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Fax Integration- Needles 5

Users are requesting a fax solution and integration with Needles 5.
Guest about 1 year ago in  0

Insurance - If you move insurance to another case, give a warning that negotiation entries will be deleted...or

Or provide the option to copy the negotiation entries. If there are negotiation entries linked to the insurance being moved, you should only allow the option to COPY. That way the negotiations are not deleted.
Guest about 1 year ago in  0

Add Template Merge Options for Total of Value Items (MED/COSTS/ETC)

Neos doesn't provide a merge option in templates for total of all value items (it breaks it down by provider only). For example, when you choose "Total Value" it requires you select one provider and gives the total value of that provider ONLY. It ...
Guest about 1 year ago in  0

Make Intake Fields Expandable

Intake fields as shown in the attached screenshots should be made expandable or include a toggle for such a feature such that they could display the entirety of their contents without requiring the user to mouse over them to read.
Guest about 1 year ago in  0

A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...
Guest about 1 year ago in Accounting Integrations / Integrations 0

Delete Cases

We should be able to delete cases. The "Recycle" option isn't good enough - I would like to be able to completely delete cases from the system.
Guest about 1 year ago in  1

Edit or Remove info on default Tab Setup

Would be useful to edit the information that displays on each tab within a case. The only option now is to add User Defined info but there are way too many fields in the default Tab Setups & it ends up being extremely cluttered. I would like t...
Guest about 1 year ago in  0

Two factor Authentication 7 day do not ask

pop up to make a check request or not. You would not make a check request if you are adj for health ins payment.
Guest about 1 year ago in  0

Needles checklist items integrate with or import to the Tasks by Planner and ToDo in Microsoft Teams

Microsoft Teams' Tasks by Planner and To Do has an impressive ability for tracking the progress of tasks and for following up on overdue tasks assigned as well as sorting/reassigning priority among tasks. Having Neos automatically send checklist i...
Guest about 1 year ago in  4

Dashboard Grouping and Calculation: If I create a dashboard and group on a column, I am not given the option to add sum or total to a column.

When you view the query, the total is given on the right side of the report, but when you export the report the total is not included in the export.
Guest about 1 year ago in  0