Here’s another top-requested feature we’ve checked off the list: now you can easily record when clients decline a product or service. That information will be added to the patient record with the option to print on the estimate or invoice you share with the client.
Neo understands your clients want to view their invoice and estimate details in a logical order. Want to rearrange products on a consultation? Now you can with a click, drag, and drop! You can also edit estimates and refunds too, whether you’re on a laptop, desktop, or iPad. Highlights include:
We’ve given the Neo treatment to aging client balances and automatically calculating client finance charges. To take advantage of some of these time-and-error saving updates, you’ll need to opt-in to having invoices permanently close. But the choice is yours! Here are some highlights:
Thanks to your feedback, you can now edit and void prescriptions and discontinue remaining refills in Neo - even when the consultation has been closed! Effective immediately you can:
How awesome would it be if Neo automatically gave a discount to specific clients on certain products or services of your choosing? Now it can! The new automatic discounting feature makes it easy to earmark which pet owners should receive a discount. Ditto for products! Plus we’ve added the ability to make bulk updates to enable product discounts and change tax rates as well.