Here is a video that explains how to configure the security level for the deletion of visits
The user has two options to log in to a Vetup account: either with their ID and PASSWORD or with a PIN CODE
This video allows you to know how to access the honored appointment as well as those to come. You’ll also know how to check the details of an appointment and edit the content of an upcoming appointment.
Access to an animal’s detailed history resuming all the visits done, even those from other clinics belonging to your group.
Create and manage personal memos and affected task thanks to the « to do list » feature
Creating alerts to remind you some important informations and display them automatically.
It is possible to know the text associated with a reminder already sent to a customer or waiting to be sent. This video tells you how to proceed.
When you place an order with a purchasing company that is not connected to the software, you can still generate an excel file with all the necessary details relating to your order, which you can then send directly to the concerned purchasing company.
A product may have two denominations in the software. A denomination allowing you to find it easily in your database as well as a commercial name allowing the customer to have, on his invoice, a precise detail of the product sold.
This video will teach you how to enter, from the calendar, an appointment cancellation requested by a customer
This video will teach you how to add a new payment mode and link it to the corresponding account
This video will teach you how to create a register and how to associate corresponding products to it
In this video you will learn to set the available drop down menu in the visits in order to hide or keep visible specific practitioners
This video will show you how to hide or keep visible billing amounts from products sells and medical visits according to the user.
This video will teach you how to send a detailed history by email to a colleague and to the animal’s owner.
This vidéo will guide you through the process of archiving an owner and /or an animal
Thanks to this video you’ll learn how to send newsletters to your customers
This video will teach you how to enclose attachment files to emails sent to a colleague and the animal’s owner and related to an animal’s visit.
This video will teach you how to add and consult attachment files related to a visit
This vidéo will teach you how to create a report model and a text model through a care contract achievement
This video will teach you how to add a personalized comment to a contact information
This Video will teach you how to create and send reminds (by emails, sms, postal mail or phone calls), in a therapeutic follow-up context,
from two different ways :
- By using acts models
- creating a remind from the owner’s details
To create a quote
Open the animal’s file and click on NEW ESTIMATE
Select the different medical services and products that you wish to add to your quote.
By clicking on the product / medical service concerned, it will be possible to modify the quantity, the price, or to add a comment, which you wish to see appear next to the service/product, on the quote and the future invoice.
You can also add a comment at the end of your quote :
Either by using one of your text models previously created in MODELS / TEXT MODELS
Or by adding a new comment in COMMENT AREA
You can then SAVE, PRINT or SEND the quote to your client by email and even create a visit based on this quote should it be accepted by the client.
To create an advanced payment for an animal during a visit (for example if it needs to be hospitalised), click on PAYMENTS
Select DEPOSIT, choose the PAYMENT TYPE and enter the AMOUNT of the DEPOSIT
You can now SAVE and PRINT a RECEIPT for the owner
Then, input any additional treatment carried out during the hospitalisation in INVOICING
Once this is completed, you can create your final invoice
To do this, click on PAYMENTS,
Then, on YES (under DEPOSIT)
Now click on CLOSE DEPOSIT
You will now see that your deposit is considered a real payment
Then, click on ADD A SETTLEMENT to obtain the overdue balance.
Input PAYMENT TYPE and SAVE or PRINT RECEIPT for the owner
You can add a comment to an owner’s or animal’s sheet.
To do that, open the owner’s page,
Click on EDIT in the owner’s or animal’s box (depending on whether you want to add your note for the animal or the owner)
Click on MISC (miscellous) and add the text of your alert
This alert will now appear on the animal’s sheet
You can specify in SETTINGS whether you want alerts to be automatically readable or whether you want them to be readable only when you place your pointer over them.
To do this, click on SETTINGS / GENERAL SETTINGS / DISPLAY and specify whether you want a pop-up window for alerts to appear each time you open a page and whether you want the alerts to be directly visible or not.
To print the list of your reminders,
Click on MEDICAL / REMINDERS
- If you want to edit this list according to the sending date or the reminder date
- The period concerned,
- SMS, email, letter or phone call depending on what you want to see appear on your document
and click on EXPORT TO EXCEL
This will automatically produce a .csv list that you will be able to change to a .pdf list using your editing programme.
Each type of appointment can be colour coded, which will give you an overall picture of what type of appointments you will have on a specific day.
To do that,
Click on SETTINGS / APPOINTMENT TYPES
Then, click on NEW and create as many types of appointments as necessary, colour coding them at the same time.
Now, if you click on « COLOUR BY APPOINTMENT TYPE » in your diary, each appointment will appear in its designated colour.
To change the adress in the header of your invoices,
Click on SETTINGS / INVOICE ADRESSES
and register your invoice details. SAVE
To create this reminder, there are two options :
- Using the reminder creation function
- Creating a vaccination visit history
This video will teach you how to register a new central buying company and activate it. It will also teach you how to add products inside this central buying company.
To select your date format, go into SETTINGS, then GENERAL SETTINGS
Then select the date format you want
ATTENTION : the English version uses American English. Therefore, if you work with the English version, and NO date format is chosen, the date format will appear as mm/dd/yyyy.
However, you can choose a dd/mm/yyyy or a mm/dd/yyyy date format independently of the language you select.
Thus, you can select a dd/mm/yyyy date format even if you use the American English version of Vetup.
To do this, just click on the date format you want to use
Now your dates will now be written in the dd/mm/yyyy format, even if you work with the American English version of Vetupmanager.
You may create a renewal for each product and drug prescribed during a visit
A pack facilitates the invoicing process. You may create your own packs by choosing the different medical services and products necessary for a consultation or procedure. These will then automatically appear on your invoice after having selected a specific pack during a visit.
With Vetup, you can create a reminder for as many types of medical acts as you want.
To create a reminder, for example a vaccination reminder, begin by creating a medical service. To do this, click on CATALOG
Select MEDICAL SERVICES LIST
To create a new medical service, click on NEW and enter the description of the new medical service : its name, its category, whether you want to associate a product with this service, the price of the service, and on the right (this goes for each new service created) specify that you want to create a reminder for the service and when it should be automatically sent to the owner.
For example, you want to create a rabies vaccination with an automatic reminder for the owner for the next vaccination in one year’s time. You thus enter the service RABIES VACCINATION in DESIGNATION, select the category « VACCINATION » and associate the product used for the vaccination (here Nobivac rabies) with the service.
Now, enter the price of the service and, on the right, the date when the pet owner should receive the vaccination reminder. (in the above example, (s)he will receive both a reminder by post and an automatic reminder by email 21 days before the due vaccination date)
This type of reminder can be created for every act, such as vaccinations, recommendations before surgery, antiparasite treatments etc.
To see the animal’s next vaccination reminders that will automatically be sent to the owner, click on OWNERS
Use the QUICK SEARCH box to find the owner you are looking for
Now select SENDINGS in the history box.
This will show you all the reminders that have been and will be sent for the animal
If you want a pop-up to appear regarding the next reminders for the animal when opening its page, click on SETTINGS, then GENERAL SETTINGS
Select REMINDERS and tick the box ALERT IF FUTURE REMINDERS
Click on SAVE
Now, each time a new reminder is created for an animal, it will appear in a pop-up when the animal’s page is opened.
When beginning with Vetup, to register your team in the software or to add a new member of the team,
click on SETTING
and select USERS SETTINGS (see green arrow)
Now select NEW
Now, in MAIN, register the new member’s personal details :
Title, Last name, First name, adress and email.
In order to use the software, each member must use their username found in ID, so as to open their own session.
The newcomer must then create a password to access this session.
Tick the appropriate box : vet, vet replacement or nurse
So, for Dr Jackson to open his own session, he must write « jjackson » in ID and the password he has created on the identification page.
Now in PARAMETERS (always in SETTINGS / USERS SETTINGS)
You can write your College Registration Number, the title you want to see on your prescriptions and the language chosen to work in.
Now select which clinic Dr James will work in in CLINIC
In CONTACT, you can register all data such as Dr Jackson’s phone number or email…
The LICENCE section enables you to use the e-vds application and the Loginut software. For more information, ask for details via the VETUP CONTACT section.
In CALENDAR, you can personnalise your calendar and decide when your session will expire.
Finally, in RIGHTS, you will select which part of the software Dr Jackson will be allowed to open (for example, he will have access to all the software except finance and statistics)