Schedule
Using the Census
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 ...
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 ...
Appointment Confirmations and Reminders
When initially scheduling an appointment, users will have the option to send a "Confirmation" message, as well as a "Reminder" message. See the below screenshot: Confirmation: Sent immediately upon finishing the scheduling process, via the selected ...
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 ...
Managing appointment types
For easy viewing and classification of the appointments on your schedule, you can create different appointment types, each with distinct titles, colors, and a variety of defaults. To create a new appointment type: Click on "Settings" Click on ...
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 ...
Working with appointments
Appointments can be created, changed, and cancelled in the Schedule module. To create an appointment: Click anywhere on the schedule The first page of the form defines all of the appointment details, including the complaint, the client and patient, ...
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 ...