WHAT’S NEW

WHAT’S IMPROVED

✨WHAT’S NEW

🔧WHAT’S IMPROVED

🛠️WHAT’S FIXED

• We resolved an issue where occasionally, products added from chart notes weren’t landing in the correct subcategory on the clinic dashboard.
• Corrected an issue where updating the provider on a ledger line item didn’t stick (it sticks now. 🙌🏼)

🆕 WHAT’S NEW

• Added a Column Picker to the patient list
• Show or hide the following fields to keep your list tidy and organized
  • Assigned Provider
  • Default Case (NEW)
  • Status

✨ WHAT’S IMPROVED

• Charges are now the default view
• Charges Overview and Charges Subtypes stay expanded
• Patient Transactions list displays automatically
• Clear definitions:
  • Charges = what you billed
  • Payments = how the money came in 

🛠️ WHAT’S FIXED

• Fixed an issue where some documents lost their Download button
• Downloads are now working as expected ✅

• Fixed an issue where charges could disappear when added while a chart note was open
• With improved two-way sync:
  • Add charges in the ledger or chart note
  • They’ll stay put and show up everywhere they should

• Fixed a bug where increasing units and adding a discount caused incorrect calculations
• Discounts are now calculating correctly and behaving as expected 🎯

🌟 WHAT’S NEW

⚙️ WHAT’S IMPROVED

🐞 WHAT’S FIXED

WHAT’S NEW 🆕

• If your appointment already has a linked case, you’ll now see the case name right on the chart note.
• Date of Condition and Date of Onset fields? Automatically filled in from the case — easy! 
• Want to link a case? Just choose one from the Case dropdown and it’s instantly connected — no screen-hopping required.
• Need a new case? Tap “Assign New Case”, fill it out, and it’ll automatically link right back to your note.
• Switch cases or unlink anytime — your note updates instantly and keeps everything tidy.

• You can now drag to expand or collapse each S, O, A, and P section for more visibility and cleaner navigation.
• Focus only on what you need, when you need it — your chart, your flow, your way. 🙌

• Disable email reminders for specific appointment types
• Disable email reminders for individual appointments

• Active – displays the most recent published supplement schedule 
• Previous – shows all previously published supplement schedules

• Copay
• Co-insurance
• Deductible
• Out of Pocket Max

✨WHAT’S IMPROVED:

WHAT’S FIXED: 🔨

WHAT’S NEW:

WHAT’S IMPROVED:

WHAT’S FIXED:

✨ WHAT’S NEW ✨

• Turn off email reminders for individual patients while keeping them on for everyone else.
• No more unwanted inbox dings!
• This time, it’s full HD—not just a sneak peek. 🎬✨

• Choose exactly how a payment is refunded. (only exception is you can only refund to a credit card if it was paid by credit card) 
• No more one-size-fits-all—tailor it to the situation.

• Upload all X-rays in a dedicated tab under the Documents section.
• Release them to patients in MyNEOHealth, so they can view their X-rays anytime.

• Patient creation (user created in clinic or self-registration) now checks for duplicates.
• Friendly alerts prevent duplicate records before they happen.

✨ WHAT’S IMPROVED ✨

• Labs, forms, and documents each have their own shiny new tab.
• Patients see the same clean layout in the MyNEOHealth Portal.
   Finding what you need is now easier than ever—no more document pile-ups!

• Document tabs now show the actual document name instead of a GUID.
• No more decoding random strings—your tabs make sense at a glance.

• Release labs and documents to a child account linked to a parent.
• Keep the whole family in the loop effortlessly.

• Tax IDs and Claim.MD API keys are now masked.
• Sensitive information is safer, while your workflow remains seamless.

⚙️ WHAT’S FIXED

• Patient ledger capped at 25 lines? Gone!
• Paging is back, so you can see all transactions again. 🎉

• Patient accounts in MyNEOHealth show the correct birthday—no more UTC confusion!
• Your birthday is officially your birthday again. 🥳

WHAT’S NEW ✨

• Click it, check it, list it:
  Open the new Spinal Listing Macro in your chart note, pick the lefts, pick the rights, and watch it magically appear in perfect order—from top to bottom!

• Make it yours:
  Add the spinal listing macro to your custom macros so you can insert it anywhere your cursor dares to go.
  Advanced macro magic recognized automatically.

• Pop into the patient’s profile and flip the reminder switch.
• Email reminders? Poof—they’re gone! ✨
• Flip it back on anytime, and reminders return like loyal little elves.
• Confirmation message included, so you know it worked! ✅

• 🎯 Bam! Missed appointments can now be labeled No Show!
• They stay on your schedule, pop out visually, and help you keep your tracking game strong!

• If you book outside of your business hours — we’ll nudge you… but mischief is allowed! 😏

• Say goodbye to system access instantly for users who no longer work at your clinic. 👋
• Keep all their historical data intact — nothing disappears, we promise! 📚
• Future appointments? Still there for review and rescheduling. 🗓️
• Last saved clinic settings? Cleared, fresh, and ready for action! ✨

• Bye-bye, accidental patients! 👋🏼
• You can now delete any patient that was accidentally created — as long as they’re data-free.

• Archive patients you don’t need daily.
• Peek at archived ones anytime, and welcome them back with open arms if they return — all while keeping their history safe and sound.
• Archive button = your new tidy-list superhero! 🦸

• Ever wanted to add a service to a transaction without tying it to an appointment?
• Well, now you can!
• No strings attached, no appointment required — just pure service-adding freedom.

• You can now edit document and lab names if they didn’t come out quite right the first time.

• You can now DELETE incomplete forms from your list.
• No more clutter.
• No more sifting through irrelevant stuff.
• Just a clean, tidy list that actually makes sense. 🙌

WHAT’S IMPROVED 🛠️

• Your patients’ visits are now listed newest to oldest.
• No more scrolling through history to find today’s visit.

• You can now view a patient’s notes on any document that’s been categorized as a lab.
• Just click “View Notes” in the ellipses menu to see the patient’s original notes anytime.

• Subscriber fields on the Insurance page are now tightened up to keep your billing accurate and hassle-free.

• We’ve cleaned up and shortened patient ID numbers for patients migrated from other EHRs. 🎉
• Why? To make things cleaner, simpler, and easier to use—less clutter, more clarity! Think of it as a spa day for your PIDs. 🛁

• Update a user’s email and—ta-da!—their login updates too. 
• No extra steps, no confusion, just smooth sailing. 🚀

WHAT’S FIXED 🐞

• We’ve coaxed it back into the spotlight, so now your schedule proudly struts its stuff in the MyNEOHealth Patient Portal, no matter how bright things get. 🌞✨

• Now, if there’s nowhere to send it, you simply can’t send it.

• The DX code dropdown now stays open for faster multi-select.
• No more click → vanish → click → vanish. 🎉

• 🔒 Existing documents are hidden by default—you choose when to release them.
• 📤 Upload new documents and decide: release now, later, or keep hidden.
• 👀 Documents uploaded or completed by patients are automatically visible to them.

• See notes patients leave on uploaded documents at approval or anytime later.
• Think of it as the “director’s cut commentary” on their uploads. 🎬😉

• Documents & Labs now show the most recent dates first. Bow down to the newest info! 👑

• The annoying glitch where patient-entered form data didn’t display in your clinic is gone! 🪄
• Everything your patients fill out now displays correctly—no more mysteries.

🎉 WHAT'S NEW

• 📝 When a patient drops a doc, it lands in the patient documents with a flashy "PENDING REVIEW" status — basically, a neon sign screaming, "Hey, look! New stuff here!"
• ✅ Once you review it, decide if it's a document or lab result, and BOOM — it zips into the right spot like a pro-organizer.
• 🎯 Approved docs get the VIP treatment and move into REVIEWED status — because who doesn't love that satisfying "done and dusted" feeling?

• Providers can now search inside your "Macros" list while completing a chart note.
• No more scrolling like you're lost in a Netflix queue—just type, find, and BAM… the perfect macro is ready to drop in.

🔧 WHAT'S IMPROVED

• 👀 No more double-vision payments on the clinic ledger —what you see is what you get.
• 🎯 Filters now actually show the numbers you asked for.
• 💰 Credits now land under the correct payment method when received.
• ✅ When those credits are used, they post properly to revenue (no more wandering off).
• 🔄 Rounding has stopped doing its weird little dance—your decimals now behave like decimals, not divas.

• Now, when you create a transaction that isn't tied to an appointment, you can still choose which provider gets the glory. 🦸‍♂️🦸‍♀️

🛠️ WHAT'S FIXED

• No more marathon clicks or Olympic-level screen hopping 🏃‍♂️💻 — just one glorious button and BAM 💥… patient created.
• Your mouse may never recover from all the free time it’s about to have. 🖱️😂

• No more “Who’s this mysterious human?!” moments. 
• Now you can add a relationship to patient accounts, so you’ll know EXACTLY who to talk to on behalf of your patient — like having a secret hotline to their personal cheer squad (minus the pom-poms, sadly).

• Heads up, new NEO users! When you sign up now, you’ll meet our trusty sidekick—CAPTCHA. 🤖❌
  It’s here, behind the scenes, to make sure you’re really human and not a sneaky robot trying to crash the party.
•  Think of it as your first mini brain game on NEO—easy, quick, and a fun way to prove you belong. No robot dance moves required, just a few clicks to get started!
• Welcome aboard the smart and secure NEO experience!

• Now when you create a new patient from the patient listing screen and hit Save, you’ll be magically whisked straight to their demographics page.
• No more “Where’d they go?” searches — just smooth, time-saving glory so you can keep adding info without missing a beat. 🪄🎯

• Yes, the file size limit still exists (sorry, no cheating the system), but now if your file is below the limit, you’ll upload it smoothly without any false alarms or unnecessary drama.
• Upload with confidence — your files won’t get unfairly tossed out for being “too hefty” when they’re just right. No more size-shaming here! 🙌

• Uploading a lab result sneakily stashed a copy in your Documents.

• Labs live their best lives in Labs
• Documents stay cozy in Documents

• Rapid clicks = blocked
• Duplicate drama = done
• Your mouse = finally gets a nap 😴

• All past & future appointments using that type are still visible 👀
• You just can’t create new ones with it

• Uploads now show the correct date
• No more time-warping confusion
• Time travel: officially canceled 🚫🕰️

🚀 WHAT’S NEW

✨ WHAT’S IMPROVED

• If a patient enters incorrect info 3 times during validation, they’ll now see a helpful message letting them know it’s time to phone a friend (aka, their clinic 😉).
•  The screen will prompt them to contact you for a fresh link—keeping things secure and frustration-free!

• We’ve expanded the insurance types—more options, less hassle, all win. 💪

• Once upon a time, we made the supplement schedule font bigger because… well, it was tiny. Tiny fonts = squinting = no bueno.
• But then — plot twist — the font got too big and everything got smooshed together like a jam-packed sandwich. 🥪😵
• Fear not, dear users! We’ve now nailed the Goldilocks zone: font size is just right, everything’s neat and readable, and your supplement schedules are looking sharper than ever.

🐞 WHAT’S FIXED

• Oops… patients were getting reminders for canceled appointments.
  As in: “Don’t forget your 2pm…” (that doesn’t exist anymore).

1. Editing Demographics
   You were told zip codes were required… even when they weren’t.

1. N/A Where Zip Codes Should Be
   Patients entered their zip codes like champs when completing the Health History form… but you saw “N/A.”

• A pesky formatting bug crammed everything at the top of the reset password screen and hid the beautiful NEO background.

• We gave Supplement Schedule Notes a little makeover—because your beautifully formatted declarations deserve to stay that way. 💅
• No more formatting meltdowns. Your notes now behave, stay in line, and look just as good as you intended.

• We caught those sneaky disappearing patient profile pics playing hide-and-seek again—and this time, we put them in permanent time-out.
• Your patients’ faces are back where they belong and staying put. 🎯💁‍♂️

🌟 WHAT’S NEW:
🗓️ Schedule View, Your Way
One of the top-voted Feedbear requests is HERE! 🕺💃
Choose your preferred schedule view intervals: 5, 10, 15, or 30 minutes. Like it fast? Prefer some breathing room? It's totally up to you. ⏰ Let the power scheduling begin!
 
🎭 Canceled Appointments Just Got Smarter
Click "Edit" on a canceled appointment and you'll enter Note-Taking Mode! 📝 All other fields are now read-only (they're on vacation 🌴), but notes? Still totally editable. Ideal for those "Karen canceled again" moments. 💃🔥

🌟 WHAT’S IMPROVED:
📅 Optional Insurance Dates
Effective Date and Term Date fields are now totally optional when entering patient insurance. Because hey — sometimes less is more, and dates are overrated. 🎉💨
 
👀 Peek behind the curtain (but make it tidier)!
We gave the user profile screen a glow-up. You could always see which clinics you have access to and what your role is at each one, but now it's got its own tab — cleaner, clearer, and way easier to find. ✨📋

🌟 WHAT’S FIXED:
💸 Fee Schedule Glitch = Gone
Some transactions with select Fee Schedules were ignoring the assigned Fee Schedule and charging full price — rude. 😤 We've corrected course: services now correctly reflect fee schedule pricing. Accuracy = restored. 🎯
 
🫠 No More Vanishing Forms
A bug was causing some patients' forms on the MyNEOHealth Patient Portal to randomly go blank. We fixed it! Forms now stay visible and functional. Bonus: they're also smoother, faster, and hiccup-free. 🥂📄✨

• Getting started is easier than finding a parking spot at your clinic! 
• Just head to your user profile and click "Macros" – boom, you're in the builder! 
• It's so simple, even your least tech-savvy colleague can do it. 😉

• Your future self is already planning that tiny office party we mentioned. 🎉
• This isn't just a feature update – it's your ticket to documentation nirvana, where efficiency meets your sanity, and they live happily ever after.
• Ready to become a macro master? Your charts are waiting!

🆕What’s New

💪🏼What’s Improved

🔨What’s Fixed

🌟 What’s New

🌟 What’s Improved:

🔔 What’s New

✅ What’s Improved

🔧 What’s Fixed

🎯 What’s New: 

🎯 What’s Improved: 

🎯 What’s Fixed

💫What’s New

💫What’s Enhanced

💫What’s Fixed

🌟What's New!

Phase One of MyNEOHealth is LIVE! 🎉
 

• Before sending a form to the patient portal, ensure that the “Fillable” option is enabled for each form.
• If you’ve uploaded your own forms, make sure they are fillable PDFs before toggling the “Fillable” option on. Any forms that are not fillable will be sent via email instead.
• If your form package includes the Health History form, you may remove it, as patients can now complete it electronically through the MyNEOHealth portal for added convenience.

🌟What's Improved!

🌟What's Fixed

🌟 What’s New:

🌟 What’s Enhanced:

🌟 What’s Fixed:

• We’ve activated your custom subscription for you—no extra steps needed! Your subscription includes all current and future system enhancements for up to 3 providers, with no base fee to you. You can now view your NEO subscription anytime right within your clinic settings. 

• The clinic ledger now automatically opens in day view—why? Because you're busy, you’ve got tons of transactions, and you need things to move fast. 💨💼
  Less loading, more doing. Let’s keep things snappy! 📅🚀          

• By popular demand, we’ve made the US the default country in patient demographics—because why wait? It’s all about making things smoother for you! 🙌✨

• When creating a new service, COGS and Unit Price now display in a proper currency format—clear, consistent, and easy to read! 💵       

• Popped into the schedule and got a blank stare? Don’t worry—we’ve added a new screen that gives you a heads-up when no providers are assigned to your clinic. Just add a user with a provider role, and you’ll be back in business! 📅🚀

• Just because a provider's moved on doesn’t mean their history disappears! You can still view all their past data—because accurate tracking never stops. 📊📚

• We squashed a tiny bug that was stopping you from adding charge amounts like .50 or .75 to a fee schedule—unless you started with a number. Now you can enter charges your way, no extra zeros needed! 💵✅

• We fixed the glitch that was keeping those email reminders from flying out. Now your inbox is all set to get timely nudges—because nobody likes to miss their spot! 🗓️💌🚀

• We squashed a sneaky little bug that was slowing things down when you filtered between providers on the ledger. Occasionally, things would lag like it was stuck in slow motion 🎞️—but not anymore! Filter away—your ledger is faster, snappier, and ready to roll. 🧾⚡

• Turns out NEO wasn’t a fan of free stuff — it was blocking services with a $0 amount. Rude, right? 😅

✨WHAT’S NEW

• You can now snap a pic and upload it straight to a patient’s profile - making it easier than ever to put a face to the name. 

• You can now refund a patient credit directly - quick, easy, and hassle-free. 

• Now staff members will be zipped straight to the ledger from the patient card on the schedule with one click!
  Less clicking, more doing. 💲💳💨

• Attached are some coming soon resources for notifying patients about the myNEOhealth portal.

✨WHAT’S IMPROVED

• Appointment notes just got an upgrade - you can now add multi-line notes with ease!
   Say goodbye to cramming, and hello to full thoughts, line breaks, and better notes! 🎉💬

• We gave the “Add Supplement” button a little makeover - brighter, bolder, and easier to find on the supplement schedule.
   Adding supplements has never looked so good! 💊🎯

• We’ve added the patient’s Date of Birth to the patient card to help you quickly and confidently identify the right patient. 

• You can now preview appointment notes directly from the patient card - making it quicker to see important visit details without digging. 

• As a provider, when you view the patient card from the schedule, you'll notice the action buttons have been refreshed for a cleaner, more intuitive experience.
  • For appointments with a Checked In or Done status, you’ll see “View Chart Note”- and jump straight into that visit’s note.
  • For upcoming appointments with a new status, you’ll see “View Chart Notes”- which takes you to the full chart note list screen for that patient.

• We’ve updated your Supplement Schedule printout to include the provider. 

• You can now see who uploaded lab results—because transparency matters.
   One glance, and you’ll know exactly where the info came from. ✅🔍

• We’ve added a loading spinner when you click “Print Chart Note” so you’ll know it’s working behind the scenes.
   No more guessing—just sit back and let it print! 🔄📝

• We gave the services table a slick new look - cleaner, clearer, and easier on the eyes.
   Same great info, now with way better vibes! ✨📋

✨WHAT’S FIXED

• We've tidied up the calendar - appointment type labels now stay exactly where they belong.
  Clean, clear, and easy to read! 📅✨

• We noticed the print date and time was showing incorrectly on chart notes—and since it wasn’t helpful, we’ve removed it.
   Your printouts are now cleaner and more focused! 📝

• We squashed a pesky bug where discounts weren’t saving on pending transactions.
   Your savings stick - just like they should! 🎉✅

• We resolved an issue where credit card payments would fail if a patient didn’t have an email on file.
  Now, payments go through smoothly - email or not!✅🚀

• We fixed a rounding issue that would sometimes cause ledger amounts to display incorrectly.
  Now, your numbers add up just right! ✅💵

• Rescheduling just got an upgrade! Now, when you reschedule an appointment, the end time automagically adjusts to match its duration.

•  We’ve softened the colors in light mode to be easier on the eyes — no more squinting! 

• 📧 Patient Email Address: Email is no longer a required field when creating a patient allowing the ability to quickly and efficiently add all users! 

• 💳 Using Credit Cards Saved on File: An error was discovered that declined credit card transactions when using a card saved on file. We are happy to report we were able to quickly identify and resolve this issue! 

                 o Our Patient Portal, MyNEOHealth is right around the corner! 🙌🏼                                                     

• 🖨️ Print Chart Notes: Need to fulfill a records request? Provider-signed Chart Notes can now be printed with ease. 
• 📅 Appointment Info in Chart Notes: Quickly verify that you're documenting the right appointment—appointment details are now visible within each chart note. 
• 🔁 Appointment Email Notifications: Help ensure your patients show up for appointments with automatic email reminders sent at the time of scheduling, 7 days prior, and 24 hours prior. Patients will also receive email notifications for rescheduled and cancelled appointments.
• 💲Account Credits: Easily view account credits with our new view of clinic ledger.

• 📥 Self-Registration: Updates designed to make scheduling and record-keeping effortless—for you and your patients!  

• ✍️ Chart Note Signatures: Easily view who signed a chart note—perfect for auditing and accountability. 
• 🕒 Time increment view on the schedule: Fixed an issue where the time increments on the schedule were being cut off. 
• 🗓️ Rescheduling appointments: Released a fix that corrects the issue of a rescheduled appointments not moving on the schedule. 
• 💳 Credit Card Transactions: If a credit card payment does not successfully process, NEO will now display an error stating the card declined.

• Self-Registration Link now available in Clinic Management
• Decide what appointment types you want to make accessible for online booking
• You have full control over which providers are eligible to accept specific appointment types
• Quickly identify the appointment on your schedule with a “SELF SCHEDULED” icon on the appointment
• View the patients upcoming visit in the Appointments section of the patient record
• Empower your patients with easy, direct access to care

• 💲 Products Listing Page now shows Unit Price clearly
• 👩‍⚕️ Provider Dropdown makes selecting your provider easier than ever
• 📦 Line Items now properly display as Units
• 📊 Revenue Totals accurately reflect earnings per provider and clinic
• 🧮 Product Totals (Supplements, Labs, and Books, oh my!) now include tax and discounts
• 📁 Ledger Box Selections reordered for smoother navigation
• 🧾 Invoice Page now features a Grand Total header for ultimate clarity

• Enhanced Printing Capabilities: Effortlessly print receipts, invoices, and payment history, enhancing convenience and transparency for both staff and patients. Ensuring smoother operations and better record keeping, providing an even higher level of service. 

• Upload More File Types with Ease: More formats, more flexibility! Making it easier to manage your documents seamlessly, streamlining your workflow. Including PDF, DOCX, XLSX, JPEG and many more!

• Improved Appointment Transactions: Seamlessly modify existing transactions on appointments, ensuring greater accuracy and flexibility.
• Clinic Information Retention: When switching between clinics, the previously selected clinic information will be retained, reducing the need for re-selection and improving efficiency.
• Simplified Refund Processing: Processing refunds for transactions will be easier and more intuitive, allowing for smoother financial management.
• Flexible Business Hours Management: The ability to quickly modify and adjust business hours as needed, ensuring your scheduling remains up to date.
• External Payments: Effortlessly  process external payments to optimize billing.
• View Appointment History: Easily view  appointment history in the patient record for improved efficiency and patient care.
• Patient Fee Schedule: Streamlined fee schedule selection for patients' transactions. 

• Transaction Invoice View: Optimized column layout for an effortless flow and refined view.
• Clinic Ledger Revision: Updated ledger view providing enhanced clarity, improved transaction tracking, and a more intuitive user experience.

• Appointments: Enhanced Appointment History listing screen to look back on patient appointments
• Assigning a provider to a patient: A specific provider can now be assigned to a patient
• Saving Credit Cards on File: Ability to store a card on file for future use by storing a key (no card information is saved on the platform) 
• Keep provider filter list for the schedule: The selected provider(s)will be retained when navigating away from the schedule and returning to the provider schedule(s)

• Transactions: Edit a pending transaction that has already been partially collected
• Fee Schedules: New cancel buttons for easier editing and creation of Fee Schedules
• Apply Payment per Line Item: Apply a specific dollar amount to single line item in a transaction