Note: The IDEXX Neo integration is currently in beta. The beta is open to practices in North America (NA) and Australia and New Zealand (ANZ).
Setting up the IDEXX Neo integration connects your CoVet workspace to your Neo practice. Appointments booked in Neo appear in CoVet as cases, and when you are happy with your notes, one click sends them back to the patient's consultation in Neo.
Once setup is complete, you can import cases, link them to Neo appointments, and export notes and PDFs back to Neo.
There are four articles to help you set up and use the IDEXX Neo integration. Use these links to jump between articles quickly.
Setting up the integration
Important to read before exporting documents
Using the integration
Before you start
You need | Details |
An active IDEXX Neo account | Plus the API key and Branch ID for the branch you want to connect. Both are issued by IDEXX Neo. CoVet does not need any special user role inside Neo. |
A CoVet account | A free trial account is enough to get started. |
1. Get your IDEXX Neo API key and Branch ID
There is no separate CoVet key. Both details come from IDEXX Neo: contact IDEXX Neo for your API key, and find your Branch ID in IDEXX Neo using the steps below.
Detail | What it is |
API key | The key IDEXX Neo issues for your practice so CoVet can connect to Neo. |
Branch ID | The ID of the Neo branch (clinic location) you want to connect. |
How to find your IDEXX Neo Branch ID
You can find the Branch ID for each of your branches in IDEXX Neo. Sign in to IDEXX Neo with the branch you want to connect, then:
Open the user drop-down menu in the top navigation bar.
Select Administration.
In the left-hand menu, select Branch Details.
Copy the Branch ID shown at the top of the Branch Details section.
Tip: If you connect more than one branch, repeat these steps for each branch. Each branch has its own IDEXX Neo Branch ID.
2. Open Integrations/Connections
In CoVet, click your name at the bottom of the left-hand menu, then select Integrations/Connections.
3. Connect IDEXX Neo
Find IDEXX Neo and click Connect.
Enter your API Key and Branch ID.
Choose who the integration is for: just yourself, or one of the teams you own.
Once you have entered the details, the connection is active straight away, with no approval step or waiting period.
Tip: If the connection fails, check that the API key was copied in full and that the Branch ID matches the branch you want to use (see How to find your IDEXX Neo Branch ID above). You can also contact [email protected].
4. Match your CoVet users to their IDEXX Neo vets
Match each CoVet user to their vet in IDEXX Neo. CoVet uses this to assign each imported appointment to the right person.
Who can set up and manage the integration
Role | What they can do |
Team owner | Connects IDEXX Neo for the team and manages its settings, such as vet matching, sync schedule, and where PDFs are saved. |
Team member | Uses the integration day to day: sees imported appointments and sends notes to IDEXX Neo. Team members cannot change the settings. |
Individual user | Connects IDEXX Neo for their own account only. |
Connecting more than one branch
If your IDEXX Neo API key covers all of your branches, you can use the same key for each branch. Connect each branch to CoVet on its own, using that branch's Branch ID.
We recommend that team owners create a separate CoVet team for each branch and connect IDEXX Neo to each one. That way, each branch's team only sees its own appointments.
Review your integration settings
To change your settings at any time, open Integrations/Connections and click the gear icon on the IDEXX Neo tile.
Setting | What it does |
Import schedule and date range | Choose how often CoVet checks Neo for appointments and how far ahead it looks. |
Clinic hours | Limit syncing to your clinic hours. |
User matching | Match each CoVet user to their Neo vet so imported appointments reach the right person. |
Where PDFs are saved | Choose where exported PDFs are saved in Neo. |
Log Emails in IDEXX Neo | Off by default. When switched on, client emails sent from CoVet are also recorded on the client's Communication Log in Neo. |
Using the integration alongside the CoVet Chrome extension
IDEXX Neo connects to CoVet directly, so you do not need the CoVet Chrome extension to use it. The Chrome extension does not support IDEXX Neo.
Need help?
If something does not look right, email [email protected] and include the name of your clinic. You can also chat with support in the CoVet app: go to My account, then Resources, then Chat with Support.