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.
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.
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.
For security and peace of mind, you want to have strict controls over who can edit a medical note and lock the note when it’s finalized. Neo has you covered.
Not only can you choose to lock medical notes to prevent further edits, Neo also lets you control who can edit notes and track edit history; so you know exactly who made what edits when.
Each time you invoice clients for a vaccine, preventive, or procedure, you want the right items and quantities removed from inventory. But creating a procedure template to do that eats up valuable time. Forget that: let Neo deplete your inventory automatically at checkout by linking inventory items to those invoiceable products in the Product detail.