General
ANNOUNCEMENTS
OVERVIEWS
- ★ Business Continuity Checklist
- ★ Neo Glossary of Terms
- IDEXX Anywhere Urinalysis with Neo
- IDEXX Preventive Care with Neo
- Set up the practice
- Manage the practice
PREVIOUS RELEASE NOTES
- IDEXX Neo Release Notes - March 27, 2025
- IDEXX Neo Release Notes - February 20, 2025
- IDEXX Neo Release Notes - November 20, 2024
- IDEXX Release Notes - November 13, 2024
- IDEXX Neo Release Notes - October 23, 2024
- IDEXX Neo Release Notes - November 4, 2024
Setup and Administration
IMPLEMENTATION
BRANCH AND COMPANY SETTINGS
- ★ Configure monthly finance charges
- ★ Manage patient species, breeds, and sexes
- ★ Overview: Understand aged accounts receivable and finance charges
- ★ FAQs: Aged accounts receivable and finance charges
- Add and manage discounts
- Set up branch details
INTEGRATED SERVICES
- ★ Set up Vetsource integration with Neo
- ★ FAQs: Vetsource integration with Neo
- Connect PetLink Microchip Registration integration with Neo
- FAQs: PetLink Microchip Registration integration with Neo
- Set up CareCredit integration with Neo
- FAQs: CareCredit 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
- Add or update a form or certificate template
- Add a billing message to a statement, invoice, or estimate
- Add a signature to a form
- Add a table to a form
Manage the Practice
CLIENT ACCOUNTS
- ★ Take a payment
- ★ Delete or void a payment
- ★ Enter a prepayment or leave a credit on an account
- Payment Summary
- Manage balance adjustment reasons
- FAQs: Balance Adjustments
REPORTS
- ★ Practice Dashboard
- ★ FAQs: Reports
- ★ End-of-year checklist
- ★ Run reports
- ★ List of reports in Neo
- Recommended daily and monthly reports
COMMUNICATIONS
- ★ FAQs: Client and patient communication logs
- ★ Review client and patient communication logs
- ★ FAQs: Reminders, forms, and special actions
- FAQs: Email
- FAQs: SMS (text) messages
- Set up reminders for a vaccination series
SUBSCRIPTIONS
PRODUCTS AND INVENTORY
- ★ Manage on-hand adjustment reasons
- ★ Set up microchip product tracking
- ★ Add or edit products and services
- Add and manage product classes
- Link service and inventory products
- Add a supplier
Manage the Schedule
CLIENTS AND PATIENTS
- ★ View or print a patient history
- ★ Add or update a client or patient alert
- 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
APPOINTMENTS
- ★ Send Trupanion Exam Day Offer (Opportunity)
- Block appointments
- Change an appointment
- Check a patient in
- Confirm an appointment
- Create an appointment
BOARDING RESERVATIONS
Deliver the Best Care
CONSULTATIONS
- ★ Enter a microchip ID for a patient
- ★ FAQs: Void and correct closed consultations
- ★ Void or correct a permanently closed consultation
- ★ FAQs: Consultation page - new and improved!
- ★ Start a consultation and record the patient visit
- ★ Update a consultation
PRESCRIPTION (Rx) MANAGEMENT
PROCEDURES
TASK LIST
Diagnostics and Digital Imaging
IDEXX DIAGNOSTICS AND DIGITAL INTEGRATION
- ★ Connect IDEXX diagnostics
- Set up diagnostic markup
- Set up IDEXX Diagnostics and Web PACS
- Manage IDEXX reference data (species, breeds, and genders)
- Activate IDEXX diagnostic products
- Connect IDEXX Reference Laboratories