IDEXX Neo Release Notes—October 13, 2016

Great news! The next release of IDEXX Neo veterinary practice management software is here.

In this release, we’re excited to introduce new features in Neo that will help make your practice visit work flow more efficient.

Home Page

  • To ensure that Neo is responsive when first logging in and on subsequent visits to the Home page, we have made the following improvements:
    • The dashboard graphs for users with Business Owner or Vet roles now have a time stamp underneath to indicate when they last received updated data. The graphs are updated nightly.
      Note: The dashboards now only show information for the branches the user has access to.
  • The Business Snapshot data keeps the time stamp underneath that indicates when the data was last updated; now it is updated hourly. 
  • You no longer have to wait for information on the Home page to load before continuing on to other areas of Neo.

Rabies Tag Management

  • Enter rabies tags issued outside of your practice directly into the patient history on the Vaccines tab in the patient record.

Forms & Certificates

Patient Reminders List

  • Add a complete list of a patient’s reminders to a single form or certificate that you can print or email to help drive return patient visits and compliance.
    • A new form variable, [patient_reminder_list], is available to easily set up new or existing templates on the Forms & Certificates page to include all of a patient’s reminders listed on the Reminders tab in the patient record.
    • New versions of the invoice, invoice no prices, patient check-in sheet, and vaccine certificate templates that include the patient reminder list are available:
      • _invoice_v2_
      • _invoice_no_prices_v2
      • Patient Check-In Sheet with Patient Reminders
      • Vaccine Certificate with Patient Reminders 

Payment Information Details

  • Record a check number, credit card authorization number, or other reference for more efficient payment tracking and reconciliation in the Payment Reference field when entering any payment, prepayment, or refund.
  • Payment methods (cash, check, credit card, etc.) and payment references are listed in line with payment amounts at the bottom of both on-screen and printed consultations, invoices, prepayments, and refunds.
    • The new invoice templates, _invoice_v2_ and _invoice_no_prices_v2, include the payment method and payment reference.
    • For practices that converted data from another software, the payments that are automatically created to close out client invoices have a payment method of Imported.
  • The Payment Reference field has been added to existing reports that capture individual payments:
    • Individual Client Payments and Invoices > Individual Client Payments
    • Payments collected at other branches
    • Tax Reconciliation > Tax Reconciliation (Cash Basis)
  • Cashing Up page
    • Payment reference has been added.
    • Sort the Cashing Up page’s information by any column. 

Default Invoice Templates

  • Select your practice’s default invoice templates for invoices with and without prices under Administration > Company Settings.
    • Choose the new _invoice_v2_ and _invoice_no_prices_v2_ to start using invoice templates that includes both the patient reminder list and payment information.
  • A new Invoices group is available when categorizing your templates on the Forms & Certificates page.

Appointments

  • On the Edit Appointment window, the Patient drop-down list is no longer editable to improve the integrity of appointment history and visit work flow. This enhancement addresses an issue where the patient with an appointment status of Arrived, In Progress, Ready to Pay, or Finalized could be changed to a different patient. Additionally, when a new consultation was started from the appointment, the system would create a consultation for the first patient. See Change an appointment for a method to change the patient in an appointment time slot.

Diagnostics

  • IDEXX Reference Laboratories and In-house diagnostics reference data is immediately downloaded when you enter your IDEXX VetConnect PLUS credentials; you no longer have to wait 24 hours.
  • Third-party diagnostic results from converted practice information management software data now include interval range, units of measure, and notes.

User Management

  • If your user profile includes your email address, you can now reset your password from the Neo login page. Simply enter your username, click the “I forgot my password” link, and follow the instructions. 
  • You must have an email address in your user profile to send the email granting third-party access to a patient record.

Cloud Print (Mac users only)

  • You can select the page orientation (portrait, landscape, or auto) of your cloud printer from Administration > Google Cloud Print.  
    Note: You can print locally from a Mac to any printer.  

Email Manager

  • Undeliverable emails are moved from the Outbox to the Sentbox and then have their status updated. In previous versions, undeliverable emails remained in the Outbox. Emails that could not be sent remain in the Outbox; you can review their status on the Outbox tab.

Bug Fixes

  • The _invoice_no_prices templates no longer display line item prices.
  • Problems added to the Master Problem List on a patient estimate are saved with the estimate. Additionally, any problems saved to an estimate are transferred to a consultation when the estimate is converted.
  • The right-click menu for editing table properties (add/delete rows and columns, border formatting, etc.) in templates on the Forms & Certificates page has been restored.
  • The batch information in the Edit Vaccine Details Batch drop-down list now defaults to the most recently entered batch for the vaccine, sorted by the most recent entries to the oldest entries in descending order.
  • The Autoselect 0% system tax rate option is no longer available in the product detail Tax Rate drop-down list. Consultations could not be saved if it contained a product with one of these tax rates.
  • Emails in the Email Manager reflects the client’s email address on record at the time the email was generated, even if the email address was subsequently updated in the client record.
  • Text messages in the SMS Manager reflect the client’s mobile phone number on record at the time the email was generated, even if the mobile phone number was subsequently updated on the client record. 

Help Updates

The following walkthroughs, videos, and articles are new or have been updated to reflect the changes in this release. They are available in the Help Me widget. 

Walkthroughs:

  • Overview: Set up IDEXX Diagnostics (new)
  • Review: Set up IDEXX Diagnostics (new)
  • Set up IDEXX Reference Laboratories (new)
  • Make a product inactive (new)
  • Set up IDEXX VetLab Station
  • Set up IDEXX Web PACS
  • Enter a prepayment or deposit
  • Review and adjust company settings
  • Set up printers

Videos:

Articles:

 

Note: You must have the appropriate permissions or product integrations (for example, IDEXX Vet Connect PLUS or IDEXX Web PACS) to view or use some features. This release is for customers in North America only. This version will be released to other regions at a later date.




Was this article helpful?
0 out of 0 found this helpful