General
ANNOUNCEMENTS
- ★ IDEXX Neo Release Notes - December 4, 2019
- ★ IDEXX Neo Release Notes - October 24, 2019
- ★ IDEXX Neo Release Notes - October 23, 2019
- Recent improvements and fixes
- Newsletters
- Tips for using IDEXX Neo
OVERVIEWS
PREVIOUS RELEASE NOTES
- IDEXX Neo Release Notes - October 31, 2019
- IDEXX Neo Release Notes - August 22, 2019
- IDEXX Neo Release Notes - July 18, 2019
- IDEXX Neo Release Notes - June 12, 2019
- IDEXX Release Notes - May 15, 2019
- IDEXX Neo Release Notes - April 29, 2019
Setup and Administration
IMPLEMENTATION
BRANCH AND COMPANY SETTINGS
- ★ Set up and manage Neo Payments
- ★ Add and manage discounts
- ★ FAQs: Neo Payments
- ★ Configure company settings
- Set up appointment types
- Configure branch settings
INTEGRATED SERVICES
- ★ FAQs: Smart Flow integration with Neo
- ★ Set up Smart Flow
- Choose your practice printer system
- Set up Google Cloud Print
- Remove headers and footers on printed documents
- Configure label printers
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
- ★ Adjust a client balance
- ★ Take a payment
- ★ Delete or void a payment
- Enter a prepayment or leave a credit on an account
REPORTS
- ★ FAQs: Reports
- ★ Run reports
- ★ List of reports in Neo
- End-of-year checklist
- Recommended daily and monthly reports
- Using the Sales Tax Summary 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 AND SMS CREDITS
PRODUCTS AND INVENTORY
- ★ FAQs: Products
- ★ Create and view purchase orders
- ★ Receive a purchase order and update prices
- ★ Manage special actions
- Add products and services
- Link service and inventory products
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
- Confirm an appointment
- FAQs: Appointments
- View scheduled appointments for a client and patient
- Create an appointment
- Change an appointment
- Check a patient in
BOARDING RESERVATIONS
Deliver the Best Care
CONSULTATIONS
- ★ Create or update an estimate
- ★ FAQs: Estimates
- ★ Send patient to Smart Flow
- ★ FAQs: Consultations and procedure templates
- ★ Update a consultation
- View a patient's problem history
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