🖨️ Chart Note Glow-Up: Now with Extra Sparkle! Your Chart Notes are showing off some serious upgrades:
· Date Printed — so you always know when it was printed (goodbye sticky notes 👋).
· Services & Diagnoses — now printed right on the page for easy reference.
No more detective work, no more guessing — just clean, complete notes ready to roll. 🕵️♀️📄
🚀 Charting Shortcut = Instant Speed Boost! Big win for your mouse hand! 🖱️
· Patient names in the provider chart note list are now clickable links — hop right into their record with one click.
No more scroll… search… repeat. Just click and boom, you’re there! 💨
📧 One-Click Receipts = Instant Smiles! Now you can email patients their receipts faster than you can say “paperless.” 🌿 One click. One happy patient. One less thing to print. Easy breezy! 😎
⚙️ WHAT’S IMPROVED
🎉 Case Creation: Now with Bonus Superpowers! We added new fields for authorization info and referring provider details when creating a case. 👉🏼Translation? Insurance billing just got smoother, smarter, and less “dig through paperwork” and more “sip your coffee and smile.” ☕💃
✨ Quick Clicks, Big Wins! ✨
What’s New: The Patient Name and Appointment Date/Time in the Snapshot Card are now clickable links! 🖱️💥
Why You’ll Love It:
· 🚀 Jump straight to the patient record—no extra clicks, no detective work.
· 🕵️♀️ Your mouse deserves less cardio.
TL;DR: Click the name, or click the time—either way, you’re getting there faster! ⏱️💨
✨Fee Schedule Details at Your Fingertips! 💸
· No more digging around—you can now view fee schedule details right from the patient record!
Fast, easy, and one less tab to open (your future self will thank you). 🧠💡
Go ahead, take a peek—you deserve that instant gratification! 🚀
🐞 WHAT’S FIXED
✅ Bye-Bye Duplicate Supplements! We gave those duplicate supplement units the boot. 👢 Your list is now neat, tidy, and clutter-free — just how it should be. ✨
🛠️ Chart Note Signing Gremlin = Defeated! We caught a sneaky bug hiding in the ellipses menu of the provider chart note list.
· The culprit: Some chart notes lost info when signed this way.
· The fix: Gone for good — notes now stay exactly as you entered them.
· Bonus: Any missing data that could be restored has been restored.
Everything’s back to normal — your notes are safe and sound. 🧘♀️✅
🧙♀️ Health History Form: Date Drama Defeated! Those moody date boxes in the MyNeoHealth Portal were being… well, dramatic. 😅 We tamed the time-travelers 🕰️ and restored order to the calendar realm. Patients can now fill out forms without the chaos. ✨
🔧 Zoom Without the Boom! We fixed a pesky issue where zooming on a form in the MyNEOHealth Patient Portal could refresh the page (and make all that typing poof disappear). 💨
· Now you and your patients can zoom freely — no surprise refreshes, no lost progress!
✨ Bonus magic: The Submit button is now sticky! It follows you as you scroll — easy to find, impossible to lose. 🧷🚀
We gave the Chart Note screen a full-on facelift — faster, cleaner, and more powerful than ever! Here’s what’s new (and seriously awesome):
🌟 All-in-One Power View
· Services + Diagnoses now live side by side with your note — everything you need, all in one place!
· Add up to 12 diagnosis codes (because sometimes, one just doesn’t tell the whole story 😉).
· Link diagnoses to services and use drag & drop to reorder for total control and cleaner notes.
📁 Smarter Case Linking
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.
🧩 SOAP Sections, Your Way
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. 🙌
💫 Bottom line: The new Chart Note screen is smarter, smoother, and just plain fun to use. Less clicking, more doing — and a major visual glow-up while you’re at it. 🚀
🔕 Customizable Appointment Email Reminders
Take control of which appointment email reminders get sent.
New options:
Disable email reminders for specific appointment types
Disable email reminders for individual appointments
This gives you flexibility to reduce unnecessary notifications while keeping the ones that matter.
Supplement History in MyNEOHealth Patient Portal
Patients can now view their complete supplement schedule history in the MyNEOHealth Patient Portal. Patients will now see two tabs:
Active – displays the most recent published supplement schedule
Previous – shows all previously published supplement schedules
This gives patients better visibility into their supplement timeline.
📋 Import Health History to Demographics
Save time by importing select fields directly from a patient's health history into their demographics—no manual retyping required.
🎂 Date of Birth Format Clarity
We've moved the DOB format hint outside the input fields in Self-Registration and the MyNEOHealth Patient Portal validation, making it clearer how to enter dates and reducing format errors.
💰 Insurance Benefits Documentation
Document insurance benefits directly where you enter insurance information.
New fields available:
Copay
Co-insurance
Deductible
Out of Pocket Max
All benefit information is now visible at a glance for faster reference.
✨WHAT’S IMPROVED:
Faster Appointment Rescheduling📆
When you reschedule an appointment from the patient's appointment history, the schedule now automatically opens to that appointment—no more scrolling to find the right day/appointment.
📅 "Today" Button on Schedule
A new "Today" button on the schedule lets you instantly jump back to today's view with one click.
WHAT’S FIXED: 🔨
🎂 Relationships Tab Birthday Display
Fixed a bug causing birthdays to display a day early or late in the Relationships tab. Dates now appear correctly.
🩺 Health History Display Issue
Resolved an issue where patient health history would occasionally not display on screen (though the data was always saved). Health history now appears reliably every time.
✨ NEW FEATURE ALERT: Meet Your Match (Provider Edition)! 💫 📸 Say Cheese! • Providers can now upload a profile picture — because a great first impression starts with a smile. 😁 ✂️ Zoom, Crop & Perfect It • Got the perfect photo but need a little adjusting? You can zoom and crop your pic to fit that frame just right. 🖋️ Tell Your Story! • Providers can now create their very own bio to share a bit about who they are, their care philosophy, or their secret love of coffee and hiking. ☕🏞️ 💬 Show It Off! • Photos and bios now appear in self-registration so new patients can get to know you before picking their provider. 📱 Mobile Magic! • And because we know everyone’s on the go — the entire self-registration process is now fully mobile-friendly! 🚀 So go ahead… upload that headshot, write your killer bio, and let patients see the amazing humans behind the care. 🌟
☎️ Numbers, Please! Patient records now have a spot for mobile numbers! • What’s new: You can now add a mobile number to a patient’s record. • Why it matters: It’s the first step toward something way more fun coming soon. 📱 No worries, it’s not a telemarketing side hustle — we promise. 😉 Start adding those digits — the party line is just getting started! 🎊
💡 Save Time with One Click! • Now, when adding a payment: o If the patient doesn’t have an address on file, o You’ll see a handy “Save Address” button. • Click it once — and the address is saved to patient demographics. No extra steps. No memory gymnastics. Just smooth, speedy payments. ⚡
🎂 Spot the Cake! Celebrate Every Birthday! 🎉 We’ve added a sweet little birthday cake icon so you never miss a patient’s special day: • 🍰 When it appears: 7 days before, on, and 7 days after their birthday • 📍 Where to find it: Patient listing, profile, and snapshot card on the schedule Time to spread some birthday cheer! 🎈
WHAT’S IMPROVED:
🎉 You asked, we listened! • The “Reason for Reschedule” field is now optional—because sometimes you don’t need a reason… life just happens. 😅
WHAT’S FIXED:
💸 Insurance Payments Are Back! 🎉 • For a couple of days, insurance payments went on an unplanned vacation. 🌴 But don’t worry—we’ve lured them back and everything’s running smoothly again. You’re all set to process payments as usual—no drama, just dollars. 💵
Cancellation Celebration 🎉 • We’ve zapped the bug that threw an error when canceling appointments from the Appointment History. Now cancellations are smooth, error-free, and slightly more satisfying. Bye-bye frustration! 👋✨
📎✨ File Size Drama: Resolved! • Some patients were getting a “file too big” error when uploading documents — even when their files were clearly on a diet. 🧁 We’ve fixed the mix-up, so those perfectly sized uploads will now go through without a hitch. Upload away, friends! 🚀
🪄 The Case of the Disappearing Faces (Again!) Guess who tried to make a comeback? That sneaky little bug that made patient profile photos vanish into thin air! 🎩💨 But don’t worry — we caught it red-handed (again), sent it packing, and your patient faces are here to stay this time. 😎✨ 🕵️♂️ Sales Tax Mystery Solved! We found that sneaky little bug that was playing hide-and-seek with your sales tax 🐛🔍. Rest assured — the numbers were always there, quietly minding their own business. Now they’re back in plain sight for your viewing pleasure! 🎉
Reminder Controls: The Sequel 🍿 Remember that “disable appointment reminders per patient” feature that accidentally dropped early? Whoops. 🙃 Well, now it’s official! 🎉
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. 🎬✨
Refunds, Your Way! 💸 We’ve supercharged refunds!
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.
Faster, smarter, and fully under your control. 🚀
X-Rays, Meet Your New Home! 🩻✨
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.
Neat, organized, and patient-friendly! 🙌🏼
Duplicate Patients? Not on Our Watch! 👯
Patient creation (user created in clinic or self-registration) now checks for duplicates.
Friendly alerts prevent duplicate records before they happen.
Fewer errors, smoother workflows, and a cleaner system! ✅💪
✨ WHAT’S IMPROVED ✨
Tabs to the Rescue! 🗂️
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!
Goodbye Gibberish, Hello Clarity! 🗂️
Document tabs now show the actual document name instead of a GUID.
No more decoding random strings—your tabs make sense at a glance.
Family Matters! 🧪✨
Release labs and documents to a child account linked to a parent.
Keep the whole family in the loop effortlessly.
🔒 Enhanced Security for Sensitive Data!
Tax IDs and Claim.MD API keys are now masked.
Sensitive information is safer, while your workflow remains seamless.
⚙️ WHAT’S FIXED
Paging Dr. Ledger! 📜
Patient ledger capped at 25 lines? Gone!
Paging is back, so you can see all transactions again. 🎉
Birthday Mix-Up Fixed! 🎂🕒
Patient accounts in MyNEOHealth show the correct birthday—no more UTC confusion!
Your birthday is officially your birthday again. 🥳
Hold onto your vertebrae, because chart notes just got a serious upgrade!
You can now:
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!
L C1, R C1, L C3… all neat and tidy!
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.
No more tedious typing. No more messy lists. Just spine-saving efficiency with a side of fun.
Your patients’ charts will thank you… probably silently, but still. 🦴✨
🤫 Silence is Golden!
Now you can turn off appointment reminders for any patient who prefers a little peace and quiet.
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! ✅
Give your patients the gift of a quiet inbox! 🎁
🎺🥳 PUMP it UP!
You asked, we flexed — “Pump” is now an option on supplement schedules! 💪
Go ahead—Add it, log it, love it!
❌ No Shows? No Problem!
🎯 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!
👓 Look! Your Business Hours Now Display on the Schedule!
If you book outside of your business hours — we’ll nudge you… but mischief is allowed! 😏
🚫 Deactivate Users: Keep Your Clinic Clean & Organized!
Ever wish you could politely show former team members the door without losing your clinic’s history? Now you can!
With our shiny new Deactivate User feature:
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! ✨
Your clinic records just got a serious upgrade—tidy, safe, and fully under your control.
🧹 Patient Clean-Up
Delete Accidental Patients
Bye-bye, accidental patients! 👋🏼
You can now delete any patient that was accidentally created — as long as they’re data-free.
Declutter Your Patient List
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! 🦸
🚀 Add Services Anytime — No Appointment Needed!
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.
Go ahead, give it a whirl! 🚀
🔤 Typos, Be Gone! 🚀
You can now edit document and lab names if they didn’t come out quite right the first time.
Goodbye “Blodd Panel” 👋
✨🧹 CLEAN LIST MAGIC!
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 🛠️
🗓️ Appointments, Now in the Right Order!
Your patients’ visits are now listed newest to oldest.
No more scrolling through history to find today’s visit.
Easy, organized, breezy!
🧪 Lab Documents Just Got Smarter!
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.
💳 Smooth Billing Ahead!
Subscriber fields on the Insurance page are now tightened up to keep your billing accurate and hassle-free.
✨ PID Makeover! ✨
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. 🛁
One Email, One Login 🎉
Update a user’s email and—ta-da!—their login updates too.
No extra steps, no confusion, just smooth sailing. 🚀
WHAT’S FIXED 🐞
🔍 Search Party Success!
That pesky bug that claimed there were “no results” in your Documents, Labs, and Users tables (even when there totally were)? 🙄
We kicked it out! 🚪🐞
Now your searches will actually show the results you’re looking for—what a concept! 🎉
🥷 Bug Squashed: Supplement Schedule Visibility
Turns out our supplement schedule was a little shy in light mode — hiding in plain sight like a ninja.
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. 🌞✨
🚫📧 No Email, No Problem!
We fixed that quirky little bug where forms looked “sent” even if your patient didn’t have an email (oops 😅).
Now, if there’s nowhere to send it, you simply can’t send it.
🦸♂️ Superbill Powers Activated! Hold onto your keyboards… you can now generate a SUPERBILL right inside the system! No more scribbling on napkins—effortless superbills are here.
Here’s what you need to know:
✨ Appointments must have a chart note to appear in the superbill list.
✨ Don’t forget to drop those Dx codes on the chart note -that’s how they make their way onto the superbill.
✨ Start a new transaction and your superbill is ready to save the day.
Channel your inner billing superhero! Capes optional but highly encouraged. 🦸♀️🦸♂️
🚀 Export Like a Boss: Ledger → CSV Your clinic ledger now travels straight into CSV land!
Why this is awesome:
· Open, sort, filter, pivot-table, or chart your data like a financial wizard. 🧙♂️💰
· No more squinting at on-screen numbers or decoding the Matrix.
Click export and watch your ledger transform into spreadsheet glory! ✨
WHAT’S IMPROVED
🩺 DX Code Party Trick
The DX code dropdown now stays open for faster multi-select.
No more click → vanish → click → vanish. 🎉
📂 Patient Document Visibility – Now in Your Control!
🔒 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.
Stay in the driver’s seat 🚗💨 when it comes to patient document visibility.
📝 Patient Notes: Now in Full View!
See notes patients leave on uploaded documents at approval or anytime later.
Think of it as the “director’s cut commentary” on their uploads. 🎬😉
Fresh Prince of Data 📅
Documents & Labs now show the most recent dates first. Bow down to the newest info! 👑
WHAT’S FIXED
🎉 Bug Squashed!
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.
Check those forms—what you see is what they typed! 🚀💪
Document Upload Feature 📝HOLD ONTO YOUR HATS, FOLKS! 🚀
We just turned the MyNEOHealth Patient Portal into a document-uploading, info-sharing, magical inbox of wonder — and your patients are the stars of the show! 🌟
What's the big deal? Patients can NOW upload documents straight from their portal, sending you all their important files, paperwork, and goodies — no more awkward "Did you get my fax?" dance. 💃🕺
Here's how it works:
📝 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?
Best part? Patients can see their docs too — so everyone's on the same page — literally! 📄🤝
Macro Magic Unlocked! Charting just got a turbo boost! 🚀
What's New:
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.
Result: ⚡ Faster notes, fewer clicks, way more happy dances. 💃🕺
🔧 WHAT'S IMPROVED
Ledger Got Math Lessons! Our ledger just finished a behind the scenes makeover, and it's looking sharp (and finally sober).
Improvements include:
👀 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.
In short: your ledger math is now polished, precise, and no longer making up its own rules. 🙌
Pick-a-Provider Power!
New Feature: Guess what? No appointment? No problem!
Now, when you create a transaction that isn't tied to an appointment, you can still choose which provider gets the glory. 🦸♂️🦸♀️
So go ahead—associate away! Your transactions, your provider, your rules. 💪✨
🛠️ WHAT'S FIXED
Health History Display Bug 🕵️♀️
Bug Fix: The Case of the Disappearing Health History
· Issue: Every once in a while, patient-entered health history info would pull a Houdini and vanish from view in the clinic record. Rare? Yes. Annoying? Also yes.
· Solution: We've put an end to its disappearing act—everything should now be right where it belongs. 🎩✨
Document Upload Error Messages 👻
Bye-Bye Phantom Error!
· Issue: We finally tracked down that sneaky little bug that was yelling "Error!" when you uploaded a document… even though the document was actually posting just fine. (Talk about dramatic 🙄).
· Solution: Good news—no more false alarms! Now when you upload, you'll only see success, not ghostly error messages trying to mess with your day. 🎉📄✨
Receipt Time Display ⏰
Time Travel No More!
· Issue: Your receipts have officially stopped living in the UTC Twilight Zone. 🌀 We fixed the bug that was sneakily converting appointment times into Universal Time (because apparently your clinic was preparing for an international space launch 🚀).
· Solution: Now, when you print a receipt, the time shown will actually match the appointment on planet Earth, in your timezone. 🌍✨
🛑 HOLD ONTO YOUR COFFEE, PEOPLE 🛑 It’s finally here — you can now create a brand-new patient straight from the schedule! 🎯
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. 🖱️😂
BREAKING LAB NEWS! 🧪📄 You can now release lab results straight to the MyNEOHealth Patient Portal for patients to view!
✨ Release it right when you upload.
✨ Or wait until the provider gives the thumbs up.
The choice is YOURS. No more sending test results via email or playing phone tag — now you can drop those results like they’re HOT. 🔥Go ahead… give the patients what they want. 📲💥
ADD RELATIONSHIP - ACTIVATE BFF! 🚨👯
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).
Add that relationship, skip the awkwardness, and become the office superhero who always knows what’s up! 🦸♂️🦸♀️ Boom!
🚀 New on NEO: CAPTCHA Challenge Activated!
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!
💪🏼What’s Improved
🖱️ Click-Happy? Not Anymore! ✨ We’re still on our mission to stop rapid-click chaos. This week’s upgrade: services and products are now protected from speedy duplicate-making fingers. Fewer oopsies, more accuracy. 🎯
📍 Zip It Up! We’ve opened the doors — now you can add any zip code in patient demographics. Your data, your way.
BAM! Instant Teleportation! ✨🚀
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. 🪄🎯
⚙️What’s Fixed
🚨 SIZE POLICE UPDATE: THEY’RE LESS JUDGY NOW! 🎉 We fixed that pesky bug where your perfectly sized lab result file got a big ol’ “FILE TOO BIG!” error message — even though it was totally within the size limit.
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! 🙌
BIG NEWS, FRIENDS! You asked. We answered. And it's finally here! 🎉
📩 Starting right now, every email patients with a MyNEOHealth Patient Portal receive will include a:✨ MAGIC PORTAL BUTTON ✨(okay, it’s just a link—but it feels magical.)
🔹 One click 🔹 No confusion 🔹 Total win
You spoke. We delivered. Portal power: UNLOCKED 💥 Go ahead—do a happy dance. We are. 💃🕺
✨ WHAT’S IMPROVED
📁 No More Lab Result Copy Clutter! We Marie Kondo’d your Documents tab. ✨ Before:
Uploading a lab result sneakily stashed a copy in your Documents.
✨ Now:
Labs live their best lives in Labs
Documents stay cozy in Documents
Everyone’s staying in their lane, and your Documents section just breathed a peaceful sigh. 😌📁
🧭 Less Confusion, More Clarity!
We heard your “where do I log in?!” cries.
So, we added clear wording anda direct link on the sign-in page for patients with a MyNEOHealth Portal account.🧠 ➡️ 💻 It’s like GPS for logging in.
One small change, one giant leap for smoother sign-ins! 🙌
🔐 Password Reset = Now Extra Secure
Updated wording on the reset screen now reads: 👉 “If an account exists with this email, you will receive an message shortly with a link to reset your password"
Why? Because we don’t want to tip off any nosy hackers about whether an account exists. So go ahead - reset with confidence. We’ve got your back. 🕶️🔒
🔧 WHAT’S FIXED
🐭 No More Click-Happy Chaos
Used to be you could rapid click your way into accidental duplicate patients or appointment types. Not anymore!
We gently told the system, “Hey... chill.” ❄️ Now:
Rapid clicks = blocked
Duplicate drama = done
Your mouse = finally gets a nap 😴
📆 Retired But Still Visible
Deleted an appointment type from your settings? Don’t worry—
All past & future appointments using that type are still visible 👀
You just can’t create new ones with it
It’s not gone—it’s just retired. Like a wise old wizard. 🧙♂️✨
⏰ Lab Upload Time Bug = Squashed
Lab results uploaded after 7pm CST were showing up as “tomorrow.” Why? Because they were living in UTC land. (Rude.)
It’s a Case-tastrophe (in the best way possible)! Get ready to organize like a legend with our brand-new Case Types feature:
🔹 Create unlimited custom Case Types
🔹 Assign them to patients
🔹 Attach them to appointments for seamless tracking
🔹 Set default Case Types for quick use
🔹 Close case
It’s like putting a color-coded cape on your workflow. 🦸♀️💼 Case closed — in style. ✨
✨ WHAT’S IMPROVED
🔐 Validation Just Got a Bit Smarter!
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!
🎉 Coverage Just Got a Glow-Up!
We’ve expanded the insurance types—more options, less hassle, all win. 💪
🎭 The Great Font Fiasco: Too Small → Too BIG → Just Right!
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.
No more font drama, just easy reading. 🎉👓✨
🐞 WHAT’S FIXED
📅 Canceled Appointments = No More Reminders
Oops… patients were getting reminders for canceled appointments. As in: “Don’t forget your 2pm…” (that doesn’t exist anymore).
We fixed it! Now canceled really means canceled. No more ghost invites. 👻📬
🧩 The Great Zip Code Mystery (Parts 1 & 2)
Editing Demographics You were told zip codes were required… even when they weren’t.
Fixed! Save without guilt or postal panic. ✉️✅
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.”
Fixed! Zip codes now display properly on your end. 🗺️✅
🔧 Reset Password Screen — Looking Fresh Again
A pesky formatting bug crammed everything at the top of the reset password screen and hid the beautiful NEO background.
We cleaned it up, gave it space, and brought back the glam. 💁♀️🎨
🎉 Note-worthy News!📝
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.
Go forth and format fearlessly!
🐰 Now you see me… now you still see me!👀
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. 🎯💁♂️
No more vanishing acts. Just reliable, smiling profile pics—like magic, but with bug fixes. 🪄✨
🌟 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. 🥂📄✨
You can now link and unlink parent/child accounts — because sometimes families need togetherness, and sometimes they need... boundaries. 😅✂️
Even better? Parents can now toggle between profiles in the MyNEOHealth Patient Portal without logging out. No more login gymnastics just to check who needs what. 🤸♂️🖥️
Whether you're building your NEO family tree or trimming the branches, we've got you covered.
💳✨ Line-Item Love: Partial Refunds Are Now Possible!
You asked, we delivered! You can now refund a transaction that was partially paid—right from the ledger. More precision, more flexibility, and way less refund frustration. 🎉🙌
✨ New Feature Alert: Draft Mode Unlocked! ✨
You can now build a supplement schedule in stealth mode.
Tweak it, perfect it, do a little happy dance — and only hit "publish" when it's ready to impress the patient. No more pressure to get it all perfect on the first try. Draft it. Edit it. Then drop the mic. 🎤💥
📝 No more tragic tales of lost work! 💨
Your supplement schedule now auto-saves as you go — so if you wander off, time out, or get distracted by a snack, your progress is safe and sound.
🧠 Memory fail? No worries- clinics now have password-reset superpowers for the
MyNEOHealth Patient Portal!
Just one click, and poof! patients can stop yelling “WHAT’S MY PASSWORD?!” at their screens. 🗝️💫 Tech support cape not included. 🦸♀️
🚨 Breaking News: MyNEOHealth Patient Portal invites no longer vanish into the abyss!
Now when you send a MyNEOHealth Patient Portal invite, you'll actually see what’s happening—sent? pending? ghosted? We got you. 👻📬
Less mystery, more mastery.
⚡Sticky Buttons, Speedy Workflow!
The Macros and action buttons in chart notes now stick to the top of the page—no more scrolling marathons just to SALT, Save, or Sign. They're always right where you need them! 🧷✨
✨More Status, Less Stress!✨
We’ve added some snazzy new transaction statuses—because vague vibes aren’t helpful when you're trying to run a business. 🕵️♀️💳
More visibility = more power. Go forth and status-check with confidence! 💼🔍
💪🏼What’s Improved
🪄✨ Chart Notes Refresh Alert!
Your notes just hit the spa—sleeker, snazzier, and serving fresh-face energy. 💁♀️ Same smarts, new style. Go on, open one... it’s feeling cute today. 😎
🔍 The patient search bar just got a glow-up—no more searching by provider!✂️🎩
Now it’s cleaner, faster, and way less confusing. Need one provider’s patients? The filter’s still your BFF! 🕶️✅
🔨What’s Fixed
🔁💰 Credit Comeback!
We squashed a sneaky little bug, and now when you refund a credit amount, that credit can be used again—just like it should be! It’s the refund that keeps on giving. 🎁✨
You can now add notes to transactions—finally, a place to confess things like: 💸 “Paid in cash and cookies.”
Go on, annotate away. Your future self (and maybe your accountant) will thank you
🎯 Now Featuring: Fee Schedule Foresight! 🧙♂️💸
No more crystal balls or billing guesswork! You can now see a patient’s default fee schedule right in the patient profile snapshot — so you'll always know what fee schedule your transactions will use.
It’s like having future-billing vision… but without the cape (or the paperwork). 🙌🏼
It’s here! Instant Updates Are Now a Thing! ⚡🛠️✨
✌🏼Say goodbye to logging out, twiddling your thumbs, or doing the “update shuffle.” We’ve unleashed a smarter, smoother way to roll out updates — they’ll now appear like ninja-level magic, right where you need them. 💨🧙♀️
🚫No downtime. No interruptions. No “Sorry, try again later.” Just pure, uninterrupted productivity — like the universe wants you to get stuff done.
And don’t worry — we’ll still keep you posted on what’s new - we love a good update reveal. 😉
🌟 What’s Improved:
🚨Supplement Schedule Upgrade Alert!🚨
You asked, we scrolled… and scrolled… and scrolled some more. So we finally said: “Why not bring the buttons to YOU?” 💡
Now, the Save and Cancel buttons on the supplement schedule page will stick with you like your favorite loyal sidekicks — always at the top of your screen as you scroll. 🦸♂️🦸♀️
No more scroll-athons just to save your work. Your thumbs (and sanity) can thank us later. 🙌💾❌
📋✨ Demographics Just Got Sticky! ✨📋
No more scrolling marathons just to find those sneaky Edit, Save, or Cancel buttons. They're now sticking to the top of the page like glitter at a craft party — impossible to lose and always in sight. 🧼🙃
So, whether you're updating an address or having second thoughts about that nickname field ("Captain Snuggles"), those trusty buttons will be right there with you — like helpful little toolbar elves. 🧝♂️💾❌✏️
Efficient, magical, and scroll-free. You're welcome.
Poof! ✨ Canceled Appointments—Now You See 'Em, Now You Don't!
We’ve waved our magic wand over your calendar, and canceled appointments will now disappear by default. 🪄💨
But don’t worry - they’re not gone forever! Want to see those bygone bookings? Just toggle them on and - abracadabra! - they’ll reappear, now with stylish strikethroughs on the background and the date/time, so it’s crystal clear they’ve been kicked to the curb. ❌🗓️
It's your calendar, your rules. Show ‘em when you need ‘em. Hide ‘em when you don’t. ✌️
🚨 Breaking News: You Can Now Kidnap Your Patient List 🕵️♀️💾
Okay, not literally—but you can now export your patient list as a CSV! 🎉 That means you can grab all those lovely names, numbers, and details, and take them on a wild adventure… to Excel. 😎📊
Sort it! Filter it! Make it your own weird little spreadsheet kingdom! 👑
Because sometimes, you just need your patient data out in the wild. And now—you can. 💥
🗑️ Bye-Bye, Booking Blunders!
Scheduled the wrong person? At the wrong time? On the wrong planet? We've all been there.
Good news: you can now delete appointments! 💥 Zap ‘em. Yeet ‘em. Pretend they never existed. 🧽🗓️✨ Because sometimes, the best appointment… is one that never happened.
✏️ Edit Mode Just Got a Shortcut!
You can now hop straight into appointment edit mode right from the appointment card on the schedule. No more digging, clicking, or playing hide-and-seek with the edit button.
Just click, edit, done. It’s like teleportation, but for scheduling. 🛸
✅ What’s Improved
💸 Discount Magic: Dollars or Percent? Your Call! 🦄✨
You wanted it, you got it! Now you can throw discounts around like confetti—as a dollar amount or a percent. 💥
Want to zap $10 off? Pew pew!
Feel like slicing 15%? Slice ‘n dice! 🔪🎉
Mix, match, and watch your discounts breakdance like nobody’s watching! 🕺💃
Cancel Without the Confession 🙊
Sometimes you just need to hit cancel and move on - no questions asked. Well, good news! 🎉
You no longer have to spill the tea, give an alibi, or write a breakup letter when canceling an appointment. The reason for cancellation is officially optional. 🙌
Cancel freely. Cancel boldly. Cancel mysteriously. 🕵️♀️ We're not judging. We’re just making life a little easier.
Only Freshies Can Be Canceled 🥬
You can now only cancel appointments in that crisp, untouched "New" status. Once they’ve been poked, prodded, or peeked at—they’re here to stay. 👀
So, if you’re gonna bail, do it early. Fresh or forget it! 😎
🎉 Search-a-palooza Just Hit Your Patient List! 🔍💃
Big news: we’ve dropped a search box right on the patient table! No more clickity-click-click just to find Bob Smith. Now it’s type→boom→Bob. 💥
But wait—there’s more! You can still use all your fancy filters if you're feelin' extra. 💁🏼♀️
So, whether you're a fast typer or a filter fanatic, your patient hunt just got a serious glow-up. ✨ Happy scrolling, speedster! 🏎️💨
🔧 What’s Fixed
Bug Squashed: The $0 Hustle 🐞💸
We caught a sneaky little bug that was getting way too confident—it was marking pending transactions with $0 line items as collected just because you dared to click "Edit." 🙄
Nice try, bug. Not today.
Now, those $0 transactions will chill in pending like they’re supposed to—no more jumping the gun. 🚫💰
Edit away, guilt-free!
The Phantom Balance Has Been Banished! 👻💸
Just when we thought we squashed it, a sneaky little bug crept back in, whispering lies like “This patient still owes money” — even when everything was paid in full. Rude, right?
It was basically that one friend who keeps reminding you about a debt you already Venmo’d. 😤
But fear not! We've kicked that ghostly glitch to the curb. 💥 Now, if a patient’s paid up, the system will actually act like it. Imagine that!
🚧 What You See (and Don’t See) — We’re Building Both!
In addition to the features and improvements you’re already seeing in NEO — our team has been hard at work behind the scenes, laying the groundwork for some awesome things ahead.
We’ve been tuning up NEO’s foundation to make it faster, smarter, and ready for the future. These backend upgrades may be invisible now, but they’re the secret sauce for delivering some exciting enhancements we can’t wait to share with you in the future. 👀✨
Thanks for being on this journey with us — the best is yet to come!
⚒️What’s Fixed:
🕒 Time Picker Just Got Smarter!
Good news! The time dropdown in the scheduler now stays open until you’ve selected the hour, minute, and AM/PM—no more rushing or clicking back in. Smooth, simple, and way more user-friendly!
📄✨ Form Name Freedom!
Guess what? You can now reuse the name of a form you previously deleted—no more “name already taken” drama. Go ahead, bring your favorite form names back to life! 🎉
🤫 Coming Soon:
⚡ Updates Without the Wait!
We’re rolling out a smoother, smarter way to update your system — no more logging out, no more interruptions, no more waiting!
✨ New features and improvements will just appear — like magic — right where you need them, without slowing you down or stopping your workflow.
No downtime. No maintenance windows. Just pure productivity. And yes, we’ll still keep you in the loop with what’s new — we wouldn’t leave you hanging. 😉
Stay tuned — your experience is about to get even better!
Your chart notes now auto-save every 15 seconds – or if you navigate away from the Chart Note screen - because your brilliance deserves to be captured automagically! No more lost notes, no more panic. Just pure, uninterrupted documentation bliss. 🚀✨
🎯 What’s Improved:
🎉 Validation Just Got Easier (and It's Still Secure!) 🔒✨
We’ve loosened the reins on MyNEOHealth validation to make getting started smoother than ever. It’s now easier for patients to hop in and get connected, faster and hassle-free. Portal access just leveled up! 🚀
👀 No more hide-and-seek!
If you enter a different mailing address, it now magically appears in demographics - no need to click edit to find it. ✨📬💥
🕵️♀️We’ve added a little hint to help you out!
Now, if a provider is no longer active, you’ll see an “Inactive” chip next to their name in the schedule dropdown. It’s like a tiny badge saying, “I’m just here for the memories.” 🪪👋💼
🧙♂️ Your prefix power now shines through!
Whether you're a Dr., Miss, Captain, or Queen 👑— whatever you enter now shows up on the patient side during self-registration. Because titles matter, and we love a proper intro! 🙌✨
⏳ You’ve got time — 2 whole weeks of it!
We’ve extended the life of your MyNEOHealth validation link to 14 days, so you can set up your portal access when it works for you. No pressure, just portal power! 💪💻
🎯 What’s Fixed
🎉Self-Registration is BACK (again... but for real this time)! 🛠️✨
We gave those pesky gremlins in the code a firm talking-to (and maybe a timeout), and now Self-Registration is working like a charm again. No more occasional hiccups, no more random oopsies—just smooth sailing for your prospective patients. 🛳️💨
📅 Calendar month view was having a bit of a messy moment - but don’t worry,
we’ve tidied things up! 🧹
Your appointments are now crisp, clean, and ready to shine in this latest update! ✨
🐛We squashed a pesky little bug that made you hit refresh when uploading or toggling forms to fillable. 🔄
No more unnecessary refresh workouts—your forms should now behave on the first try! 💪📄
💔 We’ve stopped the double break-up! 💔
You can no longer cancel an appointment that’s already been cancelled - once is enough, and we got the message the first time. 😉📅✅
🕵️♂️No more mystery dramas! 🎭
If your appointment type goes over 225 characters, we’ll now actually tell you with a clear error message. No more silent treatment - just helpful hints! 💬✍️💡
BIG NEWS – The Insurance Module is now officially part of the NEO family! 🎉
Below, you’ll find all the valuable resources you need to prepare your clinic for insurance billing.
🚨Reminder: Claim.MD is our trusted clearinghouse that is integrated into NEO. You will need a Claim.MD account to bill insurance.
✔️ Head over to Claim.MD to create your account and get set up for success.
🤝📋Need Billing Support? Meet Your New Expert Resource!
We’re happy to share that we’ve been working closely with Healthy RCM to elevate our compliance and insurance billing standards within NEO. 🎉
As industry leaders in revenue cycle management, Healthy RCM has been collaborating directly with our development team to ensure best-in-class billing support that’s tailored specifically to the NEO platform. That means they’re not just billing experts — they’re NEO billing experts.
If you need help navigating insurance billing or want a trusted partner to support your clinic’s revenue cycle, Healthy RCM is ready to help.
👉 Need Billing Support? Click Here to connect with Healthy RCM
📞This 30-minute call is an opportunity to answer any questions you may have and walk through how Sage can support your clinic’s growth and operations.
🎉 New Feature Alert! You can now add basic Patient Notes in NEO!
Perfect for quick reminders or helpful tidbits that don’t relate to patient care. 🗒️ Think of it as your own little note pad — right where you need it, when you need it! 💡🙌
✨What’s Fixed:
🐛🔨 "We've been on a bug-busting safari in NEO—tracking, trapping, and squashing those pesky critters one by one! The code jungle is looking a lot cleaner, and the ecosystem's thriving again!" 🌿💻
👇 Check out the bug fixes we caught below!
🪄 A little alignment magic!
We squashed a tiny bug that sometimes made text and icons go a little wonky when assigning fee schedules or uploading forms. Everything’s back in line and looking just right! ✨📦✅
No More Blank Stares 👀
We squashed a tiny bug that was causing your ICD favorites list to play hide-and-seek (it only showed up after a refresh). It’s back to showing up right away—no refreshing required!
📬 One and Done!
We’ve resolved the issue that was causing patients to get double the appointment emails (annoying, we know). From now on, it’s one perfectly timed reminder—just the way it should be!
Required Fields, Reporting for Duty! 💼✨
Now when “Employed” is selected, the required fields show up clearly—no guesswork. Plus, we’ve removed the requirement for employer address. Less typing, more doing!
Patients can now view their latest supplement schedule right from their MyNEOHealth Patient Portal! 🌿 No more guessing or digging — just log in, check it out, and stay on track! ✅✨
✨ Hey, you can call me…
We’ve added a Preferred Name field so you can keep things personal! Whether it’s Sam instead of Samantha or “Captain Awesome” (hey, we don’t judge)—you’ll always know what name your patients love to hear! 😄💬
🌟 Big cheers to Jessica, Bethany, and the voting crew for the brilliant ideas! You’re fueling the magic behind NEO — keep ‘em coming! 💡🚀⏪
⏪ Oops-proof your check-ins!
Accidentally check someone in? No problem - you can now easily uncheck them with a click. Quick fix, no stress! 🙌✅
Major kudos to Regan, Stephanie, and all the awesome voters for the hot tip! 🔥
You’re helping us sprinkle a little extra smooth into the NEO experience — and we love you for it! 💫👏
📍Heads up! When you check-in a patient, we’ll start a draft chart note for you. If you don’t add anything, it’ll disappear when you uncheck the appointment — like it never happened! ✨ But if you type in even a little something, that note’s here to stay. 💾
💫What’s Enhanced
📬 We've freshened up our form emails!
Patients will now get a cleaner, clearer email when new forms are sent. If they have a MyNEOHealth Patient Portal, the email will guide them right there. If not, no worries—the forms will be sent as PDFs straight to their inbox! 📨💻
🚀 Blink and it’s loaded!
We gave the Clinic Ledger a serious speed boost—you can now load a full month in just seconds! No more spinning wheels, just zip-zip-zoom - lightning-fast access to your financials ⚡📊💲 It’s fast. It’s fun. It’s kind of a superpower. 🦸♀️✨
💫What’s Fixed
🎉 Self-Scheduling is BACK, baby!
We squashed the bug that was blocking prospective patients from booking their own appointments. Now it's smooth sailing—pick a time, click, and boom—you're scheduled! 🗓️💥 Let the self-scheduling magic begin! ✨
🔄 No more déjà vu!
We fixed a quirky little bug where info would occasionally sneak back into the upload box if you canceled and tried again while uploading patient labs. Now what you see is what you meant to upload—no more spooky reappearing data! 👻🧪✨
