General
Charitable funds management
CHARITABLE FUND MANAGEMENT Overview The purpose of this project is to provide a mechanism for practices to establish charitable funds, and simplify the process for funding the funds, and deducting from them. Creating a Charitable Fund We ...
Trupanion Integration
Trupanion Integration This integration allows you to easily provide Trupanion offers to clients, submit claims digitally and accept payment directly from Trupanion. To enable this add-on: 1. Click on the settings module on the top black bar. 2. Click ...
Account Receivable Reconciliation report
Please follow the steps below to navigate to this report: Click on "Reports" Click on "Billing" Select "Account Receivable Reconciliation" The clinic can filter this report by date(s) as well When using the AR reconciliation report, it is pulling ...
Vetter Software joins forces with DaySmart Software
We’re thrilled to announce that we’ve joined forces with DaySmart Software! Together we’ll be able to accelerate our growth and invest more in innovation and in supporting your practice. Below is a recording of the town hall that we hosted on ...
Enabling 3rd-Party Cookies, Clearing Cache/Cookies to troubleshoot the Idexx Integration (Google Chrome)
In order to enable 3rd-party cookies, first navigate to Vetter and look to your address bar. On the far right side of your address bar you will see an icon that looks like an eye with a slash through it. Click the eye, then "Site not working?" from ...
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: ...
Troubleshooting Vetter connectivity issues
by Jeff Ulrich, Chief Operating Officer, Vetter Softtware Background The first question you should ask yourself when experiencing a performance issue using Vetter is, "Is this us or them?" To assist in this question, we maintain a Vetter Software ...
What ports does Vetter require to be open for my new firewall?
The following ports are required to be accessible for Vetter to function: 80 443 3000 So if you're implementing a new firewall at your clinic, please let your IT folks know that these three ports need to be open.
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 ...
Auto Text Extender extension for Google Chrome
Overview If you've been looking for a way to use text shortcuts that can result in automatically autocompleting text entries such as: brb => be right back, this extension is a good solution. This extension is not a Vetter Software product and we do ...
CardConnect PCI compliance
If you use Card Connect for your credit card processing, you may be asked to complete a survey periodically to maintain PCI compliance. This is a process intended to verify and maintain proper levels of data security. The Payment Card Industry Data ...
Disabling browser form auto-fill
Sometimes, browser auto-fill can interfere with the proper use of our software by automatically filling in data that is saved in the browser into forms. This could cause you to accidentally save incorrect data, or overwrite existing data. We strongly ...
Allowing pop-ups for printing
If you click a link to print a document, but the document does not open, a likely cause may be that your browser has disabled pop-ups. Our software uses your browser's ability to open up new pages in a new tab, referred to as a "pop-up." For ...
Why do I keep getting logged out?
There are two possible reasons causing you to be logged out of your account unexpectedly: (1) another user is using your credentials simultaneously, or (2) your session has been idle for longer than the session timeout setting. Two users can not use ...
Working with Tasks
Tasks are an easy way for clinic staff to coordinate their work. Each staff member can assign tasks to other staff members. When a new task is assigned, an on-screen alert will advise the staff members that the task is assigned to of the new task. ...
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 ...