The Census feature allows you to view a summary and the status of all appointments for a specific date. You can even update the status of your appointments with a single click!
To view the Census, click the button from the Schedule screen:
You can view today's date or navigate to a different day using the Calendar and arrows:
You will be able to check the status of all appointments and view the associated information. You can also update the status by clicking on the bold red letters of the current status:
Once a patient is checked in, you can select a room or area that they will be located in for their appointment.
To set up rooms or kennels, navigate to the "Settings" module, click the "Configurations" tab, and select "New Room"
You can check patients in or out from the Census as well. When checking out, you will be able to select the invoice and take payment from the Census screen. Once a patient has been checked out, you will no longer be able to make updates to the status:
All changes to the status that are made in the Census, will change the appointment icons on the schedule to match:
Related Articles
Checking in and checking out appointments
Checking in and checking out appointments is one of the core features of the schedule. There are many automations and efficiencies that are tied into these two functions, including creating medical records and invoices, collecting payments, and ...
Intro to DaySmart Vet Training (Workflow) every Tuesday at 10 AM PST
Every Tuesday at 10 AM PST we will be hosting a live and interactive training session for new Vetter customers. This can also be helpful for new employees of existing Vetter customers, as well as for those who simply want a refresher. Please see ...
Recording a bounced check
To record a bounced check: Navigate to the applicable payment (i.e., from the "billing" tab in the client's profile, from the applicable invoice, or from the "payments" tab in the Billing dashboard) Click on the gear icon for the payment, and select ...
How to handle a returned check
Handling a returned check in Vetter is the same way it's managed in Quickbooks. Here's how: 1. Delete the payment in Vetter 2. In the newly reopened invoice make a note of the check number and NSF charge in the invoice note field 3. Add any NSF fee ...
Appointment Status Update Through an Invoice
The status of an appointment can be updated through the invoice associated with the appointment. This can be very helpful when a provider is done seeing a patient, but needs to finish the patients record for the appointment. When the client goes to ...