CLINIC HQ

1.5. The Dashboard

The dashboard is typically where you start your day.

You can see where you are in your flow, check for any new memos, make sure all microchips were registered, and make sure you have appointments that have not been checked out.

Understanding The Dashboard:

  1. No matter where you are in HQ, if you click on your clinic’s name in the upper left corner, it will take you to the dashboard.
  2. The calendar snapshot gives you an indication of two key metrics:
  • how many animals have been checked out of HQ so far on that specific day.
  • how many appointments are still in Pending status. This means the animal has yet to check in.

  1. For 24petwatch microchip uses: Underneath this section is the Unsuccessful 24petwatch microchip uploads.
  • If you notice an alert here, go HERE to better understand what happened and how to fix it.
  • If you do not use 24PetWatch and would like to learn more about this program with discounted prices, please view the microchip portion of the manual.
  1. Memos are short messages from us about important information regarding Clinic HQ. It can be anything from a software bug notification to a new feature. Simply click on the memo link to read it, and when you’re done x to delete it.
  • Note: This will only delete the memo for your login view. There is no way to get a memo back once it has been deleted.
  1. On the right side of the screen, the Status: In Progress gives you dates of appointments not yet checked out.

All animals MUST be checked out by the end of the day.

This section on the dashboard is designed to assist clinic managers view if an animal has unintentionally been left in progress.

  • If animals are not checked out, the data for does not go into reports or accounting, and microchip does not get registered. This is why It’s critical to make sure all animals are in “checked out” and this section should be kept at 0 animals In Progress.
  • If you missed an appointment, it will remain In Progress until the animal is checked out. This list doesn’t show current-day appointments, only those from the previous day and in-progress ones. Click on the active links to access and close out the in-progress appointments.