New
Enhanced
Fixed
Release 4.9.5
✨ NEW
Auto Send Forms per Appointment Type
- Select forms, form packages, or Form Builder forms to automatically send for each appointment type
- Coose when forms are sent: at the time of scheduling, or a set number of hours or days before the appointment
- Toggle auto send off for individual appointments at the time of scheduling
- See the list of forms that will be sent for an appointment at the time of scheduling
- Patients with a MyNEOHealth Patient Portal account will be sent forms to their portal
- Patients without a MyNEOHealth Patient Portal account will be sent an email with PDF forms to download and complete
Note: Forms will only be sent for newly scheduled appointments made after the configuration is complete
✨ENHANCED
- A new Edit button now exists on the patient's Insurance page
- Performance updates to increase speed
✨FIXED
- Emails were incorrectly being sent for deleted appointments
- The patient snapshot on the patient profile now updates the “next appointment date” when an appointment is deleted
- The email sent when patients are linked now shows the patient's name instead of their email address
- Schedule performance fixes:
- The schedule no longer cuts in half when dragged between two screens
- The work week/week date range now stays on the week you were viewing instead of defaulting to the current week
- Fillable signed PDF forms now display when viewed in Google Chrome
- The signature box on completed fillable PDFs no longer comes back blank when a select signature box was used for signing
New
Enhanced
4.9.0
NEW
CUSTOM CLINIC BRANDING
Upload your clinic's own logo and choose exactly where it appears: the MyNEOHealth Patient Portal, system-generated PDFs (like receipts and supplement schedules), emails sent to patients, and on the self-registration / public booking page.
Set a primary brand color for the self-registration / public booking page and secondary colors are generated automatically to match. Choose whether the self-registration / public booking page displays in light mode or dark mode for prospective patients.Choose whether the page's font displays in a dark or light color.
CUSTOM QUESTIONS FOR SELF-REGISTRATION / PUBLIC BOOKING
Build custom questions for prospective patients to complete during the booking process.
Choose from short text, long text, acknowledgment, or paragraph question types.Paragraph questions support hyperlinks that open in a new tab. Mark any question as required. Drag and drop to reorder questions. Completed answers show in the appointment notes and save as a PDF in the patient's Documents section.
BOOK BY PHONE OPTION
Prospective patients using your self-registration / public booking link can now choose to have their appointment by phone right from the booking flow.
When phone is selected, a phone icon displays on the clinic calendar for a clear, at-a-glance indication.
Upload your clinic's own logo and choose exactly where it appears: the MyNEOHealth Patient Portal, system-generated PDFs (like receipts and supplement schedules), emails sent to patients, and on the self-registration / public booking page.
Set a primary brand color for the self-registration / public booking page and secondary colors are generated automatically to match. Choose whether the self-registration / public booking page displays in light mode or dark mode for prospective patients.Choose whether the page's font displays in a dark or light color.
CUSTOM QUESTIONS FOR SELF-REGISTRATION / PUBLIC BOOKING
Build custom questions for prospective patients to complete during the booking process.
Choose from short text, long text, acknowledgment, or paragraph question types.Paragraph questions support hyperlinks that open in a new tab. Mark any question as required. Drag and drop to reorder questions. Completed answers show in the appointment notes and save as a PDF in the patient's Documents section.
BOOK BY PHONE OPTION
Prospective patients using your self-registration / public booking link can now choose to have their appointment by phone right from the booking flow.
When phone is selected, a phone icon displays on the clinic calendar for a clear, at-a-glance indication.
ENHANCED
FASTER PORTAL INVITES
An "Invite to Patient Portal" button now lives right on the patient creation screen.Invite a new patient to the portal the moment you create them, no extra steps required.
EXPANDABLE SUPPLEMENT NOTESThe supplement note box is now expandable, making it easy to see all the text that's been entered.Multiline mode defaults to displaying 2 lines.A visible character count is now shown. I
NSURANCE CHECK NUMBER VISIBILITY
Clinic Dashboard: The insurance check number now displays as part of the Payment Method for insurance payments.
Patient Ledger: The insurance check number now displays in the payment description for insurance payments, making it easier to reference and reconcile.
PRINTABLE SUBSCRIPTION RECEIPTS
You can now print your monthly subscription receipt.
Go to My Subscriptions > Subscription Details and click View Receipt.Click the printer icon in the top right to print the PDF.
An "Invite to Patient Portal" button now lives right on the patient creation screen.Invite a new patient to the portal the moment you create them, no extra steps required.
EXPANDABLE SUPPLEMENT NOTESThe supplement note box is now expandable, making it easy to see all the text that's been entered.Multiline mode defaults to displaying 2 lines.A visible character count is now shown. I
NSURANCE CHECK NUMBER VISIBILITY
Clinic Dashboard: The insurance check number now displays as part of the Payment Method for insurance payments.
Patient Ledger: The insurance check number now displays in the payment description for insurance payments, making it easier to reference and reconcile.
PRINTABLE SUBSCRIPTION RECEIPTS
You can now print your monthly subscription receipt.
Go to My Subscriptions > Subscription Details and click View Receipt.Click the printer icon in the top right to print the PDF.
New
Enhanced
Release 4.8.2
⭐️ NEW
SALT Diagnoses and Services
Choose to SALT Diagnoses and/or Services from a previously signed noteOnly services copy over, not productsAny diagnoses and services that were linked stay linkedThis replaces any diagnoses and services already entered on the new note; products are never affected
Phone Appointment Option
Prospective patients can now select phone appointment via Self-RegistrationAppointment is flagged with a phone icon on your schedule, so your team knows at a glance
Choose to SALT Diagnoses and/or Services from a previously signed noteOnly services copy over, not productsAny diagnoses and services that were linked stay linkedThis replaces any diagnoses and services already entered on the new note; products are never affected
Phone Appointment Option
Prospective patients can now select phone appointment via Self-RegistrationAppointment is flagged with a phone icon on your schedule, so your team knows at a glance
⭐️ ENHANCED
Patients can now schedule using a Care Package via MNH
Any prepay amount the clinic requires for that appointment type will be bypassed A visit is used from the package insteadThe visit count will update automatically
Filter count on the clinic dashboard
A number icon now shows on clinic dashboard filters so you can see how many filters you've selected at a glance
Unbilled charges updates
Each patients charges now default to collapsed so you can see more patients at a glanceCharges with missing required information now display a visual indicator when hovered, helping ensure all necessary details are completed before selectionYou’ll see at a glance what's missing before you can submit a claim to the clearinghouse
Clearer MNH linking status displayed
Parent/child portal status is easier to read in patient demographics.
Any prepay amount the clinic requires for that appointment type will be bypassed A visit is used from the package insteadThe visit count will update automatically
Filter count on the clinic dashboard
A number icon now shows on clinic dashboard filters so you can see how many filters you've selected at a glance
Unbilled charges updates
Each patients charges now default to collapsed so you can see more patients at a glanceCharges with missing required information now display a visual indicator when hovered, helping ensure all necessary details are completed before selectionYou’ll see at a glance what's missing before you can submit a claim to the clearinghouse
Clearer MNH linking status displayed
Parent/child portal status is easier to read in patient demographics.
New
Enhanced
Fixed
Release 4.8.1
NEW
Inventory is Here!
- Set a quantity on hand and a reorder level for each item
- NEO automatically reduces the count as items are added to the ledger
- Get a daily notification and email listing anything at or below its reorder level
Gonstead Macro Now Available!
- New advanced macro listing for charting the Gonstead Technique
- Use it as a standalone entry in a chart note
- Insert it into a new or existing macro
ENHANCED
- USA, Canada, and Mexico are now pinned to the top of the country list when entering patient demographics.
- The overbooking option in appointment types has been redesigned for a clearer understanding of what it applies to.
- Claims reconciliation now supports searching by date or date range, plus multiselect, to narrow your search.
- Updates to the patient case screens, in preparation for a future release.
- Update to the ICD-10 format.
- The system created "Default Fee Schedule" is now called Base Offerings to avoid confusion.
- Insurance Claims screens no longer use separate Submitted and Paid tabs. A new status column shows each claim's status, and the quick info boxes at the top are clickable to filter claims by that status.
- The Create Patient screen now includes full demographics options, so you can add more detail at the time of creation if you'd like.
- Updated the "Apply To" option on the payment screen, making it easier to see which ledger a payment is being applied to.
FIXED
- Claims reconciliation now allows for a $0 payment.
- You can now use the spinal listing macro and Gonstead macro while creating a macro.
- Fixed date of birth showing off by a day in the appointment scheduling modal.
- Fixed a bug causing the incorrect time to show for SMS scheduled texts.
- Deleting a card tied to a recurring payment no longer causes the recurring payment details to fail to load.
- Removing a provider from a clinic now correctly removes them from that clinic's list, since they no longer have access.
- You can now edit and update the fee schedule assigned to a patient case.
- Fixed a bug where a dash was being incorrectly added to the suffix on Patient Acct # on the claim, pushing it past the 20-character limit and requiring users to go into Claim.MD to resolve it.
Release 4.7.1
✨ NEW
A Brand-New Chiropractic Macro Set
• Quick-click options that cut down on typing
• Zero setup, automatically available for every provider
• Love your current macros? Create custom macros using the quick-click components
• Prefer a cleaner view? Use the recently released hide function
Bulk Reconciliation for Insurance Payments
Reconciling insurance payments just got effortless, with a brand-new Insurance Payments workspace:
• New Insurance Payments section under Insurance
• Enter the payment amount, date, and method (check or card) once
• Search and select a single claim or several claims to apply it to
• Watch a live running balance as you allocate, so you always know when you're square
• Submit once and every selected claim is reconciled and marked Paid
• New Payments listing and detail view to see every batch at a glance
Virtual Credit Card Payments
You can now process Virtual Credit Cards right inside NEO to reconcile insurance claims.
• No separate portal
• No extra steps
• Card details are captured securely, and the claim is reconciled the moment the payment is applied
• Surcharging automatically waivedA whole new way to get paid faster.
Clearer Dashboard Reporting
Your clinic dashboard now breaks insurance out into two clear categories, Insurance Check and Insurance Credit Card, so you can see exactly how your insurance dollars are coming in.
• Quick-click options that cut down on typing
• Zero setup, automatically available for every provider
• Love your current macros? Create custom macros using the quick-click components
• Prefer a cleaner view? Use the recently released hide function
Bulk Reconciliation for Insurance Payments
Reconciling insurance payments just got effortless, with a brand-new Insurance Payments workspace:
• New Insurance Payments section under Insurance
• Enter the payment amount, date, and method (check or card) once
• Search and select a single claim or several claims to apply it to
• Watch a live running balance as you allocate, so you always know when you're square
• Submit once and every selected claim is reconciled and marked Paid
• New Payments listing and detail view to see every batch at a glance
Virtual Credit Card Payments
You can now process Virtual Credit Cards right inside NEO to reconcile insurance claims.
• No separate portal
• No extra steps
• Card details are captured securely, and the claim is reconciled the moment the payment is applied
• Surcharging automatically waivedA whole new way to get paid faster.
Clearer Dashboard Reporting
Your clinic dashboard now breaks insurance out into two clear categories, Insurance Check and Insurance Credit Card, so you can see exactly how your insurance dollars are coming in.
✨ ENHANCED
Quick Info Card on the Schedule
The quick info card now stays open on the schedule, so the details you need are always one glance away.
The quick info card now stays open on the schedule, so the details you need are always one glance away.
✨FIXED
• Corrected an error that assessed the incorrect price per additional provider
• Fixed an issue where the patient list didn't fully display when using the search bar
• Updated the patient search feature on the scheduling modal
• Fixed an issue where the patient list didn't fully display when using the search bar
• Updated the patient search feature on the scheduling modal
Release 4.6.1
NEW
Share macros between providers
- Send a macro you've built straight to a colleague's list, no rebuilding required.
Hide/unhide macros
- Tuck away macros you don't use so your Chart Notes panel only shows what's relevant to you.
ENHANCED
Print multiple chart notes at once
- Generate and print several chart notes together as a single PDF, in chronological order.
Patient portal status on the Patient List
- Enable the new column in the column picker to see each patient's My NEO Health status at a glance.
FIXED
- Corrected an issue where the DOB on the Relationships modal occasionally displayed one day off.
- Fixed an intermittent error when changing case types on a chart note that was SALT'ed from a previous note.
- Various behind-the-scenes updates for stability and performance.
Release 4.5.1
✨ NEW
Recurring Payments
Set up automated recurring payments for patients in a few clicks.
Set amount per installment, number of payments, and billing frequency
Choose which ledger each payment posts to
Surcharging is calculated automatically on every payment if applicable
Skip the next payment anytime. It is recorded and the total does not drop
Failed payments show as Needs Attention, and the clinic and patient are notified
Recurring Payments in the MyNEOHealth Patient PortalPatients can view their plans in the MyNEOHealth Patient Portal as read only, and automatically get a receipt emailed after each successful payment.Includes plan name, ledger applied to, billing frequency, next payment amount and date, payments made, remaining payments, card on file, and status.
Set up automated recurring payments for patients in a few clicks.
Set amount per installment, number of payments, and billing frequency
Choose which ledger each payment posts to
Surcharging is calculated automatically on every payment if applicable
Skip the next payment anytime. It is recorded and the total does not drop
Failed payments show as Needs Attention, and the clinic and patient are notified
Recurring Payments in the MyNEOHealth Patient PortalPatients can view their plans in the MyNEOHealth Patient Portal as read only, and automatically get a receipt emailed after each successful payment.Includes plan name, ledger applied to, billing frequency, next payment amount and date, payments made, remaining payments, card on file, and status.
🚀 ENHANCED
Insurance editing.
Update the payment date when editing an insurance payment with the new date selector plus a minor fix to the submitted date when editing a claim payment.
Clinic info in the portal.
Patients can now see their clinic details inside MyNEOHealth.
Linked account emails.
Parents and owners get an email when a child is linked to their MyNEOHealth access.
Send forms sooner.
You can now send Form Builder forms to patients with an Invited status, not just Active. Send them right away instead of waiting, and the forms will be ready and waiting once the patient validates their portal.
Cleaner patient snapshot in the patient record We gave the Patient Snapshot a visual refresh, removing the Account Balance and Patient ID for a more streamlined view and to prepare for upcoming enhancements.
Clinic info in the portal.
Patients can now see their clinic details inside MyNEOHealth.
Linked account emails.
Parents and owners get an email when a child is linked to their MyNEOHealth access.
Send forms sooner.
You can now send Form Builder forms to patients with an Invited status, not just Active. Send them right away instead of waiting, and the forms will be ready and waiting once the patient validates their portal.
Cleaner patient snapshot in the patient record We gave the Patient Snapshot a visual refresh, removing the Account Balance and Patient ID for a more streamlined view and to prepare for upcoming enhancements.
🔧 FIXED
Two minor Form Builder bugs squashed:
Horizontal display option now keeps that formatting.
Up and down arrows now display correctly in light mode.
Subscription payment update:
We've improved the subscription payment update process to eliminate a visual issue that could make it appear your payment method update wasn't successful, even though your subscription remained active.
Continuous Improvements:
As always, we've made several behind-the-scenes improvements to help keep NEO running at its best. Even if you don't see them, they're working hard for you.
New
Enhanced
Fixed
Release 4.4.2
WHAT'S NEW
📦 CARE PACKAGE TEMPLATES
Build it once, use it forever. You can now create care package templates and reuse them across multiple patients, saving you time and keeping your workflows effortlessly efficient.
Build it once, use it forever. You can now create care package templates and reuse them across multiple patients, saving you time and keeping your workflows effortlessly efficient.
ENHANCED
💳 INSURANCE PAYMENT EDITING
Mistakes happen, and now you can fix them. If an insurance claim was reconciled inaccurately, you can edit the payment directly. Original payment details are preserved, and patient and insurance balances update automatically.
Mistakes happen, and now you can fix them. If an insurance claim was reconciled inaccurately, you can edit the payment directly. Original payment details are preserved, and patient and insurance balances update automatically.
FIXED
🔁 SURCHARGE ON REFUNDS
Fixed a bug where surcharges on refunds were not correctly updating patient and care package balances. Everything adds up now, exactly as it should.
📅 DRAG-TO-EXTEND APPOINTMENTSThe drag-to-extend feature on appointments and events now sticks the way you intend it to. No more reverting back to the default duration. Your adjustments are saved and respected, every time.
📋 FILLABLE PDF FORMSWe made a routine update to how fillable PDF forms are generated. Forms will now consistently display the correct fields and populate as expected every time, right out of the box.
Fixed a bug where surcharges on refunds were not correctly updating patient and care package balances. Everything adds up now, exactly as it should.
📅 DRAG-TO-EXTEND APPOINTMENTSThe drag-to-extend feature on appointments and events now sticks the way you intend it to. No more reverting back to the default duration. Your adjustments are saved and respected, every time.
📋 FILLABLE PDF FORMSWe made a routine update to how fillable PDF forms are generated. Forms will now consistently display the correct fields and populate as expected every time, right out of the box.
Release 4.4.0
WHAT'S NEW
Big things are here. This release brings three purpose-built upgrades designed to give your clinic more flexibility, more power, and more peace of mind. All right inside NEO.
NEW BUNDLES ARE NOW AVAILABLE
NEO's new subscription bundles are officially live, purpose-built so every clinic can choose the plan that fits how they actually practice.
Whether you're a solo chiropractor, a growing wellness practice, or a multi-provider team, there's a tier with your name on it and the flexibility to grow with your clinic.
Review the new bundles today!
CUSTOM FORM BUILDER
The custom form builder is officially live and available with our upgraded subscription bundles. Here's what it means for your clinic:
✓ | Create custom forms and securely send them directly to the MyNEOHealth patient portal
✓ | No third-party tools, no workarounds, no extra steps
✓ | One less platform to manage, more time for what matters most: your patients
✓ | No third-party tools, no workarounds, no extra steps
✓ | One less platform to manage, more time for what matters most: your patients
MULTI-FACTOR AUTHENTICATION (MFA)
Stronger security is now built into NEO. For clinics, security isn't a nice-to-have. It's part of the promise you make to every patient who walks through your door.
Multi-factor authentication (MFA) is now live, giving your practice an added layer of account protection for your team and the patient data you're trusted with, without adding friction to your team's day.
_____________________________________________________________
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WHAT'S FIXED
UNDER THE HOOD fixes and improvements
This release also includes a wave of behind-the-scenes updates including MyNEOHealth Patient Portal validation and clinic user login security improvements.
All designed to make NEO feel faster, smoother, and more reliable than ever. You may not see them, but you will feel them.
These updates are live and ready for your clinic. Log in to NEO and explore what's new, built specifically for the way you practice.
Release 4.3.4
TIME BLOCKING IS HERE
We’re excited to roll out Time Blocking, a powerful new tool that gives you full control over your schedule. Block time, protect your calendar, and keep everything running smoothly.
📅 CREATE & MANAGE EVENT TYPESBuild custom event types to block time on your schedule. Create, view, edit, and delete them anytime. Once an event is scheduled, that time is protected, self-registered appointments and MyNEOHealth bookings won’t be allowed during the block.
👤 NO PATIENT REQUIREDEvents can be added directly from the scheduling interface, no patient selection needed. Perfect for admin tasks, team time, training blocks, or any non-clinical hold on the calendar.
👁 INSTANT EVENT DETAILS CARDSingle-click any event on the schedule to open a details card, no hunting required. You’ll see everything at a glance:✓ | Event Type & Assigned Provider
✓ | Date & Time
✓ | Notes (when present)
✓ | Quick-action buttons to Edit or Delete, no extra navigation needed. Closing the card leaves everything exactly as-is.
✏️ EDIT & DELETE WITH CONFIDENCEDouble-click any event or tap Edit from the details card to jump into edit mode. Update Event Type, Duration, Provider, Date, Time, and Notes. Changes save instantly and reflect on the schedule right away. Deletions require a confirmation step, so nothing disappears by accident.
⚠️ SMART DOUBLE-BOOKING ALERTSScheduling over a blocked time? NEO has your back. A clear, informative notice will display the conflicting Event Type and time so you can make an informed decision before confirming. Open slots stay clean and alert-free, no noise, just signal.
📅 CREATE & MANAGE EVENT TYPESBuild custom event types to block time on your schedule. Create, view, edit, and delete them anytime. Once an event is scheduled, that time is protected, self-registered appointments and MyNEOHealth bookings won’t be allowed during the block.
👤 NO PATIENT REQUIREDEvents can be added directly from the scheduling interface, no patient selection needed. Perfect for admin tasks, team time, training blocks, or any non-clinical hold on the calendar.
👁 INSTANT EVENT DETAILS CARDSingle-click any event on the schedule to open a details card, no hunting required. You’ll see everything at a glance:✓ | Event Type & Assigned Provider
✓ | Date & Time
✓ | Notes (when present)
✓ | Quick-action buttons to Edit or Delete, no extra navigation needed. Closing the card leaves everything exactly as-is.
✏️ EDIT & DELETE WITH CONFIDENCEDouble-click any event or tap Edit from the details card to jump into edit mode. Update Event Type, Duration, Provider, Date, Time, and Notes. Changes save instantly and reflect on the schedule right away. Deletions require a confirmation step, so nothing disappears by accident.
⚠️ SMART DOUBLE-BOOKING ALERTSScheduling over a blocked time? NEO has your back. A clear, informative notice will display the conflicting Event Type and time so you can make an informed decision before confirming. Open slots stay clean and alert-free, no noise, just signal.
New
Release 4.3.2
🌟 WHAT'S NEW
💳 SURCHARGING IS HERE
Recover credit card processing fees with confidence. Partner with InterPayments to get started.✓ | Guaranteed compliance. InterPayments handles the constant compliance challenge for you.
✓ | Smart card detection. InterPayments determines which cards can be surcharged.
✓ | Refunds, handled. Refund calculations happen automatically—no manual math.
✓ | Same workflow you know. Automatic surcharge calculation, clear visuals, and seamless patient payments through MyNEOHealth.
🔔 MYNEOHEALTH PATIENT NOTIFICATIONS
Keep patients in the loop automatically. They'll now receive a notification when:
- A Form is sent to be completed (including the Health History E-Form)
- A Document has been released to review
- A Lab has been released to view
- An X-ray has been released to view
- A Supplement Schedule has been published to review
New
Enhanced
Release 4.3.1
🌟 WHAT'S NEW
💳 PATIENT PAYMENTS IN MYNEOHEALTH*
**NEO Integrated Payment Processor Account Required
The moment you've been waiting for — patients can now pay directly from the MyNEOHealth Patient Portal. Everything they need, all in one place:
- Make payments on balances owed
- Save cards on file for future use
- Add a new card or choose a saved one at checkout
- Edit card details any time
- Generate and download receipts
- View full payment history
🔔 And for your clinic? You'll get a notification the moment a patient makes a payment through their MyNEOHealth Patient Portal — so nothing slips through the cracks.
💬 A long-standing request from users and patients — delivered!
📲 SMS PACKAGE MANAGEMENT
NEW
Take control of your SMS plan without picking up the phone. Users can now:
- Upgrade their SMS package on demand
- View usage from previous months at a glance
✨ ENHANCEMENTS
✅ SMOOTHER MYNEOHEALTH PATIENT PORTAL VALIDATION UPDATED
We've reworked the MyNEOHealth Patient Portal validation process to make it faster and easier for patients to get in. Less friction, fewer support calls, happier patients.
🚀 HUGE value for your team and your patients.
📝 SELF-REGISTRATION UPGRADES UPDATED
Self-Registration just got smarter — straight from your feedback:
- No more collecting an address for $0 appointments
- Added a terms & privacy policy acknowledgement
- New "reason for visit" box so patients can share why they're coming in — giving providers a head start on prep
💬 A direct ask from several of you. Thanks for the push!
📅 CARE PACKAGE DETAILS IN APPOINTMENT HISTORY UPDATED
Patients will now see their Care Package name and visit count right in the Appointment History section of their MyNEOHealth Patient Portal. More transparency, fewer questions.
🔔 HEALTH HISTORY E-FORM NOTIFICATIONS UPDATED
Clinics will now get a notification the moment a patient completes their Health History e-form. No more checking — you'll know as soon as it's ready to review.
🔑FORGOT PASSWORD PAGE REFRESH UPDATED
A cleaner, clearer Forgot Password experience — making it easier for users to get back into their account without a hiccup.
New
Release 4.2.0
IT'S HERE.
YOUR PATIENTS CAN NOW BOOK THEIR OWN APPOINTMENTS VIA THEIR MYNEOHEALTH PATIENT PORTAL!
✨ PRODUCT UPDATE · MYNEOHEALTH PATIENT PORTAL ✨
We heard you loud and clear — and we delivered. Patients can now schedule, reschedule, and cancel appointments directly from the MyNEOHealth Patient Portal. No more phone tag, no more back-and-forth. Your practice stays in full control, while your patients enjoy a seamless, self-service experience.
YOU'RE ALWAYS IN CONTROL
Every clinic is different — so we built this feature with full flexibility in mind. Here's exactly what your team gets to manage:
⚙️
CHOOSE WHICH APPOINTMENTS ARE BOOKABLE
Pick exactly which appointment type(s) patients are allowed to schedule through the portal. Full control, zero surprises.
⏱️
SET SCHEDULING TIMING RULES
Define how far in advance — or how close to the appointment — patients can book or make changes. Your rules, your timeline.
📋
DOUBLE-BOOKING CONTROL
Decide per appointment type whether double-booking is allowed. Keep high-demand slots flexible or locked down — your call.
🔒
PER-APPOINTMENT-TYPE SETTINGS
Every appointment type gets its own unique configuration. For example: Chiropractic Adjustments, Follow-Ups — each one set exactly how you need it.
WHAT'S NEW
📅
ONLINE APPOINTMENT SCHEDULING
NEW
Patients can now browse available times and book their own appointments — right from the portal, any time of day. No phone calls, no waiting. Instant confirmation and a frictionless experience from start to finish.
PATIENT SELF-SERVICE
REAL-TIME BOOKING
🔁
RESCHEDULE WITH EASE
NEW
Life happens — and now patients can handle it themselves. They can reschedule an upcoming appointment directly in the portal, reducing no-shows and last-minute calls to your front desk.
REDUCE NO-SHOWS
SELF-SERVICE
❌
PATIENT-INITIATED CANCELLATIONS
NEW
Patients can cancel appointments on their own schedule — freeing up your team and opening slots for other patients automatically. Clean, simple, and keeps your calendar accurate in real time.
CALENDAR ACCURACY
AUTO-UPDATED SLOTS
READY TO ACTIVATE PATIENT SCHEDULING?
Head to your Appointment Type Settings to configure your MyNEOHealth Patient Portal Scheduling rules for your clinic. Need a hand getting set up? Our support team is standing by.
NEO INNOVATIONS
Questions? Reach us at support@neoinnovations.com
© 2026 NEO Innovations. All rights reserved.
© 2026 NEO Innovations. All rights reserved.
Release 4.1.0
✦ NEW
🔔 MyNEOhealth PATIENT PORTAL ACTIVITY NOTIFICATIONS
Stay in the loop! You'll now receive real-time notifications when a patient completes a form or uploads a document through the MyNEOHealth patient portal. No more checking, NEO keeps you informed the moment it happens.
▲ ENHANCED
⚙️ APPOINTMENT TYPE CREATION — REIMAGINED
We've completely overhauled the Appointment Type creation screen in Settings. The new look and functionality is a major upgrade. It’s laying the groundwork for some really exciting updates coming soon, including enhancements to the MyNEOHealth Patient Portal and Self-Registration. Stay tuned!
$ $0 SHIPPING CHARGES NOW SUPPORTED
You can now create a $0 shipping charge giving you more flexibility in how you configure your offerings. Simple, but powerful.
✔ FIXED
🗂️ MISCELLANEOUS CATEGORY STAYS PUT
Fixed an issue where the Miscellaneous category wasn't sticking in the Add Charges modal. It now remains persistent right where you expect it, every time.
⚡ UNDER-THE-HOOD IMPROVEMENTS
We made several behind-the-scenes updates to improve overall system speed and stability. You may not notice anything specific and that's exactly the point. A faster, smoother NEO for everyone.
Release 4.0.0
SMS Two-Way Texting & Appointment Reminders — Now Available
SMS messaging is officially here! This was the #1 most-requested feature on our feedback board, and it's now live as an optional add-on (not included in your base NEO package).
Getting Started Sign up takes just a few steps: select your SMS package and phone number, then complete a one-time FCC registration ($19.50 fee). Note that FCC approval is required before you can send or receive any messages — this typically takes 2–4 weeks.
Features
- Patient opt-in/opt-out management (patients confirm via invite; opt out anytime by replying STOP)
- Two-way messaging and appointment reminders with per-patient toggles
- Scheduled texts (with automatic federal Quiet Hours compliance)
- Mass texting (each patient receives an individual message — numbers are never shared)
- Draft saving
Pricing (Monthly)
PackageStandard
Ping — 3,000 SMS | $119
Boom — 8,000 SMS | $194
Blast — 15,000 SMS | $299
Ping — 3,000 SMS | $119
Boom — 8,000 SMS | $194
Blast — 15,000 SMS | $299
Overage: $0.03/message. Messages over 160 characters count as multiple SMS. Usage resets the 1st of each month; unused messages do not roll over.
Also Sneaked into This Release
- Shipping Charges — You can now add Shipping as a charge type under Misc. Category in Offerings (tenant and clinic level).
- Self Registration Notifications — Real-time notifications when a patient books through Self Registration.
Bug Fixes & Enhancements
- Fixed: Provider selection now persists when navigating away from the schedule.
- User preferences (week view, dark/light theme, column picker) now save between sessions.
- Provider images load faster and more reliably on the schedule view.
Release 3.2.0
Care Packages are a powerful and flexible way to bundle services, simplify payments, and create a seamless experience for both your team and your patients.
💡 What You Can Do Now
-
Create fully customized Care Packages
Build packages tailored to each patient’s specific treatment plan or needs. -
Automatically track visits
Instantly see visits used, scheduled, and remaining so nothing falls through the cracks. -
Auto apply your preset package pricing
Set your custom package rates once and NEO automatically applies them to eligible services. -
Monitor financial activity in real time
View total spent and remaining balances available to use toward services at a glance. -
Manage detailed financials with individual package ledgers
Each Care Package includes its own ledger so you can review activity, adjustments, and balances with confidence.
📘 Need more information?
Our Online User Manual has been fully updated to support the new Care Packages feature.
Whether you’re building your first package or fine tuning your process, the guide is ready when you are.
🚀 Why You’ll Love It
✓ Less manual tracking.
✓ Less pricing guesswork.
✓ More clarity.
✓ More control.
✓ More “why didn’t we have this sooner?”
✓ Less pricing guesswork.
✓ More clarity.
✓ More control.
✓ More “why didn’t we have this sooner?”
Designed to help you streamline operations while delivering added value, Care Packages make it easy to manage services, apply custom pricing, and visit tracking—all in one place.
📲 And - One - More - Thing… 🤫
Be on the lookout very soon for getting SMS Messaging started.
Like “counting down the final seconds” close.
Stay tuned. The momentum is real. 👀✨
Release 3.1.10
🎉🔥 CARE PACKAGES ARE ALMOST HERE 🔥🎉
We are officially in the final stretch of one of the most exciting features we’ve built in NEO. Care Packages are nearly ready, and we could not be more pumped about what this is going to unlock for you.
This isn’t just a small update. This is a game-changer.
Care Packages empower your team to:
- Control exactly which services are included
- Offer built-in discounted pricing automatically
- Instantly see visits used and remaining
- Keep each package’s financials clean and easy to understand
- Deliver a smoother, more transparent experience for staff and patients
We’ve been hard at work making sure it’s powerful, intuitive, and worth the wait — and trust us… it will be.
We are polishing the final details now, and release is right around the corner. 🏁
💲 A Little Ledger Prep for the Big Launch…
As we gear up for Care Packages, we’ve redesigned the balance boxes on the Patient Ledger.
Don’t worry — nothing is changing with how balances function. We’re simply refreshing the look to better support what’s coming next.
- A cleaner look.
- Better organization.
- Ready for Care Packages to move in.
These updates will help create clearer visibility between balances and set the stage for everything Care Packages will bring.
While we’re wrapping up Care Packages, we’ve also rolled out some improvements you can start enjoying right now.
🎨 Schedule Glow-Up = More Visibility, Less Scrolling
We know how important it is to see as much of your schedule as possible at one time. So we made updates that do exactly that:
- Appointments are now solid colored — cleaner and easier to scan
- Dates are now black/white so they stand out instantly
- Redesigned provider dropdown with improved spacing to fit more of your day on screen
- Self-registration link added directly to the Schedule — now available to all users, not just admins 🎉
- Smaller date box to maximize visible schedule space
- Rearranged “Show Canceled Appointments” and interval selector to display more time without extra scrolling
Bottom line:
👉 More schedule on your screen.
👉 Less clicking.
👉 Less scrolling.
👉 More schedule on your screen.
👉 Less clicking.
👉 Less scrolling.
📝 MyNEOHealth (patient portal) Forms – Added Protection + Quiet Improvements
We’ve also made some smart enhancements to MNH forms to protect your work and improve reliability.
Here’s what’s new:
- After 10 minutes of inactivity, a timeout warning will display
- A 5-minute countdown will appear on the screen
- The browser tab will flash as a visual reminder that the session is about to expire
- Choose “Stay Logged In” or “Log Out”
- No action? The system will automatically log the user out
- Upon return, the login screen will display
These updates are designed to prevent unexpected timeouts and help safeguard your data.
We also implemented some behind-the-scenes improvements to strengthen overall form stability and ensure information displays as expected. These updates are subtle — you likely won’t notice them — but they’re working in the background to make things even more reliable.
📱🔥 TEXT MESSAGING IS COMING TO NEO 🔥📱
Okay. Let’s talk about the feature you’ve been asking for…
Again. And again. And again. 😄
Again. And again. And again. 😄
Text Messaging in NEO is in full swing — actively being built and coming together right alongside all the exciting Care Package updates - and we are so excited about it. 🚀✨
There’s a lot of momentum behind this, and we can’t wait for you to see it come to life. 🙌
Soon you’ll be able to:
- Text with patients directly inside NEO
- Keep conversations organized in one place
- Cut down on phone tag
- Streamline communication across your team
- Simplify follow-ups and day-to-day coordination
No more bouncing between systems.
No more wondering who texted who.
No more communication chaos.
No more wondering who texted who.
No more communication chaos.
New
Enhanced
Release 3.1.9
WHAT’S NEW
✨ Claim Voiding is Here! ✨
Need a quick claim do-over? We’ve made it simple, fast, and stress-free 🙌
🧾 Void when it makes sense
· You’ll see the Void option on claims with no payments applied
· If a payment exists, the void option stays tucked away (nice and clean!)
🔄 Instant rewind magic
· Void a claim and all associated charges automatically return to Unbilled Charges
✏️ Fix it your way
· Edit those charges as needed — correct, adjust, perfect ✨
🚨 Quick reminder
· After voiding in NEO, be sure to reject or delete the claim in ClaimMD
📤 Back in business
· Resubmit the claim using your usual workflow
· Reconcile later like you normally would — nothing new to learn!
Fewer headaches. Faster fixes. More control 🎉
WHAT’S IMPROVED
🗂️ Case Types: Small Change, Big Potential
We made a subtle update that sets the stage for bigger things ahead:
· You can now archive case types instead of closing them
· This keeps things cleaner and more flexible behind the scenes
· While it’s a small shift today, it’s laying the foundation for future enhancements to your billing experience
A little organization now, a lot of magic later ✨
🧾 Clearer Receipts, Happier Conversations
We’ve added Current Insurance Balance to receipts to make things crystal clear:
· Easily see what the patient balance is vs the insurance balance
· Less confusion, fewer questions, smoother checkout moments
· More transparency for patients, more confidence for your team
Small detail. Big clarity 💡
New
Enhanced
Fixed
Release 3.1.7
✨WHAT’S NEW
Void or Refund External Payments (No Money Drama!)
You can now void or refund an external payment in NEO.
✔️ This will not send money back to the patient
✔️ It will update the record so your tracking stays nice and tidy
Basically: better records, no accidental refunds, everyone stays calm 😌
You can now void or refund an external payment in NEO.
✔️ This will not send money back to the patient
✔️ It will update the record so your tracking stays nice and tidy
Basically: better records, no accidental refunds, everyone stays calm 😌
🔧WHAT’S IMPROVED
Credit Card Payments Got an ID Badge
Card payments now show the card type and last 4 digits, so you know exactly what you’re looking at.
External Payments, Loud and Proud
External Payments, Loud and Proud
External payments now clearly display as External along with the external ID you entered. No more guessing games 🎯
Receipts Got a Little Smarter
Receipts now include the appointment date and appointment type, plus some wording tweaks to make things crystal clear.
Multiple Modifiers = Officially a Thing
You can now add multiple modifiers to an offering when creating a fee schedule.
- They’ll show correctly on transactions
- They’ll show correctly on transactions
- This also fixes the issue where chart notes refused to save when multiple modifiers were involved (we showed them who’s boss 💪)
🛠️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. 🙌🏼)
New
Enhanced
Fixed
Release 3.1.3
🆕 WHAT’S NEW
Patient List Update 🧩
- 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
Clinic Dashboard Enhancements
We polished the dashboard to make key info clearer at a glance:
- 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
➡️ Less clicking, more clarity.
Case Types Update 🗂️✨
We made some improvements to Case Types to set the stage for even smoother billing updates coming your way. Think strong foundation, exciting future 🏗️🚀
• All clinics now have standard case types available: (If your clinic already had these, no changes were made)
◦ Cash
◦ Insurance
◦ Medicare
◦ Medicaid
◦ PI/WC
◦ Medicare
◦ Medicaid
◦ PI/WC
• Patients without a case type will now be automatically assigned a Cash case
• Case type is now required in key places to keep billing clean and consistent:
◦ Patient creation
◦ Appointment scheduling
◦ Chart notes
◦ Appointment scheduling
◦ Chart notes
➡️ A little more structure now means a whole lot more billing magic coming soon ✨
🛠️ WHAT’S FIXED
Download Button Issue (MyNEOHealth Portal) 🔍
- Fixed an issue where some documents lost their Download button
- Downloads are now working as expected ✅
Ledger + Chart Notes Sync
- 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
Quick Fix: Discounts
- Fixed a bug where increasing units and adding a discount caused incorrect calculations
- Discounts are now calculating correctly and behaving as expected 🎯