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
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.
Dealing with payment modes
This video will teach you how to add a new payment mode and link it to the corresponding account
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.
Colour coding for appointments
Each type of appointment can be colour coded, which will give you an overall picture of what type of appointments you will have on a specific day.
To do that,
Click on SETTINGS / APPOINTMENT TYPES
Then, click on NEW and create as many types of appointments as necessary, colour coding them at the same time.
Now, if you click on « COLOUR BY APPOINTMENT TYPE » in your diary, each appointment will appear in its designated colour.
How to change the address on my invoices
To change the adress in the header of your invoices,
Click on SETTINGS / INVOICE ADRESSES
and register your invoice details. SAVE
Integrate a handwritten signature on prescriptions
How do I select my date format ?
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.
How to register the clinic’s team in the Vetup software ?
When beginning with Vetup, to register your team in the software or to add a new member of the team,
click on SETTING
and select USERS SETTINGS (see green arrow)
Now select NEW
Now, in MAIN, register the new member’s personal details :
Title, Last name, First name, adress and email.
In order to use the software, each member must use their username found in ID, so as to open their own session.
The newcomer must then create a password to access this session.
Tick the appropriate box : vet, vet replacement or nurse
So, for Dr Jackson to open his own session, he must write « jjackson » in ID and the password he has created on the identification page.
Now in PARAMETERS (always in SETTINGS / USERS SETTINGS)
You can write your College Registration Number, the title you want to see on your prescriptions and the language chosen to work in.
Now select which clinic Dr James will work in in CLINIC
In CONTACT, you can register all data such as Dr Jackson’s phone number or email…
The LICENCE section enables you to use the e-vds application and the Loginut software. For more information, ask for details via the VETUP CONTACT section.
In CALENDAR, you can personnalise your calendar and decide when your session will expire.
Finally, in RIGHTS, you will select which part of the software Dr Jackson will be allowed to open (for example, he will have access to all the software except finance and statistics)
