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?”
 
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. 👀✨