Setup and Administration

IMPLEMENTATION

• IDEXX Neo Fresh Start Implementation Checklist
• Enter previous account balances in IDEXX Neo
• IDEXX Neo Fresh Start - Implementation Plan
• Converting to IDEXX Neo - Implementation Plan
• IDEXX Neo Conversion Implementation Checklist
• FAQs: Conversion Implementation

BRANCH AND COMPANY SETTINGS

• ★ Configure monthly finance charges
• ★ Manage patient species, breeds, and sexes
• ★ Overview: Understand aged accounts receivable and finance charges
• ★ FAQs: Aged accounts receivable and finance charges
• Add and manage discounts
• Set up branch details

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INTEGRATED SERVICES

• ★ FAQs: PetDesk integration with Neo
• ★ Set up PetDesk integration with Neo
• ★ Set up and manage IDEXX Payments
• ★ FAQs: IDEXX Payments with Neo
• Set up CareCredit integration with Neo
• FAQs: CareCredit integration with Neo

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USER MANAGEMENT

• ★ Manage staff time tracking
• ★ Record and review your timesheets
• ★ FAQs: Time Clock
• Add and manage users
• User permissions
• Add a user IP address

PROCEDURE TEMPLATES, FORMS, AND CERTIFICATES

• ★ Add an image to a form, procedure template, or consultation
• ★ Add a logo to a form
• Add or update a form or certificate template
• Add a billing message to a statement, invoice, or estimate
• Add a signature to a form or certificate
• Add a table to a form

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