IDEXX Neo

Neo Software blog

Feature updates

Credit card processing for veterinary practices: integrated vs non-integrated

Whether you’re opening your first practice or you’ve served pets and their parents for over two decades, it’s hard to imagine running a successful veterinary practice without a reliable way to process credit cards. When shopping for payment processing options it can be tempting to start by comparing rates, or to just go with the vendor your friends or financial institution recommend.

Record declined items with a single click

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.

Rearrange products on estimates, consultations, or refunds

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:

Let Neo automatically calculate and track finance charges for you

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:

Prescription management updates

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: