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.
Learn More |
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)
Learn More |
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.
- Encaisser un chèque différé dont la facture est dans mon ancien logiciel
- 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.
Quick user switch with a PIN code
It is possible, as a Vetup account user, to log into this account very quickly using the » PIN code identification » function.
This video shows you how to activate this function on your account, specify a PIN code for each user (this possibility is only accessible for the account administrator) and then how to switch very quickly from one user to another.
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
- 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
How to add an attachment in a visit and find it easily ?
History and appointments in progress
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.
Detailed animal’s history in a multiclinic mode (several clinics from a same group)
Access to an animal’s detailed history resuming all the visits done, even those from other clinics belonging to your group.
Internal communication and tasks management
Create and manage personal memos and affected task thanks to the « to do list » feature
Creating alerts
Creating alerts to remind you some important informations and display them automatically.
Know the contents of a pending reminder or a reminder already sent to an animal / customer
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.
Using the EXPORT TO CSV feature for orders
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.
What is the commercial name used for ?
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.
Indicate an appointment cancellation initiated by a customer
This video will teach you how to enter, from the calendar, an appointment cancellation requested by a customer
Dealing with payment modes
This video will teach you how to add a new payment mode and link it to the corresponding account
Creating a register and associating products to it
This video will teach you how to create a register and how to associate corresponding products to it
Setting the visit’s practitioner drop down menu
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
Setting the total billing’s display of sells and visits history
This video will show you how to hide or keep visible billing amounts from products sells and medical visits according to the user.
Send an animal detailed history to a colleague or a customer by e mail
This video will teach you how to send a detailed history by email to a colleague and to the animal’s owner.
Archive / delete an owner or an animal
This vidéo will guide you through the process of archiving an owner and /or an animal
Newsletter App
Thanks to this video you’ll learn how to send newsletters to your customers
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.
Moving the animal from an owner to another one
Creating care contracts for my customers
This vidéo will teach you how to create a report model and a text model through a care contract achievement
Adding a comment to a phone number
This video will teach you how to add a personalized comment to a contact information
Creating an hospitalization sheet