The Home page provides insight to the daily activity for your practice. This is the first page users will see when logging into Neo. It can also be accessed at any time by clicking the Home tab.
Patient Quicklist
The bar or ribbon at the top of the window, called the patient quicklist, displays the patient you’re currently working with and their signalment. Other things you can do with the quicklist:
- Click the patient's name to view the patient's record.
- Click the client's name to view the client's record.
- Click a link in the quicklist to update that information. For example, click the weight to navigate to the Vitals tab to review or update the patient's vitals.
- Click the down arrow to expand the quicklist. You can see the last ten patients you've worked with.
- Click the up arrow to minimize the expanded quicklist.
- Click the quicklist header to hide the quicklist.
Today’s Appointments
View the day's appointments in the Today’s Appointments area and see how many patients are expected, late, or have missed an appointment.
- Upcoming Appointments – The number of appointments due within the next hour.
- Late Appointments – The number of patients currently up to 60 minutes late of their appointment time.
- No Show Appointments – The number patients more than 60 minutes late of their appointment time.
Clients Waiting to Pay
Click the number in the Clients Waiting to Pay box to open the Collect Payments tab to review the list of today’s invoices awaiting payment.
Today’s Arrival
Check the list of today's appointments in the Today’s Arrival area.
Tip: Click an appointment status of Not Arrived or Late to check in a patient. The appointment status will change to Arrived. Click the status again if the patient is checked in, in error.
Note: Missed appointments do not display in this list.
Tasks
View and manage tasks and callbacks in the Tasks area
Notepad
Make notes that only you can see in the Notepad.
Business Snapshot
Click the arrow in the Business Snapshot area to see a quick view of what is going on in the practice.
The information available in the Business Snapshot depends on the logged in user's role. Users in the Nurse, Receptionist, Locum, and Other roles will not see financial information.
Note: The Business Snapshot is updated on an hourly basis.