Share a patient record

You can easily share all or part of a patient record with another veterinarian, an insurer, or the client by generating a PDF that you can print, download, or email from Neo.

You can also download and print, or email files from the patient Files tab accessible via a clickable link.

Click a topic to jump to that section in this article:
Share a patient record
  - Email a patient record
Print a consultation history from the Consults tab
Print diagnostic results from the Results tab

Share a patient record

You can select which patient history details to include when you print, download, or email a patient record.

  1. Search for and select a patient.
  2. On the right side of the page, click the Share Record button.

  3. On the Share Record page, review or update the patient history details to share.
    By default, all patient history details are selected to be shared.
    Note: File attachments are not included.

    Patient History Detail Additional Information
    Comm Log - Callbacks Includes open and closed callback tasks
    Comm Log - Notes  
    Consultations - Declined Products Includes notes-only, draft, unpaid, partly paid, and paid consultations.
    Consultations - Invoiced Products
    Consultations - Notes
    Files

    Includes files from the patient Files tab. Files can be accessed via a clickable link in the preview or sent by email then downloaded.

    IMPORTANT: For security purposes, the emailed link will expire after 7 days.
    Problems  
    Results Includes final diagnostic and digital imaging results.
    Prescriptions Includes original, refill, and discontinued prescriptions.
    Vaccines  
    Vitals  

    As applicable, you can:

    • Adjust the date range.
    • Deselect the checkbox next to patient history detail to exclude it.
    • To include all voided items, select Include Voided.
      IMPORTANT: This option includes ALL patient history details that have been voided for the patient: consultations, prescriptions, vaccines, and vital signs.
    • To hide consultation product line pricing, select Hide Prices.
  4. To save the current checkbox selection as the default for the logged in user, click Save Preferences.
    Note: The saved preferences includes patient history details, Included Voided, and Hide prices selections. 
  5. Click Generate PDF. The PDF will open in a new browser tab.
    Note: Depending on the size of the patient history details selected and /or files, the PDF may take several minutes to complete loading. While you wait, you can return to the previous tab and continue working in Neo, if desired.
  6. When loading is complete, select how you want to share the PDF and /or files, as available.
    Note: Patient history details are sorted in descending order by the record creation date. For example, Created date for consultations, Ordered date for diagnostics, Prescribed date for prescriptions, etc.
    a. To print to a local printer, select Print.
    b. To save the PDF to your device, select Download.
        Tip: Use this option to email the PDF as an attachment outside of Neo.
    c. To email the PDF and files from Neo, select Send Email. For complete details see Email a patient record below.
    d. To print the PDF to a cloud printer, select Cloud Print.
    e. To download and save the files to your device, click the available link at the top of the preview. The files will be saved to your default download folder as a .zip file.
        Tip: Use this option when you need print multiple files.
    f. To email the files link outside of Neo, select Copy Link. Then paste the link into the body of the email.
  7. When you are done sharing the PDF, click Close Window to return to the previous previous browser tab.

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Email a patient record

After you select Send Email in step 5c above, the Send Email window will open where you can add email recipients and modify the email subject and body.

  • Patient history details will be emailed as a PDF attachment.
  • Patient files will be emailed as a clickable link.
    • When the recipient clicks the link, the files will download to their device as a .zip file. Files will be grouped into subfolders by the file Created Date.
    • For security purposes, the emailed link will expire after 7 days.

IMPORTANT: The maximum file size that can be emailed from Neo is 14MB. If the PDF exceeds 14MB, you will see an alert before the Send Email window opens.

To reduce the file size, you can:

  • Narrow the date range.
  • Deselect one or more patient history details.

Or you can choose to download the PDF to your device and email as an attachment outside of Neo.

  1. In the Send Email window, review or update the default information, as needed.
    Note: All fields are required.
    • To = You can enter one or multiple email addresses, as needed; separate each email address by a comma.
      Tip: If sending an email to the client, you can copy the email address from the client Overview then paste in the To box here.
      Note: There is a 260-character limit, including commas and spaces.
    • Subject = For multi-branch practices, the practice name is the current logged in branch.
    • Body of the email
  2. Click Send.
  3. When you are done emailing the PDF, click Close Window to return to the previous previous browser tab.

After you email a patient record from Neo, you can view the email from:

  • Client and patient Communication Logs
  • Email Manager

Note: The PDF will be available in Neo for 7 days from the sent date. To view the PDF, locate the email in the client or patient Comm Log tab, click the subject in the Message column, then click the PDF link, as available. IMPORTANT: Below the PDF link there is a note that the link will expire in 7 days. This note only displays in the email preview and applies to the PDF link in the preview.

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Print a consultation history from the Consults tab

You have the option to print the consultation history from the patient's Consults tab. Note that the formatting is different from printing the record from the Share Record page.

  1. Click the Patients tab.
  2. Search for and select the patient.
  3. Click the Consults tab. 
  4. Review or update the date range, as needed. The default date range displays the last year of consultation history.

  5. Review the details to be printed. Select a different option from the dropdown, as needed.

    Select... To print...
    All Details Consultation notes, invoiced products including prices, and declined products within selected date range
    Hide Prices Consultation notes, invoiced products excluding prices, and declined products within selected date range
    Notes Only Consultation notes within selected date range
    Invoiced Products Invoiced products including prices within selected date range
    Declined Products Declined products within selected date range

    Note: This selection will be retained on all patient Consults tabs until a new selection is made.

  6. Click Print.
    OR
    Click Change and select Save as PDF so you can attach it to an email.

Tip:

  • We recommend (re)selecting All Details from the details dropdown before navigating to a different page.
  • By default, website information and page numbers appear on documents you print. To change these settings, see Remove headers and footers on printed documents.
  • To customize the header that displays when you print the consultation history from the Consults tab, go to Administration > Forms and Certificates. Locate __consult_history_header__ , click the name of the template and update, as needed. See Add or update a form or certificate template.

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Print diagnostic results from the Results tab

When you need to filter and share diagnostic results by lab /source, you can print or download from the patient Results tab.

  1. Click the Patients tab.
  2. Search for and select the patient.
  3. Click the Results tab.
  4. Review or update the date range, as needed. The default date range displays the diagnostic results for the last two years.
  5. Click the Filter button mceclip0.png to select one or more sources or statuses to limit which results display, if needed.
  6. Click the Print button mceclip1.png.
    Note: IDEXX Web PACS results will not be included and must be printed separately from IDEXX Web PACS. If your results to print contain IDEXX Web PACS results, you will see a message to remind you.
  7. Wait for the results to download to the PDF.
  8. Click Print or Cloud Print, as available. 

Note: Results with a source of Unknown will not be included following the steps above. If you need to print these results, select the Show all details checkbox. Then press Ctrl (or CMD) + P, or right-click and select Print.

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