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"NX Transaction" is NEO's default name for the NEP/NSP Transaction module, which collects data about the services and supplies distributed to clients. This module has three different levels of permissions.

NEP/NSP Transaction

Section
Column
Panel
Column

This is the standard level of permission provided to most users. Checking off this level of permission will allow the user to: 

  • Enter data through the Transaction screen,
  • View and edit the Client Details screen associated with a client reference code, and
  • View the Transaction Logs for a client reference code.
    • No personal information or personal health information is stored in NEO (in fact, no free text notes of any kind are permitted about clients), but the Transaction Logs will show details like when a client last visited the service and what types of services/referrals/items they have received in the past.

To grant this level of permission, check off NEP/NSP Transaction under Module Permissions when creating or updating a user account.

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Column


Panel

Client Details Screen for TEST1990:

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Transaction Logs:

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NX Transaction Real Time

Regular accounts.

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