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Push the email with email manager, so client isn't waiting 15-30 minutes for confirmation.

create client and/or enable portal by hand. This enables a client to send all information and make appointment without a staff monitoring the email client for new clients to request client portal access.ġ.provide a form asking for new and existing clients ( portal not activated) to send name and email, in order for a client to be added or found so that their portal can be activated.Ģ Monitor the email client to receive requestsģ. It would streamline the whole process, if a client could self register with an email address and name, and his client created and portal enabled without any interaction by vet-staff. Send us a message in our Live Chat (the little blue icon at the bottom of your screen) with your request! You'll also want to reach out to the Idexx Neo support team directly to verify whether there are any additional steps that need to be taken on their end to verify that your connection is fully turned off.I'm administering and consulting a very busy non profit vet clinic with multiple branches.

Now, when you place an order on Vetcove it will automatically be sent as a PO to Neo! Do keep in mind that your Neo inventory will automatically be synced to Vetcove roughly every 6 hours however, you may always trigger a manual sync from either the Lists or Products tabs on the Vetcove PIMS page to bring in the latest inventory counts before shopping.Ĭustomer support hours are M-F 6:30 am-8 pm CT, closed Saturdays and Sundaysįound under the IDEXX Neo Help and Support page This will prevent the item from showing up in your Critical Shortage Lists, as well. To hide an unlinked Item, click on the Actions button, located to the right of each item, and select 'Hide this Item.' This will hide the item from view and move it to a Hidden Items folder, located on the lefthand side of the page. You may also hide any unlinked items within you PIMS integration that you would not like to appear in your lists.

For more information on what mapping is or how to map, please reach out to Idexx Neo support directly! ** Please also note: if you choose to map your items within Idexx Neo, that will automatically link them within your Vetcove Idexx Neo integration, however, you'll still want to visit your Products page in your Idexx Neo integration on Vetcove to ensure the correct 'unit of measurement' is set. If you do not see your preferred unit of measurement listed as an option, please reach out to the Vetcove support team via the live chat in the lower right corner and we would be happy to assist!

Please note that if you do not select a unit of measurement, the default unit for that item listing on Vetcove will be selected.

You may edit and update item unit of measurements at any time. Once you are successfully connected with Neo on Vetcove, you will see the following message: Step 2: Connect Neo Items to Vetcove Items Note: Your location name and Vetcove account ID will display after your account has been successfully connectedįor multi-location practices, repeat steps 3-4 for each locationĬongratulations! Your Idexx Neo account should now be connected to Vetcove! Scroll down to the Vetcove section and click ConnectĮnter your Vetcove username and password, as prompted and select the Continue option. Once on the Administration page, from the menu on the left side of your screen under System Admin, click on Integrations Once in Neo, click your name in the upper right corner of the menu bar.

Please click on the box for Neo and scroll down to view your linking instructions: On this Connect page, you will see the option to select Neo. To connect your Neo account with Vetcove, please head to the header bar and click Orders > Inventory > and select ' PIMS Integrations'. Sync Purchase Orders – purchase orders will automatically be synced View Quantities – view your quantity on hand and reorder points

Manage Lists – shop your PIMS lists directly on Vetcove By connecting your Idexx Neo account to Vetcove, you will be able to: Vetcove now integrates with select PIMS to help practices track and order inventory with ease, all in one location.

Idexx neo login