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Ideas & Enhancements
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Needles 5.0

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New report that lists providers and their addresses.

I would like to be able to generate a report that lists all of the medical providers and their contact information for a case. See attachment for an example.
Guest 11 months ago in  0

ability to select certain value items in a settlement memo

Some bigger cases we get a partial payment. So instead of zeroing each value items that you don't want to include in settlement summary let us select items to include in settlement memo (same situation for Med Pay payments or TTD)
Guest about 1 year ago in  1

Automatic checklist item for @'s in notes

Instead of having to do a TDO item in checklist it could automatically generate.
Guest 7 months ago in  0

Neos: Make an option to not post attachments to the documents tab but still list them in the notes when tagging emails to Neos from Outlook.

Users are making a suggestion that when you post an email to Neos from Outlook they would like to be able to just have the document listed in the note but not put the document in the documents tab to avoid duplicates.
Guest about 2 years ago in  1

Ability to Designate Type/Category for Texted Photos

Texted photos currently save to the main document folder for the case, which creates unnecessary clutter. We'd like to be able to map all texted photos to one type and category in the case.
Guest 7 months ago in  0

A way to sort when you are searching for a certain address/city/state

A way to sort when you are searching for a certain address/city/state
Guest 7 months ago in  0

Remove auto population from the new Message screen.

As it exisits now, the auto population feature for messages in Neos is backwards. Depending on what field you begin with, incorrect information is being presented and/or replacing desired information. Example: When a caller is listed, their phone ...
Guest about 1 year ago in  0

Refresh Buttons for Notes tab , Messages tab and Intakes tab (similar to refresh button on checklist)

Similar to blue refresh button on Checklist tab - this would be the easiest way to refresh Notes, Messages and Intakes
Guest about 2 years ago in  0

Activity Feed updates in real time

There is a tremendous lag in the updates on the activity feed, 3 to 4 hours in some cases. This tool would be more beneficial if there wasn't as much lag and if it would auto refresh as well.
Guest about 1 year ago in  0

Neos - Add Ability to drag and drop Party Photo on Party Tab

Neos - Add Ability to drag and drop Party Photo on Party Tab
Guest over 3 years ago in General 0