Neo Software

What's New

New feature: Automated callbacks and task list updates (July 2019)

Manually adding callbacks to the task list? Fuggedaboutit! Now Neo lets you create automatic callback reminders for any item or service you dispense. Setup is a breeze: just enter a standard message/description for the reminder (like “Post-surgery follow up” or “New patient visit”), choose the number of days after the item is dispensed for the reminder to appear, and you’re done. The callback then appears like magic in the line-item provider’s task list after the patient invoice has been closed. Better still: you can create a consultation from the callback with one click and notes transfer from the task. We’ve also given you the flexibility to set up unlimited special actions—yet another way user feedback helps us bring you the most efficient workflow available.

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