Apply discounts on a quote
You can apply discounts on a quote the same way you would do it in the invoice lines of a visit
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.
Learn More |
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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Creating a therapeutic follow-up by email or scheduled medical service
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
How to register a batch number and an expiration date for a product ?
Creating a central buying company and adding products inside
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.
What is a pack ?
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.
How to create automatic reminders for an animal ?
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.
How to consult an animal’s vaccination reminder
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.
