Neo Software
Features & Benefits
Simple to learn, easy to use
Designed by a veterinarian, Neo’s workflow is streamlined and easy to use.
And it’s cloud-based, so you can access the system on a mobile device or tablet, too.
Make checkout time faster and more accurate.
- Take the wait out of checkout time for clients by processing payments at multiple workstations or on the go using a mobile payment device.
- Eliminate manual errors and time spent entering data twice.
- Reconcile daily receipts 50% faster without credit card discrepancies.
- Manage transactions securely using a solution powered by CardConnect®.
Simple to learn, easy to use
Designed by a veterinarian, Neo’s workflow is streamlined and easy to use. And it’s cloud-based, so you can access the system on a mobile device or tablet, too.
Neo is so intuitive, many of its features can be used with just one click.
- One click to create a patient consult from the schedule
- One click to convert an estimate to a patient consult
- One click to accept payment from a patient consult
- One-click view of financial activity
Reusable procedure templates save you time.
- Single-screen visit patient consult entry. Procedure templates allow you to quickly add formatted note templates with preloaded text and related product or service codes. You can modularize templates for specific visit types or procedure steps and group products and services into a single invoice line.
- Two-way integration with IDEXX Reference Laboratories and IDEXX In-house Analyzers, powered by VetConnect PLUS
- Neo’s two-way integration brings you features that will eliminate manual steps and ensure no charges for diagnostics get lost
- The Neo work flow will save you time in each visit, overall saving you valuable time each week. You can order directly from within the patient record in just three easy steps and diagnostic results are also available directly within the patient record
- Setup has never been easier! There’s no installation or configuration. You can get connected in just minutes without any assistance needed, and you won’t be charged any ongoing service fees
Easy, automated reminders make sure your patients never miss the care they deserve.
- Reminders can be triggered by a product or service added to an invoice or they can be added ad hoc to any patient’s record. Generate automated communications (emails and texts) that you can set and forget for the lifetime of a patient.
- Automated postcard reminders are available through the IDEXX Reminder Service. Prices for cards start as low as $0.72 each, including postage. No contracts to sign, no monthly fees, and no minimum orders. Learn more by visiting idexxreminderservice.com.
Share patient records online for easy referrals without the need to print, scan, or fax.
- You can easily send out a third-party referral to give a specialist access to the patient’s record via email.
Easy-to-control client communications are built into Neo.
Mail Communication and Postcards
- With your client list, you can upload to the IDEXX reminder service for personalized, full-color postcards for marketing and promotional campaigns. Visit idexxreminderservice.com to learn more.
- Free newsletters can be used to target specific customer segments.
Email and Texting
- Free fully integrated email reminders and custom campaign emails are included.
- Text reminders can be sent directly through Neo for a low additional fee.
Client Handouts
- Print or email client visit summaries (i.e., patient report cards) on-demand after each visit and for specific disease states.
Social Media
- Free social network support provided by Pet Health Network and the Pet Health Network Facebook page.
Neo’s pet owner hub keeps your clients informed and is built into the software at no extra cost to you.
1. View your patient medical history with hand-outs
2. Pet-owner appointment scheduling:
- Real-time scheduling saves time because it lets pet owners sign into Neo from their computer or mobile device and schedule an appointment in real time.
- The scheduler controls the timing of pet owner-scheduled appointments throughout the day, eliminating gaps in your schedule and increasing efficiency.
- Once the appointments are made, they are highlighted in the master calendar, alerting your staff.
3. See patient medical reminders.
Backed by IDEXX
IDEXX has a long history of leadership in and commitment to veterinary technology. Neo is the latest technological advancement.
Cut your costs
With IDEXX Neo, you can get started for free. Just decide the monthly price plan that fits your needs. With our low-cost monthly subscription model, you’ll see substantial savings over your existing veterinary practice management software, and with no surprise fees.
Get up and running quickly
Say goodbye to months of downtime and the expense of trying to learn a new system. With IDEXX Neo’s cloud-based software, setup, training, and data conversion have never been easier. Your practice can be up and running quickly.
Whether you are starting fresh with Neo or are converting from an existing practice management software, getting started is easy.
Select your track
Set Up Neo in 7 Days
If Neo is your first Practice Management Software and you don’t have any data to convert, you can get set up in 7 days. An implementation coordinator will be in touch with you shortly after you subscribe to IDEXX Neo to assist with your transition and ensure your success.
Days 1–5
Prepare Your Staff –
Communication Is The Key to Your Success!
Responsibility: Business Owner, Practice Manager
Key Actions:
- Tell your staff that you purchased new software and share your reasons why.
- An implementation coordinator will call you soon after your purchase. The implementation coordinator will be available to help you through the set up and go-live process, and to help make the transition as easy as possible.
After the initial transition you will continue to have access to:
- Training built directly into the software
- Online chat and email support for questions
- You can upgrade to Neo Care Plus for access to premium training, supplies discounts and phone support
Day 1
Begin Your Self-Paced Training and Setup
Responsibility: Business Owner, Practice Manager
Key Actions:
- Training is built into the software and will display when you log in. You can also access the training by clicking Help Me on the bottom right corner of your screen.
Day 2
Setting Up Your Practice in Neo
Responsibility: Business Owner, Practice Manager
Key Actions:
- Log in to your Neo software to access guided training to help set up your system.
- Create an implementation plan with your staff.
- Assign duties and due dates to ensure all tasks are completed on time.
Day 2-3
Have Your Staff Complete Their Training
Responsibility: All Staff
Key Actions:
- The built in training is role-based. Assign training to staff based on the functions that they perform.
- Be sure staff training is complete before your go-live date.
Day 3-6
Complete Remaining Setup
Responsibility: Business Owner, Practice Manager and all designated users
Key Actions:
- Set up your forms and certificates, reminders, products and create procedure templates.
- Enter your clients, patients, and appointments into Neo.
Set Up Neo in 14 Days
Complete conversion of your data in just 14 days. An implementation coordinator will be in touch with you shortly after you subscribe to IDEXX Neo to assist with your transition and ensure your success from conversion to go-live.
Days 1–2
Prepare for Your Data Conversion
Responsibility: Business Owner, Practice Manager
An implementation coordinator will be contacting you to walk through the conversion process step-by-step and schedule your data conversion.
Days 1–5
Prepare Your Staff –
Communication is Key to Your Success!
Responsibility: Business Owner, Practice Manager
Key Actions:
- Tell your staff that you purchased new software and share your reasons why, as well as expectations for the transition.
- An implementation coordinator will call you soon after your purchase. The implementation coordinator will be available to help you through the set up and go-live process, and to help make the transition as easy as possible.
After the initial transition you will continue to have access to:
- Training built directly into the software.
- Online chat and email support for questions.
- You can upgrade to Neo Care Plus for access to premium training, supplies discounts and phone support. Not available to basic subscribers.
Days 4-5
Initial Conversion
Responsibility: Business Owner, Practice Manager
Key Actions:
- Once your data has been converted, a conversion expert will review and validate your data with you.
- Now you will be able to log into your new Neo software. Spend some time setting up Neo and prepare for your final data conversion.
Days 4-6
Complete Your Self-Paced Training
Responsibility: Business Owner, Practice Manager
Key Actions:
- Training is built into the software and will display when you log in. You can also access the training by clicking Help Me on the bottom right corner of your screen.
- Once you’ve finished your training, it’s time to make decisions on how you’ll use IDEXX Neo in your practice.
- Create an implementation plan with your staff.
- The built-in training is role-based. Assign duties and due dates to ensure all tasks are completed on time.
Days 6-8
Have Your Staff Complete Their Training
Responsibility: All Staff
Key Actions:
- Assign training to staff based on the functions that they perform.
- Be sure staff training is complete before your go-live date.
Days 6-10
Complete Remaining Setup
Responsibility: Business Owner, Practice Manager and all designated users
Key Actions:
- Common features that need to be completed now are setting up forms and certificates, cleaning up reminders,reviewing products, and reviewing procedure templates.
Days 10-13
Final Conversion
Responsibility: Business Owner, Practice Manager
Key Actions:
- A final conversion is performed to ensure accuracy and capture any new transaction data.
- Your Communication Specialist will call to check-in and make sure you’re ready to go-live.
Days 14
Go Live!
Your conversion is complete and your practice is up and running—now it’s time to go live with Neo!
Your data is safe and secure
At IDEXX, we take data security and the privacy of your information very seriously.
This means that your data is secure and protected from unauthorized access both while it is being transmitted to your practice information management system and when it is stored in the cloud. IDEXX Neo uses the strongest encryption available (256-bit SSL) to each and every computer that connects to Neo. That’s the same type of security that major financial and health institutions have put in place.
Neo is so intuitive, many of its features can be used with just one click to help save you time.
- One click to create a patient consult from the schedule
- One click to convert an estimate to a patient consult
- One click to accept payment from a patient consult
- One-click view of financial activity
Reusable procedure templates save you time.
- Single-screen visit patient consult entry. Procedure templates allow you to quickly add formatted note templates with preloaded text and related product or service codes. You can modularize templates for specific visit types or procedure steps and group products and services into a single invoice line.
- Two-way integration with IDEXX Reference Laboratories and IDEXX In-house Analyzers, powered by VetConnect PLUS
- Neo’s two-way integration brings you features that will eliminate manual steps and ensure no charges for diagnostics get lost
- The Neo work flow will save you time in each visit, overall saving you valuable time each week. You can order directly from within the patient record in just three easy steps and diagnostic results are also available directly within the patient record
- Setup has never been easier! There’s no installation or configuration. You can get connected in just minutes without any assistance needed, and you won’t be charged any ongoing service fees
Easy, automated reminders make sure your patients never miss the care they deserve.
- Reminders can be triggered by a product or service added to an invoice or they can be added ad hoc to any patient’s record. Generate automated communications (emails and texts) that you can set and forget for the lifetime of a patient.
Share patient records online for easy referrals without the need to print, scan, or fax.
- You can easily send out a third-party referral to give a specialist access to the patient’s record via email.
Easy-to-control client communications are built into Neo.
Mail Communication and Postcards
- With your client list, you can upload to the IDEXX reminder service for personalized, full-color postcards for marketing and promotional campaigns. Visit idexxreminderservice.com to learn more.
- Free newsletters can be used to target specific customer segments.
Email and Texting
- Free fully integrated email reminders and custom campaign emails are included.
- Text reminders can be sent directly through Neo for a low additional fee.
Client Handouts
- Print or email client visit summaries (i.e., patient report cards) on-demand after each visit and for specific disease states.
Social Media
- Free social network support provided by Pet Health Network and the Pet Health Network Facebook page.
Neo’s pet owner hub keeps your clients informed and is built into the software at no extra cost to you.
1. View your patient medical history with hand-outs
2. Pet-owner appointment scheduling:
- Real-time scheduling saves time because it lets pet owners sign into Neo from their computer or mobile device and schedule an appointment in real time.
- The scheduler controls the timing of pet owner-scheduled appointments throughout the day, eliminating gaps in your schedule and increasing efficiency.
- Once the appointments are made, they are highlighted in the master calendar, alerting your staff.
3. See patient medical reminders.
Neo has a single search box that is system-wide. You’ll never have to search through various tabs again.
- Start a patient visit right from the schedule.
- Easily move appointments.
- Drag and drop scheduling.
- Set up any time increment you want.
- Easily access SMS reminders for each day’s appointments, with one click.
- Customize to view by room or other user-defined attributes.
- Easy for staff to view.
Simple profile with full view of client and patient
- Integrated clinical and financial view. Keep track of client information: telephone numbers, email addresses, postal addresses, all the pets they own, their financial activity, their appointments, any alerts, and documents or files associated with them. Set alerts for clients and patients. Set reminders easily.
One-flow medical records. No need to click between screens to view visit history; you can see an easy view of the full record just like a paper record.
- Comprehensive view of a visit is grouped together. IDEXX Reference Laboratories integration links to IDEXX VetConnect PLUS. Ability to print the complete record. Medical Record for each visit includes products and services provided to patient, templated medical notes, problems, diagnosis, and weight.
Simplified, easy reporting on key areas to help you more fully understand the health of your business and revenue from your client base.
- Role-based KPI dashboard. Report on clients, patients, product/services, tax, sales and staff. End-of-day reports. Reporting is actionable for client communication. All reports can be easily visually demonstrated.
Easy-to-manage inventory: streamlined, simple creation and tracking of inventory.
- Create and track purchase orders. Easily update stock levels. Ability to track batches. Add custom fields to further describe products/services. Reporting on key items (cost of goods sold, dispensed products in a date range, inventory listing, and inventory evaluation) and custom fields.
Streamlined management of client transactions with full view into account history.
- One-click view of financial activity. Easy checkout flow and payment acceptance. Flexibility in managing invoices. Tracks debts on accounts. Easy to merge multiple invoices into one invoice and payment. Ability to initiate prepayments. Easy refunds.
Create and store documents online with Google Drive online storage service, a secure and accessible place for all of your digital documents.
Printing through Google Cloud Print web-printing service that connects your printers to the web and auto-prints select forms and certificates.
- Deputy employee management tool makes it easy for any business to manage scheduling, timesheets and more.
- SmartFlow Sheet has whiteboard functionality that summarizes all the patients in a hospital into one field and can be viewed on any device.
- More partner integrations will be added in the future
