What are they and what do they mean?
Neo alerts are a helpful tool to assist you in keeping track of documentation that is due, or that may be overdue (i.e. an upcoming treatment plan or assessment).Â
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When you log into Neo you’ll see the Alerts tab at the top right corner.  Click on the tab and the Alerts screen will appear.
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The alerts list can be customized by clicking the options button below your name.Â
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Here are some of the most important alerts you’ll want to pay attention to, and what they mean:
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| Appointments Missing Notes | Unfinished progress notes for appointments marked as kept |
| DSM | There is a diagnosis due |
| Assessment Due | Comprehensive assessments due |
| Release of Information | Annual updates needed (disregard if contact is no longer needed) |
| Treatment Plan Coming Due | Based on the expiration date of the treatment plan (90 days) |
| Treatment Plans Inactive Due To No Open Goals/Actions Steps | Client on your caseload with treatment plans that need goals/actions steps in order to provide service |
| Treatment Plan Coming Due Based On # of Visits | Treatment plans due for review / update based on using 12 session maximum. Â (*This is the important one to pay attention to- begin developing new treatment plan when there are 4 sessions left*) |
| Treatment Plan Client Signature | Treatment plans in need of client/guardian's signature in order to be valid. (*sessions won’t bill without a signed treatment plan*) |
| New Clients (AC and SPM) | New clients transferred to your caseload |
| Staff Forms Expiring | Annual staff compliance forms are due |
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