IDEXX Neo Enhancement Requests
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Thank you for visiting the IDEXX Neo Enhancement Request Portal! Here you can add your vote to existing ideas or submit new ones.
Please take a moment to search for the enhancement idea that matches what you are looking for before entering a new idea. To add a vote to an existing idea, click on the box showing the current number of votes.
FIX THIS PLEASE- WE DON'T WANT 2 CONSULTS PER EXAM VISIT BUT THINGS GET MISSED IF THEY'RE BEING ADDED TO THE EXAM CONSULT
Jumping on here to add this NEEDS TO HAPPEN! Estimates get created then future appointments are made for those estimates but we have to completely recreate them to move into the current consule. EASY FIX GUYS!! PLEASE!!
WE SO NEED THIS FEATURE!!!! just a small button that says "create appointment" in the estimate page as an option. PLEASE!!!
Definitely a bummer it does not currently exist. I'd like to show all appointments as finalized. you can't if you're proactive because you're a very busy practice and best practices are to create estimates the night before.
This looks as though it has been a problem for over 2 years! Please adjust accordingly so we can merge an existing estimate to an open invoice! If this still hasn't been addressed in over 2 years, I truly believe Neo should implement this as a priority fix.
how has this not been fixed yet?
Please, it would improve our workflow, save time, avoid small mistakes
Yes, this is really a poor workflow. If you wish for an appointment in the scheduler to say 'in process' or 'finalized' or 'ready to pay', you cannot use a preexisting estimate - so you have to key all charges in a second time. If you had a preexisting estimate for something, then the client scheduled the appointment for it, you can create an estimate for the appointment, but you are still keying all the charges in for the second time. You should have the option of selecting an existing estimate from the consultation screen.
Adding prescription refills to existing consults can be done, I'd also really really like to do this with estimates. This way we can make an estimate and then pull it into an open consult.
AGREED! Needs to be fixed ASAP because it is hard when you have surgery estimates because then it looks like they never checked in and do not have an open consultation.
This whole thing is a mess, needs to be addressed ASAP, should be trivial to implement.
When patient is checked in you can not import existing estimate to the open consultation, it creates a whole new one that can lead to mistakes in charges and medical notes.
Very difficult when you create an estimate before the appointment is scheduled. I've had to either re-create the estimate in the schedule or create a blank consult to mark the appointment as complete.