Ideas & Enhancements
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Needles 5.0

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Be Able to Tag Custom Phone Numbers

Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...
Guest 8 months ago in  0

Drag and Drop Files from Emails Directly to Neos

It would potentially save time to be able to drag files directly from Outlook emails into Neos consistently. Some users are already able to do this it seems.
Guest 12 months ago in  0

Sort alphabetically in Related Contacts and add email addresses

Please make it possible to sort alphabetically the Related Contacts, List of Providers and List of Parties. We have some cases with 50+ parties plus their counsel, as well as dozens of other contacts/providers. It would be much easier to find peop...
Guest 8 months ago in  0

Make Provider Phone and Fax Numbers Searchable in Advanced Searches!

Trying to create reports that need the Providers information including the phone and fax numbers and it's not an option and it should be.
Guest 4 months ago in  0

Ability to use digital disbursement to pay medical providers along with client expenses and not just solely the client

In the video with digital disbursements they said they were open to adding this feature. Could NEOs please work with this provider to make this vision come true.
Guest 8 months ago in  0

AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER

When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...
Guest 8 months ago in  0

Tag an existing case document to a note(s)

Currently if I'm adding a note in the Notes tab, and I want to attach a document, the file explorer window is the option I'm given, and the document I select will be added as a document in the Case Docs tab. I'd like the option to select an EXISTI...
Guest over 1 year ago in  0

Kenect integration needs to post to case notes automatically

Right now the integration allows you to assign a text thread to a case from Kenect and the "sync" posts the messages to the Neos, but you still have to go through your Neos messages and post each message to the case. Please improve the integration...
Guest about 1 year ago in  0

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

Checklist Summary report should default to the staff that is logged in

When running the checklist summary the user that is logged in should be the default selection when running the Checklist Summary report. Currently, I have to de-select the first staff code in the list and select myself. I would normally run this r...
Guest about 5 years ago in Checklist 1 Already exists