🌟 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