For more information, see Converting to IDEXX Neo - Implementation Plan and FAQs: Conversion Implementation.
For detailed information including how to complete each item, click a link to read the corresponding training article, or follow the training that is accessible when you log in to Neo.
Pre- Final Conversion
Complete each of these items prior to scheduling your final conversion. For more information on how and when to complete each of these, see your implementation plan.
Review your implementation plan.
Have each of your staff complete the necessary training with their own unique login.
Review your converted data.
Have each of your staff follow their daily workflow on the device they intend to use.
Complete each of the following setup in Administration
Verify your default tax rate is set to the correct percentage.
Create user profiles with login credentials for each of your staff that will use Neo. Benefits of unique logins:
- For training purposes. Each user can track their own progress including knowledge checks right within Neo University.
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For audit and security purposes. Throughout Neo, the logged in user is visible so you can easily see which staff created or modified an item such as appointments, consultations, and payments
Note: If you do not assign the Remote Access permission to users, you must add safe IP addresses to Neo.
Set up your practice printer system.
Note: This includes setting up your label printer and purchasing the recommended label size.
Set up your forms templates used for communications, client education, and more.
Set up your reminders.
Decide on and set up how you want to deliver your reminders to clients.
- Set up automatic, individual reminder settings.
Note: Once set up and saved, turn off Automatic Reminder Settings on each reminder until your go-live date. If this is left on, reminders will automatically send from Neo before you are ready. - Set up the combined reminders email.
Note: Once set up and saved, turn off Combined Reminders Email feature until your go-live date. If this is left on, reminders will automatically send from Neo before you are ready.
Add your inventory suppliers.
Tip: Complete this task before you add or edit products.
Review and set up products.
- Customize special actions. For example, creating or deleting reminders; creating automatic callback tasks; linking forms and certificates; and updating patient fields where necessary.
- Enable advanced actions and tracking to streamline workflows when recording vaccines and microchips or ordering digital products, as applicable.
Review and set up your Financial Settings to manage aged accounts receivable and finance charges, as well as record discounts, returned checks, and starting balances.
Set up your procedure templates as note templates and/or group codes.
Pre- Go Live
Complete each of these items after your final conversion has taken place and prior to going live. For more information on how and when to complete each of these, see your implementation plan.
Review your final converted data.
Enter your A/R balances.
Rekey the transactions that occurred between IDEXX obtaining data and delivering the final conversion.
Rekey any information that could not be converted.
Review the Payment Summary page to balance any payments that were rekeyed.
Post- Go Live
Turn on combined reminders email, if applicable.
Turn on automatic individual reminder settings, if applicable
Connect and set up integrated services with Neo
Click an available link to review the prerequisites and step-by-step instructions for each system you use at your practice and would like to integrate with Neo.
IDEXX Diagnostics and Digital Imaging
For IDEXX Reference Laboratories, see Connect IDEXX Reference Laboratories.
Enter your VetConnect Plus credentials in Neo.
Match your species and genders with the IDEXX descriptions.
Activate and manage your diagnostic products.
For IDEXX In-house Analyzers and VetLab Station, see Connect IDEXX In-house Analyzers and VetLab Station.
Ensure your IDEXX VetLab Station is on version 4.37 or higher.
Verify the pending list displays on the home screen on your IDEXX VetLab Station.
Activate VetConnect Plus on your IDEXX VetLab Station.
Activate Smart Service on your IDEXX VetLab Station.
Enter your VetConnect Plus credentials in Neo.
Manage your IDEXX VetLab Station serial number in Neo.
Match your species and genders with the IDEXX descriptions.
Activate and manage your diagnostic products.
For digital imaging with IDEXX Web PACS, see Connect IDEXX Web PACS.
Get an IDEXX Web PACS subscription for each of your Neo branches.
Register your modality type(s) in Web PACS.
For practices with IDEXX Capture Stations only. Set up your local capture station to receive orders.
Enter your IDEXX VetConnect Plus credentials in Neo.
For practices with IDEXX Capture Stations only. Match your species and genders with the IDEXX descriptions.
Set your products to track for digital.
Third-party Diagnostics Partners
Antech Diagnostics
Zoetis Point-of-Care
Zoetis Reference Laboratories
Non-Diagnostics Integrations
IDEXX Payments
SmartFlow
CareCredit
Deputy
Otto
PetLink
Trupanion
Vetcove
Vetsource
Vetstoria
Weave
Help & Support
Neo Support is available Monday – Friday, 6:30am-8pm CT; closed Saturday – Sunday.
- In Neo, click your username. Then select Help & Support.
- Neo Virtual Assistant – be guided to the best resource or support option to answer your question.
- Ticket History > Add New Support Ticket – submit your question with up to 5 attachments.
- Phone: 1-800-296-7141
For assistance with any integration beyond connection and setup in Neo, please contact the vendor directly.