Neo Software blog
Ready for a simpler, more direct way to create estimates? Now you can create an estimate right from your patient’s appointment with one click, so the appointment status will update throughout the appointment! Or create an estimate outside the appointment workflow when viewing the patient record. And once your client accepts the estimate, you can convert it to a consultation. This improvement paves the way for another feature we’ll be introducing soon: high/low estimates!
Ready for credit card processing that’s simple, fast and straightforward? Neo Payments is built right into Neo, so it automatically sends the invoice amount directly to the payment terminal and back to save time and prevent mistakes. And you can process payments from multiple workstations or on the go using mobile payment devices.
Confession time: we made it waaaay too complicated to calculate discounts on patient invoices. But those days are over. Now you can apply a discount to one or more consultation products within seconds - while Neo automatically calculates the discount for you!
Wish you had the flexibility to edit the dates of specific consultation product lines? Now you can! When you need to update or correct a consultation after it has occurred, the entire patient record will accurately reflect the revised date a service was performed or product was sold, prescribed, or administered.
Need to add a finance charge to an overdue balance or apply a credit to a client’s account after a visit? Now you can do it right from the Financial Activity tab, without having to create a new consultation or invoice.