Exporting a patient's history

Exporting a patient's history

You can print or email any portion of a patient's history with a few clicks.

To email a patient's history:
  1. Navigate to the applicable patient
  2. Click "export" and select "email patient file"
  3. Select the date range for the records you wish to include
  4. Check the boxes next to the records you wish to include (or click on "include all" to select all the records)
  5. Click "next"
  6. Edit the recipients, subject, and message, as desired
  7. Click "Email File"
The patient's primary owner will appear as a recipient in the "To" field by default. You may add any client or contact to the "To" field by typing the applicable list. To remove a recipient, click the "x" next to the applicable name.
To print a patient's history:
  1. Navigate to the applicable patient
  2. Click "export" and select "print patient file"
  3. Edit the dat range for the records you wish to include
  4. Check the boxes next to the records you wish to include (or click on "include all" to select all the records)
  5. Click "Preview" to generate a .pdf file to view and print
The print preview of the patient's records will "pop-up" in a new tab or window of your internet browser. Please ensure "pop-up" blockers are disabled for https://vettersoftware.com/.  To learn more about disabling pop-up blockers, please see allowing pop-ups for printing.

To print or email a specific letter from a patient's profile:
  1. Navigate to the applicable patient
  2. Click on "documents" and select "view letters"
  3. Click on the title of the letter you wish to export
  4. Click "export" and select "email letter" or "print letter," as applicable
To print or email a rabies or vaccine certificate:
  1. Navigate to the applicable patient
  2. Click on "certificates" and select "email certificate" or "print certificate"
  3. Complete the form that appears

    • Related Articles

    • Generating rabies, vaccine, and reminder certificates

      Rabies, vaccine, and reminder certificates can be generated manually from a patient's profile, when checking out an appointment, or automatically using actions.  The rabies and vaccine certificates will automatically print with the applicable ...

    • Creating a prescription letter

      Wanting to send a prescription to a client directly through Vetter? Maybe you already wrote the prescription using a physical prescription pad and want to track that record on the client's profile? In this article, we'll touch on the best way to do ...

    • Bulk sending an email to your client base

      We are often asked how to bulk email all clients in one go.  While this functionality is not something we provide natively in Vetter, it's something that you can do quite easily in a few simple steps. Getting a list of your customer email addresses: ...

    • Working with attachments

      Attachments can be uploaded to a medical record, a medical note, a patient's profile, and a client's profile.  Attachments can be in the form of images (e.g., jpg or png), documents (e.g., PDF or doc), or videos (e.g., mp4 or mov).    To attach a ...

    • Email deliverability tips

      Email Deliverability If you run into a question about email deliverability in Vetter, there are some things you can do to research any issue.  First, you can see that there are statuses listed to the right of emailed communications in Vetter, to see ...