Configure company settings

Company settings are established when you first set up IDEXX Neo for your practice.

• If you converted data from your previous system, review the settings and make changes as needed.
• If you did not convert data, Neo includes default settings to get you started. Review the settings and make changes as needed.
• To format default settings for drop-down lists, each item is separated with a semi-colon. If you want the default item to be blank to ensure the user must select something (best practice), press the spacebar and type a semi-colon, and then add your first item.

Permission(s) required: System Admin

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Company Settings.
   Note: You can click the help button next to each box to learn more about it.
3. In the Client Grades box, enter the grades for clients in order of priority. Separate each number with a semi-colon.
   ( ;1 Star;2 Star;3 Star, etc.)
4. From the Client Portal Enabled drop-down list, select Yes to allow your clients to communicate with your practice via the portal. See Set up a client portal.
5. In the Client Titles box, enter client titles. Separate each title with a semi-colon.
   ( ;Mr;Ms;Miss;Mrs, etc.)
6. In the Company Name box, review or update the name of your practice.
7. In the Currency Symbol box, enter the currency symbol applicable to your practice.
8. In the Data File Categories box, enter the types of files you will add to records and consultations. Separate each category with a semi-colon.
   ( ;ID Photo;Clinical Photo;Radiograph;Lab Work, etc.)
9. In the Display Price Inc Tax drop-down list, review or update whether you want the line price including tax to display in addition to the line price excluding tax on consultation, estimate, and counter sales product lines that incur tax.
   Display Price Inc Tax = Yes
   Do not display Price Inc Tax = No
10. In the Marketing Options box, enter the marketing options that should be available when a new client registers. Separate each entry with a semi-colon.
    ( ;Word of Mouth;Internet Search; Social Media, etc.)
11. In the Patient Temperaments box, enter the patient temperaments that should be available when a new patient is being registered. Separate each temperament with a semi-colon.
    ( ;Average;Affectionate;Caution;Will Bite/NEEDS MUZZLE!;Fractious, etc.)
12. From the Rabies Certificate drop-down list, ensure the rabies certificate selected is Rabies Certificate. This is the default certificate.
13. From the Default Font drop-down lists, review or update the font family and size that will be used as the default for all Forms & Certificates templates, Procedure templates, and consultation, estimate, and refund notes.
    Note: The font can be updated on individual templates and notes, as needed.
14. From the Default Invoice drop-down list, select the default invoice to use. This invoice includes both prices and a list of client reminders.
15. From the Default Invoice (No Prices) drop-down list, select the default invoice with no prices to use. This invoice includes a list of client reminders.
16. Click Save Settings.