Managing the workflow for vaccines, rabies tags, and certificates is easy in Neo! There are a few simple steps to setting everything up.
If your practice is ready to go and would like to learn how to record patient vaccines and tags, and print rabies certificates, see Enter vaccine information and print certificates.
To learn about the Rabies and Vaccine Tag report, see Rabies and vaccine tag information.
You can also record existing rabies tags and correct vaccine details and print or email vaccine certificates.
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Set up /verify the default rabies certificate
Set up the default cloud printer
Link vaccine inventory (biologics) to vaccine services
Set up vaccine product tracking
Enter batch numbers
Add veterinarian license numbers
Set up / verify the default rabies certificate
Permissions: Users must have the System Admin permission to access Company Settings.
- Click your name in the menu bar. Then click Administration.
- Under System Admin, click Company Settings.
- In the Rabies Certificate drop-down list, make sure that Rabies Certificate is selected.
Set up the default cloud printer
If your practice uses cloud printing:
- Click your name in the menu bar. Then click Administration.
- Under Document Management, click Forms & Certificates.
- Under Other, click Rabies Certificate.
- From the Default Cloud Printer drop-down list, select the printer to use with this certificate.
- Do not select the Auto-Print checkbox. This form cannot be automatically printed.
- Save the form.
See Set Up Neo Cloud Print for more information.
Link vaccine inventory (biologics) to vaccine services
If your practice maintains a single inventory product for each vaccine biologic (for example, Imrab, Rabvac, Nobivac, etc.) to one or more corresponding vaccination services (for example, Rabies Canine 1 Year, Rabies Canine 3 Year), ensure the inventory product is linked to the corresponding service(s).
See Link service and inventory products for more information.
Set up vaccine product tracking
Add tracking to your vaccine and rabies products to give you advanced options and the ability to track the product in the patient record on the Vaccines tab. Rabies vaccines have tag options.
Permissions: Users must have the Product Admin permission to set up vaccine product tracking.
For multi-branch practices. If you sync products across branches, be aware that vaccine product tracking does not sync. You must manually add tracking to the products in each branch.
- Click your username in the menu bar. Then select Products.
- Search for your vaccine product. The product list will filter as you type.
- In the search results, click the name of the vaccine or rabies product you would like to add tracking to.
IMPORTANT: If your practice uses linked products, make sure you click the product name for the vaccination service, i.e., the "invoice product". For example, Rabies Canine 3 Year. - In the Product Tracking drop-down, select Vaccine.
- In the Vaccine Duration drop-downs, select the appropriate information.
Note: If your practice converted data from another PIMS, the duration may be blank. - If this is a rabies vaccine, select the This is a rabies vaccine checkbox.
- Selecting This is a rabies vaccine enables the option to print a rabies certificate from the consultation.
- Select the Include tag # warning checkbox if you want a warning message to appear when someone marks a consultation as ready to be paid and a rabies tag number was not entered.
- From the Tag Duration drop-down list select the tag duration.
- Enter the manufacturer, brand, and type information for the vaccine.
- From the Manner of Administration drop-down list, select the way the vaccine is administered.
- Update the rest of the product information if necessary.
- Click Save.
- Repeat for each vaccine product.
Enter batch numbers
When you enter a product with saved batch information on a consultation, the oldest unexpired batch number and expiration date will display on the consultation product line by default. You will be able to select a different batch, as available and as needed, in the Edit Vaccine Details window.
To learn how to enter batch information on your products, see Enter product batch numbers and expiration dates.
Note: Batch information should be added on the "invoice product" (product entered on the consultation for invoicing), and stock levels should be entered on any linked products. See Link service and inventory products for more information.
Add veterinarian license numbers
- Click your name in the menu bar. Then click Administration.
- Under System Admin, click User Management.
- Locate a user in the Business Owner, Vet, or Locum role. Then click their name to view their profile.
- In the License # box, enter the doctor's license number.
If the doctor is licensed in multiple states, enter all license numbers in this field, as needed.
Example: MD12345/DC23456. - Click Save Changes.
- Repeat steps 3-5, as needed.