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Forms & Certificates: Send fillable forms to owners directly from Neo

So owners can pre-fill medical questions/history or health certificate questions. Anything really.

  • Guest
  • Mar 3 2021
  • Released
  • Attach files
  • Guest commented
    10 Jun 11:46

    Get this included in Neo please. there is no excuse for forcing a Vello subscription that duplicates half the client communication already present to have this feature!

  • Guest commented
    07 Jun 16:28

    IDEXX Vello is not available in Quebec Canada! Is there a different solution??

  • Guest commented
    21 Mar 13:25

    Then why am I paying for Neo subscription???????? I'm sure Idexx makes enough money to provide this with Neo.

  • Guest commented
    20 Mar 16:24

    Needs to be included with the subscription to your software'.


    Paige Pine, DVM


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  • Guest commented
    20 Mar 15:49

    Where do we find the introduction?

  • Guest commented
    20 Mar 15:38

    Let us know when we can actually use it with Neo instead of purchasing another software. It seems like this was a money grab versus helping paying users with a solution to your software's problem.

  • Guest commented
    20 Mar 15:30

    Would love to send fillable forms to owners directly from Neo. Shouldn't have to pay more. Should be a simple solution for Idexx to have this capibility.

  • Guest commented
    20 Mar 15:27

    Terrible you have to purchase another platform to send forms.


  • Guest commented
    20 Mar 14:48

    Agreed! This should be included instead of charging even more for a simple feature readily available with many other software providers.

  • Guest commented
    20 Mar 14:35

    @ADMIN Laurie Rose- Basic features like fillable digital forms should be included with the price of Neo as opposed to making practices pay for a separate third-party program such as Vello. We pay enough as is.

  • Guest commented
    20 Mar 14:33

    Vello is expensive to add on especially for small practices. Would be nice to just have it included.

  • Admin
    Neo Product Team commented
    20 Mar 14:26

    Features like digital forms are powered through IDEXX Vello because the Vello platform is built specifically for pet owner engagement and compliance. Leveraging Vello’s specialized capabilities allows us to deliver these features faster and with stronger performance.

    This approach lets us focus Neo development on core workflow improvements. For example, AI Assisted Notes, Provider Signature on forms, and Share Patient Records.

    For more information about Vello, see https://software.idexx.com/vello-neo.

  • Guest commented
    09 Jan 00:47

    please do this. every other cloud-based software is doing this

  • Guest commented
    May 23, 2025 21:31

    Please consider this!! It would absolutely help and make things much easier!!

  • Guest commented
    February 21, 2025 20:35

    This would be SO MUCH more convenient - we had to make Google Forms to achieve the same result. Please do this!

  • Guest commented
    February 12, 2025 21:46

    This feature will make things so much easier! Please add!

  • Guest commented
    October 01, 2024 16:19

    Please add this feature! It has been over 3 1/2 years and nearly 600 votes since this request was first made! Your clientele is requesting this!! We would like to be able to send new client sign in forms, waivers, authorizations etc!

  • Guest commented
    September 03, 2024 21:09

    This is a great request - Neo should add this capability in!

  • Guest commented
    August 29, 2024 13:47

    This and 2 way texting were things we were told were coming to Neo, but since they have Otto I'm sure we wont see anything like this. They want the $$$.

  • Guest commented
    March 06, 2024 04:45

    we use Otto, which is integrated with neo for forms and authorizations. Of course it costs more. But I’m guessing since it integrates, neo wont ever add that themselves. But Otto works great

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