It is not safe or logical to give all staff permission to Update Multiple Cases, as that permission can cause a LOT of damage to the database if used incorrectly. Please add a separate permission.
Ring Central Recorded Phone Calls and Ring Central Voicemails in case file
If a case manager misses a phone call and the client leaves a voice mail can that automatically go into the case file of the client and the same with a recorded phone call
Schedule Mass Texting / Scheduled Individual Texting
Schedule Mass Texting / Scheduled Individual Texting - Client reminders for treatment, client happy birthday text message, client requested updated. We would like to have both indvidual scheduled texting as well as group/mass texting
NEOS NEEDS SHOUld INTERGRATE SMS TEXTING FROM RING CENTRAL INTO ITS PLATFORM
Neos should integrate not just ring central calling but ring central texting as well. Many ring central phone numbers also have texting implemented. When a client text a ring central phone it should automatically go into the client file that way y...
Once a file is marked closed, the user should be allowed to view information but not modify information for a closed file. This would allow us to prevent folders being created in CaseFiles for files we have to archive to another location for data ...
Hello, before moving to NEOs, our Accounting department utilized more fields for its Party/Providers in Needles than what the current Quickbooks Integrator tool is capable of, and it is slowing down their workflows for new parties they have to imp...
The current setup is that we use the NEOS Outlook add-in to tag the email, then open NEOS and manually bill for drafting or reviewing said email. It would be very helpful if that could be streamlined so that the plugin allows for emails to be tagg...
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