CLINIC HQ

15.2.1. Controlling What Paperwork is Available Through the VCP

VCP Paperwork Settings

Each clinic can control which paperwork is available for Volume Clients to access directly through their Portal login. This allows you to determine which documents are client-facing, improving both security and convenience.

To manage these settings, go to:
Settings > VCP Settings

Available Print Options for Volume Clients

From this section, you can enable or disable access to the following types of paperwork:

  • HQ Spay/Neuter Certificate: A standard HQ template used for spay and neuter appointments. This is available for clinics that are required to provide a standalone certificate; however, we recommend incorporating this information into your Visit Summary take-home paperwork instead.
  • HQ Rabies Certificate: A standard HQ template for rabies vaccinations. As with the Spay/Neuter Certificate, we suggest including this information within the Visit Summary unless a standalone certificate is necessary.
  • HQ Treatment Sheet: A standard HQ template that includes the physical exam, anesthesia details, services rendered, and other medical notes related to the appointment.
  • Take-Home Paperwork: Your custom template designated as “Take Home Paperwork” in Settings > Templates. This should include a visit summary and aftercare instructions. It can also be configured to include all necessary information to serve as both the Spay/Neuter and Rabies Certificates.
  • Full Medical Record: A comprehensive document that includes a summary of the animal’s appointment history, treatment sheets for each visit, and any Idexx test results.

Notes:

  • These settings are relevant only to Volume Clients with Portal access. Updates to these settings will apply to all Volume Clients.
  • Enabling or disabling these options does not affect internal clinic access or what is sent out via Print/Email Paperwork.

Accessing Animal Records in the VCP

Within the VCP, clients can search for animal records—if this feature is enabled by the clinic. To locate a specific record, clients have two options:

  1. Navigate to the Appointments tab and find the date of the animal’s appointment. Click the 3 dots to open the menu, then click Paperwork.
  2. Use the search bar to look up the animal by name, animal ID, or other identifier. Click Paperwork.

Viewing and Printing Paperwork

For appointments that have been checked out, a “Paperwork” button will appear, like so:

Paperwork from search bar in VCP.

Paperwork from Appointments tab in VCP.

They can then toggle on the documents they wish to download or print. Once the desired documents are selected and the Print button is clicked, the paperwork will be downloaded directly to the client’s browser.

Note: Only paperwork options enabled in the clinic’s VCP Settings will be available for clients to access.