Key Concept 📷

Once a client is selected, the home page provides a comprehensive overview of client activities and is a starting point for new activities. This screen is customizable within Neo.

Client Card 📷

Selecting the client card will navigate to a more extensive page of client information.

Review 📷

This area only displays when there are documents within Neo that have been sent to the client portal but are not completed. See here for an example of how to complete a document.

Release of Information 📷

All active ROIs are listed and can be viewed from here.  You can also use the Add Coordination Release button to create an ROI to be signed by the client right from the Staff App.  

*Please note:  You can only create an ROI from the Staff App for organizations that already exist in our extensive catalog of organizations.  If the organization does not exist in Neo, you will need to complete the ROI in Neo or on paper.  Contact Medical Records to get the organization added to our list in order to access it from the Staff App.

Documents 📷

If the client has had documents completed on the portal or from the Staff App, it will appear here along with all of the document types selected in the setup within Neo. This gives easy access to information about the client and their documentation. It also allows documents to be uploaded using the device camera as a document scanner.

Upcoming Appointments 📷

It will default to Med Clinic appointments but this can be changed within Neo if desired. Providers working with the client can see who and when the client will be seen next.

Prior Appointments 📷

It is filtered to the same appointment types as the upcoming appointments and is limited to 6 Months or 50 records. This helps a provider reference prior visits and the client's history of treatment.