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Key Concept A fast way to communicate with your team. Search 📷 The Staff tab will list all staff listed...
May 25th, 2023 1183 views 0 likes
Key Concept The Client Search is the starting point for client activities like signing documents. The list of clients displayed...
June 2nd, 2023 1012 views 0 likes
Key Concept 📷 Once a client is selected, the home page provides a comprehensive overview of client activities and is...
June 2nd, 2023 966 views 0 likes
Key Concept 📷 Demographic and caregiver information is displayed about the client and is interactive. Utilizing this information to make...
June 2nd, 2023 790 views 0 likes
Key Concept 📷 When a document needs to be signed, the client may or may not be the correct person....
June 2nd, 2023 574 views 0 likes
Key Concept Clients can complete a wide variety of forms through the Client Portal's Document View feature and this area...
June 2nd, 2023 722 views 0 likes
Key Concept 📷 On first use of the app and until setup face/touch ID authentication, you will be taken to...
June 2nd, 2023 849 views 0 likes
Key Concept 📷 Security is paramount with Electronic Medical Records (EMR). Lock Mode allows for the provider to keep their...
June 2nd, 2023 558 views 0 likes
Key Concept Access Neo internal emails externally. Features and Limitations This is a limited feature, compared to its capabilities...
June 16th, 2023 657 views 0 likes
Key Concept Capture key documentation efficiently and effectively by using the mobile devices camera to scan a document and send...
June 20th, 2023 772 views 0 likes
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