General
ANNOUNCEMENTS
- ★ IDEXX Neo Release Notes - February 12, 2021
- ★ Update your reminders to prevent a scheduling ripple effect
- ★ IDEXX Neo Release Notes - December 17, 2020
- ★ Recent improvements and fixes
- ★ COVID-19 resources for Neo customers
- ★ 7 financial housekeeping tips for weathering the storm
OVERVIEWS
PREVIOUS RELEASE NOTES
- IDEXX Neo Release Notes - October 26, 2020
- IDEXX Neo Release Notes - October 1, 2020
- IDEXX Neo Release Notes - September 9, 2020
- IDEXX Neo Release Notes - July 29, 2020
- IDEXX Neo Release Notes - July 22, 2020
- IDEXX Neo Release Notes - July 8, 2020
Setup and Administration
IMPLEMENTATION
BRANCH AND COMPANY SETTINGS
- ★ FAQs: Accounts Receivable and Finance Charges
- ★ Manage accounts receivable and finance charges
- ★ Add and manage discounts
- ★ Configure company settings
- ★ Configure appointment settings
- Configure branch settings
INTEGRATED SERVICES
- ★ FAQs: Neo Cloud Print
- ★ Set up Neo Cloud Print
- ★ FAQs: Vetstoria integration with Neo
- ★ Set up Vetstoria integration with Neo
- ★ FAQs: TeleVet integration with Neo
- ★ Set up TeleVet integration with Neo
USER MANAGEMENT
PROCEDURE TEMPLATES, FORMS, AND CERTIFICATES
- ★ Add an image to a form, procedure template, or consultation
- ★ Add a logo to a form
- Update your invoice templates to display total tax
- Add a signature to a form
- Update the _dispensing_label_ template
- FAQs: Forms and certificates
Manage the Practice
CLIENT ACCOUNTS
- ★ FAQs: Balance Adjustments
- ★ Manage balance adjustment reasons
- ★ Take a payment
- ★ Delete or void a payment
- Adjust a client balance
- Enter a prepayment or leave a credit on an account
REPORTS
- ★ Practice Dashboard
- ★ FAQs: Reports
- ★ Run reports
- ★ List of reports in Neo
- End-of-year checklist
- Recommended daily and monthly reports
COMMUNICATIONS
- ★ FAQs: Reminders, forms, and special actions
- FAQs: Email
- FAQs: SMS (text) messages
- Set up reminders for a vaccination series
- Send reminder postcards using the IDEXX Reminder Service
- Send communications for discounts, promotions, and newsletters
SUBSCRIPTIONS
PRODUCTS AND INVENTORY
- ★ FAQs: Purchase Orders
- ★ FAQs: Products
- ★ Create and view purchase orders
- ★ Receive a purchase order and update prices
- ★ Manage special actions
- Add products and services
Manage the Schedule
CLIENTS AND PATIENTS
- ★ Print a history
- Search for a client and confirm information
- Search for a patient and confirm information
- Add a new client and patient
- Add a new patient to an existing client
- Add a photo to a patient record
APPOINTMENTS
- ★ Create new patient and client from an appointment
- ★ FAQs: Appointments
- ★ Create an appointment
- Review and update Vetstoria appointments in Neo
- Confirm an appointment
- View scheduled appointments for a client and patient
BOARDING RESERVATIONS
Deliver the Best Care
CONSULTATIONS
- ★ Decline products on estimates and consultations
- ★ Rearrange product lines on consultations, estimates, and refunds
- ★ Recommended workflows to correct closed invoices
- ★ Update a consultation
- View a patient's problem history
- Create or update an estimate
PRESCRIPTION (Rx) MANAGEMENT
PROCEDURES
TASK LIST
Diagnostics and Digital Imaging
IDEXX DIAGNOSTICS AND DIGITAL INTEGRATION
- Set up diagnostic markup
- Connect IDEXX diagnostics
- Manage IDEXX reference data (species, breeds, and genders)
- Activate IDEXX diagnostic products
- Connect IDEXX Reference Laboratories
- FAQs: IDEXX Reference Laboratories