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 :
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.
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.
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
Select FORMAT
Then select the date format you want
If you DON’T select one : the date will automatically appear in the format used with the language selected for the software. For example, if the French version is used, the date format will be dd/mm/yyyy.
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.
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.
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