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Right-click in any text field. Under Spell Check , select English(United States) and check off Use basic spell check ....
April 22nd, 2024 157 views 0 likes
To set up a client portal that allows guardians and caregivers to securely access multiple client accounts, follow the instructions...
August 1st, 2023 393 views 0 likes
Yes! Â The Setup Client Portal button will appear on the demographic screen regardless of whether the client has already...
August 16th, 2023 388 views 0 likes
Neo provides many ways to export specific information about a client, but to export all of the information requires using...
August 29th, 2023 983 views 0 likes
After the client portal has been set up, you'll find a Text Quick Link button that will text out a...
September 19th, 2023 350 views 0 likes
Setting up the document templates to work as expected in Document Delivery requires an understanding of the workflow staff are...
November 15th, 2023 372 views 0 likes
Once the necessary ROI has been created , it'll be located in the inactive status. Â There, you'll see a...
December 5th, 2023 249 views 0 likes
  When you are marked as Away in Neo , there are several places where other users will be...
December 11th, 2023 457 views 0 likes
 There are various scenarios in which you are still working and yet are unavailable to take client appointments.  For...
January 17th, 2024 423 views 0 likes
 Many times, you'll run into the scenario where a client already has a designated PCP in Neo but is...
July 23rd, 2024 199 views 0 likes
 Some client documents require staff approval after being signed but before appearing in the client's chart in Neo ....
July 8th, 2024 212 views 0 likes
 The client's last physical date is listed under the Primary Care Physician section of the PNMI Summary .  ...
July 26th, 2024 141 views 0 likes
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