FAQs: Vetstoria integration with Neo

This article covers frequently asked questions about the Vetstoria integration setup and usage within Neo.

See Set up Vetstoria integration with Neo for more information about creating your Vetstoria account and setting up your integration.

See Vetstoria's website, https://www.vetstoria.com/integrations/idexx-neo/ for additional information.

SETUP

⚑ How do I connect Neo to Vetstoria?

After you have signed up for your Vetstoria account, in Neo go to Administration > Integrations. Then click Connect in the Vetstoria section. Your API key will automatically be created.

IMPORTANT: You must send your API key to Vetstoria. Click the copy icon to copy the API key; so you can then paste it into an email to send to your Vetstoria onboarding specialist. 

See Set up Vetstoria integration with Neo for more information.

⚑ What information from Neo is shared to Vetstoria?

Once connected, Vetstoria can access your practice’s:

• Appointment Settings
  • Appointment types
  • Durations
  • Rooms
  • Hours
• Clients
• Patients

Your Vetstoria onboarding specialist will help you complete any necessary setup in your Vetstoria account.

⚑ Who do I contact if I have a question about my Vetstoria setup?

During onboarding, you should contact your Vetstoria onboarding specialist.

Vetstoria Support can be contacted at https://www.vetstoria.com/contact-us/ .

⚑ Can I prevent clients from overbooking time slots on my Neo appointment calendar?

Yes. Vetstoria provides settings that allow you to prevent clients from creating overbooks, i.e., scheduling appointments where appointments and block appointments already exist.

USAGE

⚑ How does Vetstoria match clients and patients in Neo after an online appointment has been booked?

Clients and patients will be matched from Vetstoria to Neo based on:

• 1st by unique client email address and /or any phone number
  Note: This includes primary and secondary contacts.
• 2nd by patient name, client last name, client first name

If Vetstoria cannot locate a client and /or patient record in Neo to match the appointment to, the appointment status will be Unmatched. 

You will be able to match them to existing records or create new records right from the appointment. See Review and update Vetstoria appointments in Neo for more information.

⚑ How do I match an unmatched appointment to a client and /or patient record?

After you have identified any upcoming unmatched appointments, you can match them to existing records or create new records right from the appointment.

Note: We recommend you use the Appointment Summary report to regularly review your upcoming appointments that were scheduled online to help quickly locate any appointments booked online that must be matched to clients and patients.

See Review and update Vetstoria appointments in Neo for more information.