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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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.

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.

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).

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

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

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

Visit’s attachment files

It’s possible to associate attachment files (radio, Analysis PDF, etc..) to a visit or an animal directly.

The limit is set at 10MB for each file. List of accepted files: avi, bmp, csv, doc, docx, emf, gif, jpeg, jpg, mov, mp4, mpg4, odt, pdf, png, ppt, pptx, tif, tiff, xls, xlsx, xps

This video shows you how to add attachment files to a visit. You will also learn how to find these files through the history of visits for a specific animal or the whole files you have added for any animal.

 

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