Set up branch details

When setting up your practice in IDEXX Neo, use the Branch Details page to add information about your practice. For example, this is the area where you will manage contact information, the mailing address, your logo, and business hours.

Permissions: Users must have the System Admin permission to update branch details.

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Branch Details.
3. From the Background Theme thumbnails, choose a background theme for the branch.
4. In the Contact Name box, update the name of the person at the branch to contact regarding the software. This is a required field.
5. In the Branch Associate Name box, enter the name of the branch as it should appear on letterhead and forms. This is a required field.
6. In the Address boxes, enter the branch address. These are required fields.
7. From the Timezone drop-down list, select the time zone the branch is in.
8. In the Telephone Numbers box, enter the branch telephone numbers. Telephone 1 is a required field.
9. In the Email Address box, enter the email address to display on letterhead and invoices. This is a required field.
   Note: Email address must be a valid format. For example, [e-mail]  
10. In the Company Number box, enter the company number to display on letterhead and invoices.
11. In the Tax Number box, enter the tax number to display on letterhead and invoices.
12. In the Logo box, upload a logo to display on letterhead and forms. See Add a logo to a form.
13. In the Owner Names box, enter the branch owner names as they should appear on letterhead and forms.
14. In the Business Hours box, enter the branch's opening hours as they should appear on letterhead and forms.
15. In the Additional Information box, enter any additional information that should appear on letterhead and forms.
16. Click Save Branch Details.