Clients
Merging clients
To merge one client's profile into another: Navigate to the profile of the client that is to be merged Click on "merge client" Select the client into whose profile the current client should be merged Select whether to keep the merged client's ...
Managing a client's reminder preferences
Some clients prefer not to receive reminders. Other clients may prefer to receive only certain types of reminders such as email or phone, but not text (SMS) or mail. Rather than having to manually adjust reminders based on a client's specific ...
Finding clients
There are three ways to find a client - by searching, by using the client list, and from reports. To search for a client: Click on "Clients" Enter either the client's first name, last name, email address, phone number, and/or ID in the search box ...
Adding clients
All of your clients are managed under the Clients module. There are several places from which you can add a client, including from the Clients Dashboard, when scheduling an appointment, and when assigning a new owner to a patient. To add a client ...
Popular Articles
Working with medical note templates
Medical notes (also known as "SOAPs") are used for documenting exam findings and plans. Three medical note templates are available by default - Basic SOAP, Simple SOAP, and Standard SOAP. The difference between the three is the level of detail in ...
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 ...
Treatment board
Introduction The treatment board is a simple way to manage all of your hospitalized patients in one place. It ties together appointments, medical records, inventory, and billing, and updates everyone in real-time to ensure that patients are getting ...
Adding patients
All of your patients are managed under the Patients module. There are several places from which you can add a patient, including from the Patients dashboard, when scheduling an appointment, and when assigning a new relationship to a client. To add a ...
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 ...