Neo Webinar: Communication Shortcuts

What to expect from this session

Join our Neo experts and unlock the full potential of your practice's most-used Neo features.

In this live webinar on Thursday, April 9, we’ll dive into practical shortcuts and pro-tips to help you: 

Master Form & Certificate Customization:

Learn to build professional templates by correctly using provider vs. electronic signatures, resizing logos, and mastering form variables for a polished layout.

Optimize Email Deliverability:

Take control of your outgoing communications by navigating the Email Manager to track message statuses and learning how to quickly remove clients from suppression lists.

Streamline SMS Communication:

Gain visibility into your practice’s texting workflow by mastering SMS message statuses and utilizing the SMS Usage report to track engagement and delivery.

Join us on April 9, 6 pm ET to learn how these small adjustments can lead to massive gains in daily efficiency.

During the webinar, we'll be providing live chat support, so you can ask questions, get instant guidance, and leave confident in your ability to put these tools to work immediately. 

Reserve your spot now.