This article is a guide to the self-led training available for IDEXX Neo and how to prepare your staff.
Once you have received your IDEXX Neo login information, as the system administrator it is time to complete your Neo training. This will allow you to make decisions on how you will use IDEXX Neo in your practice, complete setup tasks, and prepare your staff for the transition.
Tip: To easily access Neo from your device, open your browser and bookmark the Neo URL: https://us.idexxneo.com. We recommend doing this on each device at your practice where Neo will be used.
IDEXX Neo education and training is available after you log in to Neo and can be accessed from one or more areas of the system depending on the content.
a. Quick-start screen – appears when you first log in to Neo. Can also be accessed by clicking the
Launch Quick Start Guide button on the Home page.
b. Neo University – near the bottom-right corner of the page.
c. Help Me > Training – bottom-right corner of the page.
Depending on the topic, education and training may consist of any combination of guided walkthroughs. videos, articles, and recorded webinars.
Decision Maker / System Administrator Training
Duration: 3 days
Business Owner, Practice Manager
Once you have received your IDEXX Neo login information, as the system administrator it is time to complete your Neo training. This will allow you to make decisions on how you will use IDEXX Neo in your practice, complete setup tasks, and prepare your staff for the transition.
Access the training from the quick start screen that appears when you first log in to Neo or click Neo University near the bottom-right corner of the page. Additional training tracks can be found in Help Me > Training or by clicking Continue Your Training in Neo University.
|
Course and Lesson Descriptions |
Location in Neo |
|
|
Getting Started with Neo – In this training, you will learn basic navigation as well as the most common activities in Neo that support your practice's workflow for a typical outpatient visit including how to:
Time to complete: 45 minutes |
|
|
|
Setup and Administration – This course guides you on how to best set up Neo. Use this training to review default settings and make decisions on how you will use Neo in your practice. Once you have completed the Setup and Administration training, be sure to set some time aside to apply what you have learned. For example, you might want to continue adding and reviewing the products your practice uses, adding client and patient information, and setting up forms and reminders. Time to complete: 45 minutes |
|
|
|
Client Financial Activity – This training details the different types of financial transactions in the client record plus how to:
Time to complete: 70 minutes |
|
|
|
Manage the Patient Visit – This training walks through the medical team’s portion of the visit, including how to record vital signs, review patient history, enter consultations and charges, order IDEXX diagnostics, create prescriptions, and discharge patients. |
|
|
|
Forms and Certificates – In this training, you will learn what a form is, how to create customized form templates, and how to use them to easily provide your clients with information. Time to complete: 45 minutes |
|
|
|
Manage the Practice - Complete training for client communications, including how to send statements and reminders; and use inventory tools. |
|
|
|
Set Up IDEXX Diagnostics - If you are integrating IDEXX Reference Laboratories, IDEXX In-house Analyzers, or IDEXX Web PACS, use this training to set up the diagnostic integrations. Note: Requires an IDEXX VetConnect PLUS account. |
|
Staff training
Duration: 3 days
All staff
Depending on role and responsibilities, your staff may not need to complete all four categories of training. Consider your business needs and practice workflows before assigning training. We recommend assessing training needs by consider the tasks the staff member is expected to complete.
|
Course and Lesson Descriptions |
Location in Neo |
|
|
Getting Started with Neo – In this training, you will learn basic navigation as well as the most common activities in Neo that support your practice's workflow for a typical outpatient visit including how to:
|
|
|
|
Client Financial Activity – This training details the different types of financial transactions in the client record plus how to:
|
|
|
|
Manage the Patient Visit – This training walks through the medical team’s portion of the visit, including how to record vital signs, review patient history, enter consultations and charges, order IDEXX diagnostics, create prescriptions, and discharge patients. |
|
|
|
Manage the Practice - Complete training for client communications, including how to send statements and reminders; and use inventory tools. |
|
|
|
Manage Diagnostic Orders - In this course, you will learn how to order and manage diagnostics and digital imaging right within Neo.
Note: Available content will be determined based on your practice's diagnostic integrations with Neo. |
|
For a smooth, successful launch, be sure all staff have completed their training before your go-live date.
Complete Remaining Setup and Administration
Duration: 4 days
Project Team
Use this time to complete any remaining setup and practice using Neo, so you can hit the ground running!
For the complete list of setup and administration tasks, and to help you track your progress, see IDEXX Neo Fresh Start Implementation Checklist.
Go Live!
Day 7
Continue entering clients and patients as time allows.