IDEXX Neo Enhancement Requests

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Clients / Patients: Merge client's account balance (accounts receivable) when merging clients

Would like a way to merge clients so that any accounts receivable remain intact after the merge.

  • Guest
  • Oct 24 2018
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  • Guest commented
    15 Sep 17:47

    I feel like this should be a given! Accidents happen all of the time where a client calls in and says they've never been with us when in fact they have, and Neo doesn't always alert staff when names and numbers match an already existing account.