IDEXX Neo Release Notes - May 27, 2020

NEW: Awesome Appointment Admin Updates

Which part of Neo gets used the most? The schedule! -- and because it's essential for virtually every member of the practice team, we hear a lot of suggestions on how it could be improved. Here are just a few of the new appointment Administration features that make scheduling even easier and maximize available appointment times:

  • Time increments: To eliminate guesswork and ensure each patient gets the time and attention they require, you can set the duration of each appointment type in Appointment Settings on the Administration page.
  • Appointment Hours: Say goodbye to appointments scheduled for 3 pm Saturday when you actually close at 1 pm. Now you can set appointment hours by day of the week.
  • End of day appointments: Need to squeeze in an appointment type at the end of the day that would normally extend after hours? Neo automatically shortens the appointment and informs you.
  • The New Appointment window is now a full-sized page with improvements including:
    • The ability to search for patient by patient name, client name, or a combination of both.
    • Exact start and end times based on the selected appointment type, in "From" and "To" field.
    • Color-coded reminders to indicate if reminders are current or due in more than 30 days (teal), due in the next 30 days (yellow), or overdue (red).
  • Client Portal: Scheduling from the client portal has been improved:
    • Cluster points have been removed for configuring booking periods on the Client Portal Settings page in Administration.
    • Pet owners booking appointments through the client portal will now see every slot available, based on your configured booking periods.
  • Reports: The Appointment Summary report has been updated to include the client's home or mobile number.

Check out your newest Neo enhancements now!

Additional resources
Configure appointment settings 
Create an appointment
Set up a client portal
FAQs: Appointments




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