Neo Software

What's New

New feature: Applying discounts just got easier (February 2019)

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!

New feature: changing consultation line item dates (December 2018)

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.

New feature: an easier way to adjust client balances (November 2018)

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.

New feature: See all your consultations in one view (November '18)

There’s one easy-to-get-to place in Neo where you can see all your recent patient consultations. Just click the Consultations tab; and you’ll see a list of recent consultations, with filters to let you check status, prevent missed charges, and ensure your consultation notes are complete.

Two new features: Time zone presets; seamless workflows and 100% charge capture with SmartFlow (October ’18)

The “set it and forget it” time zone feature so many of you asked for is here! No more changing your setting at the beginning and end of Daylight Savings Time! Just review your selected time zone under Branch Details, update it if needed, and you’ll never need to change it again.