Select your settings in Neo for which clients you want to see in your app.
📷 Staff→Mobile App Setup
Make your selections of which clients and what information you would like to appear under “Clients” in the app.
All clients on your caseload
Clients you have open disclosures with
Clients in all programs you are associated with (if more than one)
Clients in your primary program only
Your client list will appear here, based on your selections.
📷Additional Client Filter
You can narrow down your client list further:
📷Clients From Which Program?
Select which client appointments you would like to view
You can narrow down client appointment by which location they are scheduled in
Select which Documents you would like to appear:
Select which Scan Types you would like to appear: