Subcategories

• Sending A Secure Neo Email

  How-To Send a secure email through Neo with internal and external attached documents.   Watch How It's Done🎥   Your...

  October 2nd, 2023 434 views 0 likes
• Client Treatment Plan Signature Options

  The various client signature options when completing a treatment plan.     Paper Copy   Selecting Paper Copy will open up...

  September 13th, 2023 635 views 0 likes
• Send Documents to a Client

  Getting Started There are three options for working with documents and clients; Printing, Client Portal, and the Staff App. Each...

  November 7th, 2023 494 views 0 likes
• Find A Document

  Use the title search bar to search for potential existing documents or keywords to determine whether or not the document...

  October 18th, 2023 394 views 0 likes
• Edit An Existing Document

  Select  Select the intended document by clicking the S location to the left of the document title.   Editing A...

  October 20th, 2023 400 views 0 likes
• Create A Document Template

  After you've searched and confirmed that the document you are looking for doesn't already exist, select the Add/Import New Document...

  October 20th, 2023 495 views 0 likes
• Printed Documents in Document Delivery

  Correspondences and informational documents are often printed and either mailed or handed to a client during their episode of care....

  November 8th, 2023 398 views 0 likes
• Send Documents to the Portal/Staff App

  Key Concept Having clients sign documents electronically allows for faster workflows. For instance, if the situation calls for an ROI...

  November 8th, 2023 461 views 0 likes
• Sending Information Only Documents

  Key Concept Documents, such as an orientation pamphlet or yearly program information packet, may not require the client to sign...

  November 8th, 2023 389 views 0 likes
• Create Annotation Documents for the Staff App

  Key Concept The Staff App has the ability to allow annotations on PDF documents. This allows new types of forms...

  November 8th, 2023 437 views 0 likes
• Create A Packet

  Name Your Packet Fill in the appropriate name for the Packet you are going to create and click Save Packet...

  November 9th, 2023 417 views 0 likes
• Change Your Electronic Signature

    You created your electronic signature upon hire. There is no requirement to change this signature, and you will never...

  December 14th, 2023 220 views 0 likes
• Staff App Setup

      📷Overview   📷Include Make your selections of which clients and what information you would like to appear under...

  February 6th, 2024 307 views 0 likes
• Allow Auto-Save on Different Note Types

    How-To Learn how to add the auto-save feature to different note types.     The effects of this change...

  March 1st, 2024 349 views 0 likes
• Adjust Your Quick Link Options

    Adjusting your Quick Link options is one of many ways to personalize and optimize Neo to suit your daily...

  March 1st, 2024 431 views 2 likes
• Scheduling A Translator

  From The Schedule   Create a new client appointment.   Complete each field and then click Save .   You...

  March 28th, 2024 372 views 1 likes
• Pharmacy

        Add A New Pharmacy Click Add found in the upper left-hand corner.     Complete the text...

  May 29th, 2024 112 views 0 likes