Neo Veterinary Software Features and Benefits
Neo provides an intuitive solution to power your practice and drive efficiency. Through modern cloud software and a thoughtfully designed interface, you can complete critical tasks with ease.
Practice dashboard
See the big picture of daily activity in your practice.
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Business snapshot provides a digestible overview of overdue invoices, reminders due, draft invoices, and remaining appointments
- Customizable dashboard adjusts based on preferences and needs
- Task list provides an overview of daily callbacks and diagnostic results
- Power search saves time by letting you quickly find a client or patient from anywhere in the Neo system
Patient workflow
Stay on top of patient care from any device, anywhere.
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One-click access to complete patient history, preformatted examination notes, master diagnosis list, and low/high estimates
- Customizable procedure templates to save your staff time and standardize care protocols in the practice
- Integrated diagnostics ordering for IDEXX and ANTECH from anywhere in your practice with real-time results
- Electronic signature capture for simplified client procedure approval
Simplified scheduling
Helping you manage an ever-moving target: the appointment schedule.
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View and confirm appointments in the schedule
- Start the estimate or invoice directly from the appointment to provide clear visit status to all staff
- Send customizable SMS reminders with the click of a button
- Utilize the fully customizable boarding module for streamlined booking management
- Simplify booking and manage client requests with the integrated Neo Patient Portal
Seamless digital payments
Fast, accurate checkouts mean less interruptions of patient care.
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Rapid, secure payment capture is provided with the click of a button from the patient record
- Digital signature capture is enabled through a wireless Clover device provided at no additional charge
- Payment information automatically syncs to the patient record, enabling easy checkout and payment processing
- Complete payment history, reporting, and custom batch settings are easily accessed from the payments portal
Client communications
Client relationships matter. These simple tools help you optimize every interaction.
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Built-in tools that enable your team to engage clients between visits
- Templatized discharge instructions for faster, easier checkout
- Callback scheduling for streamlined time management
- One click to email clients from the consultation with estimates, invoices, consent forms, discharge instructions and educational materials
- Automated email reminders to help save your staff valuable time
- Plus, add on Vello for additional, fully integrated client communications functionality.
Flexible reporting
Even your practice needs a check-up. Review performance with one click.
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Analyze key performance indicators for your practice based on veterinary industry benchmark metrics, including total sales, payments provided, and provider production
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Create purchase order and track practice inventory
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Filter quickly with visualization directly in Neo with the ability to export data