How-To 🎥

Select your settings in Neo for which clients you want to see in your app.

📷 Staff→Mobile App Setup

📷 Overview
 

📷Include

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 

📷Client List

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

📷Scheduled Location

You can narrow down client appointment by which location they are scheduled in

📷Documents

Select which Documents you would like to appear:

📷Scans

Select which Scan Types you would like to appear: