If you have mistakenly created 2 files for the same animal (owners with different names, animal with a nickname, etc.), several solutions are available to you:
If the files do not yet contain information, you can simply archive them.
If, on the opposite, they contain important data such as consultations, reports, etc. .. then it will be necessary to regroup all this in a single file.
This is called « Merge two records » and this video shows you how to do it.
During a visit, I can decide to create and schedule the sending of an SMS, email or phone reminder for a customer.
These reminders will, for example, remind a client to leave his animal fasting before surgery, to ask them to call to update them on their animal, or to contact the clinic a few days after an examination to know the results. external analyzes….
For vaccinations or product to be re-administered reminders, it will often be faster to program in your catalogs acts, procedures / products, automatic reminders associated with an act or a product (see the corresponding videos)
Each user can choose to show or hide any window, widgets, available on the Vetup home page. A veterinarian will thus be able to personalize his home page and decide not to display the « stock to restock » or « waiting room » window if he practices at home or while traveling.
The TEST button allows me to send a newsletter being created to a unique email address in order to see the results of it before its final sending to my customers.
It is possible to create a new customer from the customers list, the calendar when scheduling an appointment, or from the waiting room (when a customer who comes with his animal to the clinic for the very first time would also like to get a consultation at the same time)
If an owner has to book several appointments for his animal, the duplicate function allows you not to have to re-enter the owner’s name for each appointment, as well as the animal’s one or the visit reason.
Various actions are possible from an animal’s file or from a file containing an owner’s animals list: consultation of the various histories for one or more animals of this owner, change of owner, passage in the waiting room or in hospitalization…
In the reminder settings, you can choose whether you want the checkboxes for confirmation of appointment by email and / or appointment reminder by email or SMS from the agenda to be checked or not by default when scheduling an appointment.
When scheduling an appointment, it is possible to consult the owner’s file details or the animal for which you are setting an appointment by clicking on the small pencil on the right of the client’s or animal’s name
It is possible to create an appointment for a new customer in the calendar without necessarily having to record all the customer file details and without having to immediately create the animal file.
Each user can decide how the calendar will open on their account according to their needs and preferences. Thus, when he opens the calendar from his user account, he will be able to see the calendar open, by default, in day or week view, with or without the appearance of columns by users … according to his preferences. The configuration of these elements is carried out in the SETTINGS / USER MANAGEMENT / Choice of a user / AGENDA sections
You can predefine, for each clinic’s account user, his home page display preferences.
Everyone can choose, depending on his role within the clinic, whether he prefers, by default, to have all users visible in the waiting room and get the appointments list for the day or, at the opposite, whether he chooses to only see his appointments.
You can set up an additional tab in an animal’s history that will allow you to easily see all the vaccines it has received as well as their expiry date.
This tab will be visible from the animal’s history page as well as from an open visit for this animal.
You can indicate which acts (procedures), products or packs you want to add to a visit using the « invoicing » tab into a visit (a link below this video reminds you how to create packs in your catalog)
When a visit payment is registered by a Assistant at reception desk you will, in the visit’s invoicing tab, only seize your billing lines of acts (procedures) and products, and Assistant will proceed with the payment registration steps as shown in the videos.
The medical examinations, reports and prescriptions recorded during a visit can be deleted or modified.
The notion of “closing” an examination, report or order makes it possible to prevent any subsequent modification of the text that you have entered in these documents (it then becomes impossible for one of your collaborators to modify or delete your text by mistake).
BE CAREFUL, HOWEVER, before closing a document, make sure that it contains all the desired informations (do not forget, for example, to clearly specify the batch numbers and expiration dates of the products in your prescription BEFORE the close because it becomes impossible to do so once the document has been closed).