FAQs: Neo and Flow

If I create an appointment in Flow, will it create in Neo as well?

Yes, an appointment created within Flow will sync to Neo. 

If I delete an appointment in Flow, will it be deleted in Neo as well?

Yes, if an appointment is deleted in Flow - it will be removed from Neo's schedule. 

If an appointment is confirmed in Flow, will that confirmation sync back in Neo?

Yes! Confirmations that write back to Neo are done via automations only.

If I create a new client and/or pet in Neo, will they automatically show up in Flow?

New clients and/or pets will sync from Neo to Flow multiple times per hour. Secondary contacts set in Neo will not sync to Flow.

If I create a new client and/or pet in Flow, will they automatically sync back into Neo?

No, clients and pets created in Flow will not sync back into Neo. Create all clients and pets within Neo to sync them to Flow.

Do conversations export back into Neo?

Conversations can be manually or automatically exported from Flow into Neo upon completion of a chat. Exported conversations will be visible under the patient’s record under the Consults tab within Neo.

Can I use Flow to collect payments?

Digital invoicing is available within Flow, to find out more click here. 

Do payments made in Flow reflect in client balances in Neo?

No - payments made within Flow will not update client balances. To view payments made, navigate to the Reporting tab in the left hand menu.

Can I use Flow for my service reminders?

Neo is not supported for service reminders.

Can clients see pet vaccine data?

No, pet parents cannot view their pet’s medical history or vaccine history in their pet portal.