User permissions

This document provides the list of user permissions and what they provide access to in Neo. 

To learn how to create or edit a user profile and assign permissions, see Add and manage users. 

Note: All users without System Admin permission regardless of role have access to:

• Email Manager, SMS Manager, and view-only Reminders in the Administration > General section. 
• Edit the general information and login details of their user profile.
  • For user's designated as a provider, this includes adding or modifying their securely stored signature and 4-digit PIN, as applicable.

Permission...	Allows the user to...
AI Assisted Notes	For North American customers only. Currently in beta. Use generative AI to record and transcribe consultation notes. Pre-requisites: In Administration > Branch Settings, AI Assisted Notes must be set to Yes.  View the AI Assisted Notes tab on the Consultation page. Create new recordings and delete existing recordings and transcriptions. Edit and approve AI-SOAP notes. Note: Users without the permission will not see the AI Assisted Notes tab.
Billing Access	Access the Subscriptions page.  View your current Neo subscription plan information. View contact information to update your subscription plan. Access link to the IDEXX Invoice Gateway. Access link to IDEXX Billing Support.
Branch Manager	Access Administration > Branch Management Cloud Printers Procedure Templates Rostering (with Deputy integration) Statements Send statements Write off an account Reverse a write-off User Management Create new users. Edit all existing user information, including deleting existing permissions and report access. EXCEPTIONS: Add new permissions to their own profile Add new permissions for another user that they do not have themselves.
Correct Consultations	Correct closed consultations, including provider. Correct consultations up to 45 days after they have been permanently closed. Permanently closed date can be viewed at the bottom of the Consultation page. After 45 days from the Permanently Closed date, you can complete a refund /return. Without needing to reopen or correct a closed consultation, users with this permission can also: Edit consultation provider Edit consultation line item providers
Deactivate Records	Activate and deactivate: Clients Patients
Delete Consultations	Delete draft consultations and pending estimates.
Delete Payments	Delete payments from client Financial Activity tab.
Documents	Create and update Forms and Certificates templates.
Dynamic Pricing	Change prices on consultations, estimates, and counter sales.
Edit Block Appointments	Edit and delete single or recurring block appointments Note: Only pertains to block appointments.  All users can schedule new and copy existing block appointments, whether they have this permission or not.
Edit Consultations	Edit consultations and estimates including product lines and unlocked notes. Lock consultation notes.
Edit Records	Update and save changes to existing records for: Clients Patients
Payment Summary	Access Payment Summary page to view payments received at your practice. For multi-branch practices. The Payment Summary page is viewed based on the user's logged in branch.
Product Admin	Create and update product information, including activating and deactivating products. Enter and edit product batch information (batch numbers and expiration dates). Adjust stock levels, including On Hand quantities, Min, and Opt levels.
Product Admin + Branch Manager	Same access as Branch Manager and Product Admin plus: Product Bulk Changes Import Cost Prices Suppliers Sync Branch Products
Purchase Orders	View the Critical Stock Shortages list Create purchase orders Receive purchase orders (i.e. create receipts)
Remote Access	Log in to Neo from any IP address. Deselect this permission if you only want a user to access Neo from your practice /IP Addresses you designate. For example, if you have Time Clock enabled and want to ensure accurate staff clock-in and out entries. IMPORTANT: If not selected, the user must have their public IP address added to the Safe IP list. See Add a user IP Address for more information.
Reports	Reports page Note: Must be selected for user to view individual reports Individual report access is managed by clicking the Edit User Reports Access button on the user profile.
System Admin	Access Administration > System Admin  Appointment Settings Boarding Branch Details Branch Settings Client Portal Settings Company Settings Devices Extra Fields Financial Settings Aged accounts receivable and finance charges Balance adjustment reasons Discounts Manual payment methods Integrations Neo Payments Antech Diagnostics CareCredit Greenline Otto PetLink Trupanion Vetcove Vetsource Vetstoria Zoetis Point-of-Care Zoetis Reference Lab IDEXX Diagnostics Connect IDEXX diagnostics IDEXX Reference Laboratories IDEXX In-house Analyzers and VetLab Station IDEXX Web PACS IDEXX Vello Patient Settings Product Settings On-hand adjustment reasons Product Classes Safe IP Addresses SmartFlow Tax Rates User Management Plus Same access as Product Admin (with or without the Product Admin permission selected for the user) Create and manage reminder types used for sending out patient reminders. Set up the combined reminders email.
Unlock Notes	Unlock locked consultation notes
Void Consultations	Void closed consultations Void permanently closed consultations to hide them from the patient record.