! IT CURRENTLY ONLY PULLS FAX NUMBER NOT EMAIL ADDRESSES. The Certificate of service is a very important part of document creation. Each and every document that is filed ...
Guest about 1 year ago in  3

Needles Today Customization

It would be a welcoming feature for users to be able to add, change, and remove information from the Needles Today screen. For instance, a user may not always have checklist item's or appointments on their calendar, or may require other useful inf...
Guest about 3 years ago in General 1

printing notes to include the case name and id number

No description provided
Guest about 2 years ago in  1

Neos user defined case tabs - display more contact/provider fields in addition to address and phone number

Any tab where you have a contact/provider Name lookup field, the linked provider only shows the person's name, address, phone, email and AKA. We'd like more info from that provider to be visible from the case. Example: We have a List/Entry tab for...
Guest about 1 year ago in  0

Medical Records Request - Value Code/Medical Bills dropdown

Users would like the ability to generate a value item from their medical records tab without having to go into actions > add value item and instead use the value code and medical bill dropdowns to automatically assign the value code to the new ...
Guest over 1 year ago in  0

Neos Outlook Add-in sort for categories/topic/type when tagging email

Currently unable to sort the categories tagged emails can be added to cases as. This would be especially helpful to firms with many document categories and types.
Guest about 3 years ago in Integrations 1