Needles version
5
Needles version comparison matrix Needles 5 Needles 4 Needles Neos General system setup None Servers Servers SQL SQL & Sybase Sybase Multiple PC In-app only Mobile, tablet, PC & Mac PC Infrastructure requirements Database architecture Web browser compatibility Anytime, anywhere accessibility Open API Device compatibility Schedule your personal demo at: needles.com
Transcript of Needles version
Needles version comparison matrix
Needles 5 Needles 4 Needles Neos General system setup
None Servers Servers
SQL SQL & Sybase Sybase
Multiple
PC
In-app only
Mobile, tablet, PC & Mac PC
Infrastructure requirements
Database architecture
Web browser compatibility
Anytime, anywhere accessibility
Open API
Device compatibility
Schedule your personal demo at:
needles.com
Needles version comparison matrix 2
Needles 5 Needles 4 Needles Neos
Needles 5 Needles 4Needles Neos
Usability & automation
Document management
User-defined tabs
Unlimited case dates, sta� assignments, rename sta� labels
Unlimited contacts associated to case
Workflow automation
Global search
Title only
Desktop only Desktop only
Search by documents title & content
Sort & filter documents by type
Access & edit documents via the Microsoft O�ice Suite (online & desktop)
Document assembly
Document template generation
Rich text notes
Email templates
Microsoft OneDrive®/SharePoint® document storage
OCR (optical character recognition)
Schedule your personal demo at:
needles.com
Needles version comparison matrix 3
Needles 5 Needles 4 Needles Neos
Needles 5 Needles 4Needles Neos
Needles 5 Needles 4Needles Neos
Document managment (cont.)
Productivity
Calendar & Task Management
Multi-user document collaboration
In-app document preview
Electronic signature
Provider management
Organize & search providers
Provider notes
Time management
Configurable by case type
Schedule recurring appointments
Assign tasks
On-screen reminders
Outlook® calendar integration
View multiple sta� or group calendars
Expense tracking
Schedule private appointments
Schedule your personal demo at:
needles.com
Needles version comparison matrix 4
Needles 5 Needles 4 Needles Neos Communication
Texting
SMS templates
Initiate emails within application & file messages
Needles 5 Needles 4Needles Neos
Needles 5 Needles 4Needles Neos Encryption
Analytics & Intelligence
Configurable dashboards
Unlimited dashboards
Real-time dashboards
Advanced permissions by role, user, case type & case
Security
Data & server redundancy
Full redundancy for backups
Availability/uptime 99%
Two-factor authentication
Subscribe & schedule reports
Built-in virus/threat intelligence
SSL/TLS Cryptographic keys ODBC & SQL support
Schedule your personal demo at:
needles.com
Needles version comparison matrix 5
Needles 5 Needles 4Needles Neos Native Integrations
Microsoft 365® cloud integration
QuickBooks® Desktop
Microsoft OneDrive® integration
Open API
DocuSign®
Medical records (coming soon)
Schedule your personal demo at:
needles.com
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