12/22/2025
- Resolved an issue so the client's Outstanding Invoices page displays correctly after clicking on the balance in the Edit Appointment window.
- Resolved an issue so Trupanion Exam Day Offers can be sent successfully.
12/15/2025
- Resolved an issue so emails addresses with a leading or trailing space can have emails successfully sent.
12/11/2025
- Resolved an issue so the provider signature is the same size when printed through the browser or cloud print.
12/8/2025
- In response to the Ellie Diagnostics lab closing, the Ellie Diagnostics integration has been deactivated and removed from the Diagnostic Partners list on the Administration > Integrations > Diagnostics page.
- Ellie diagnostic tests can no longer be ordered.
- If you have past results from Ellie, you can still view them on the Diagnostics Orders & Results page and Results tab in patient record.
- To stop patients aging when they are deceased and to identify a patient’s date of death, a deceased date field has been added to the patient Overview.
- The deceased date field will display when the Deceased checkbox is selected.
- The deceased date will default to today's date. You can adjust the date to any date in the past, as needed.
- When a patient is marked as deceased using the Update a Patient Field special action, the deceased date will be set to the consultation line date.
- For any patients that were deceased prior to the deceased date field being added, you can click the Add Date button to manually record their deceased date.
- When you use forms that include one of the form variables that display patient reminder lists, Due Date displays as a column header above the patient reminder due dates. The updated form variables are:
- [patient_reminder_list]
- [patient_reminder_list_by_client]
12/3/2025
- Added a new setting that allows you to turn AI Assisted Notes on or off for each branch.
- Resolved an issue that prevented forms with two signatures variables from being saved when left unsigned.
11/25/2025
- The IDEXX Payments window size is reduced to optimize it fitting on smaller screens.
11/24/2025
- When you create or edit a vaccine product, the Vaccine Type and Manner of Administration dropdowns are updated to include additional options and reflect current industry standards.
- Vaccine Types
- Attenuated (previously MLV)
- Inactivated (previously Killed)
- mRNA
- Other
- Recombinant
- Toxoid
- Manner of Administration
- Intradermal
- Intramuscular
- Intravenous
- Oral
- Other
- Subcutaneous
- Transdermal
- Vaccine Types
Note: With this release, we have automatically updates your vaccine products' Vaccine Types with new values for you, as applicable.
- To make is easier for your to identify which report to run based on your needs, nine report descriptions have been updated.
- Appointment Summary
- Bad Debts
- Clients by Amount INVOICED (TOP 1000)
- Dispensed Products in date range
- Individual Client Payments and Invoices
- New Clients and Patients
- Product NOT DISPENSED to Patient
- Rabies Vaccines and Tags
- Text Messaging (SMS) Usage
Reminder: You can add reports you run frequently to your favorite reports list simply by clicking the Favorites icon to the right of the report name. To access your favorite reports, simply click the Favorites button at the top of the Reports page.
11/20/2025
- Increased the timeout limit from when an order is place to reduce the chances of the order failing.
- If an Ellie, Zoetis Point-of-Care, or Zoetis Reference Lab order times out after it is placed, you will see improved error messaging by the Order Diagnostics button on the consultation.
Tip: Click the diagnostic order link in the error message to navigate to the Diagnostic Orders and Results page, where you can confirm the order was placed. If the order was not placed, you can try placing the order again from the consultation.
11/13/2025
- Resolved an issue so notes entered in the Notes field in the Collect Payments window will display on the prepayment consultation line.
- Resolved an issue so the IDEXX Payments window will not open when you apply a prepayment with an amount less than the invoice you're applying it to and zero out the amount in the Collect Payment window.
- Resolved an issue so the Credit Account checkbox will display in the Collect Payment window when you apply a prepayment with an amount greater than the invoice you're applying it to.
- Resolved an issue so notes entered in the Notes field in the Collect Payments window will display on the prepayment consultation line.
11/12/2025
- Resolved an issue to ensure any changes made to the patient Overview in Neo are synced to Vello, to ensure records are accurate and up-to-date.
11/10/2025
- When a reminder type is in use on the patient Reminders tab, the Delete option will be hidden from the corresponding menu button in Administration > Reminders.
Note: If you select the checkbox next to a reminder type in use and click Delete at the top of the page, you will see an alert: Cannot delete reminder types that are assigned to patients.
10/27/2025
- Resolved an issue so individual report access can be updated, as needed.
10/13/2025
- In the Collect Payment window if you modify the amount then select a different payment method, the modified amount will be retained.
-
For CareCredit Integrated only. When you select CareCredit Integrated from the Method dropdown in the Collect Payments window, the Change box will no longer be displayed.
Reminder: The Credit Account checkbox will automatically be selected or deselect when the amount entered in the Amount box is greater than or equal to /less than the amount due, respectively: this cannot be changed.
09/29/2025
- Resolved an issue so when you navigate to the patient Results tab from Task List > Results to Review, the patient quicklist will display the current patient.
- Resolved an issue so when you filter Dispensed Products in date range by staff, Dispensed products in date range (grouped by product - useful for reordering) will return results for that staff, as available.
- For multi-branch practices. Total Practice Revenue by Branch is updated to report revenue by the transaction (consultation, payment, etc.) branch instead of the client branch.
09/24/2025
- When you add a signature or provider signature to a form, the signature will display a smaller size to look more professional and reduce the chance of the signature printing on a separate page.
To learn how to electronically sign a form or certificate, see Add a signature to a form or certificate.
08/11/2025
- When you generate an email from a form preview window, you will see appropriate messaging if the client email is invalid or missing.
- Resolved an issue so you can delete a prepayment's payment transaction from the Financial Activity tab, as needed.
08/04/2025
- Resolved an issue so when Neo is open in more than one browser tab on the same device, and you click username Switch Users, any changes to the Notes box will save to the correct user.
- Resolved an issue so when paying multiple invoices and you apply a payment, prepayment, or credit amount that is less than the total invoice amount selected, the oldest invoices will automatically be paid off first.
- Write-offs have been removed from Sales of Products, Product Classes grouped by Provider, so the report results are more consistent with Sales by Product Class.
Note: Report totals may not be an exact match due to their difference in how rounding is calculated.- Sales by Product Class calculates rounding at the consultation product line level.
- Sales of Products, Product Classes grouped by Provider calculates rounding at the total sale amount.
07/21/2025
- Resolved an issue so the Label box on consultation product lines will always be editable on draft consultations when you have the Edit Consultations permission.
- IDEXX Reference Laboratories diagnostic orders and results will display a patient's microchip ID, as available.
- Resolved an issue so regardless of where an email address is updated (for example, the Trupanion Exam Day Offer), it will be validated on the client Overview.
- Resolved an issue so converted estimate totals always display correctly.
- Resolved an issue so focus will remain in the Title box in the Add New File window until you tab or click out of it.
07/17/2025
- Resolved issues with the Patient Mailing Lists with filters for Products and Signalment report, so the Date and From Age (years) return records within the specified criteria.
07/08/2025
- Resolved an issue so you can successfully send large mass emails from applicable reports (Client Mailing Lists (Newsletters, SMS, Email), Patient Mailing Lists with filters for Products and Signalment reports, etc.).
06/30/2025
- To easily view scheduled maintenance or unexpected outages announcements and updates on the IDEXX Software Status site, select the Software Status Page panel on the Help & Support page.
- Click your username. Then select Help & Support.
- Select Software Status Page. IDEXX Software Status will open in a new browser tab.
Tip: You can subscribe to receive email and /or SMS notifications from the IDEXX Software Status page.
For more information about the IDEXX Software Status page as well as contingency plan recommendations for your practice, see Business Continuity Checklist.
06/23/2025
- Resolved an issue so the Label field on consultation product lines will automatically expand according to the amount of text entered.
- Your clients will not see their email provider's Unsubscribe link in non-promotional emails you send from Neo.
- Resolved an issue so that pending estimate totals viewed on the Estimate page always display correctly.
06/16/2025
- Resolved an issue so client information, warnings/alerts, reminders, and appointment history always display, as applicable, in the New Appointment window.
- Resolved an issue so your schedule start and end times and staff rostering are always correct.
- Email validation is improved, so you'll know sooner if and why an email address is invalid.
- Alerts will display under the Email box on the client Overview tab and New Appointment New Client and Patient window. For example:
- Invalid Domain: If there is a typo in the email domain, keep an eye out for the "Did you mean...?" helper text.
- Invalid Recipient: Confirm the email address is correct.
- Invalid Email Syntax: Confirm the email address is formatted properly, e.g. username@domain.com
- Alerts will display on the Forms preview tab when a client's email is missing or invalid.
- Alerts will display under the Email box on the client Overview tab and New Appointment New Client and Patient window. For example:
- Based on your feedback, the patient Appointments tab is relocated to after the Results tab, so the Consults tab is in its original position.
06/12/2025
- Resolved an issue with the Patient Mailing List report so when no branch filter is selected, all patients meeting the specified criteria will be included in the CVS export.
05/29/2025
- Fixed fees associated with invoiced products are now hidden when the 'Hide Prices' checkbox is selected.
- Resolved formatting issues so that the PDF is always readable.
05/27/2025
- Resolved an issue where some Australian mobile numbers were being flagged as invalid.
- Resolved an issue so pressing the Enter key when uploading a file does not result in an error.
- Resolved an issue so the Supplier dropdown is always populated on the Critical Stock Shortages page.
- Resolved an issue so change given is not included on the Sales and Cost of Sales filtered by Veterinarian report.
- Resolved an issue so write-offs are not included on the Sales and Cost of Sales filtered by Staff report.
05/22/2025
- Resolved an issue so Prepayments are not included on the Patient Mailing Lists with filters for Products and Signalment report.
- The Hide Prices checkbox has been defaulted to checked on the Share Record page.
- The following improvements have been made to the patient record PDF:
- Font size and line spacing have been improved to decrease the number of pages.
- All patient reminders display in ascending order by due date in the new Reminders section on the first page of the record.
- The following improvements were made for vaccines:
- Vaccines details have been added.
- Manufacturer
- Brand
- Vaccine Type
- Batch number
- Expiration date
- Rabies tag number (rabies vaccines only)
- Vaccines administered on the same day display in a single table.
- Voided details display inline for vaccines, when included.
- Vaccines details have been added.
- The following improvements were made for prescriptions:
- Products prescribed on the same day display in a single table.
- Voided and discontinued details display inline.
- Resolved an issue so certain consultation note templates do not display repeating headers.
05/19/2025
- Resolved an issue so the value in the Payments column always displays the amount of the credit that was allocated /applied when an existing credit is allocated /applied to an invoice.
- SmartFlow customers only. Optimized performance to reduce loading time for the Procedures tab.
05/15/2025
- The record header was updated to display branch name only.
- The following details were added to the prescription section of the record:
- Instructions (Label Notes)
- Batch number
- Expiration date
- Refilling Remaining
- Resolved an issue to improve size of images and check boxes in consultation notes.
- The Patient Mailing List CSV Export is improved, so it is easier to understand the data.
- All column headings are updated.
- Invoice Total is added as the last column of the report.
- If you do not filter the report by a product name, the Product Name, Date Dispensed, Line Item Qty, Line Item Amount, and Invoice Total reflect the last product sold on the last closed invoice in the specified date range.
- Resolved an issue so corrected consultation product lines are not included on write-off consultations and do not leave a credit on account.
05/12/2025
- Resolved an issue so product name and label notes are always visible.
- Resolved an issue so all main navigation buttons (Schedule, Consultations, Procedures, etc.) are always clickable.
- Resolved an issue so you can resize applicable text fields.
- Resolved an issue so the Vello icon in the main navigation bar is visible once two-way SMS is enabled in Vello.
05/06/2025
- Notes created from the client and patient Communication Logs will display with the same pattern and functionality as other messages.
- In the Message column, contents of the note will display up to 55 characters including spaces.
- If the note is over 55 characters:
- An ellipsis will display at the end of the note to indicate it is truncated.
- Click the expand
button to view the entire message.
- Resolved an issue so you can delete a reminder type in Administration Reminders without error.
05/05/2025
- Resolved an issue so you can edit the colors of your appointment types.
- Resolved an issue so when you are viewing a date other than today on the Procedures tab, clicking the Today button will always return you to today's date.
- SmartFlow customers only. Resolved an issue so when you click Send to SmartFlow on a procedure, the Send to SmartFlow window will open
04/28/2025
- Resolved an issue so products always display in alphabetical order on the Edit Stock Levels page.
- The Inventory Expiration report is updated:
- By default, the report will only include active products.
- To include inactive products in the report results, select the new Include deactivated records checkbox.
- If you choose to include inactive products, they will be identified on the report output as inactivated.
04/21/2025
- When you leave a credit on a client account due to an overpayment, the credit invoice will include a product line Overpayment so you know where the credit came from.
- Resolved an issue so the discount and tax calculations displayed on statements does not include declined products.
Note: This was a display issue on statements only.
04/03/2025
You can now schedule a secure database and /or files export to begin whenever you need.
- Select a future date and /or time, or ASAP.
- Schedule more than one export for future dates.
Note: A maximum of 3 exports can be scheduled for the same date.
For complete details how to schedule an export, see Schedule an export of your Neo database and /or files.
Additional improvements include:
- Export History page
- The Export History page is updated to reflect your ability to schedule exports.
-
File links are accessed in-line with the audit.
Tip: Click the plus sign to access file links. - The number of files to be exported displays in the in-line with the audit.
- The Files links size is significantly increased to reduce the total number of links to be downloaded.
- Pending exports can be cancelled, as applicable.
- Schedule Database Export window
- You can include one additional email to receive automated notifications about the export.
- To help the Neo team best meet your subscription and data needs, additional information may be required based on the Reason for Request you select.
- Miscellaneous
- The Files export process is optimized and is much faster.
- Export notification emails have been updated.
Reminder: The Business Owner role and both the System Admin and Database Copy permissions are required to schedule and access exports.
- If you currently are in the Business Owner role and have the System Admin permission, you can assign the Database Copy permission to yourself and then subsequently other users at your discretion. For information how to edit user profiles, see Add and manage users.
- For all other users, please contact your practice administrator to discuss permissions.
03/24/2025
- Resolved an issue so CareCredit Integrated will automatically be added to a branch's payment methods when CareCredit is enabled for that branch.
-
For all practices. The client and patient Communication Logs are updated, so you can expand all messages at once to view and print the details, as needed.
- To expand all messages, select Show all details.
- To print the expanded messages, click the Print button.
-
For practices with Vello enabled only. When a conversation is marked Done in the Vello inbox, you will see a conversation summary in the client and patient Communication Logs, as applicable.
- Conversation summaries will display with the Text Thread Completed message.
- To expand the row and view the full conversation, click the plus sign.
For more information, see View Vello automated communications and two-way SMS messages in Neo.
- Resolved an issue so when there is only one user designated as a provider, you can save changes to that user profile as long as Provider is still selected.
03/17/2025
- The default date range on the client and patient communication logs Callbacks tab is All, which displays all past, current, and future dated callback tasks.
- The Callbacks tab date preset options are updated:
- This Week
- This Month
- Last Month
- This Year
- Last Year
- All
- For customers with multiple diagnostic integrations, you can successfully place orders for tests from different sources (IDEXX, Antech, Zoetis) that have the same diagnostic code.
- When you are receiving products on the Receive Goods page, you can click the Batches button to open the Batch Numbers window and add the new batch numbers and expiration dates. To learn how, see Receive a purchase order and update prices.
Note: The Batches button is only visible to users with the System Admin or Product Admin permission when you are receiving the purchase order.
03/11/2025
- Resolved an issue so the Edit Stock Levels link is removed from the product details page for diagnostic products located in the Directory of Services.
- Resolved an issue where the column headers on the Products page and Directory of Services overlapped with the expanded patient quicklist.
03/10/2025
- (UTC +11:00) has been added to the Timezone drop-down for customers in that time zone.
- When you view a closed callback task from the client and patient communication logs Callbacks tab, hover your mouse over the Closed status to see the Closed by user, date, and time.
- When you attempt to create a new extra field with the exact same name as a previously deleted extra field, you will see improved error messaging.
03/06/2025
- When you scroll down the Directory of Services page, the search filters and column headers will remain visible.
- When you scroll down the Products page, the search filters and column headers will remain visible.
03/03/2025
- The patient Callbacks tab has been updated to match the client Callbacks tab, so the Due Date will always be displayed as the Due Date, regardless of the callback task status.
- Resolved an issue so you can update the client or patient record status when viewing any client or patient tab, respectively.
- Resolved an issue so you can always open consultations created from Vetstoria appointments.
02/25/2025
- Resolved an issue so the page navigation buttons always take you to the expected page.
- Resolved an issue so the patient consultation history will print without unexpected gaps between SOAP notes sections.
02/21/2025
- Search results are returned successfully if an apostrophe was part of the search criteria.
- O/H quantities that are greater or equal to the Min amount display in black text.
- The Product Details page can be opened in a new tab or window when a user right-clicks on the product name.
- Products are returned in the list when searching if an apostrophe was part of the product name entered in the Search box. The list previously returned as blank.
02/18/2025
- When you update or deactivate a user profile in Administration > User Management, a warning will display if you deselect the Provider checkbox and this is the only active user that is a provider.
Note: At least one active user must be designated as a provider in order to successfully view consultations.
02/17/2025
- Resolved an issue so when you hover over the Lock Notes tool tip, you will see permission information about unlocking notes.
- Invoice statuses are updated to be consistent with the client Financial Activity tab wherever you can view them.
- Consultations
- Invoices Awaiting Payments
- Outstanding Invoices
- Patient Consults tab
- Resolved an issue so permissioned users can view product details after the associated supplier is deleted from Administration >Suppliers.
- When you view product details, the text below the Notes section is updated to more clearly describe how and where to use these notes.
- When you apply an existing credit to an invoice:
- If the credit amount is greater than the invoice amount, and you want to leave the remaining credit on the account, select the Credit Account checkbox in the Give Refund window.
Note: You still have the option to change the amount to 0 (zero). - You will see a warning if you modify the amount to a value larger than the available credit.
- If the credit amount is greater than the invoice amount, and you want to leave the remaining credit on the account, select the Credit Account checkbox in the Give Refund window.
02/10/2025
- Resolved an issue so an error will no longer display when you enter or modify an ad hoc product line, or when you remove a product name to delete a product line.
- The Diagnostic Name box on the Products details page is expanded, so the test is easier to identify when you have modified the Neo Product Name.
- Resolved an issue so client discounts will be applied automatically to product lines that originated from a procedure template.
- The Total Practice Revenue description and calculation method is updated to clearly reflect the amounts are calculated per branch including all balance adjustments, finance charges, prepayments, write-offs, draft invoices, and invoices closed within a specified date range.
02/04/2025
- Resolved an issue so you can view the client Outstanding Invoices page and record payments on consultations created by Otto.
- Resolved an issue so the Prepayment product line will display as expected when you view the consultation and invoice.
01/30/2025
- To provide you a consistent user experience throughout Neo, pages are updated to our modern user interface.
- Administration
- Boarding
- Reminders
- Outstanding Invoices
- Payment, Refund, and Prepayment windows
- Products
- Products list
- Product details > Special Actions, Batches, and Linked Products windows
- Administration
- When you view a client’s Outstanding Invoices page, the Pay and Refund buttons color is Neo teal.
- When you view the Give Refund window, the button text is updated from Pay to Refund.
- The Combined Reminder Email configuration is moved to a new tab on the Reminders page.
- You must have the System Admin permission to view the Combined Reminders Email tab.
- When you enable or disable the Combined Reminders Email, you must click Save.
Note: To save the configuration at least one reminder, and at least one upcoming or past due reminder, must be selected. - When you modify the Upcoming Reminders configuration or the day/time, you will receive a confirmation alert.
Before today's update
After today's update
12/19/2024
- After you move or merge a patient to a client record with a different tax status as the original client and the patient has draft consultations, you will see a banner alerting you to review the draft consultation product lines and update, as needed.
-
The Move /Merge window is improved to include guidance how to proceed when the original client has an outstanding balance.
12/17/2024
- To support 2-way messaging the following updates have been made to the client and patient Communication Logs:
- "To" column header has been updated to "From / To".
- Message column displays a preview of the message, to view the entire message click the new expand button.
- For practices with Vello enabled only. 2-way SMS entries no longer display a status.
- Resolved an issue so the Results tab in the Patient History Panel will always load.
- Resolved an issue so the rabies tag with the longest expiration displays on all applicable pages.
- Resolved an issue so patient Birth Date will only display a date when the invoice details super variables are used if the patient has an age or birth date recorded in their record.
11/25/2024
- Resolved an issue so clicking the Cancel button in the Create New Callback window will always close the window.
- Resolved an issue so clicking the X in the Add New Files window will always close the window.
- Resolved an issue so when you hover over any tooltip (?) icon in the Today’s Appointments section, the corresponding tooltip will display.
- Resolved an issue so the Product details page loads correctly for vaccine products.
- Resolved an issue on the Practice Dashboard so the correct date will display when you hover over a plot point in the Gross Sales trending graph.
11/21/2024
- Resolved an issue so the Special Actions window will load after clicking the Special Actions button on the Products detail page.
11/18/2024
- When an estimate includes one or more deactivated products, you will need to remove the deactivated products before you can convert the estimate to a consultation.
- A red error banner will display at the top of the Estimates page.
- Any deactivated products' estimate lines will be highlighted in read.
- The Convert to Consultation button will be disabled until the deactivated products are removed from the estimate.
- Resolved an issue so payments can be deleted for invoices that previously had an overpayment left as a credit on the account.
- Resolved an issue so when you make changes to a refill from a consultation, the changes will be saved to the patient record.
- The All Due Reminders CSV Export printed from Administration > Reminders > All Due Reminders will include the Last Send Date, as available.
- Resolved an issue so allocated credits will not be included on client statements.
11/11/2024
- Resolved an issue so the prescription label notes and discontinued reason will always display when you hover over the respective icons in the Patient History Panel.
11/05/2024
- Resolved an issue so client names will always display in the Email Manager.
- The patient microchip ID and consultation provider will automatically display in the invoice header when your invoice template includes one of the invoice details super variables.
- Microchip ID will display under the patient weight, as applicable.
- Consultation provider will display under the invoice number.
Note: Counter Sales invoices will not display a provider.
If you do not see this update on your invoices, please contact your practice administrator. For complete information about the invoice details super variables, see the Consultations /Invoices section of Using form variables.
09/30/2024
- To support keyboard use and reduce clicks, when you delete a product’s name from an existing consultation line, the row will be automatically removed from the consultation.
Note:- When you delete ordered diagnostic tests or products tracked as vaccine, digital, or microchip, you will see the usual alerts confirming you want to remove the product from the consultation
- Already-prescribed products must still be voided from the menu button by selecting Remove.
- Resolved an issue so reordering consultation product lines will no longer cause a display issue.
- Resolved an issue so that the Inventory Listing report’s Product Class filter works as expected.
09/09/2024
- Resolved an issue so vital signs entered in the available boxes at the top of the consultation will always be saved.
- Resolved an issue so when a discount is deactivated in Administration > Financial Settings, the discount will no longer be applied automatically to eligible products added to draft consultations of clients that previously received that discount.
09/03/2024
- Resolved an issue so when you search for but do not select a product, a blank consultation product line will not be saved to the consultation.
08/26/2024
- Deleting an existing product from a counter sale or estimate line should be completed by clicking the menu button and then selecting Remove or Decline, or clicking the trash can icon, as available.
Note: You can still modify the name of product on an existing product line, as applicable.
08/21/2024
- Resolved an issue where after searching for a product on a consultation line, the search list will stay open when you click the right-side scroll bar.
08/12/2024
- To streamline consultation invoice workflows, deleting an existing product from a consultation line should be completed by clicking the menu button and then selecting Remove.
Note: You can still modify the name of product on an existing consultation line, as applicable.
08/05/2024
- Resolved an issue so automatic discounts will always be applied to applicable consultation and estimate product lines.
- To improve overall performance, the reminder count has been removed from the patient quicklist.
07/31/2024
- The Antech Diagnostics integration configuration is available on the new Diagnostics tab under Administration > Integrations.
- The steps to manage or modify Antech Diagnostics reference data are still the same.
For more information, see Connect Antech Diagnostics.
07/26/2024
- Resolved a bug where Medical Service Reminders could be sent for services already rendered.
07/23/2024
- Resolved an issue impacting Combined Reminder Email for customers that had a data conversion from a previous PIMS.
- Resolved an issue so the Critical Stock count number and the number of products that display on the Purchase Orders page always match.
07/15/2024
- For multi branch companies only: Resolved an issue so Neo Payments is always the default payment method.
- Based on customer feedback, the following details have been made to the report's CSV output:
| Report | Details Added | Location |
| Individual Client Payments and Invoices | Patient ID | CSV |
| Sales and Cost of Sales filtered by Staff | Product ID | CSV |
| Sales and Cost of Sales filtered by Veterinarian | Product ID | CSV |
| Inventory Listing | Product Status |
CSV, On Screen List *now includes inactive products |
| New Clients and Patients | Client Status, Patient Status, Patient Date Deactivated | CSV |
07/08/2024
- Resolved an issue so consultations can be created for inactive and deceased patients, as necessary.
- When more than one user has the same consultation open, you will see improved alerts and messaging. For complete details, see Overview: Understanding multi-user consultation editing.
- Resolved an issue so rounding is calculated correctly after applying the markup to the unit selling price.
- When creating a Delete Additional Reminder special action for a product, the special action can be set for a maximum of 9999 days.
06/27/2024
- Existing and new two-way SMS text messages default text will display as Text Thread Initiated in all areas they appear:
- Client and patient Comm Logs
- SMS Manager Sentbox
- Text Messaging (SMS) Usage report
- When you click the Launch Vello icon
on the row of any SMS text message, you will be taken directly to that message on the Vello Client Communications page.
06/26/2024
-
For all users. If you create a new password when you click your username > Edit My Profile:
- You will be prompted to provide your current /old password.
- Your new password must meet new requirements, per the note below.
- For users with System Admin and /or Branch Manager permission. When you create a new user or update the password for an existing user, the password must meet new requirements, per the note below.
Note: Requirements for new or updated passwords must include all of the following:
- 10-character length minimum
- Capital letter (A-Z)
- Lower-case letter (a-z)
- Number (e.g., 0-9)
- Special character (e.g.,!@#$%^&*()_+|~-=\`{}[]:";'<>?,./)
If you forgot your password, you still have the option to reset your password by clicking the I forgot my password! link at the Neo login screen.
05/28/2024
- Resolved an issue so you can always delete a payment when necessary.
- When you allocate a credit and apply a Neo Payment at the same time to an invoice, the Payment Method for the allocated credit will be reported as Allocated Credit in the Individual Client Payments and Invoices Individual client payments CSV.
05/20/2024
- You can right-click on Create Consultation in the menu on a callback task to open the consultation in a new browser or window, as desired
- When an email is sent from the client or patient record, the From: alias in the received email will display the Branch Name.
Note: The logged in user’s username will display in the client and patient Comm Logs and Email Manager
- When you create a consultation for a patient from a callback task on the Home page, that patient record will be displayed at the top of the patient quicklist.
05/13/2024
- The Combined Reminders Email will only attempt to send an email to a client once in the same day.
- Now you can easily see which Forms & Certificates templates are assigned to your Neo Cloud printers in Administration Cloud Printers.
Simply click the plus sign to expand the desired row and view the forms assigned to the device.
- Resolved an issue so any emojis or other unexpected characters in a patient’s name received from Vetstoria will not break the Neo Schedule.
05/08/2024
- When you need to print or email a form from a boarding reservation, now you can! Simply search for and select a patient form in the new Forms tab on the boarding reservation popover card to open the form in a new tab.
- When creating a consultation from a callback task on the Home page or client and patient Comm Logs, you will have the option to let Neo close the task. For complete details, see Manage follow-up actions with the task list.
- Resolved an issue so the logged in user's name displays in the Staff column of the the client and patient Comm Logs for emails sent from the client or patient record.
05/06/2024
- Improvements were made to the Sentbox to ensure the page always opens when there are a large number of messages that need to be reviewed and managed.
- Resolved an issue so the Combined Reminders Email will always send per your practice's scheduled cadence configuration.
- Resolved an issue so reminder messages that use Forms and Certificates templates containing the [vaccine.current_list] form variable will always send.
04/25/2024
- Resolved an issue where declined product line quantities were being deducted from inventory when correcting a consultation.
04/15/2024
- Have you ever needed to print or email a form from an appointment on the Schedule? Now you can! Simply search for and select a patient form in the new Forms tab on the appointment popover card to open the form in a new tab.
- Resolved various display issues in the following areas:
- Favorite Reports
- Procedures page
- Communication Logs
- Clients Appointments tab
- When editing a product, the length of a valid product name has been increased from 100 to 255 characters.
- Resolved an issue with the active patient count on the Practice Dashboard.
- Resolved an issue on the Subscriptions and Upgrades page where items in the Subscription Details were duplicated.
- The Database Copy, Correct Consultation, and Void Consultation permissions will be applied correctly when user permissions are updated.
04/08/2024
- Resolved an issue where the Unit Selling Price for IDEXX Diagnostic products would be set to $1 when the Unit Cost Price multiplied by the Markup Rate was $1000.
- Resolved a rare issue where a CareCredit Integrated payment could not be started for clients that have a long city name or apostrophe in the name.
04/01/2024
- Resolved an issue where an error displayed after clicking the Import Cost Prices button.
03/21/2024
- Resolved an issue to remove the gap from the top margin when you print:
- Consultation history from the Consults tab.
- IDEXX Reference Laboratories requisition order form from the consultation product line or patient Results tab.
03/11/2024
- Forms and certificates that contain color text or highlight will always print in color, as applicable.
- To improve reporting for multi-branch practices, the Branch ID has been added to the Individual Client Payments and Invoices Individual client transaction and invoice listing .CSV export.
02/29/2024
- When branches share a Merchant ID (MID), CareCredit Integrated payments will always be reported under the branch the user was logged in to when processing the payment.
02/19/2024
- Resolved an issue where deleted payments were included in the Payments section of the Practice Dashboard.
02/12/2024
- Resolved an issue where selecting and printing more than one prepayment credit from the Collect Payments page resulted in blank or incomplete invoice(s) printing.
02/05/2024
- In addition to line item prices, the Includes Fixed Fee text and amount will not display or print below invoiced or declined products whenever Hide Prices is selected.
See the following related articles for additional details:
01/19/2024
- Resolved an issue so Results tasks are always created when diagnostic orders are final / results are available in Neo.
01/18/2024
- You can view each consultation’s notes locked status from the Consults tab without have to open the consultation.
01/15/2024
- Resolved an issue so patient records with an existing date-type extra field that is blank (has no recorded value) can always be saved.
- Resolved an issue so patients with voided and /or corrected consultations can be successfully moved or merged to another record, as necessary.
- The Find your ‘lost’ clients report will only include clients that have not been invoiced in the past 18 months from the date your run the report.
01/08/2024
- When selected as an attribute, Min and Opt stock levels will not be updated for any Diagnostic products (IDEXX Reference Laboratories, IDEXX In-house diagnostics, and Antech Diagnostics) to ensure Diagnostic products do not display on Critical Stock Shortages.
- After you run a report and click the Print [Client or Patient] Forms button as available, if there are no results available, a new tab will open and display the message “No results found.”
Tip: If you receive the "No results found" message, return to the report page, modify the filters, and try running the report again.
01/03/2024
- Statements will only display unpaid and partly paid transactions i.e., invoices, finance charges, and balance adjustments, as well as any available credits until they are allocated.
12/11/2023
- When attempting to reset your password from the main login page and enter an invalid company ID, you will receive appropriate messaging.
- Resolved an issue so users without the System Admin permission can run the following reports when they been assigned access:
- Appointment Summary
- Balance Adjustments
- Discount Summary
Reminder: The ability to run any report requires the Reports permission plus access to the individual report.
12/07/2023
- Resolved an error when attempting to process a refund from Counter Sales.
- When viewing the Integrations page in Administration, you will see standardized language indicating the countries where each integration is available.
- The integrations on the page are alphabetized.
12/04/2023
- When you click in the consultation Notes box, so the editor toolbar will always display correctly.
- When you copy and paste in the consultation Notes, box, the copied content will only paste one time.
When you attempt to send an SMS to a client that contains words forbidden (for example, CBD) by Neo's SMS provider, you will receive an error prompting you to update the message and try again. The error will display when you:
- Click Send from the Client SMS or Patient SMS buttons.
- Click Edit then Save Changes from an SMS in the SMS Manager.
To learn more, see FAQs: SMS (text) messages Troubleshooting section.
11/06/2023
- To meet more states’ controlled substance reporting requirements, the Dispensed Products in date range >Dispensed products by day (no grouping, client details) CSV output includes a column for the Rx ID, as available.
- The Dispensed Products in date range description is improved to help locate the report as an option for your controlled substance reporting.
Tip: Add this report to your favorite reports list from the Reports page by clicking the Favorites iconto the right of the report name.
9/13/2023
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When you complete a treatment in SmartFlow with a quantity greater than 9,999.99, you will receive an error that some treatments were unable to be synched to the EMR i.e., the Neo consultation
- To resolve the error, review and update any treatment quantities in SmartFlow, as needed.
9/12/2023
When you delete a template in Administration Forms & Certificates, you will receive a message whether the template is attached to any reminders; you can then confirm to delete the template from everywhere it is used in Neo or cancel.
9/11/2023
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When you forget your password, you will always be able to successfully reset it from the available link in the Update your password email.
Reminder: The Update your password email can be initiated from:- The Neo login page.
- When logged in to Neo, click your username > Switch Users > Help! I forgot my password.
8/23/2023
- Antech diagnostic test codes will always be added or updated in the Directory of Services in Neo, as available.
- Regardless of changes to the Combined Reminder Emails settings or updates to any patient reminders on the Reminders tab, the Combined Reminder Emails will only be sent once on the selected scheduled day of the week.
- For practices with Aged Accounts Receivable and automatic finance charges enabled only. As finance charges are not considered sales, the Sales and Cost of Sales by Veterinarian report no longer will include automatic finance charges in the bar charts and CSV export.
- When you click Add New Client and Patient on an unmatched appointment, the phone number received from Vetstoria will populate the Mobile No. box.
8/22/2023
- Resolved an issue with the Patient Mailing List with filters for products and signalment and Products NOT DISPENSED reports, so they will always create and send emails based on the report criteria.
8/09/2023
- When you select the Include deactivated records checkbox and click Go on the Search Patients page, active and inactive patient records will be returned in the search results.
8/08/2023
- Resolved an issue with the Client Mailing Lists (Newsletters, SMS, Email) > Client Mailing lists (email newsletters) so it will always create and send emails based on the report criteria.
6/22/2023
- Up to 6 digits maximum (includes 2 decimals) can be entered in a product line Qty box.
This resolves an issue where quantities greater than 6 digits were allowed and prevented O/H stock levels from updating accurately.
- To help reduce the need to check delivery, SMS message status will automatically update in the SMS Manager Sentbox when messages are sent.
.
5/22/2023
- Resolved an issue when Notes Autocomplete was left blank, the word "length" typed in consultation notes inconsistently and automatically changed to 0 (zero).
- When you add, update, or remove product lines from a counter sale after you click Save & Pay then cancel the Collect Payment window, you will receive an alert that the counter sale has not been saved.
- Click Save to save changes.
- When the counter sale has a balance, the Collect Payment window will open automatically.
- When the counter sale has a $0.00 balance or has no product lines, you will be able to navigate away from the page.
Note: If you have removed all product lines and save a blank counter sale (for example, the client changed their mind), it is recommended you delete the blank Counter Sale consultation in the patient record. Requires the Delete Consultations permission.
- Click Cancel to return to the Counter Sales page.
- The alert will not display if no changes are made to the counter sale after cancelling the payment window.
- Click Save to save changes.
5/18/2023
- When you lock the consultation notes, the Description field also will be locked. To edit the Description field, click Unlock Notes.
- To open a new consultation in a new browser tab or window from the appointment popover card, right-click on the Create Consultation button and select the appropriate option.
- The Procedure Template list has been expanded, so you can view more templates in the drop-down at once.
- The fixed fee is removed from the consultation product line when the line price is changed to $0.
- When you click Save on the new consultation page, you will be returned to the top of the page.
- The client’s balance is updated when you click Ready to Pay, Close Consultation, or Open Consultation.
-
For keyboard users. The page can be navigated with your keyboard, including but not limited to:
When you want to… Press… Move forward field to field
Note: Includes text fields, buttons, links, drop-down lists.
Tab Move backward field to field
Note: Includes text fields, buttons, links, drop-down lists.
Shift + Tab Enable /expand targeted drop-down list
Select value in drop-down list
Enter Move up and down an expanded drop-down list Up and Down arrows Move forward or backward by month in date picker PgUp and PgDn
- When sharing IDEXX Diagnostics results or the client-friendly summary from Neo, the client’s email address recorded in Neo can be selected when you click in the To field.
- When you click the TeleVet logo on a TeleVet consultation, you will be directed to the conversation record at https://flow.televet.com.
5/10/2023
- When a product tracked as a vaccine is completed in SmartFlow and then added to the Neo consultation, the consultation product line menu includes the Edit Vaccine Details option; so you can complete the vaccine details and print the certificate, as applicable.
5/2/2023
- The Overwrite Notes warning will only display if another user has updated notes on the new consultation page before you click Save Notes.
- If you deselect the Group in Invoice checkbox for a procedure template in Administration > Procedure Templates, any existing products' Zero Price setting will no longer apply when the procedure template is added to a consultation
- When you add more than one procedure template to a consultation, each procedure template will be added only once.
- When a product is set to zero price in a procedure template and the quantity is edited on a product line on the new consultation page, the product line price remains $0 when the page is refreshed.
- After adding a product to the consultation, you can tab to the Label field.
- All consultations created from appointments booked through Vetstoria can be opened.
4/3/2023
- When an appointment is created without an appointment type (for example, a Vetstoria appointment), the consultation page can be opened successfully.
- Tax rates up to the fourth decimal place are used when calculating the tax total.
- When any batch number is saved more than once in the product detail's batch information, the batch number and expiration date combination you select in the Prescribe /Refill window will print on the prescription label.
3/20/2023
- The Discount Summary report CSV export and PDF include the client ID to better identify client records.
3/15/2023
- When the same user updates a product line quantity and clicks Save within 5 minutes of the product initially being saved to the consultation, the Inventory Audit report will display the two actions as a single event.
- All other product quantity changes will continue to be recorded as separate events.
3/8/2023
- On the patient Results tab, an All option is included in the preset date ranges.
- To view all patient results, click All in the date range presets. This will expanded the date range from 01-Jan 1980 to today.
- To view all patient results, click All in the date range presets. This will expanded the date range from 01-Jan 1980 to today.
3/7/2023
- When you deselect compounding from existing compounded tax rates in Administration > Tax Rates, the multi-component tax rate will be uncompounded.
2/13/2023
- When reconciling diagnostic results to a patient, the Next button will always display on the Reconcile Diagnostic Order window, so reconciling to a consultation can be completed, as needed.
- Page numbers have been added to the bottom of Administration > Statements page to improve printing and emailing statements.
- There will be 100 records per page.
- Page numbers will be visible when there are more than 100 records.
- To print or email statements:
- Select the record(s) on the page you want to print or email. To select all records on a page, select the header checkbox next to Client.
- Click Print or Email. The Preview page will open in a new browser tab.
- On the Preview page, click Print or Send # Email.
- Click Close Window to return Statements page.
- Click the next page number to review additional records, as available.
- Repeat steps 1-5 until you have printed or emailed all the statements, as needed.
2/6/2023
- The Sales and Cost of Sales filtered by Staff CSV export is updated, so the Dispensing Fee column excludes tax to reflect the net amount.
2/1/2023
- To improve SMS, mobile number validation will check that the mobile number in the Mobile No. box is valid for the country in the Country box on the client record.
Note: If no country is recorded on the client Overview. the branch country saved in Administration > Branch Details will be used to validate the client's mobile number.
- Additional breeds are included in Trupanion’s automatic breed mapping.
For existing Trupanion integration customers. Any breeds that were previously unmapped will be mapped to a Trupanion breed if a match is found at the time of this release. Existing mapped Trupanion breeds will not be impacted. -
Appointment types eligible for Trupanion’s Exam Day Offer have been updated.
- Tech vaccine appointments will no longer display the Exam Day Offer window.
Any appointment type including “new client”, “new patient, or “preventative” will display the Exam Day Offer window.
1/30/2023
- When you prescribe a product that was previously discontinued, a new prescription will be created.
- The Sales and Cost of Sales filtered by Veterinarian CSV export is updated, so the Dispensing Fee column excludes tax to reflect the net amount.
1/16/2023
- Once an SMS or email has been sent, the sent date and time will display in the client and patient communication logs Date columns.
Note: The SMS or email create date will display until the communication has been sent.
12/20/2022
- The Dispensed products in date range > Dispensed products by day (no grouping, client details - useful for detecting missed payments) CSV export is updated to include:
- First Name = Client first name
- Label = Consultation product line label notes
12/12/2022
- When viewing the Schedule in condensed view, the row height will be shorter than full view; so you can see more time slots and appointments without scrolling.
12/5/2022
- If you update your branch details in Administration >Branch Details, fields related to your practice's contact information are required. If any of these fields are empty when you view the Branch Details page, a alert will display.
- Contact Name
- Branch Associate Name
- Address
- City
- State
- Postcode
- Telephone 1
- Email Address
11/9/2022
- Resolved issues with the Schedule and appointment displays:
- Appointment colors display as assigned in Administration >Appointment Settings.
- Times displayed in the left-hand column of the Schedule are top-aligned to their cells.
- Appointment cards fit within their scheduled time slots.
11/2/2022
- Yellow alert messages are updated to a slightly darker yellow color, and the text has been updated from white to black; so the alerts are easier to read.
- The default batch number and expiration date that displays for a product in the Prescribe /Refill and Edit Vaccine modals will be the batch number with the oldest expiration date.
Note: Expired batches will continue to not display in the Batches dropdown.
10/3/2022
- When you update an appointment status to Arrived, the appointment will be checked in successfully.
- When patient data contains a diacritical i.e. a symbol (for example, é), Web PACS results will import into Neo.
9/6/2022
- Purchase orders can be received and saved with a $0.00 cost, as applicable.
- Resolved an issue where a warning erroneously appeared after saving a draft purchase order and clicking the back arrow.
- The Sales and Cost of Sales by Veterinarian and Sales and Cost of Sales by Staff CSV exports include the branch ID to help multi-branch practices identify the location where products were sold.
8/15/2022
- When you select Cancelled to delete an appointment, you have the option to record a cancellation reason.
The cancellation reason will display on the:- Audit list on the Schedule
- Appointment Timeline on the client Appointments tab.
- The patient Search will default to include active patients only on the New Appointment page.
- To include inactive patients in your search, select the Include Inactive checkbox.
- To include inactive patients in your search, select the Include Inactive checkbox.
- The patient breed and species always will display in the patient Search on the New Reservation page.
- The current patient weight, weight unit, and date recorded display on the Patients tab in the client record.
- The status on Credit transactions is updated to make them easier to locate on the client Financial Activity tab and Outstanding Invoices page.
- The Patient Quick List always displays the most recently or currently viewed patient at the top of the list..
8/8/2022
- Existing client and patient alerts can be edited or deleted on the Alerts tabs.
- The Delete button (trash can icon) is replaced with a menu button.
- To edit an existing alert, click the menu button. Then click Edit.
- To delete an existing alert, click the menu button. Then click Delete.
- View the date and time the alert was created and last updated.
- Last updated by is blank if the alert has not been edited.
- Last updated by also displays the user who edited the alert.
Tip: Client alerts can be edited or deleted from either the client or patient Alerts tab.
- The new Decline Products header will no longer flash on the page when a consultation or estimate is created or saved.
- When you edit existing vitals from the Vitals tab, the column headers will be aligned properly with the vitals entry boxes.
8/1/2022
- A reminder will display on the client Overview to ask the client for their mobile number when none is recorded. This reminder was moved from the Home No. to the Mobile No.
- Client mobile numbers must include at least 9 digits to be considered a valid number.
Note: Special characters (for example, parentheses and dashes) do not impact the mobile number. - A warning will display when an invalid mobile number is saved to the client record.
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Sending individual SMS messages will be disabled from the client record, patient record, and patient appointments. You will see an alert to update the mobile number and to try sending the SMS again.
Alert from the client and patient Send SMS buttons Alert from the Create Message button on the appointment popover card Note: Mobile number validation has not been added to bulk sending of SMS messages from either the Schedule or the Client Mailing Lists and Patient Mailing Lists reports; so SMS messages will continue to be created for all clients contained on the schedule for the day or in the report output.
7/21/2022
- The Declined Product / Service area on consultations and estimates is updated to more easily identify when products and services have been declined.
- When a new patient sex is created under Administration > Patient Settings, the new value automatically will be mapped to and visible in your IDEXX Diagnostics and Antech Diagnostics reference data mapping.
- In the client and patient Reminders tabs, patient reminders are color-coded to quickly identify the due date timeframes.
- Red = Overdue
- Yellow = Due today or within the next 30 days
- Teal = Due more than 30 days from today
6/27/2022
- Resolved an issue where changes to diagnostic products with diagnostic names longer than 100 characters could not be saved.
6/13/2022
- After you click the Convert to Consultation button on an estimate, the button will be disabled until the estimate details have been converted to a consultation, to ensure the estimate is only converted once.
- When a numeric string (for example, phone number or patient ID) is searched using the global (power), client, patient, or new appointment patient searches, results will be returned only where the string entered exists in sequential order in the client or patient record.
5/23/2022
- When a client is tax exempt and a manual /ad-hoc product is entered on a consultation line, the tax rate always will be 0.00%.
- Written-off balance adjustments and assessed finance charges are included in the Bad Debts report.
- All write-offs will be included in the Bad Debts report, regardless of the written-off amount.
5/16/2022
- When you perform a search by phone number, all searches by client phone will only search the number and not include spaces or special characters entered.
- Global (power) search
- New Appointment Patient search
- Client search page
- Patient search page
- The Patient search page can be searched by client work phone number and return matching results.
- The Patient search page can be searched by client secondary phone number and return matching results.
5/2/2022
- When you preview, print, or email more than one invoice from Collect Payments > Invoices Awaiting Payments, the sort order on the page will be retained.
Note: When Invoices Awaiting Payments is sorted by Client, the secondary sort is Date Closed.
- You can search to filter the Payment Summary by your practice's Neo Payment terminal names.
- When viewing the patient record, the Problems tab will display the number of problems recorded for the patient, similar to how the Alerts and Files tabs display.
- If no problems are recorded, no number will display.
4/25/2022
- When a client is granted access to the Client Portal and creates their credentials, password guidance displays on their login page.
- The Invoices Awaiting Payments tab (Collect Payments > Invoices Awaiting Payments) is improved to help locate and print outstanding invoices.
- A Search box as been added next to the date picker. You can search by Invoice No., Client name, or Staff.
- You can sort by Client or Date Closed when you click the column header.
Note: Date Closed is still the default sort order for Invoices Awaiting Payments.
- You can filter the Products page when you select any product class in the All Product Classes dropdown and then click Go.
4/18/2022
- Resolved an issue where subsequently saving Appointment Settings in more than one browser tab resulted in an error when trying to schedule an online appointment from the Client Portal.
- The Products Settings page will display correctly, regardless of the length of a Product Class name.
- To improve readability, very long Product Class names will wrap when the reach the maximum column width.
- Resolved an issue where the client and patient Send SMS buttons did not open if the client's last name contained an apostrophe.
4/11/2022
- When a product with a positive quantity and negative dollar amount (for example, a manufacturer coupon, rebate, or dollar-amount discount) is added to an estimate product line, the low and high line prices will always calculate correctly.
- Product Extra Field form variables can be added to custom invoice templates and templates used for Print Documents special actions and will merge the information recorded in the respective extra fields.
- A grouped procedure template's average tax rate will display correctly when printed or emailed.
- The Search box functionality on the Payment Summary page is improved to allow searching by a client's full or partial first and last name. For example, Jane Smith can be searched as:
- Jane Smith
- Smith, Jane
- Ja Smi
- Smith
- A consistent success message will display after activating or deactivating any product.
4/4/2022
- The Today's Appointment tooltips will always display when you hover your mouse over a question mark (?).
- When receiving a product on a purchase order and the product's pack size is zero (0), you will see an error.
Note for Vetcove practices: This error will display for Neo purchase orders only.
3/28/2022
- If the product saved as the New Patient Product in Administration > Branch Settings has been deactivated, the product will not be added to a new patient’s first consultation.
- The date picker on both the Communications and Callbacks tabs work as expected.
- Formatting on the Comm Log Callbacks tab is improved to ensure information from one column does not flow over to another column.
3/21/2022
- The Neo Payments URL points to the updated Neo Payments website in Administration > Integrations.
- The greater than (>) and less than (<) symbols will display as entered when viewed from the Boarding module in Cage Types and Cage Names.
- Resolved an issue where users without the Dynamic Pricing permission could not save taxed products to consultations or estimates.
- Resolved an issue where users without the Dynamic Pricing permission could not save product line updates to Counter Sales.
- When using a custom invoice template that contains the [ID-chip] and [date_of_birth] form variables, the microchip ID and date of birth will not populate on prepayments.
Reminder: Prepayments are associated to clients only, so the patient name and signalment will not display.
3/7/2022
- The multi-user editing alert will display when a user opens a consultation, and another user is also viewing or editing the consultation.
- When the user selects a product on the Products list page and then returns to the Products list page, the last selected value in the Product Class filter will be retained.
- The Text Messaging (SMS) Usage report is updated to describe the report data more accurately.
2/22/2022
- When the [symptoms] form variable is used on the estimate template, _quote_, any /all problems entered in a patient estimate’s Master Problem List box will display when you print, email, or preview the estimate.
- Resolved an issue where a patient move /merge could not be saved if the move /merge was started while viewing certain tabs in the patient record.
1/31/2022
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For Firefox users. Images can be added to consultations, forms & certificates templates, and procedure templates by clicking the Images icon on the editor toolbar.
Note: This has been update to match the functionality in Chrome.
- When viewing the Payment Summary on an iOS device, the date picker will display stacked (start date picker on top of the end date picker) to make it easier to select the desired dates.
1/24/2022
- When you save a block appointment to the schedule, the schedule will always remain at the time the block was scheduled.
- The subtotal for Neo Payments on the Payment Summary and the Practice Dashboard > Payments will always match.
- Special characters (for example, "&") as part of a reminder type name will always display correctly in the reminder banner on the patient record.
- When creating a new user in the Business Owner role, all selected permissions will be retained after clicking Save Changes.
1/18/2022
- When previewing any forms & certificates template in the Reminders Reports group in Administration > Forms & Certificates, a generic client and patient will always be used to populate the client and patient name form variables.
- Resolved an issue where some of the Inventory Audit report pages were out-of-order and misnumbered.
1/10/2022
- The client and patient search in the Move /Merge modal will always be responsive regardless of which section of the patient record is viewed when initiating the move /merge.
- Vetcove customers only. If a Neo product and Vetcove product were originally mismatched, you can unlink the products in Neo from received and partially received purchase orders. See Unlink Neo and Vetcove products to learn how.
- When a product with existing stock level values (O/H, Min, Opt) is updated to be tracked as a Digital product, the product will not display on the Critical Stock Shortages list or the Inventory Audit report.
- From a diagnostic product’s details, when you attempt to activate or reactivate a diagnostic product that is no longer available in the Directory of Services (DOS), you will see appropriate messaging and the product will remain inactive.
- A new Created by column displays between the Date Created and Appointment Type on the Appointment Summary CSV. The Created By user is the logged in user when the appointment was created.
- The Results column on diagnostic results converted from your previous PIMS has been widened, to improve the view and reduce scrolling when reading diagnostic results or notes.
11/24/2021
- A new form variable has been added for alerts entered on the client record: [client_alerts]
- The [client_alerts] form variable can be used on all forms and form groups.
- A new form variable has been added for alerts entered on the patient record: [patient_alerts]
- The [patient_alerts] variable can be used on all forms except:
- Forms in the Client Reports category
- Multi-pet forms: Combined_Reminder_Email and invoice_v3
- The [patient_alerts] variable can be used on all forms except:
- Resolved an issue where Unsubscribed from promotional emails prevented emails from being created with the Find Your Lost Clients report.
- When an online appointment is scheduled for a duration that does not fully cover a subsequent time unit based on the practice's default Time Increment, Neo will automatically adjust the appointment end time to cover the time unit.
For example, if your practice's appointment time slot duration is 20 minutes, and an online appointment is booked for 30 minutes, Neo will round up the appointment time to 40 minutes.
11/18/2021
- Products that are deactivated show as Inactive when viewed on the Product List page.
- The Inventory Audit date picker can be used to report back prior to 2020.
Note: Up to a one-year date range can be selected.
11/15/2021
- If a diagnostic test that is active in Neo is no longer available from VetConnect PLUS, Neo will automatically update the diagnostic product's status to inactive in the Directory of Services (DOS).
11/9/2021
- Resolved an issue where an online payment link is erroneously created for a different invoice.
11/8/2021
- The selected provider when making an online appointment will be retained when the appointment is saved to the Schedule.
- When you create and schedule a new patient through the Client Portal Online Booking, all patient information entered will be saved to the patient record and be visible on the booking confirmation page.
- When you schedule appointments for more than one patient in the portal, the patient name, species, and appointment type from first patient schedule will no longer display for the second patient being scheduled.
11/1/2021
- The Payment Summary (Cashing Up) Totals and Details PDFs will always print the payment transactions displayed on-screen.
- When filtering the Product Bulk Changes by Product Class, only products assigned to the select product class will be returned in the search results.
10/25/2021
- After copying an existing block appointment, the pasted appointment will always display correctly on the Schedule.
- All existing open callback tasks can be edited and saved, regardless of due date.
10/19/2021
- When creating a callback task, the date selected using the date picker will saved.
- The Rabies Vaccines and Tags report can be filtered by client ID or client name.
- The Rabies Vaccines and Tags report CSV output returns additional client and patient information.
- Email address
- Work phone
- Mobile phone
- Age
- Microchip ID
10/14/2021
- Resolved an issue where copying an appointment two or more units long only retained one unit upon pasting.
- The link between an appointment and an estimate created from that appointment will not break.
- Appointments with a No Show statues will display on the client Appointments tab.
Tip: When viewing the Appointments tab, press CTRL (or CMD) + F to use your browser search to 1) get a quick count of the number of No Show appointments the client has; and 2) easily locate those appointments. - When a user tries to move or view an appointment that was moved or deleted by another user, or in another browser or device, the user will receive an alert..
9/27/2021
- New clients and patients can always be added when matching client and patient records for unmatched appointments created in Vetstoria.
- Results will always render properly when previewing or printing results from the patient record.
- When declined products are reverted and removed from the consultation before saving, the product's on-hand quantity is updated appropriately.
9/21/2021
- The client account balance will always display when viewing the Counter Sales page.
-
For conversion customers only. Resolved an issue where a diagnostic range's low value and UOM were overlapping on converted results.
9/8/2021
- When the ‘<’ character is entered in a callback task note, it will display correctly in the consultation notes created from that callback.
- The current sort and filters is retained when you print the Payment Summary Details via PDF.
- The client name displays on the Print PDF > Details as Last Name, First Name.
- Resolved an issue where some links navigated to the legacy Cashing Up page instead of the new Payment Summary.
- A new Edit Block Appointments permission has been added to the user permissions list.
- All users are assigned this permission by default.
- When the permission is selected, the user can edit and delete existing block appointments.
- Users with the permission:
- Can still copy existing block appointments.
- Will see the Copy icon instead of the Edit icon when viewing block appointments on the Schedule.
- Cannot cut + paste; edit and save; or drag and drop to move block appointments.
- Cannot delete existing block appointments.
- All users can still create new single and recurring block appointments whether they have the permission or not.
8/30/2021
- Resolved an issue where deleting or voiding a credit invoice created from an overpayment resulted in the credit doubling the client account balance.
- When you need to update the date range on the Payment Summary, the month and year can be selected from respective dropdowns using the date picker.
8/16/2021
- When a consultation created from an appointment has an invoice total resulting in a refund /credit, the appointment status will be updated to Finalized once the refund is completed.
- Resolved an issue when trying to view patient records with a saved patient photo in Neo resulted in an error in 3rd Party Access.
- When you edit an existing patient reminder on the Reminders tab, the Time dropdown will display correctly.
- When you need to delete a payment that was part of a prepayment refund (for example, to add the credit balance back to the client account):
- the payment will be deleted.
- allocated credits will be removed from each invoice.
- the client account balance will reflect the credit amount.
- When Supplier is selected as the Define Search, you will be able to select the supplier from a dropdown, no longer needing to free type the supplier name.
- Products’ supplier can be reset en masse to the default value (-Select-), if needed, by selecting the new -None- value at the top of the Define Attribute > Supplier > Apply a new value dropdown.
- Resolved an issue where SMS created from the client or patient record, Schedule, or individual appointments were not always sending automatically when your Company Settings > Send SMS Immediately is enabled.
- Improved messaging will display when you attempt to deactivate a supplier in-use on one or more products in Administration > Suppliers.
- You will be directed to update products’ suppliers using the Product Bulk Changes tool.
7/6/2021
- When printing or mass emailing rabies certificates from the Rabies and Vaccines Tag report, the vaccine form variables will always populate with the available rabies vaccine information within the selected date range.
- For Neo Payments customers. The Authorization and Transaction ID columns will always be included in the Individual Client Payments and Invoices .CSV export.
6/24/2021
- The appointment date on the client portal appointment confirmation template follows our standard date format, MM-DDD-YYYY, to support customers in all geographic regions. For example, 06-Jun-2021.
- Resolved an issue where success messages and warnings /alerts occasionally displayed on printed forms.
- When reassigning breeds or species in Administration > Patient Settings, a warning will display if you attempt to reassign a breed or species to itself.
- When you create a consultation from a callback task, callback notes copied to the consultation will word-wrap correctly.
- When you select and view All Closed Tasks in the Task List, the default sort of all closed tasks will be by the task close date, ascending order.
6/17/2021
- Resolved an issue where some patient counts viewed in the Breed list in Administration > Patient Settings were not calculated correctly.
- When printing or emailing a form from the Rabies Vaccines and Tags report, the forms preview will always open.
Note: If you use the Rabies and Vaccines Tag report to print or email rabies certificates in bulk, the vaccine form variables will be updated for use with the report in an upcoming release. Until then, rabies certificates can always be printed either from:- the rabies vaccine product consultation line on a draft consultation or
- the rabies vaccine record on the patient’s Vaccines tab.
6/8/2021
- Resolved an issue where forms containing images with inline text (image and text aligned side-by-side) caused errors when trying to the client and patient Forms tab and Administration > Forms & Certificates.
6/7/2021
- Removed legacy Google Cloud Print information no longer needed that impacted some Neo Cloud Print activity.
- When refilling a prescription, the product name will always remain locked from being written over on the consultation line to ensure voids are recorded correctly, as needed.
- Resolved an issue where some patient sexes were not displaying correctly.
6/3/2021
- Resolved an issue when creating a callback task from the Task List, species and breeds were not displaying in the patient search window after searching for a patient name.
- Resolved an issue where deleting the product name on an existing consultation line then selecting and saving a different product on the same line resulted in the deleted product being re-added to the consultation.
Note: The recommended workflow to delete a consultation product line is to click the menu button on the row of the product, then select Remove, Decline¸ or Void, as appropriate.
- Sending a mass email from the Client Mailing Lists (Newsletters, SMS, Email) report will only send one email per client that meets the selected criteria.
- SMS messages will be created successfully from the Client Mailing Lists (Newsletters, SMS, Email) and Patient Mailing Lists with filters for Products and Signalment reports.
- If you want to delete the default tax rate (for example, when the tax rate is not in use on any products) in Administration > Tax Rates, you must select a different default tax rate in Branch Settings first.
5/26/2021
- If you need to schedule an appointment for a day when the practice is normally closed (for example, an emergency), the From and To dropdowns will use the hours from the longest open day, based on the Appointment Hours in Administration > Appointment Settings.
- Resolved an issue where the payment method would default to the first alphabetic payment method upon opening the Edit Payment Method window to make a correction from Cashing Up.
- When a client schedules an appointment through their client portal, only available time slots during open practice hours will be displayed to select from.
- When viewing the Consults tab, clients can see the line item pricing and invoice totals.
- To resolve an issue where callback tasks on the Task List displayed as blank when the consultation-level provider was not selected and to improve patient care:
- After the initial consultation-level provider is saved, the –Select—option will no longer be available in the Provider dropdown.
- When required to select a consultation-level provider while reconciling diagnostic results to a consultation, the provider you select in the Reconcile modal will be saved to the consultation.
- For conversion customers only. Converted files on the client, patient, and consultation Files tabs can always be opened and viewed, regardless of file size.
- Resolved an issue when sending a mass email from the Client Mailing Lists (Newsletters, SMS, Email) or Patient Mailing Lists with filters for Products and Signalment reports, the category was not saving in the Email Manager.
- Improved error handling when transaction authorization times out.
- After reassigning species or breeds in Administration > Patient Settings, the patient counts will update, as appropriate.
- To improve reporting and product /inventory management, when a product class is saved with a leading or trailing space (i.e. a space before or after the product class name), those spaces will automatically be removed.
- When you complete a TeleVet visit, the TeleVet consultation will be saved to the patient record in Neo automatically marked as closed,
- Users with the System Admin permission can grant any permission to another user, even if the System Admin user does not have a permission themselves.
5/4/2021
- (UTC +7) has been added to the Timezone drop-down for customers in that time zone.
- You can update the default weight unit (Imperial or Metric) that displays every time you enter a patient weight with a new branch setting, Default Weight Unit, in Administration > Branch Settings..
- When a pet owner requests a password reset of their client portal, the password reset link always will be generated in the Client Password Reset Email.
- When a form or certificate is electronically signed, the horizontal signature line will always display under the signature.
- When a new color is entered and saved on a patient record, that color will be available immediately in the Color drop-down on subsequent patient records.
- The Sales and Cost of Sales by Veterinarian and Sales and Cost of Sales by Staff reports’ CSV exports will return applied consultation line discounts.
3/30/2021
- When updating an existing callback task, clicking the calendar icon always will open the date picker.
- When editing a client or patient form in preview, or after saving the form, close the browser tab to return to the client or patient record on the previous tab.
Note: This replaces the Close Window option at the top of the preview edit screen.
- Resolved an issue where the last consultation line update was not saved when confirming the overwrite when the consultation had been editing in two or more browser tabs.
- Resolved an issue where the last consultation line update was not saved when confirming the overwrite when the consultation had been editing in two or more browser tabs.
- Users without the Edit Consultation permission will still be able to take payment on saved counter sales.
- The +Add New Support Ticket button always opens the support ticket form.
- If you delete patient reminders from the All Due Reminders page, you will see a success message displaying the number of reminders deleted.
3/15/2021
- When a pet owner submits a request via their portal to update their client or patient record, new values will populate the email for fields only where changes were requested.
- Quantity and price cannot be edited on paid counter sales.
- The product class is included in the Sales and Cost of Sales by Veterinarian report CSV export.
3/4/2021
- Saving a paid counter sale no longer updates product on-hand amounts.
- Products can be deleted from an update counter sale.
- We fixed an issue with report permissions.
- You can scroll to the bottom of the task list when there are more than 25 tasks.
2/26/2021
- The form selected as the default invoice or invoice no prices form in Company Settings cannot be deleted from the Forms and Certificates list.
- The new and old tax rate will display in the Tax Rate column when mass updating product tax rates.
- We fixed an issue where the draft refund alert displayed incorrectly for clients with multiple pets.
- When deleting reminders from All Due Reminders, users will be warned the reminder will also be deleted from the Reminders tab in the patient record.
- Patient signalment and client email address have been added to the Appointment Summary .CSV file generated from the Appointment Summary report.
1/19/2021
- Resolved an issue when reverting declined products after reopening a closed invoice, any special actions will successfully trigger.
1/11/2021
- Resolved an issue when generating the 3rd Party Access activation email from a patient record, it will send successfully to the email recipient.
12/28/2020
- The Diagnostics Name and diagnostic code have been added to the Directory of Services (DOS) search, ensuring if your practice updated a diagnostic product’s Product Name it can still be found in the DOS.
- The 3rd Party Access activation email has been updated with improved messaging and can be customized in Administration > Forms & Certificates. This is the form sent to third parties (for example, boarding facilities, referral vets, groomers) when you click the 3rd Party Access button on a patient record.
IMPORTANT: The [patient_portal.activation_link] form variable must remain entered in the template for the 3rd Party Access Email to send correctly.- Template name: _3rd_party_access_email
- Report group: Other
- Resolved an issue with line space formatting in the patient quick list.
- When creating a new user in Administration > User Management, common user permissions will be automatically assigned based on the user role selected from the User Role dropdown.
Note: User permissions can still be customized per individual user, as applicable. See Add and manage users and User permissions for additional information.
IMPORTANT: All reports continue to be automatically selected for all users upon creating their user profile. Make sure you review and update each user’s report access after initially saving the new user profile.- Nurse, Vet, Locum, or Other roles will automatically be assigned to:
- Edit Consultation
- Deactivate Records
- Edit Records
- Reports
- Receptionist role will automatically be assigned to:
- Edit Consultation
- Deactivate Records
- Edit Records
- Reports
- Cashing Up
- Business Owner role will automatically be assigned to all available permissions including all reports.
- Nurse, Vet, Locum, or Other roles will automatically be assigned to:
- If you select a new user role for an existing user, all current permissions will be cleared; and the default permissions of the selected user role will be assigned.
12/01/2020
- Resolved an issue when sending a mass email from a report (for example, Client Mailing Lists), when a branch is selected from the Analysis Criteria Branch dropdown.
- The Client Portal activation email has been updated with improved messaging and can be customized from Administration > Forms & Certificates. This is the form sent to clients when you click the Portal Access button on a client record.
IMPORTANT: The [client_portal.activation_link] form variable must remain entered in the template for the Client Portal Access Email to send correctly.- Template name: _client_portal_access_email_
- Report group: Other
- The Client Portal password reset email has been updated with improved messaging and can be customized from Administration > Forms & Certificates. This is the email sent to clients when they click the “I forgot my password link.” on their client portal login page.
IMPORTANT: The [client_portal.password_reset_link] form variable must remain entered in the template for the Password Reset email to send correctly.- Template name: _client_portal_password_reset_
- Report group: Other
11/18/2020
- When you insert a bulleted list into an existing numbered or bulleted list, the inserted list will be single-spaced.
- Resolved an issue where editing the percent amount on an existing discount in Administration > Financial Settings removed the discount from the client Overview tab.
- Resolved an issue where a prepayment’s credit invoice displayed with a timestamp different from the associated prepayment transactions if the timezone had been changed under Administration > Branch Details.
11/04/2020
- If needed, a consultation that previously had one or more ordered diagnostic product lines can now be deleted.
- Resolved an error when sending a mass email from a report (for example, Client Mailing Lists), when form variables containing branch specific information are included on the selected Forms & Certificates template.
- The Combined Reminder Email template can be edited from Administration >Forms & Certificates.
IMPORTANT: The [patient_reminder_list_by_client] form variable must remain entered in the template for the combined reminder emails to send correctly.- If you use the Reminder Message box, the [reminder_message] form variable must also be entered in the template.
For multi branch practices. A reminder that Forms & Certificates templates are shared across branches; but the Reminder Message box on the Combined Reminder Email template is branch specific.
- If you use the Reminder Message box, the [reminder_message] form variable must also be entered in the template.
- Selected products’ supplier can be updated using the Define Attribute = Supplier
- When Product Class is selected as the defined attribute, the product class name can be selected from a drop down.
- Several reports’ calculations have been updated to return prices excluding tax (Net Sales) in their spreadsheet output, to bring consistency across sales reports and the Practice Dashboard.
Note: Any available charts for these reports still display Gross Sales. The chart titles have been updated to reflect this.- Sales of Products, Product Classes grouped by Provider
- Sales and Cost of Sales filtered by Staff
- Sales and Cost of Sales filtered by Veterinarian
10/14/2020
- For customers with Vetstoria integration. Timeslots with recurring blocks will not be displayed when booking online appointments.
- When creating a mass email from a report (for example, Client Mailing Lists), users will see messaging indicating the number of emails being created in the Email Manager.
- If no records match the report selected criteria, users will see appropriate messaging.
- All future appointments for a clients’ patients on a invoice will display when the invoice is printed or emailed.
- Patients will display in alphabetically order.
- Appointments display in ascending order for each patient and include the appointment date, time, and reason for visit.
- A new [future_appointment_list] form variable has been added to the Form Variable List in Forms & Certificates administration.
- The invoice_v3 Invoice template has been updated with the new [future_appointment_list] form variable.
- If your Default Invoice template is invoice_V3 and you've never edited the form, no setup is required.
- If your Default Invoice template is invoice_V3 and you've made any edits to the form previously, go to Administration > Forms & Certificates, locate your invoice template and add the new form variable, as desired.
- If your Default Invoice template is a different template than invoice_V3, go to Administration > Forms & Certificates, locate your invoice template and add the new form variable, as desired.
- If you toggle off billing when you complete a treatment in Smart Flow, the associated product will not be added to the patient consultation in Neo.
- Resolved an issue where previewing the _statement_ template resulted in an error in Administration >Forms and Certificates.
- All users’ open tasks can be viewed from the Task List on the Home page.
- Select the All Open Tasks dropdown when viewing either the Results or Callback tasks to view all users’ open tasks.
10/02/2020
- All available timeslots on the schedule will always display when booking an online appointment through the client portal.
- Whether a consultation is saved or not after deleting a consultation line, the invoice total will always print correctly.
- The patient birthdate will display as “unknown” if the age and birthdate are not saved to the Overview tab.
- When a previously closed Smart Flow consultation is reopened then the quantity of a treatment is updated in Smart Flow, the quantity on the corresponding consultation product line will be updated as expected.
- Write off transactions will no longer be returned in the Sales and Cost of Sales filtered by Veterinarian output.
8/25/2020
- When viewing IDEXX diagnostic results from the Diagnostic Orders and Results page or the patient Results tab, any results comments will display in the available space without needing to scroll horizontally (left-right).
- Resolved an issue where the patient’s breed would not save to the patient Overview tab when creating a new patient from the New Appointment window and the breed name contained the word “mix”.
8/17/2020
- Resolved an issue where a consultation could not be saved after cancelling the concurrent edit overwrite warning.
- The patient [sex] form variable will populate the corresponding selection from the patient Overview tab, reflecting the patient’s current altered status (Male Female, Neutered Male, Spayed Female, Unknown).
- The [neutered] form variable no longer displays in the Forms & Certificates form variables list when adding or updating a template.
Note: The [neutered] form variable still works and will continue to display as prior to the release; but you can update your templates in Administration > Forms & Certificates, if desired.
- When viewing the patient Overview tab, the patient’s birth date displays next to the patient’s age.
- Special characters (&, “, or < >) will display as entered when viewed from:
- Rx tab
- Vaccines tab
8/05/2020
- When a client or patient data change request is submitted through the client portal and there is no branch email address entered in the Branch Details, the request will be sent to your practice’s email address provided at the time you signed up for Neo.
- Consultation line prices will always be displayed in the Edit Order Consultation modal when viewing reconciled orders from the Diagnostic Orders and Results page.
- Updating a consultation line provider of a reconciled order in the Edit Order Consultation modal will always display the updated line provider when viewing the consultation in the patient record.
- When the plus sign (+) is clicked on an estimate product line, the Print Label button has been removed.
- The tabs in a patient record will always be aligned in a single row, regardless of the files and /or alerts counts displayed.
- The patient age will always display on the patient Overview tab.
Note: We are aware of an issue where “Date Entry” displays next to the patient age instead of the birth date, as expected. You can view the birth date by clicking on “Date Entry” until this issue is resolved with our next update. We apologize for any inconvenience
- Search results on the Products page can be filtered by product class.
7/27/2020
- Suppliers can be administered by users with the Product Admin permission.
- The patient sex can be selected from a single drop-down; and the Neutered /Spayed checkbox has been removed from the patient Overview tab. The corresponding new selections from the drop-down have been applied automatically, as warranted.
- Previous Female + Neutered /Spayed checkbox selected = new Spayed Female
- Previous Male + Neutered /Spayed checkbox selected = new Neutered Male
- The Reconcile Diagnostic Order modal has been updated to display whether the patient has been spayed or neutered.
- Resolved an issue where a patient’s age sometimes saved one day less than originally entered.
- The Rabies Vaccines and Tags report will always return the patient’s current weight entered on their Vitals tab.
7/21/2020
- Addressed an issue where the ‘<’ character was causing missing information in a new Callback task.
- Addressed an issue where the consultation restore functionality was not working correctly for the first product line during some scenarios where the consultation was open in multiple sessions.
- For Canadian Practices: Updated the IDEXX Reference Lab test directory to show the non-numeric test codes that Canadian practice partners are used to referencing.
- Updated the way patient sex is displayed in the Patient Ribbon, Reports and Callbacks to include if the patient has been spayed or neutered.
- Addressed an issue where the approximate tax rate for a Grouped template was not being displayed correctly on a printed invoice.
- Addressed a scrolling issue in the Combined Reminders email settings screen.
6/22/2020
- The terminal connection status will always display appropriate messaging when pinging the terminal in Administration > Integrations by clicking the Test Connection link.
- When creating or updating a procedure template in Administration > Procedure Templates, the template will display within the editor boundaries.
- As available, completed dental chart reports will sync to the consultation and patient Files tabs as a PDF when a patient is discharged from Smart Flow.
- After a consultation is closed, vital signs fields will only display for those vital signs that were recorded when viewing:
- The invdividual consultation.
- The patient consultation history from the Consults tab.
- Any form containing the [vital_signs] form variable.
6/11/2020
- A balance adjustment can be entered by users that have either the System Admin or Branch Manager permission.
- A product search can be started from any page of a previous search’s multi-page results on the Products list page.
- When searching a rabies tag using the global search, patients who had a rabies tag entered on a now-deleted consultations will not be returned in the search results.
5/29/2020
- Procedure Templates can be administered by users with either the Branch Manager or System Admin permission..
- A "2 years" option is available in the Tag Duration dropdown when you:
- Create or edit new rabies vaccine products.
- Edit vaccine detail from the draft consultation line.
- Edit vaccine details or update the tag # from the Vaccines tab.
5/20/2020
- When viewing consultation history from the Consults tab, a file icon will display next to the provider name along with the number of files, if there are files attached to the consultation.
- If no files are attached, no icon or number will display.
- When viewed from the patient Files tab, the consultation ID will display as a link, which takes the user back to the consultation Files tab where the file(s) are attached.
- All Files tabs (Client, Patient, Consultation) will display the number of files attached, similar to how the Alerts tab displays.
- If no files are attached, no number will display.
- When you select “Supplier” as the Define Search filter and perform a search by full or partial supplier name, the Product Bulk Changes tool will return products that match the name entered.
- After running the Dispensed Products in date range report, the Download Spreadsheet button will be available for both output options.
- The Population by Species report name and calculation method have been updated to return patient counts by species with at least one closed invoice during the selected date range.
5/7/2020
- When creating a new client record, the Find address search will always return suggested addresses that can be selected based on the address entered.
4/27/2020
- To protect from unintended edits, when a value in one product line (product name, label notes, quantity, price) is inadvertently dragged using your mouse, the value cannot be dropped to another field or line on:
- Consultations
- Estimates
- Refunds
- Counter Sales
- Purchase Orders
- Both the Email Manager and SMS Manager display up to 1,000 messages at a time, to improve resending or deleting messages, as needed.
- When a patient is moved from one client record to another, the patient files and consultation files, including the patient photo, will be moved with the patient.
- When a patient is merged to another patient record, the patient files and consultation files will be merged to the destination patient.
- If the originating patient has a photo and the destination patient does not have a photo, the originating patient photo will be moved to the destination patient.
- If both patients have a photo, the destination patient’s photo will be retained.
- If a prescription refill is added to a consultation already containing a refill for the same product, the Rx tab and remaining refills will be updated as expected.
4/13/2020
- When creating or updating an appointment, all field selections and any notes entered will always be remembered regardless of when you search for the patient in the modal.
- The appointment modal can always be closed by clicking Cancel or the X in the upper right corner, as needed.
- When creating or updating a product special action callback task, you can default a specific user that the callback task will be assigned to when an invoice containing the product is closed.
- If no user is selected for the Create Callback Task special action, the task will default to the consultation line provider (existing behavior).
- If the user selected for the Create Callback Task is deactivated, the task will default to the consultation line provider.
- When you view your digital imaging order from the consultation line (click menu button > View), the content will always fit in the window.
- When inserting a picture into a form in Edit mode of the Preview window, the Image Properties window will display the selected picture as expected.
- The patient record will always display the tabs in a single row, even when there is a large number of alerts displayed on the Alerts tab.
- The SMS Manager will display 1,000 messages at a time per tab (Ready to Approve, Outbox, Sentbox), to ensure accessibility to the page when there are a large number of messages that need to be reviewed and managed.
3/23/2020
- For multi-branch practices only. Diagnostic results will always be associated with the same branch the order was placed to reduce the number of unreconciled orders.
- .jpg images imported from Web PACS will always be saved to Neo.
- The Move /Merge window has been updated to ensure patients are moved or merged to the correct record.
- Current patient signalment and pet photo (as available) displays at the top of the Move /Merge window.
- When the Move function is selected, only client records are searchable.
- When the Merge function is selected, only patient records are searchable.
- Enhanced search returns detailed results such as client contact information and patient signalment.
For more information, see Merge or move patients.
- “Species” has been removed as a selection from the Species dropdown list on the patient Overview.
- For iPad users. Patient reminder due dates will always be visible in their entirety from the patient Reminders tab and the All Due Reminders page.
- The client ID and patient ID are included in the Dispensed Products in date range (no grouping, client details – useful for detecting missed payments) to more easily identify which clients and patients received the products or services.
3/4/2020
- Diagnostic order matching has been improved to ensure results converted with an "Unknown" source will no longer be updated when new diagnostic results are received for a patient.
- When the product name on the New Purchase Order page is more than one line, all of the product row information is properly aligned.
- The border spacing has been updated on the Diagnostics page’s Species, Breeds, and Gender mapping tabs.
- The number of products per tax rate has been updated to clarify only active products are displayed on the Administration >Tax Rates page.
- The Help & Support page displays the Neo Support contact phone number and hours for all Neo customers and subscription plans.
- When more than one Define Search criteria is selected, products matching each criteria will be returned in the results.
2/25/2020
- Marking a patient as deceased will only delete their future appointments after “today”: any appointments for the patient as the same date they are marked deceased will remain intact.
- The Postcode field in Administration > Branch Details has been increased to 10 characters.
- The patient breed list downloaded from Antech has been updated to no longer include duplicates.
- A patient prescription that has remaining refills will no longer be refillable after the product is inactivated in the Product details. When viewed from the patient Rx tab:
- The prescription refills will be left intact, as they are part of the patient medical history.
- The Refill box will not display to the left of the product name.
- Users will see "Product inactive" when hovering their cursor over the product name.
2/6/2020
- When you click the plus sign (+) on a consultation line to view the product details, the On Order quantity will display the correct on hand amount for that product.
- To support foreign currencies for practices outside the U.S., you can enter and save a product’s unit buy price, unit selling price, and fixed fee up to 10 digits before the decimal on the Products details page.
- If a practice has no active reminder types, users will see appropriate messaging on the patient Reminders tab to create or activate at least one reminder type in Administration.
- Users with the System Admin permission will see a clickable link that takes them to the Administration > Reminders page.
- Average net sales by provider is included in Provider Performance on the Practice Dashboard (Reports > Practice Dashboard).
- SMS messages that have received an error due to invalid mobile numbers will be excluded from the Send queue, allowing the next group of SMS to be sent successfully.
1/28/2020
- Clients will see a message directing them to call the branch phone number listed under Branch Details when they try to access online booking after it has been disabled for the branch in Administration > Client Portal Settings.
- When a forms template includes the [vaccine.tag_number], [vaccine.batch_number], and [vaccine. batch_expiration_date] form variables and no vaccine tag or batch information is entered with a patient's vaccine details, those fields will appear blank on the rabies certificate and vaccine certificate.
- When a user is viewing or updating a product’s details then switches branches, the user will be brought to the current branch’s Products list page since products are unique to each branch.
- On the Inventory Audit, the transactions that updated a product’s on hand quantity will always be sorted by the date and time of the transactions.
01/20/2020
- Ordering diagnostic products will be disabled from a consultation if you previously deactivated the product’s related integration (VetConnect PLUS, Antech) in the administrative settings.
- The low and high subtotal, tax, and total amounts will always display correctly when viewing the patient estimate details.
- If one or more SMS messages have been sent on another device or browser tab and the SMS page has not been refreshed, users will see messaging that the SMS messages have already been sent..
01/10/2020
- If a diagnostic order is not successfully transmitted, the diagnostic products will not display as ordered on the consultation; and users will see improved messaging directing them to try again.
- Problems manually entered into a consultation’s Master Problem List that contain special characters (for example, &, < >) will always display as typed.
01/06/2020
- Margins are aligned on all Administration pages.
- The patient record will save successfully when there is an Extra Field name containing a database keyword.
- The date filter on the Purchase Order List page uses the local time for the practice.
- Products can be searched for and added to a purchase order using a barcode scanner.
12/23/19
- Appointment notes copied and pasted from another source for example, Microsoft Word) will display correctly when viewed from the Schedule.
- An appointment will display once on the Schedule even when more than one user has updated and saved the appointment details at the exact same time.
- Client email addresses containing both upper and lowercase characters can always be saved to the client's Overview.
- The patient registration date will always display the date the patient Overview was created.
- In support of Web PACS result not being accessible from the Results tab in the Client Portal and Third Party Access, users will see improved messaging directing them to contact the practice for image results.
- The On Order quantity in the Product details will always display the correct amount on Ordered and Partially Received purchase orders.
- The Unit Selling Price Inc Tax is view-only in the Product details, since the amount always has been for reference only.
- When the Price Warning Delta in Branch Settings is blank, the price change warning will not display when you update a price in the Product details.
12/12/19
- Practices have the option to show prices including tax as part of the Taxed flag on consultation product lines.
- New setting Display Price Inc Tax under Administration > Company Settings.
- Price Inc Tax reflects any discounts.
- By default:
- US and CAN companies = feature is turned OFF
- ANZ companies = feature is turned ON.
- The Source filter on the Directory of Services page will always filter diagnostic tests based on the selected source(s) (IDEXX Reference Laboratories, IDEXX VetLab Station, IDEXX Web PACS, Antech)
- Improved messaging will be displayed if you place a Digital Radiography order, but required information to place the order is missing from a patient record.
- Certain Antech diagnostic results will no longer be duplicated when downloaded into Neo.
- PetDetect Collar templates are available in 3 different sizes – 12”, 18”, and 24”- for easy identification of any boarding or in-hospital patients.
Note: Requires a PetDetect printer. If your practice currently does not have a PetDetect printer, to speak with a sales representative:- Call 1-888-224-4408, Option 1, Option 1; or
- Click here and fill out the form, and someone will get back to you
- The correct Support email address is displayed to contact if you receive an error message.
- In Product details, the Linked Products search will return products with a Min level equal to or greater than 0.
- The Client Mailing Lists (Newsletters, SMS, Email) provides the promotional Unsubscribed flag from the client Overview tab in the CSV output.
- The Patient Mailing Lists with filters for Products and Signalment provides the promotional Unsubscribed flag from the client Overview tab in the CSV output.
- Sending SMS text messages is now included in your Neo subscription price!
- The Buy SMS Credits button, Account Balance tab, and SMS reference on the Home page have been removed.
- Any credits purchase by your practice will be used before your unlimited SMS credits begin
12/3/19
- When the patient photo file has been deleted, the default thumbnail image will always display.
- When an unpaid or partially paid invoice contains one or more consultations lines that had a discount removed by a user, the invoice will always display on the client’s statement until the outstanding balance is paid.
11/21/19
- When an estimate contains more than one product with different quantities and prices, and a user removes one of the products from the estimate without clicking Save, the quantities and prices of the remaining estimate products will always save correctly.
- When a payment has been authorized at the terminal, the communication log will continue retrying to update Neo until the payment is successfully displayed as expected.
10/29/19
- Added a validation to check for proper Email addresses formatting (for example, johndoe@gmail.com) upon saving a new email to a client Overview.
- If an existing email address does not have valid format and a user attempts to send a client portal activation email, the user will receive clear messaging to update their email address.
- The company name that displays on the Business Owner and Vet dashboards can now be updated by users in the new Company Name field under Administration > Company Settings.
Note: The System Admin permission is required to update Company Settings.
- Confirmation messages when changes are saved to Administration pages have been improved.
- The font in the Neo header will always remain the same size regardless of the currently viewed page.
-
For Clover devices only. Electronic signature capture can be turned off when taking payments with Clover devices under Administration > Integrations.
Note: The default setting for signature capture will be turned on.
- The Rabies Vaccines and Tags report onscreen list and spreadsheet output have been updated to include the patient’s spayed /neutered status and the vaccine due date.
- Updated the Sales Tax Summary reports to ensure that calculations are consistent.
- Accrual Basis: Non-taxable sales amount no longer includes prepayments that have not been applied towards an invoice.
- Accrual and Cash Basis: Refined the rounding method used for calculating total discounts.
- From either the SMS Ready to Approve or the Outbox tabs, there is no longer a restriction to the number of SMS messages that can be sent when you click the Send Now button.
10/4/19
- When the default New Client Product ID and /or New Patient Product ID are recorded in Administration > Branch Settings, these products will always populate the first consultation saved to a patient’s Consults tab when the consultation is created from the Create Consultation button on an appointment or the patient record.
- If the first consultation is created and then deleted, the default products will be added to the new “first” consultation.
- The default products will not be added to the first consultation from:
- Create Estimate button on an appointment or the patient record.
- Consultations converted from estimates.
- Consultations created from procedures on the Procedures page.
- When viewing an individual consultation, the Consultations History Last 365 Days lists will always display all consultations dated within the last 365 days from “today”.
- Users will only see a history of the support tickets they submitted on the Help & Support page when they have an email address recorded in their User Management profile.
- If a client or patient name contains special characters (&, “, or < >), the special characters will display as entered in search results from:
- Global /power search
- Create a new callback task search
- Create a new appointment search
- The logged in user (as Created by) and date/timestamp (as Created at) will be displayed next to the IP address when a new IP address is added to Administration > Safe IP Addresses.
Note: IP addresses added prior to this release will display with a Created by and Created at of N/A since this information was not previously available.
9/17/19
-
For orderable diagnostic products only. When an estimate is converted to a consultation the behavior will be as follows:
- Any diagnostic product on the estimate will be added to the consultation with a quantity of 1. This ensures proper ordering of tests from Neo to your diagnostic provider.
- The diagnostic product’s quantity on the consultation line will not be editable.
Note: If a custom price was entered for the diagnostic product on the estimate, that price will be reflected on the consultation line.
This is to maintain the same functionality as when diagnostic products are added to a consultation by searching for and selecting the diagnostic product in the Products/Services dropdown or when utilizing a procedure template.
- When viewing a partly paid counter sale, the outstanding balance is clearly labeled as Amount Due, the same as when viewing a partly paid invoice.
9/5/19
- For multi-branch practices. When a new branch is added, the default discount types (Employee, Military, Senior Citizen) will automatically be created in Administration >Financial Settings for that new branch.
- In Administration >Financial Settings, new discount types can always be created.
- Users will receive clear messaging whether a Neo payment was successful even in different scenarios where the transaction may fail at the terminal. For example, a power outage or the connection terminated.
- Both the vaccine duration value (1, 2, 3, etc.) and period (week, month, year) fields are required if either is selected when setting up a product as a tracked vaccine on the Product details page, to ensure complete and accurate patient vaccine records.
- The Order Diagnostics button will only display when diagnostic and digital products are added to a consultation.
- If a diagnostic or digital product consultation line is overwritten with a non-diagnostic product or ad hoc product, any associated diagnostic properties will be cleared from the consultation line; and the invoice can be closed (marked ready to be paid).
8/29/19
- Product names selected from the Product /Services dropdown on a consultation line will always be editable.
- Clicking the Create Estimate button on the patient record will save one copy of the estimate to the Estimates tab as expected.
8/22/19
- Appointments whose notes contain non-breaking spaces will display as expected on the appointment schedule.
- The Consults and Estimates tabs will also display as expected when appointment notes that contain non-breaking spaces have been transferred after creating a consultation or estimate from the appointment.
- To ensure integrity of product line details, immediately after searching for and selecting a product from the Product /Services dropdown, the product name will be read-only.
- To remove the product from a consultation or estimate, click the menu button. Then select Remove.
- To remove the product from a refund or counter sale, click the trash can button.
- Ad-hoc /manually entered product names will remain editable.
- The Order Diagnostics button will only display when diagnostic and digital products are added to a consultation.
- The Discounts Amount box displays in line with the Name box on the Financial Settings page.
- The Rabies Vaccines and Tags report onscreen list and spreadsheet output have been updated to include the product name.
8/15/19
- Additional time zones are available in the Timezones dropdown to support customers that do not observe Daylight Savings Time in locations outside the continental U.S.
- The client’s full name displays on invoices created from prepayments.
- The client's full name displays on invoices created from balance adjustments.
Note: No patient ID or name will display on prepayment or adjustment invoices.
- Any problem that contains a comma in its description will be correctly saved as a single entry on a consultation or estimate, or displayed as a single row on the Problems tab.
- When available, the date picker’s year dropdown on client extra fields and patient extra fields has been expanded to go back 100 years.
- After clicking Save in a window (for example, taking a payment, saving a special action or linked items), the page will scroll to the top of the page.
- Entering an email address on the client Overview tab will not autocomplete or overwrite additional client information.
8/2/19
- The callback task due date viewed in the Edit Callback window and on the task card in the task list will always display the selected due date.
- For practices using Web PACS ordering. Remove an ordered digital product from a consultation to cancel the order on your capture station.
- The Client Mailing Lists (Newsletters, SMS, Email) spreadsheet outputs have been updated to include the clients' mobile numbers.
- The Patient Mailing Lists with filters for Products and Signalment spreadsheet output has been updated to include:
- Breed
- Sex
- Color
- Microchip ID
7/24/19
- A grouped procedure template’s products will remain in the order they are added to consultations, estimates, or refunds.
- Procedure templates that contain non-breaking spaces will display as expected in consultations, estimates, and refunds.
- After selecting checkboxes, entering text in a table, and pressing Enter, the cursor will move as expected to the next line.
- When creating or editing a procedure template under Administration > Procedure Templates, plain text added to the source code will be saved as expected.
- The tax amount will always display correctly on statements viewed and printed from the client Financial Activity tab and Administration > Statements.
- The _statement_ form template has been updated to display any applicable discount amounts.
7/15/19
- If an invoice has been closed (marked ready to be paid) on another device or browser tab and the invoice has not been refreshed, users will see messaging that the invoice was closed by another user and cannot be saved after clicking Save.
- Consultation, estimate, and refund notes can be edited without seeing a "rich text editor" pop-up.
- Consultation and estimate notes that contain a table display correctly when viewed from the Consults tab and in print preview.
- Forms templates and procedure templates can be created and edited without seeing a "rich text editor" pop-up.
- The timeouts for connecting to and disconnecting from a terminal have been increased.
- Users will see the expected alert if the terminal has timed out.
7/10/19
- If a consultation note has been locked on another device or in another browser tab and the consultation has not been refreshed, users will see messaging that the consultation note has already been locked and their notes cannot be saved after clicking Save.
- Consultation notes will always wrap text as expected when viewed from the Consults tab and in Print Preview.
- Tables and their content added to consultation, estimate, or refund notes display as expected from the Consults tab and in print preview.
- New modalities created in Web PACS will be downloaded to and available in Neo as expected.
- For multi-branch practices only. Any forms template created in any branch can be selected from a product’s special action Print Documents drop-down.
- Recurring Reminders based on patient age will always be created for the patient with the correct due dates.
- SMS text messages send successfully even when non-breaking spaces occur in the SMS template.
6/27/19
- Customers in AU, NZ, and CA regions can successfully buy SMS credits in their regional currency from the Buy SMS button.
- The Subscriptions page for AU and NZ customers reflects their region's Neo Subscriptions email address.
- The Help & Support page is scrollable when the ticket history is very long.
- The [patient_id_photo] form variable will always display the patient photo saved to the patient record where the form variable has been added to form templates.
- Expanded the transaction timeout for processing a payment to provide users ample time to complete a payment transaction.
- The [patient_reminder_list] form variable will always print with the set formatting.
- The Recurring Reminder will always save with the values entered when saving the product special action.
6/17/19
- The patient in the New Reservation window will always default to the active patient in the quicklist when creating a new boarding reservation.
- Saved estimates cannot be edited by users that do not have the Edit Consultations permission.
- The maximum allowable characters for product classes have been expanded from 50 to 100, allowing for more comprehensive reporting and product management
6/4/19
- When an existing consultation product line is updated to a different product, the correct batch number will always display underneath the product name.
- The Counter Sales page displays product line prices and tax the same as consultations and estimates.
- If a pending estimate has been converted on another device or browser tab and the Estimates tab has not been refreshed, users will see messaging that an estimate has already been converted if they try to delete the estimate.
- When a refill has been saved to a consultation from the Rx tab, the New Prescription option will not be available in the Prescribe/Refill window.
- The Aged Debts>Bad Debts report always calculates the owing_on_invoice and amount_paid correctly in the spreadsheet output.
- The Sync Products Tool has been updated to include special actions when new products are created for the destination branch.
- The description on the Sync Products Tool page has been updated.
5/28/19
- The line price of a product on a restored consultation will always be correct after prescribing or refilling that product.
- Deleted consultations returned in the global search are clearly labeled as deleted. Hovering your mouse over the deleted consultation ID will display a flyover with the date and time the consultation was deleted.
5/23/19
- The active patient in the patient ribbon/quick list will always be the default patient when creating an appointment.
- The trash can icon will not display for users that don’t have the Delete Consultations permission.
- Previously deleted consultations will not display under the client Financial Activity tab.
- “Procedure Templates Report” has been removed from the Forms & Certificates Group dropdown, as it has the same functionality as the “Product/Services Report” group.
Note: If your practice had any templates in the “Procedure Templates Report" group, they have been moved to the “Product/Services Report” group.
- Text displayed on the Home page can be selected and copied, then pasted into consultations and other notes.
- If a text message is attempted to be sent to a phone number that previously unsubscribed by replying STOP, you will not be charged the SMS credit.
- The Delete Consultations permission description reflects the actions that can taken (delete draft consultations and pending estimates) by users granted this permission.
5/7/19
- Fixed fees will not be billed if the corresponding product line quantity is zero (0).
- The "Fixed Fee..." text will not be visible below a corresponding product name if the product line quantity is zero (0).
- If a fixed fee product line quantity is updated from zero (0) to any value greater than zero, the product's fixed fee will be calculated back into the product line price.
- The Sales and Cost of Sales filtered by Veterinarian and the Sales and Cost of Sales filtered by Staff reports will always display the product name as it was entered on the consultation.
4/23/19
- When you change an existing product line by searching for and selecting a different product:
- the first product will not be re-added to the consultation or estimate after you click Save.
- the Fixed Fee displayed under the product name will be accurate based on the new product selected.
4/19/19
- Any product line with a $0.00 amount and an applied discount will always save to the consultation or estimate.
- If the schedule is open on one or more browser tabs or devices, an appointment's status will not change after it has been finalized.
4/3/19
- When a user attempts to create an estimate or consultation from an appointment that already has an associated record created in another browser tab or device, the user will be directed to the appropriate record.
- If the schedule is open on one or more browser tabs or devices, an appointment's status will not change after it has been finalized.
- The Create Consultation and Create Estimate buttons positions have been swapped to reduce workflow errors, based on customer feedback.
- There will be no delay to process a subsequent Neo Payments request after the user cancels the initial transaction or the terminal times out.
- Procedure template notes and consultation lines will only be added to a consultation one time, even with the Add button in the Procedure Template modal is clicked more than once.
- Sales and inventory reports will run successfully even when there is an extra product field that has the same name as a system field.
- For Canadian customers. The IDEXX Neo phone support number will always display on the Neo Help & Support page for practices with Neo Care Plus.
3/12/19
- Consultations that contain diagnostic products that were deleted, and then re-added before ordering, can be finalized.
- Consultation line prices are calculated correctly when procedure templates are used to add products to a consultation and the quantity is edited to less than one.
3/6/19
- The individual automatic reminder setting is updated in the database each time the toggle is turned on or off, to ensure reminders are sent as expected.
2/21/19
- The menu action button is available on a non-diagnostic product row upon restoring an unsaved consultation.
- Prices and quantities are provided as last entered upon restoring an unsaved consultation.
- On the Business Owner dashboard, the Average Transaction Fee bar chart reflects average sales entered by logged in staff.
- The price of a prescription refill will calculate correctly regardless of the refill workflow used.
- The Name field is required when creating a new user or editing an existing user in Administration >User Management.
2/12/19
- Invoice item quantity values with more than 2 digits after the decimal place will be rounded before calculating the line total cost.
- Refund items with an associated fixed fee will calculate the line total before adding the fixed fee.
2/8/19
- Cashing Up prints the payment transactions with the Administration sidebar.
- When notes are added to a consultation as part of a procedure template, there will be a single line space inserted above the notes.
- Consultation product line quantities will round properly to the first decimal point when more than 1 decimal point is entered in the quantity box. If non-numeric values are entered in the quantity box, the quantity will revert back to 1.00.
- Product prices are retained on estimates when converted from a consultation containing one or more products.
- If your Neo session is logged out when you have an edited form open open on a 2nd browser tab, you will be able to save the form to the Files tab without losing your changes.
- Prescription refill consultations will always be created for the currently viewed patient, even when a different patient’s record is open on another browser tab.
1/21/19
- Signatures are captured correctly using Chrome browser and a touchscreen device, with a stylus or your finger, to sign a form that includes the [signature] form variable.
- Write-offs cannot be performed on credit (negative) balances.
1/4/19
- Consultations will save successfully when the user edits the quantity on one consultation line and the date on a second consultation line.
-
For Neo practices with phone support. The Help & Support page has been updated to reflect the Neo support team's hours.
Note: The support team will be suspending Saturday support hours due to the low number of Neo interactions.
- The bar chart descriptions for the Reminder Compliance report have been updated to clarify the data that is displayed.
- The Print and Email options have been removed from Statements >Activity views.
Note: Client statements can still be printed or emailed from Statements >Outstanding Invoices, or from the client Financial Activity tab.
12/17/18
- The Note box on the patient Overview tab and each consultation on the Consultation tab will clearly identify when a patient has been moved to another client or merged with another patient.
- The original patient record will always be deactivated after a move or merge has been completed.
- The Statements > Activity view displays the client’s account receivable balance created between the selected date range.
12/6/18
- The Find your 'lost' clients report includes the client's state and their active patients for both the on screen list and the spreadsheet outputs.
- A new line in the patient name field will no longer cause issues with loading the schedule.
- Invoice lines synced from Smart Flow to Neo will display default product label notes and associated batch numbers.
11/14/18
- The number of search results is accurately reflected at the bottom of the Cashing Up screen when there is more than one page of results returned.
- The Invoice Status on the Consultations list reflects the same status (draft, unpaid, partly paid, paid) as viewed from the patient Consultations tab.
Note: Invoices with a $0.00 total have no status. - Users will receive a warning after updating only the Master Problem List on a new consultation then navigating away without clicking Save.
- Users will receive a warning after adding an ad hoc product then navigating away from consultation without clicking Save.
- Correct where diagnostic results are matched by unreconciling the results from one record then reconciling to another.
- The line item provider can be selected for each diagnostic product added in the Reconcile Diagnostic Order window while reconciling an order.
- The Reconcile action has been changed to Edit Order Consultation for ordered, and reconciled final and partial diagnostics.
- Users will receive a warning when trying to activate or reactivate a diagnostic product that is no longer available.
- The global search underneath the logged in username returns expected results when the search is performed viewing any page.
- The patient date of birth will always be visible in the patient Overview tab.
- When cloud printing multiple labels, label notes will print within the available margins.
- The start time selected in the Send to Smart Flow window will sync to the patient flow sheet in Smart Flow.
10/19/18
- The Upcoming (or recently overdue) Reminders bar will remain visible after clicking from client or patient tab to another until the user scrolls the page.
- The Upcoming (or recently overdue) Reminders bar will only display for patients of the currently-viewed client.
- After completing a treatment in Smart Flow, consultation product lines automatically added to the patient consultation will display the Neo product name.
10/2/18
- When a user attempts to delete an appointment that has already been deleted in another browser window, the schedule will refresh; and the user will see a message indicating the appointment has been deleted by another user.
- Users will see updated messaging when attempting to delete a consultation with an ordered IDEXX Reference Laboratory, In-house Diagnostic, or digital diagnostic product.
- Removed the unwarranted warning some users received after clicking Lock Notes and navigating away from a previously saved consultation.
- The Patient Mailing Lists with filters for Products and Signalment report returns the patient invoice totals based on the selected date range and any additional filters used.
- Both the Appointments and Boarding schedule headers, including the day of the week and scheduling controls, remain visible when the user scrolls down the calendar.
- SMS Created times display correctly in the SMS Manager.
- SMS messages will always appear under the correct created date in the SMS Manager.
9/21/18
- The consultation Procedure Template list is sorted in ascending alpha-numeric order.
- Users will remain on the Consultations tab in the patient's record after attempting to delete a consultation with an ordered IDEXX Reference Laboratory diagnostic product.
- Consultations created by the prepayment, write-off, and diagnostic reconciliation workflows can always be opened and viewed.
- The Order Date for IDEXX VetLab Station orders placed outside of Neo will display with the same Order Date from VetConnect Plus.
- Diagnostic products can be activated and deactivated from the Directory of Services page by users with either the Product Admin and /or System Admin permissions.
- Users can enter up to 64 characters in the Notes /Instruction field in the "Complete your order" window.
- The Suppliers drop-down list on the Products details page is sorted in ascending alpha-numeric order.
9/14/18
- Invoices and consultation notes containing products that were inserted by a grouped procedure template will always print correctly, even if the procedure template has been deleted.
- Medical note audit records will be pulled over to the new consultation that is created when a patient is moved to a new owner or combined with another patient record.
- Notes entered in a procedure template will transfer to the consultation with the formatting entered.
9/10/18
- Navigating to the Administration area will return you to the last Administration page you had viewed.
- The Name field is required when creating a new user under User Management.
- An issue was addressed where IDEXX in-house diagnostics' Ordered dates showed as occurring after the Updated date.
- For customers with a Smart Flow integration: If a procedure is deleted from the Procedures tab in Neo before a patient is discharged in Smart Flow, billing items will still sync to the patient's consultation.
- Diagnostic products can be activated from the Directory of Services.
8/23/18
- When more than one IDEXX reference lab test is ordered together, they will always be shown grouped under the original order in Neo.
- Reminder forms edited from the Print Letter option on the All Due Reminders screen will not create an extra blank page upon saving changes.
- Reminders for inactive and deceased patients will never display on invoices or other forms and certificates.
- User defined extra fields can be named the same as existing data fields without impacting reporting.
- Recurring block appointments created in the last available time slot of the day no longer add an extra disabled row to the appointment schedule.
- Closed tasks on the Results to Review and Callback tabs sort in ascending order.
8/3/18
- The rabies tag duration always saves correctly after updating the tag information from the patient’s Vaccine tab.
7/30/18
- Both the Results tab and the Callbacks tab on the Task List now default to sort tasks ascending by date, to let you quickly view the tasks that are most actionable now.
- Tasks can be sorted in descending date order by clicking the new Sort by Due Date button.
Note: Urgent tasks still always appear at the top of the list.
To learn more about how to create and manage tasks, click here.
7/25/18
- Adding a procedure template to a consultation adds the products once for each time the procedure template is added.
- Addressed a scenario where the Overwrite Warning notification could prevent users from seeing that their digital order had been successfully placed.
- The Email Manager Outbox and Sentbox can be accessed when there is a large number of stored emails.
- After clicking Edit then Save Changes for the first time on the Preview window, data entered by text input fields will be retained with each subsequent edit and save.
- The Dispensed Products in date range report has been updated to include consultation product lines from draft consultations.
- The Cost of Goods Sold report has been updated to:
- Include consultation product lines from draft consultations.
- Provide the Sales Price (Exc Tax) at the time of sale.
7/18/18
- Clicking an appointment on a client's Appointments tab will take you to the corresponding date on the visit.
- If a user attempts to directly access the URL for a client or patient in the Client Portal after logging out, they will be directed to the Client Portal login page.
- If product pricing is manually updated on the consultation line, the edited price will remain intact if the product is prescribed.
- Products and notes can be added to a consultation using a procedure template, after vaccine information has been added to an existing product, without needing to save first.
- Product names containing a dollar sign ($) will display correctly on forms when viewed on the Preview screen, or are printed or emailed.
- Clients can be identified as a veterinarian or staff member of the practice on the client Overview tab; so the practice can receive automatic IDEXX Reference Laboratory discounts, as eligible.
- IDEXX in-house diagnostic products can be ordered if the Order Diagnostics button was previously double-clicked.
- Promotional emails that were edited from the Preview screen cannot be sent to unsubscribed clients.
- Patients added to Smart Flow will sync with the same weight unit as recorded in Neo.
7/2/18
- The Soft Bounce status tag on emails in the Sentbox has been updated to clearly identify emails that are delayed from being sent.
- Additional messaging has been added to explain that manually resending emails tagged with “soft-bounce” could cause the recipient to receive multiple emails or cause emails from the practice to be flagged as spam.
- Deleting a product line from a consultation open on more than one browser tab will correctly return the product line item quantity back to that product’s stock level on-hand (O/H) only once.
- Batch information will save with the patient vaccine record whether the vaccine product was originally entered on an estimate or converted consultation.
- Statements printed from a client’s Financial Activity tab on the last day of a month will include unpaid consultations created through the last day of the month.
6/20/18
- Reduced the polling time for checking that a consultation is being edited by another user, greatly reducing the chances for a false notification.
- Addressed a scenario where the Overwrite Warning notification could prevent users from seeing that their diagnostic order had been successfully placed.
- Resolved an issue where consultation totals did not display correctly if a second user viewed the consultation after another user deleted consultation product lines but had not saved the consultation.
6/4/18
- The patient's Rx tab now includes all of the refills for a prescription, rather than just the most recent.
- Appointment notes have been restored to the appointment card view.
- Hover your mouse over details on the appointment card to view the patient name, notes, and more.
- Email handling has been updated to keep email deliverability rates high.
5/22/18
- Aligned time zone handling between Neo and the IDEXX VetLab Station platform, to remove the possibility of IDEXX In-house Diagnostics results not showing in Neo for a short window right after the integration is enabled.
- Consultations that were created by converting from an estimate can be deleted.
- The custom email subject line will be used when direct edits are made to an email form before sending.
- Opening a statement for a client with a large number of transactions will process successfully.
- Saving changes to a custom extra field will only modify the Last Updated timestamp for that extra field.
5/11/18
- Results now include qualifiers that indicate when a result may need further review.
- The patient results tab has an updated default date range of two years, which provides a more complete diagnostic history of the patient.
- Doctor rostering information shows as intended on the appointments screens.
- The Admin dropdown will remain open until a menu selection is made on an IOS device.
- Users can paste or delete an appointment when using Internet Explorer 11 or Firefox browsers.
4/5/18
The following user-reported items have been resolved:
- You can select a previous date for a payment on an invoice, refund, or prepayment.
- The work flow for paying or refunding a single invoice has been streamlined.
- Selecting Pay or Refund on an unpaid consultation or refund takes you directly to the Take Payment or Give Refund window. The step where you have to again select the invoice to pay has been removed.
- If you do want to review all invoices, you can click the Balance link under Information.
- Refreshed the look of the Take Payment and Give Refund windows.
- Added a search box that searches all the data in your selected date range.
- Subtotals by payment method are recalculated based upon search results.
- Introduced the ability to easily navigate through large data sets by limiting the data returned to the screen to 50 records at a time.
- Subtotals by payment method are based on the total records returned.
- The total number of records returned and the sequence of records on screen are displayed.
- The appointment date and day of the week are shown when creating or editing an appointment.
- Each appointment shows the date the appointment was created or last updated and the staff member who was logged in.
- Appointments created outside of currently configured appointment times are visible.
3/2/18
The following enhancement is available:
You can customize the message to your clients on the Combined Reminder Email form by using a form variable.
- The call to action messaging area on the form includes a variable called [reminder_message].
- A new text entry field is available for entering a custom message when you edit the form.
- This default call to action message is, “Contact us today to schedule an appointment. Your pet’s health is very important to us!”
- When previewing the Combined Reminder Email form, the [reminder_message] variable will be populated with the text entered in the reminder message field.
Note: You must save the form before the customized text will show in the preview.
- The form itself will remain un-editable.
1/23/18
The following user-reported items have been resolved:
- You can delete SMS messages with an error status from the SMS Manager outbox.
- Line breaks included in the Reason section when creating a callback are created correctly.
11/29/17
The following user-reported items have been resolved:
- The diagnostic result status always updates from Partial to Final in conjunction with the status in IDEXX VetConnect PLUS.
- Test results are not duplicated within a Neo order.
- SMS message handling has been updated to the latest industry standards to guarantee high deliverability.
- The screen no longer scrolls when modifying the quantity of a product in a procedure template.
- Line breaks entered in the Notes section of an appointment are properly displayed.
-
Aged Debts/ Outstanding Debts output:
- Patient Name and Invoice Status fields were removed.
- The Consultation Date Time shown is from the oldest debt owed.
-
Rabies Vaccines and Tags:
- The report includes all rabies vaccines invoiced at the practice, whether or not a rabies tag number was entered.
- The patient's most recent weight is displayed.
-
Product Reports:
- The Product Extra Field filter is used to calculate results on product-based reports.
11/1/17
The following user-reported items have been resolved:
- The reminder type filter in the Reminder Compliance report limits the output to only relevant reminders.
- Consultations that are written off will always show in the Bad Debt report.
- Special characters (for example, & and ") show correctly when you hover over an appointment.
- The postal code printed in the practice address area of the dispensing label always matches the postal code entered on the Branch Details page.
10/13/17
The following user-reported items have been resolved:
- The price excluding tax for an invoice item is calculated independently of the price including tax.
- When a partial payment caused by a credit is deleted, a credit on a client account returns to a status of Partially Refunded Credit.
- The invoice created for a write-off does not show items that were deleted on the invoices that were written off.
- The Individual Client Payments report does not include deleted payments.
- The tool tip label for a telephone number on the appointment hover window is correct.
9/7/17
The following user-reported items have been resolved:
- The client phone number displayed on the patient appointment is selected based on the following priority: Mobile, Work, Home.
- After submitting an appointment request from the Client Portal, a pet owner can click the link in the email to enter additional information about their appointment. Any additional information entered is displayed on the Client Appointments tab under the Reason column.
- You can transfer products into inventory from a purchase order when prices are greater than $1,000.00.
- Products received with a quantity of 1,000 or greater are saved correctly.
- Product quantities are rounded after two decimal places (instead of to the nearest whole number) when received.
- Only one label is printed when printing from the edit label window.
- When previewing a label form, it is shown in the correct dimensions for the associated label size.
- When printing a rabies certificate directly from a consultation line, all form variables are populated appropriately.
- Internet Explorer users can now enter a product with a price of $1,000.00 or greater.
- You can enter a value of 0 for O/H (on hand), Min (minimum amount), and Opt. (Optimum quantity) values.
- The order time shown on a consultation line for a diagnostic test is shown in the appropriate practice time zone.
- The practice’s logo shows in both edit and preview modes when using either of the logo form variables.
- Multiple procedures added on the same day are displayed in the order they were added.
- The button to set up the integration with Deputy on the Administration > Rostering page is now available.
8/23/17
The following user-reported items have been resolved:
- Reduced the processing time to save a consultation.
- The Save button is inactive when a consultation save is in progress. This prevents duplicate line items or errors that sometimes occurred when the button was double-clicked.
- Improved processing time for showing previously selected values for color, breed, and species when you add or edit a patient record.
- If you enter a product value of 1,000 or greater and include the comma, it is saved correctly.
8/16/17
The following user-reported items have been resolved:
- The correct number of labels/pages is printed for cloud printing.
- Labels correctly print from the consultation when a product with an attached label has been removed from the consultation and the page has not been refreshed.
- A rabies tag entered through the Add Existing Tag work flow shows as the current tag for the patient if the rabies tag expiration date is newer than the other entered tags.
- Procedures always sync with the default treatment template when they are sent to the Smart Flow whiteboard.
- Reduced the time to load the Combined Reminders Email settings screen.
- Reduced the processing time when sending large numbers of email messages from the following areas:
- Client Mailing Lists report
- Outstanding Statements page
- All Due Reminders page.
6/22/17
- Improved messaging to communicate how many clients have unsubscribed and will not receive the email shown in the preview window.
- Inventory warning messages are accurately displayed when the on-hand amount is less than the optimal amount defined.
- Removed warning message when opening a spreadsheet report output in Excel.
- All associated patients are returned when searching for a client by first name.
- Removed duplicate patient results when searching for a client with multiple patients.
- Improved consistency in behavior of special actions on products with more than five actions to be completed.
- Improved the results view on the patient record, ensuring that the diagnostics results shown are limited to the selected patient, regardless of user permissions.
- For Web PACS users: Improved the integration between a Web PACS modality and its associated Neo product by ensuring the product is inactivated when the modality is unregistered in Web PACS.
- Selecting the ID Photo category while uploading a new file will set that file as the patient's current ID photo.
- Improved display of a patient's birth date when a date has not been entered on the patient record.
- Improved geolocation validation when entering a new client address.
4/21/17
- Updated search functionality on the Clients and Patients tabs to include all base fields on the profile, as well as any extra fields that are defined as searchable.
- Fixed a reported issue where patient search functionality was limiting the results list to 50 records.
- Fixed a reported issue where apostrophes in forms sent through SMS would not display properly.
- Fixed a reported issue where a dollar ($) symbol in a consultation note or in a product name would not display or print properly.
- Fixed a reported issue where typing the word “watch” into a consultation or estimate while using Firefox would cause code to display.
- Fixed a reported issue where the email granting third-party access to a patient’s file would not send if the user allowing access did not have an email address on their user profile.
- Fixed a reported issue where the [patient_id_photo] variable was not displaying properly for some email recipients.
- Fixed a reported issue where the Client Geographical Listing report was not displaying client locations.