NEOS

🗂 What is NEOS?

NEOS is a centralized platform where we:

• Store client records and documents
• Track case updates and progress
• Collaborate with other staff
• Generate reports for compliance and outcomes

It’s our single source of truth for client data, designed to replace juggling multiple tools or chasing paper files.

🔑 Key Features

• Client Profiles: Every veteran has a profile with personal info, case history, and documentation.
• Case Notes: Log interactions, meetings, and updates in real time.
• Document Storage: Upload and access forms, letters, and supporting materials directly in the system.
• Task Management: Assign and track tasks related to a case.
• Reporting: Pull data for funders, compliance, and internal tracking.

🛠 How to Use NEOS

1. Log In: Use your assigned credentials. Keep your password secure.
2. Search Clients: Use the search bar to find a veteran by name or ID.
3. Open Case File: Navigate through tabs (Notes, Documents, Tasks, etc.).