See how my newsletter is rendering before sending it to my customers
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.
Send reminders by Sms, e mail or telephone, with no link to a medical service
Create a new customer (global video)
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)
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Create a new customer from calendar
It is possible, when scheduling an appointment for a new customer, to create directly his file from the calendar’s appointment booking page .
Create a new customer inside customer file
Stock management : when does stock is decremented ?
Merge a duplicate customer
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.
Send an animal detailed history to a colleague or a customer by e-mail
Duplicate an event into the calendar
Decondition and restock
To unpack a product, I go to the product sheet by clicking on CATALOG / LIST OF PRODUCTS
Workable actions from animal’s file
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…
Check e-mail appointment confirmation and e-mail appointment reminder checkboxes by default
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.
Why do some appointment times appear in red in the waiting room ?
When you are more than 10 minutes late for a scheduled appointment, the scheduled time for that appointment appears in red in the waiting room.
Modify an appointment from calendar
This video shows you how to move an appointment already scheduled in the calendar or postpone it to a later date.
Have a look to customer’s or animal’s file from the scheduling appointment page
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
Quickly schedule an appointment for a new customer
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.
Scheduling an appointment in vetup’s calendar
Set calendar’s users preferences
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
Users preferences settings for home page
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.
Send a global invoice to a breeder, an animal shelter…
You can make a global invoice for all the care carried out, for example, each month, for an owner’s animals, a shelter, a breeder …
Medication preparation by an assistant after veterinarian’s prescription
This video shows you how to manage drug deliveries if the drugs are prepared by assistants before a final check-up by the vet.
(The principle is the same for the edition of product labels for Switzerland or Canada)
Correctly fill prescriptions fields
Referred cases management
Create a pack including acts and products
It is possible to create, then use in the visit invoicing tab, packs that include several acts (procedures) and several products.
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Consult last vaccinations of an animal
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.
Adding acts, products or packs to a visit
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)
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Quickly register a visit payment
If a customer wishes to pay for the visit you have just made, you can quickly save his payment by clicking on the « Payments » tab of the visit
Manage differed collections
You can easily accept the payment of an invoice in several checks, follow all the steps in this video
Pay a visit or an invoice thanks to several payment types
You can pay an invoice or a visit with several different payment methods using the « add a new payment » function.
Associate a tag (information, specificity) to a pet or its owner
Send an attachment file by e mail to a colleague and or a pet owner
This video will teach you how to send by email, to a colleague as well as to the owner of an animal, attached files relating to a consultation
Training videos for Veterinarians
Users management : PIN code creation and modification (quick user switch)
- Quick user switch with a PIN code
- Managing a device, a computer used by several clinic’s users
- Users management (general presentation)
Scheduling an appointment / appointment confirmation and reminder through the calendar
- Check e-mail appointment confirmation and e-mail appointment reminder checkboxes by default
- Modify appointment confirmation e-mail message
- Create sms templates and use them by default according to the desired subject
- Appointment confirmation and reminder concept
Make a visit
Move customer from the waiting room
Consult the history from animal to be received
Reports
- Close a medical examination, report or prescription
- Insert a pre registered text into reports
- Create a certificate
Attached files
Adding acts and/or products during a visit
Prescription
- Medication preparation by an assistant after veterinarian’s prescription
- Correctly fill prescriptions fields
The tags system
Visit payment
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.
- Instructions for unpaid/credit from previous Software
- Send a global invoice to a breeder, an animal shelter…
- Quickly register a visit payment
- Manage differed collections
- Pay a visit or an invoice thanks to several payment types
- Create a grouped invoice for the visit of several pets from a same owner
Product management
Referred cases management
Close a medical examination, report or prescription
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).
Insert a pre registered text into reports
You can create templates for your reports, which you can then use in your future visits by going to the reports section
Create a certificate
You have the possibility to create a very large number of types of certificates thanks to the report templates.
Click on TEMPLATES / REPORT TEMPLATES / NEW
Consult, print or download an animal’s detailed history
It is possible to consult or print the complete medical file of an animal
Available informations and workable actions from the waiting room
The Waiting room window contains various informations (owner’s arrival time, meeting time) and allows various actions to be carried out using the small icons on the different appointment lines
Modify appointment confirmation e-mail message
You can create an email template for your calendar appointments confirmations and select it as the default sent text when you check the « email confirmation … » box
Create sms templates and use them by default according to the desired subject
Warning : Do not forget, when creating your templates, to take into account that any message of more than 160 characters is counted by SMS providers as 2 messages and therefore 2 SMS
Appointment confirmation and reminder concept
The software allows you, when adding an appointment in the calendar, to automatically send to the concerned customer a confirmation of this appointment and an appointment reminder the day before or a few days before the date set for this visit.
Training videos for Assistants
Settings
Management of a computer used by everyone at reception
Agenda
- Modify an appointment from calendar
- Have a look to customer’s or animal’s file from the scheduling appointment page
- Quickly schedule an appointment for a new customer
- Scheduling an appointment in vetup’s calendar
- Appointment confirmation and reminder concept
Animal sheet
Waiting room management
- Why do some appointment times appear in red in the waiting room ?
- Available informations and workable actions from the waiting room
Consultation end
- Instructions for unpaid/credit from previous Software
- Medication preparation by an assistant after veterinarian’s prescription
- Quickly register a visit payment
The tags system
Managing a device, a computer used by several clinic’s users
A PIN code can be assigned to each Vetup account user to allow a very quick user switching.
This function is particularly useful when a workstation, a clinic’s computer is used alternately by different members of the team (computer in the radio room, in the hospital room, in the reception area, etc.).
The following link will then allow you to access a second video showing you how to activate the « quick user change » function and assign each team member a PIN code of their own: Quick user switch with a PIN code
Users management (general presentation)
Product and stock order management
Configure and establish my stock
First step: check my catalog and manage my unpackings
Then, configure the quantities of stocks of the products that I want to manage in stock :
Concept of current stock, replenishment stock and desired stock
Follow live Vetup’s last updates on Youtube
Subscribe to Vetup TV Channel so you can be notified each time a new users help video has been created by our team. You can subsrcibe if you hold a Gmail account or a Google Workspace one (formerly G Suite)
>> Follow this link to subscribe on Vetup TV
The subscription button is reachable from the top right corner, clicking the bell will activate notifications informing you that a new video is available
How to refund a client (credit)
Is there a way to change the name of the SMS sender when sending reminders?
How to add a new category to attachment categories
Configure the security level for deleting visits
Here is a video that explains how to configure the security level for the deletion of visits
Archive or unarchive a user
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