Set up digital products

Most practices have digital products set up; this article assumes you have already set up the two-way integration with IDEXX Web PACS and explains how to add tracking to your existing digital products to give you advanced options and the ability to track the product on the Results tab in the patient record.

• To learn more about the setup for the two-way integration with IDEXX Web PACS, see Connect IDEXX Web PACS and a list of Frequently Asked Questions
• You can also Add a product (this article has full details about setting up a product).

Note: If you sync products across branches, be aware that digital product tracking does not sync. You must manually add tracking to the products in each branch.

1. Click your name in the menu bar. Then select Products.
2. Search for one of your digital products. The product list will filter as you type.
3. In the search results, click the name of the digital product you would like to add tracking to. 
4. From the Product Tracking drop-down list, select Digital.
5. Read the information onscreen in the yellow box! If the message says that we could not complete the IDEXX Web PACS setup, follow the instructions. Click the Need help? button for more information.
6. From the Modality Type drop-down list, select the modality that you set up in IDEXX Web PACS for the branch.
7. If you do not have an IDEXX capture station, select the Invoice only check box. This allows you to place the digital product on the consultation for invoicing.
   You will start orders through your capture station and then reconcile them in Neo. Reconciling unmatched orders moves the digital imaging result to the patient's record and also creates a new result to review on the task list.
8. Update the rest of the product information if necessary.
9. Click Save.
10. Repeat for each digital product.

Once you have set up your digital products, you can try ordering a digital product.