How do I write up my consult notes for a patient? The consult form allows you to capture your patient consult notes, which could include; medical history, examination findings, diagnosis and...
How do I create a manual insurance claim? A manual insurance claim (Patient File > Insurance Claim) can be created when you are working with insurance companies that...
Learning path: Day Overview Getting familiar with the Day Overview feature Throughout, or at the end of the day, you will need to check...
How do I create and manage tasks? The Tasks functionality allows you to create a ‘to-do’ list within the system. You can manage your own task list,...
How do I add a new contact? Contacts such as clients, referring vets and suppliers can be added by clicking the new contact button on the navigation...
How do I add a health plan to a patient? A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health...
How do I set up monthly accounts? Clients that usually do not pay each visit but receive an invoice once a month (or any other set period)...
How to refund or credit a service or returned product The purpose of this article is to describe how to process a refund or credit for an unwanted service or...
How do I process a pre-payment? This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when...
How do I process payments on existing invoices? Sometimes a client pays their invoice at a later moment in time than when it was created. In that case,...