Neo Software

What's New

NEW: Record declined items with a single click (December 2020)

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.

NEW: Re-arrange products on estimates, consultations or refunds (October 2020)

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:

NEW: Let Neo automatically calculate and track finance charges for you (October 2020)

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:

NEW: Prescription management updates (September 2020)

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:

NEW feature: Automatic discounting and bulk updates (July 2020)

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.