You can get IDEXX Neo up and running quickly for your practice by completing the following activities. If you converted data from your previous system, you will be able to review the settings and make changes as needed. If you did not convert data, or if you are a new practice, Neo includes default settings to get you started. Review the settings and make changes as needed.
Branch and company settings
- Configure company settings – establish the basic information about your practice.
- Configure appointment rooms and types – configure the types of appointments your practice holds.
- Configure branch settings – define system information for the branch.
- Set up branch details – define business information for the branch.
- Product Settings -- add or modify product classes
- Add a reminder – create a reminder that you can send as an email, text, or letter.
- Set up combined reminders email - automatically sends one email with all of a client's reminders.
- Add or edit a tax rate – add or modify the tax rates that you are required to charge clients.
- Add extra (custom) fields – create fields to capture additional information in the system.
- Manage payment settings - set up the payment methods your practice uses.
- Set up a client portal – enable a client portal on your website so clients can make online appointments and view their pets’ records.
- Change the default time zone – change your time zone or adjust for Daylight Saving Time.
User management
- Add and manage users – set up and manage user accounts, and manage user permissions.
- Add a user IP address – control who accesses the system and rom where they access the system.
Integrated services
- Configure label printers – set up each label printer used in a branch.
- Set up Neo Cloud Print – set up Neo Cloud Print so you can print from anywhere in your practice.
- Set up Deputy.com (Rostering) – integrate IDEXX Neo and Deputy.com, for easy staff scheduling.
- Set up SmartFlow – integrate IDEXX Neo with SmartFlow, for a seamless patient visit workflow that automatically captures charges as you complete treatments.
Procedure templates, forms and certificates
- Add a procedure template – create templates with notes, products, and diagnostics for common procedures so they can be added to a consultation.
- Add or update a form or certificate – create a library of templates including certificates, invoices, communications, prescription labels, and other documents needed to manage your practice.
- Add a logo to a form – personalize documents by adding your practice or branch logo.