General
ANNOUNCEMENTS
- ★ IDEXX Neo Release Notes - February 24, 2022
- ★ Update your reminders to prevent a scheduling ripple effect
- ★ Recent improvements and fixes
- ★ COVID-19 resources for Neo customers
- ★ 7 financial housekeeping tips for weathering the storm
- Newsletters
OVERVIEWS
PREVIOUS RELEASE NOTES
- Recent improvements and fixes 2017 - 2021
- IDEXX Neo Release Notes - February 9, 2022
- IDEXX Neo Release Notes - December 16, 2021
- IDEXX Neo Release Notes - November 22, 2021
- IDEXX Neo Release Notes - October 6, 2021
- IDEXX Neo Release Notes - August 4 , 2021
Setup and Administration
IMPLEMENTATION
BRANCH AND COMPANY SETTINGS
- ★ Manage patient species, breeds, and sexes
- ★ Manage accounts receivable and finance charges
- ★ FAQs: Accounts Receivable and Finance Charges
- ★ Add and manage discounts
- Set up branch details
- Configure company 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
- ★ Using form variables
- Add or update a form or certificate
- Add a billing message to a statement, invoice, or estimate
- Add a signature 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 (Cashing Up)
- Manage balance adjustment reasons
- FAQs: Balance Adjustments
REPORTS
- ★ Practice Dashboard
- ★ FAQs: Reports
- ★ Run reports
- ★ List of reports in Neo
- End-of-year checklist
- Recommended daily and monthly reports
COMMUNICATIONS
- ★ FAQs: Client and patient communication log
- ★ 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
- ★ Add and manage product classes
- ★ Unlink Neo and Vetcove products
- ★ FAQs: Purchase Orders
- ★ FAQs: Products
- ★ Create and view purchase orders
- ★ Receive a purchase order and update prices
Manage the Schedule
CLIENTS AND PATIENTS
- ★ View or print a patient 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 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
- ★ FAQs: Invoices and payments
- View a patient's problem history
PRESCRIPTION (Rx) MANAGEMENT
PROCEDURES
TASK LIST
Diagnostics and Digital Imaging
IDEXX DIAGNOSTICS AND DIGITAL INTEGRATION
- ★ Connect IDEXX diagnostics
- Set up diagnostic markup
- Manage IDEXX reference data (species, breeds, and genders)
- Activate IDEXX diagnostic products
- Connect IDEXX Reference Laboratories
- FAQs: IDEXX Reference Laboratories