Ideas & Enhancements
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Needles 5.0

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Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard. Rather than having to click into the calendar allow the item to be marked done in the My Appointments section. Also, allow color coding of the i...
Guest over 1 year ago in  1

Changing column size in notes tab does not stick

This works in other tabs but not notes. Would like to be able to resize to see less blank space and more of the notes
Guest about 2 years ago in  1

User would like staff 1 or DOI to apper in the contact search results

Currently you can only see DOB, name, phone role, they want it to show staff 1 and DOI in the neos search bar
Guest about 2 years ago in  11

Dark Mode/Color Scheme

It would be very helpful if there was a setting to use a "dark mode" like a grey scale version of Neos - similar to the Microsoft "Dark mode" Which uses a few different shades of grey - its easier on the eyes, when looking @ the screen all day.
Guest almost 3 years ago in  0

Have the provider address show in the value screen instead of having to go into the provider tab.

Sometimes we have multiple locations for the same provider and it would help to see the address in the value item and not have to click to the provider card.
Guest 3 months ago in  1

Add new document linking ability to value tab items

We love the June 2023 release new ability to link documents to list tabs PLEASE add this to value items which is where we need this functionality the most and ASAP we need to refer to invoices, approvals for payment, the documents that get printed...
Guest 10 months ago in  1

Multiple document generation to also include Value and Insurance Tab options

Currently, the multiple document generation extends to party and provider and primarily targets requesting medical records. One customer has suggested that multiple document generation also extends to insurance and value tab documents. They pointe...
Guest almost 3 years ago in  1

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest about 3 years ago in General 1 Already exists

Reschedule Calendar appointment populates option to assign new date

In previous Needles versions, whenever an appointment was rescheduled or postponed, a box would appear allowing the user to assign the new date instead of having to create a new calendar appointment.
Guest about 3 years ago in General 1

Ability to remove an Auxiliary checklist from a case (especially a LIT checklist)

I think it would be very helpful to have the ability to remove a checklist from a case. On the case header, you can see all of the "litigation titles" aka auxiliary checklists. Once added, you DO NOT have the ability to remove the header informati...
Guest over 3 years ago in Checklist 0