Puppilot Works With IDEXX Neo
Sync your IDEXX Neo data with Puppilot's AI front desk — so every call is informed by real-time patient records, scheduling, and medical history. No more putting clients on hold to look things up.
What Is IDEXX Neo?
IDEXX Neo is a veterinary practice management system made by IDEXX Laboratories. It is a cloud-based platform, meaning your data is hosted securely online and accessible from any device with a browser. It is especially popular among new/growing practices clinics. It was modern idexx cloud offering; launched ~2016.
IDEXX Neo Features
IDEXX Neo is a full-featured practice management system. Here are the capabilities that Puppilot syncs with during every client call.
Simplified Scheduling
Start consult from scheduler.
Practice Dashboard
Overdue invoices, reminders, drafts.
Patient Workflow
One-click history, diagnosis list, estimates.
IDEXX Diagnostics
VetConnect PLUS two-way connection.
Client Communications
Email estimates, invoices, consent from consult.
Seamless Payments
Digital signatures, payment portal.
Analytics
Industry benchmark KPIs.
Vello Client Engagement Add-On
Vello Client Engagement Add-On.
How Puppilot Syncs With IDEXX Neo
When a client calls, Puppilot syncs with IDEXX Neo in real time — no stale exports, no overnight batches. Here is exactly what data flows between the two systems during every conversation.
| IDEXX Neo Data | Sync Scope | What Puppilot Does |
|---|---|---|
| Patient Records Name, species, breed, age, weight | Full Sync | Identifies the pet on the call instantly — greets the client by name and confirms which pet they are calling about. |
| Medical History Diagnoses, surgeries, visit notes | Full Sync | Accesses the full chart during triage calls to give accurate information about recent treatments and ongoing conditions. |
| Medications & Vaccinations Current prescriptions, vaccine schedule | Full Sync | Answers questions about refills, checks due dates, and routes prescription requests to the appropriate staff member. |
| Appointments Upcoming, past, available slots | Full Sync | Checks real-time availability and books new appointments directly into IDEXX Neo's calendar — no double-booking. |
| Client Information Phone, email, address, preferences | Full Sync | Updates contact information when a client mentions a new phone number or address during the call. |
| Call Summaries Notes, triage urgency, action items | Full Sync | Logs a detailed call summary directly to the patient chart in IDEXX Neo, so your team sees exactly what was discussed. |
| Account Balances Outstanding invoices, payment status | Full Sync | Can inform the client about outstanding balances and route payment questions to your billing team. |
Setup in Minutes, Not Months
Because IDEXX Neo is cloud-based, Puppilot connects through a secure cloud API — no local software to install, no server access needed.
Authorize the Connection
Log into your IDEXX Neo account, grant Puppilot access, and select which data to sync. Takes about five minutes.
Configure Your Preferences
Choose your call routing rules, triage protocols, and scheduling preferences. Our team walks you through every option.
Go Live
Puppilot starts handling calls with full access to your IDEXX Neo data. Most practices are fully live within one business day.
Frequently Asked Questions
Does Puppilot work with IDEXX Neo?
Yes. Puppilot syncs directly with IDEXX Neo to give its AI front desk real-time access to patient records, medical history, scheduling data, and more. The sync is fully two-way, so Puppilot can also take actions like booking appointments and logging call summaries back into IDEXX Neo. The sync works with all actively maintained versions of IDEXX Neo.
Is IDEXX Neo cloud-based or on-premise?
IDEXX Neo is a cloud-based system, meaning your data is hosted securely in the cloud and accessible from any device with an internet connection. Puppilot connects to IDEXX Neo through a secure cloud API, ensuring real-time data access without any local software installation.
What data syncs between Puppilot and IDEXX Neo?
Puppilot maintains a full sync with IDEXX Neo, giving it real-time access to the data it needs to handle calls with the same context your front desk team would have. This includes patient and client records, scheduling, medical history, and more. The sync is designed to be robust and deeply connected, so Puppilot can do more than just answer questions — it can take action on behalf of your practice during every call.
How long does setup take?
Most IDEXX Neo practices are fully live with Puppilot within one business day. Setup involves authorizing Puppilot in your IDEXX Neo account (about five minutes), configuring your call routing and scheduling preferences, and a short training session with your team. Puppilot provides white-glove onboarding at no extra cost.
Will Puppilot slow down my IDEXX Neo system?
No. Puppilot connects to IDEXX Neo through a cloud API and does not run any software on your devices. Your team will continue using IDEXX Neo exactly as they do today — Puppilot simply syncs with the same system in the background.
What happens during an internet outage?
If your clinic loses internet, Puppilot cannot reach IDEXX Neo's cloud servers. Calls will follow your configured fallback — typically routing to voicemail or your after-hours service. Once connectivity is restored, the sync resumes automatically with no data loss.
What if my IDEXX Neo version is older or customized?
Puppilot supports all actively maintained versions of IDEXX Neo. If you are running an older or heavily customized installation, our onboarding team will assess compatibility during setup and work with you to ensure a smooth connection. Contact us for a free compatibility check.
Puppilot Also Syncs With
Running a different PIMS? Puppilot connects to 130+ veterinary practice management systems.