Notes and Letters

Clinical documentation,
perfected

Create detailed clinical notes and professional letters in seconds. Use our built-in templates or your own custom versions, and get consistent, professional documentation without starting from a blank page.

Documentation that adapts to your clinical style.

No two practitioners chart exactly the same way. NEO gives your team a highly flexible, customisable environment to capture and document patient notes comfortably.

Interactive Timeline: Chronologically view a patient's entire treatment history and past assessments in one unified dashboard.
High Visibility Clinical Alerts: Pin crucial medical warnings, communication preferences, or red flags to the top of the patient file so that they are never missed.
Multi-Disciplinary Structure: If your clinic has different kinds of specialists, easily switch templates between assessment grids or speciality charting fields within the same patient file..
Fully Customisable Forms: Easily design tailored intake forms, consent forms and progress checklists with flexible text labels, dates and checkboxes built for any allied health professional.

A complete workspace for your
notes and letters.

Stop jumping between different tools to manage your patients. NEO brings your clinical notes, letters, and history together in one system. Use our simple, built-in tools to create professional records in seconds and keep your clinic running smoothly every day.

Automatic saving

Never lose your work again. NEO saves your notes as you type, so even if your internet drops or your device turns off, your progress is always safe and ready for you to finish.

Ready-to-go templates

Get started instantly with our built-in library of professional templates. Use our pre-made notes and letters right away, or easily import your own versions to suit your clinic’s style.

Clear history and tracking

See exactly who made changes and when. NEO adds a clear timestamp and staff name to every note, so your clinical history is always accurate and your team stays accountable.

Smart custom templates

Stop filling out the same basic info every time. Build custom notes and letters that automatically pull in your patient’s details, referral details and clinic details, letting you finish your documentation faster than ever.

Send letters and notes instantly

Connect with GPs and specialists in seconds. NEO lets you send referral letters and clinical notes via email or fax directly from the patient’s file, keeping the entire care team updated with zero extra effort.

Secure and private

Keep sensitive data for your eyes only. NEO lets you lock clinical notes and letters so only the right practitioners can see them. It’s a simple way to keep your patients' private details safe and compliant.

A switch your entire team will love

We'll handle your switch to NEO so your team can log in and get started straight away.

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30-day free trial
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No lock-in contracts
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Free local support and training
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Free unlimited admin users
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Free data migration
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Total data security
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100% Australian hosted