Our latest updates to Neo’s reporting capabilities are here! The new Sales by Product Class and Discount Summary reports provide three progressively detailed layers of information, so you can get a quick summary in chart form, or take a deep dive into the data itself. Each report is also packed with key performance indicators users told us they need to run their business successfully. One more improvement practice owners told us they’d like for privacy reasons: financial information is now collapsed and hidden when you first log in to Neo or go to the home page.
You told us that creating an estimate should be easier, and you were right. Forget creating separate high and low estimates: now you can make a single estimate with high and low amounts, and even add discounts. Build your estimate with just a few clicks; and give it a unique name, so it is easy to locate in the patient’s estimate tab.
You don’t have time to hunt for reports, so we’ve made them easier to navigate to, find, and understand. Use the new search functions to quickly find reports by title, description, or what they’re commonly used for. A thumbnail image even shows you how the data will be displayed (as a table, chart, or list). This is the first of multiple reporting improvements we’ll make throughout the year!
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.