Search
Related topics are listed below.
Data Migration
HQ Administration » Data Migration
When you sign up for HQ, you can have your clinic’s current data, with some exceptions, transferred over to HQ. How does migration work? Step 1: Provide HQ with a database export of your “old” software. After we get that data our developer will…
Checklist for Migrating Data
HQ Administration » Data Migration » Checklist for Migrating Data
After you have read about how a data migration works, follow these steps for Data Migration to Clinic HQ NOTIFY CLINIC HQ Contact Clinic HQ and let us know you are interested in doing a data migration. You can open a help ticket to get this communication started.…
Managing Volume Client Appointments
Making Spay/Neuter Appts » Volume Spay/Neuter Appointments » Managing Volume Client Appointments
In the VCP, a client can manage their released/scheduled appointments. Here they can confirm the species, sex, and size of the animals, sign consent forms, and more. Key Features of the VCP Entering Animal Data Once you provide access to your volume client, they…
Canceling an Appointment with a Deposit
Changing Appointments » Canceling Appointments » Canceling an Appointment with a Deposit
Canceling an Appointment with a Deposit You cannot cancel an appointment with money/deposit attached. The money must be repurposed or refunded first. Here’s how: Start at Client Management > Manage Deposits page. We recommend pinning this screen your…
Tech in Real Life
Start Here » Technology » Tech in Real Life
It might be hard to visualize how computers and tablets might be used in your clinic. Here are some real life images of computers and tablets being used in clinic: Curbside Check in Drug Drawing Exam & Pre-Med Using a tablet: Using an All in…
Features of the VCP
Volume Client Portal » Features of the VCP
The innovative Volume Client Portal (VCP) is like a mini-website for your volume clients to use. The things it can do are provide a way for your volume clients to enter data about the pets they can bring you, allow them to sign consent forms – and once they’ve…
Patient Metrics- Master Report
Reports » Patient Metrics- Master Report
The master report shows you four different types of surgery: successful surgeries, rechecks, no show, and declined surgeries. This report gives your clinic important data on the results of your surgeries. To enter the Master report, locate the Patient Metrics…
Reports
Reports
One of the best things about how HQ is constructed is we take a data forward approach. We enforce the integrity of the data by requiring each appointment is checked out at the end of each day. For most of the reports, only checked out appointments are included.…
Tracking Colonies
Reports » Tracking Colonies
*THE BIG WHAT Community or Feral Cats have additional trapping details that are collected in Clinic HQ. This information can be queried in Custom Reports. The animal type must be set to Community Cat (Friendly) or Community Cat (Feral) for the trapper field to appear…
Patient Metrics-Summary
Reports » Patient Metrics-Summary
The Summary reports are where you can view details surrounding the number and types of surgeries, animals, and appointments that were scheduled at your clinic. Each is broken down into smaller sections, giving you a general idea of how your clinic is functioning.…
QuickBooks
HQ Settings » QuickBooks
Disclaimer: CHQ is not affiliated with, maintained, authorized, endorsed, or sponsored by Intuit Inc. ® or any of its affiliates. Input codes here that can be output in a financial export with each item. These often correspond to QuickBooks account codes. You will…
Recheck overview
Making Recheck Appointments » Recheck overview
Why rechecks cannot be wellness appointments Recheck appointments cannot be considered wellness appointments because they are linked to an animal’s spay/neuter surgery. When selecting a recheck appointment, you’ll need to reference the animal and the surgery…
Cool Custom Reports
Reports » Custom Reports » Cool Custom Reports
*THE BIG WHAT This section will explore the versatility of custom reports, highlight some reports we think your clinic can utilize, and provide a step-by-step guide on generating these powerful data narratives. Whether it’s tracking geographic data or optimizing…
HQ Administration
HQ Administration
Location Of Terms Of Service And Privacy Policy Our terms of service and privacy policy are located at the bottom of our website, as well as at the bottom of the page within HQ. Location of privacy policy Location of privacy policy
Entering Weight, Age, TPR
What To Do During Your Day » Step 3: Exam & Pre-Med (Daily Task) » Entering Weight, Age, TPR
To begin moving patients through Patient Flow, you will first need to record key information on the Exam & Pre-med tab. Follow these steps: Once the animal is weighed, record their official weight in the Kgs or Lbs column. If the weight is estimated, toggle…
Surgery (Surgical Screen)
What To Do During Your Day » Step 4A: Surgical Flow (Daily Task) » Surgery (Surgical Screen)
The Surgery tab is where you document all things that happen in surgery. Here is what the screen looks like and here are the general steps to complete the surgery screen. Steps to complete: When you give the induction drugs, click Action > Given > Yes,…
Patient Metrics- Microchip Export
Reports » Patient Metrics- Microchip Export
*THE BIG WHAT The microchip export gives you a summary of all of the microchipped animals you have seen at your clinic. It can also show the unchipped animals, making for easy comparison. To enter the Microchip Report, locate the Patient Metrics group. Finding the…
The Divvy
What To Do During Your Day » Step 2: Check In (Daily Task) » The Divvy
Divvy Tool: Streamlining Animal Distribution Across Teams for Efficient Clinic Management The Divvy tool helps clinics assign animals to different teams or doctors, ensuring an even distribution. It’s especially useful for clinics with multiple doctors,…
Shelterluv Integration
Integrations » Shelterluv Integration
What does it do? This integration between Shelterluv and Clinic HQ is currently one-directional, meaning data flows from Shelterluv into Clinic HQ. When an intake is completed in Shelterluv, the relevant animal information is automatically pulled into HQ. This…
Adding Custom Fields to a Template
Templates » Adding Custom Fields to a Template
There are endless opportunities for your custom templates when you use custom fields! Most often, clinics use custom fields on the go-home paperwork to display notes or for client communication. Download a List of merge fields. Here’s How: Open the Word…
Rabies Export
Reports » Rabies Export
*THE BIG WHAT The rabies export is a record of all rabies vaccines given at your clinic and each animal’s details. Some animal control, health departments, or state/county facilities will require information on all rabies vaccines administered, to who, and where…
Print/Email Paperwork
Understanding Various Paperwork (Templates) » Print/Email Paperwork
The Print/Email Paperwork page is one of the hardest working pages in HQ! This page allows you to print and email any and all of your documents to all of your clients. There are filters up top to narrow your search.
SOAP
What To Do During Your Day » Step 3: Exam & Pre-Med (Daily Task) » SOAP
SOAP notes made quick and easy to help reduce time in front of the computer and focus on the patients in front of you. S ubjective = Information provided by the patient or owner. O bjective = Observable and measurable data. A ssessment = The healthcare…
Executive Director Metrics
Reports » Executive Director Metrics
*THE BIG WHAT These are the things that executive directors like to know. This report provides many details and has two tabs: one regarding the clinic and one regarding the vets. The executive director metrics has two tabs: Clinic Breakdown and Vet stats. At the top…
Adding E-appointments to Your Website
HQ Settings » E-Appointments » Adding E-appointments to Your Website
Clinic HQ provides all clinics with a link to put on their website which is a way for clients to sign up for spay/neuter & wellness appointments. This link is ready to use and just requires that your organization add it to their website, share it via email, or post on…
Canceling HQ
HQ Administration » Canceling HQ
Canceling Your HQ Account Over our twelve-year history, our retention rate for clinics is an astronomical 99.98%. That’s because unlike other software companies we prioritize creating good tools over profitability. HQ was created (and continues to be operated daily)…
Card Vaulting
Accounting » E-Pay & Card Vaulting » Card Vaulting
Public clients can save a card on file when paying through an e-payment request, while Volume clients can save a card on file when paying invoices through their Portal. Vaulting a Card When users receive the e-pay link, they enter their card information to complete…
Deposits on Internal Appointments
Accounting » Deposits » Deposits on Internal Appointments
When you make an appointment internally for a client by phone, if your clinic requires a deposit for appointments, you will still need to take a deposit. Entering A Deposit on an Internal Appointment: The only time staff enter deposits is when creating an appointment…
E-Pay & Card Vaulting
Accounting » E-Pay & Card Vaulting
What is E-Pay? The ability to send public clients a request for payment via email. Your clinic must sign up with our card processing partner MP Group in order to utilize e-pay. By clicking the little credit card icon next to the client’s name in…
The Vault
HQ Related » All About HQ » What To Do When HQ is Down » The Vault
The Vault is your backup plan if Clinic HQ goes down! Chrome Extension Our Chrome Extension is a storage center of your Drug Log and Roster in case Clinic HQ goes down. Both the drug log and roster are backed up every five minutes. If Clinic HQ goes down, you can…
Step 1: Start Your Drug Log (Daily Task)
What To Do During Your Day » Step 1: Start Your Drug Log (Daily Task)
The very first thing a clinic must do in their day is pull your drugs out of the drug safe and START YOUR DRUG LOG. It’s critical to understand this very important point: >>>>NO PART OF PATIENT FLOW WILL WORK WITHOUT STARTING THE DRUG…
Write-Offs
Accounting » Write-Offs
A write-off is an uncollectible debt and should only be used as a form of payment when a client refuses to pay you. Tracking Write-Offs The best place to retrieve this data is from the financial Export by Appointment Date. Go to Accounting > Financial…
Deleted Payment Log
Accounting » Deleted Payment Log
Deleted Payment Log The Deleted Payments Log will capture all data surrounding the removal of a cash, check, credit card (manual), or client credit as payment on an appointment. The report will help identify theft within the clinic. The only time a payment…
Service Metrics
Reports » Service Metrics
*THE BIG WHAT The service metrics report gives a summary of the surgeries, vaccines, services, products, and item sales. Each category/type of these that your clinic uses will be listed, and it will show how many were done/sold/given each month. To access the…
Review Consent Forms For Health Issues
What To Do Before Your Day » Review Consent Forms For Health Issues
Review Consent Forms Often, consent form have health related questions such as “Has this animal been eating and drinking normally?” or “Has this pet been to the vet in the past thirty days?” If that’s the case, then you will need to…
Merge Fields Master List
Templates » Merge Fields Master List
Merge fields are coded pieces of text that populate with real data from the appointment details onto a document. You will use merge fields in custom templates to design and build your own template. Don’t worry we have plenty of templates already created…
Accounting Volume
Accounting » Accounting Volume
There are many tools and features available in Accounting > Volume Clients. Here you can invoice volume clients, pay invoices and look at many reports related to accounting. Creating Invoices As you check animals out in checkout, the volume client animals are…
Clearing Your Cache
Start Here » HQ Uses Google Chrome » Clearing Your Cache
Clearing your cache means deleting the browser history. When you visit websites, small bits of information are saved. Clearing the cache regularly helps your browser run faster In Chrome, you can set it to clear automatically every day. It’s okay to keep saved…
Scheduling Concepts
Scheduling Concepts
Clinic HQ offers a streamlined approach to scheduling with various options to fit different needs, allowing clinics to easily manage appointments, track client availability, and optimize staff resources. This section outlines the key scheduling concepts within…
Drawing Induction Drugs (Drug Draw Screen)
What To Do During Your Day » Step 4A: Surgical Flow (Daily Task) » Drawing Induction Drugs (Drug Draw Screen)
Drawing and logging drugs for induction is a major step in flowing a patient through surgery. In HQ, this step is done in the Drug Draw tab in Patient Flow. Once the patient is marked “Done” from the Exam & Pre-Med screen, they are pushed over to…
Treatment Sheets
Understanding Various Paperwork (Templates) » Treatment Sheets
A treatment sheet is where a physical exam, anesthesia, services, and other notes are included. HERE is an example of a treatment sheet. Note: This is the HQ Treatment Sheet but you can create your own as a template. Accessing the Treatment Sheet A live,…
Volume Client Owners
Client Management » Volume Client Owners
Volume Client Owners are individual public owners listed underneath a volume client appointment. This could include pet parents through volume client’s transport or adoption. What is a Volume Client Owner (VCO)? Within a volume client appointment, there…
Latest Version of Chrome
Start Here » HQ Uses Google Chrome » Latest Version of Chrome
It’s important to have the latest version, because updates often fix bugs, improve performance, add new features, and enhance security. This helps the app run smoothly and keeps your data safe. If you already have Chrome installed, now is a good time to ensure you…
Uploading Documents to a Client File
Client Management » Uploading Documents to a Client File
You may want to upload certain documents to a client file. Document such as proof of low-income eligibility for example. For volume clients, you may want to upload any agreements you have with them related to pricing or their agreement to transport rules. Client…
Curbside Check-in
What To Do During Your Day » Step 2: Check In (Daily Task) » Curbside Check-in
We recommend curbside check-in here at HQ for several reasons. It’s a safe, quick, and comfortable option for both pets and guardians. The car serves as a secure space where pets can stay cool and calm, while guardians can remain close by. This method also…
Refunding Partial Amounts
Accounting » Refunds » How To Process a Refund » Refunding Partial Amounts
Refunding Partial Amounts From Client Profile Locate the payment in the “Payments” tab View details on payment Select Partial Refund Select how you want to refund (cash, card, check, etc.) Enter the amount Click Refund Payment From The…
Animal Behavior Tags
What To Do During Your Day » Step 3: Exam & Pre-Med (Daily Task) » Animal Behavior Tags
Behavior tags are an important marker to notify your staff on how to handle patients based on behavior Animal behavior tags are easily accessible from the exam popup, allowing staff to quickly tag and communicate with other team members about an animal’s…
Clinic Tags
HQ Settings » Clinic Tags
Clinic Tags are handy ways to flag a client with specific brief notices. These tags will appear all throughout HQ next to the client and are for internal view only. The tags will not print anywhere. Common examples are: Owes…
The Roster
Understanding Various Paperwork (Templates) » The Roster
The daily roster organizes the day’s information by time and allows you to view it all in one place. It’s a good idea to print out a roster the day before clinic incase the internet goes down or some other issues happens. Then at list you will have…
Inventory
HQ Settings » Inventory
!Please Note: Clinic HQ does not have a separate inventory tracking system built into the software but there are ways to help you track inventory items through our reporting tools. Custom Reports One way to help track inventory in HQ is to run a Custom Report and…
Integrations
Integrations
Clinic HQ currently integrates with Idexx for laboratory services and with Petstablished and 24 Pet Watch Microchips. Please see the next sections for details on these integrations!
Tax Info
HQ Settings » Tax Info
Tax info is where you set up taxes for any items that your clinic sells that are taxable. You can add a new tax by Clicking Start Here. Enter the name of the tax and select the items/services that are taxable. For each item/service, enter the tax percentage and…
Financial Reports
Accounting » Financial Reports
HQ has many different areas where you are able to see your accounting reports. These are automatically generated and saved for you when you need to view them. The Financial Export The financial export is the largest financial report in HQ. It provides a…
Approve Sign-Ups
Special Topics » Awesome Vaccine Clinics » Pre-Clinic » Approve Sign-Ups
1. As the sign-ups come in, go to your Wellness calendar Wellness Calendar 2. Click on the ‘E-Apps’ button and approve the e-Appointments Here, it’s critical to refine services: Service Refinement Select the owner and animal if they’ve been…
Donations Metrics
Reports » Donations Metrics
*THE BIG WHAT The donations report provides a summary of donations and grants made to your clinic. A donation is considered any money that was not allocated towards services and products and placed into a Funding Partnership pot. The data on donations is broken down…
Custom Reports
Reports » Custom Reports
*THE BIG WHAT The custom report allows you to mix and match datasets in order to provide you with the perfect report for what you need! Need to know how many Pitbulls you spayed/neutered last year – run a custom report! Want to know the email address of all your…
Mobile Location Settings
HQ Settings » Mobile Location Settings
Ensure you have mobile locations enabled in Settings > Clinic Profile > Preferences. Click Save at the bottom. This will add a Mobile Locations page in Settings under Scheduling. Enabling mobile locations You can set up your different locations in Settings > Mobile…
Logging In
Start Here » Logging In
This section outlines important information about accessing your account, and best practices to keep your data secure. We’ll not only cover the how-to’s, but also highlight best practices and tips to ensure HQ works its best
Uncommon Issues
What To Do During Your Day » Step 6: Closing the Drug Log (Daily Task) » Uncommon Issues
Beyond common errors, drug logs can be affected by system sync issues, integration bugs, and printing problems with macros. This section highlights these less obvious risks and how to avoid them.
Allowing HQ Pop-Ups
Start Here » HQ Uses Google Chrome » Allowing HQ Pop-Ups
Allowing internet pop-ups enables your browser to show small windows that appear automatically when you visit certain websites. These windows can display ads, notifications, or additional content. Many places in HQ require pop-ups. For example, in order to display…
Idexx Setup
HQ Settings » Integrations Setup » Idexx Setup
Here is the Idexx Setup screen in Settings: Idexx setup In the relevant fields, add your Idexx username and password, and tick the checkbox to enable Idexx integration. IDEXX Integration HQ has a wonderful integration with IDEXX. At this time, we have no plans to…
Employee Discounts
HQ Settings » Subsidy Settings » Employee Discounts
How To Create Employee Discounts An in-house discount would be a subsidy discount that is applied to services but does not use grant funding or invoicing a partner to replace the cost the client was discounted. Common examples are Employee Discounts or Military…
Accounting Public
Accounting » Accounting Public
There are two “Apply Payment” screens, one for public appointments and one for volume appointments. This chapter covers public Apply Payment. Some clinics will collect payment in the AM, and some in the PM. If your clinic collects payments in the AM, you…
Allowing Geolocation
Start Here » HQ Uses Google Chrome » Allowing Geolocation
Many websites need users to enable geolocation to ensure they can provide relevant services based on your location. It’s important that you allow geolocation in Chrome: Click on the calendar link and select Spay/Neuter by Capacities from the drop-down. Click on…
Prescriptions (Bulk Printing Labels)
What To Do During Your Day » Step 4A: Surgical Flow (Daily Task) » Prescriptions (Bulk Printing Labels)
Prescriptions are a normal part of clinic operations. Some clinics do prescriptions for every patient, some do only a couple per day. Either way, HQ makes it easy to print prescription labels. Prescriptions are tied to items. For example, if you do a…
Tests (Non-Idexx)
What To Do During Your Day » Step 4A: Surgical Flow (Daily Task) » Prescriptions (Bulk Printing Labels) » Tests (Non-Idexx)
Recording Test Results In house testing such as combo, heartworm, fecal floats, etc. must be a Service item for the appointment. Recording results on these services is easy! The results can be updated in many places throughout Clinic HQ. Pretty much wherever the…
15.1.2 Results
Integrations » Idexx Tests » 15.1.2 Results
Reading Results When results are available, the test status will change to Completed and a Results button will appear. This results button is available in the appointment on the IDEXX tab, Animal History (blue plus) or from Clients> Idexx Results. When clicked, this…
Recheck
Reports » Recheck
*THE BIG WHAT This report is similar to the recheck report in the master report but provides more detailed information. Classifying an appointment as a recheck – Rechecks in Clinic HQ are only for animals that received a spay/neuter surgery. Scheduling a Recheck…
Print Some Blanks
What To Do Before Your Day » Print Some Blanks
Printing “Blank Setups” It’s a good idea to have a “blank setup” for any walk ins you might have. This can include a blank copy of your consent form, treatment sheet or drug baggie insert, a cage card and neck collar. You can clip…
Step 6: Closing the Drug Log (Daily Task)
What To Do During Your Day » Step 6: Closing the Drug Log (Daily Task)
Closing Out the Drug Log Once all of the animals get through Patient Flow, you will need to close out the drug log for the day. Go to Clients > Drug Log Review the log before finalizing. Click View/Export Drug Log From the spreadsheet, print the pages,…
The Medical Record
Communications » The Medical Record
One Record to Rule Them All: The Comprehensive Medical Record Clinic HQ generates a comprehensive medical record for each animal. This is the official medical record for the patient. It includes a summary, a treatment sheet for each visit and any Idexx test…
Accounting
Accounting
There are several options for accounting with public and volume clients. In this section, we will go over the different ways to collect payment, bill volume clients, apply subsidies(aka grants/vouchers), and so much more. Anti-Theft Measures To prevent…
The Medical Record
Understanding Various Paperwork (Templates) » The Medical Record
One Record to Rule Them All: The Comprehensive Medical Record Clinic HQ generates a comprehensive medical record for each animal. This is the official medical record for the patient. It includes a summary, a treatment sheet for each visit and any Idexx test…
Taking a Deposit on a Vaulted Card
Accounting » Deposits » Taking a Deposit on a Vaulted Card
*THE BIG WHAT If a client has vaulted a card you can charge a deposit to that card when making internal appointments. Vaulted Card for Deposits If the client has previously used e-Pay and vaulted their card, the saved card can be used to charge a deposit when…
Changing Owners
Client Management » Changing Owners
The change owner tool is used when an animal once belonging to one person now belongs to another. When to use Change Owner Changing the owner of the animal will not move any scheduled appointments to the new owner’s profile. Appointments remain under the…
Vaulting a Card
Client Management » Vaulting a Card
Vaulting a card means that the client gives permission for other services to be charged to the card they enter without having to give all of their card information again for that visit. Vaulting a Card When users get the e-pay link, they enter their card…
Death
Reports » Death
*THE BIG WHAT Is important for your clinic to have data on animal deaths at your clinic. This report tool provides a simple way to access an report on animal death at your clinic. Finding patterns to deaths by using standard reasons why will help clinics find route…
AM Tasks
What To Do During Your Day » Step 4A: Surgical Flow (Daily Task) » Rare Situations » AM Tasks
AM Tasks are used for clinics that keep all spay/neuter/anesthetic patients overnight. This tasking feature helps staff administer drugs to the patient the morning after their procedure while still in the care of the clinic. In your Patient Flow Setup, there are…
Take Home Paperwork
Communications » Aftercare » Take Home Paperwork
The take-home paperwork is a great way to communicate details and instructions, as well as important certificates, with your clients. All of the details will be auto-generated and will show up in the paperwork for you to print. Clinic HQ has a recommended take home…
Converting Custom Fields to Medical Notes
HQ Settings » Custom Fields » Converting Custom Fields to Medical Notes
Converting Pre-Existing Custom Fields in the Details tab to Medical Notes Only clinics that used the Details tab and custom fields together prior to 2020’s Patient Flow launch should need to convert fields. Even if your clinic does not use Patient Flow, you…
Shelterluv Add On Setup
HQ Settings » Integrations Setup » Shelterluv Add On Setup
What does it do? This integration between Shelterluv and Clinic HQ is currently one-directional, meaning data flows from Shelterluv into Clinic HQ. The integration does the following things: Imports selected animals and animal characteristics from…
Volume Client Metrics
Reports » Volume Client Metrics
*THE BIG WHAT The volume client metrics shows all of your volume clients and all of the successful surgeries that have been done, the percentage of successful surgeries done, and further details. There are three tabs within Volume Client Metrics: Numbers, Percent,…
Fitting HQ To Your Screen
Start Here » HQ Uses Google Chrome » Fitting HQ To Your Screen
This may seem like a small detail, but properly adjusting your screen to fit the browser will provide you with better space to work. To make HQ fit your screen, click on the Chrome settings icon in the upper right corner of the Chrome browser. Make sure the zoom is…
Quick Search
Start Here » Quick Search
HQ’s new design includes a streamlined navigation system to make your experience more efficient. Here’s how the updated features work to help you get around quickly and easily. Quick Search: Provides your team the ability to access information…
Providing Copies of Medical Records
Communications » The Medical Record » Providing Copies of Medical Records
Medical Records there are two ways that clients can get copies of their medical records. The first way is to call you, and you simply send them a copy. You can send them a copy in one of three ways: The medical record can email, texted, or downloaded to your…
Patient Metrics- Details
Reports » Patient Metrics- Details
*THE BIG WHAT The details reports, unlike the summary report, provide you with specific details about the surgeries your clinic has and the animals your clinic sees. These reports show things like specific appointment dates and details about the animal and the services…
Item Sales
Accounting » Item Sales
An item sale is a non-medical item that a volume or public client may purchase from your clinic. Item sales will not show up in the animal’s medical record and can include things like t-shirts, over-the-counter medications, or e-collars. To navigate to…
HQ Uses Google Chrome
Start Here » HQ Uses Google Chrome
HQ requires you to use the updated version of Chrome. Many essential functions will not work properly with another browser. Simply download Chrome HERE on each of your devices, then follow the prompts for installation. We’ve outlined a few steps for you…
Rare Situations
What To Do During Your Day » Step 4A: Surgical Flow (Daily Task) » Rare Situations
This section outlines rare situations that may occur at your clinic, how to appropriately address them in HQ, and includes relevant AM tasks. AM Tasks Covered: Identifying and escalating rare or urgent situations Documenting incidents in the appropriate HQ…
What To Do When HQ is Down
HQ Related » All About HQ » What To Do When HQ is Down
In the event that Clinic HQ’s site is down here is what you can do. Be in the Know and Have Back-Up Plans Go to the status page: https://status.clinichq.com/ Subscribe to alerts: click Get Updates. Sign up for status alerts Updates include notifications…
OneLink E-Appointments (Multi-Clinic Only)
HQ Settings » OneLink E-Appointments (Multi-Clinic Only)
*THE BIG WHAT This tool is available for clinics that have more than one clinic profile. It provides “one link” for all clinics. It links all your clinics’ scheduling together. In “Settings > OneLink E-Appointments is where you will find the…
VCP Login Help
Volume Client Portal » VCP Login Help
Volume Client Portal Login Troubleshooting If your Volume Client (VC) is having trouble logging in, please follow these steps before submitting a help ticket: 1. Are they in the right place? Be sure the VC is attempting to log in to the Portal website and not the…
15.1.3 Idexx Troubleshooting
Integrations » Idexx Tests » 15.1.3 Idexx Troubleshooting
Troubleshooting Tips Cannot Create Order – IVLS# missing When the IVLS number does not appear for the user, the issue in all cases, is one of three things: The VetConnect credentials typed into the Clinic HQ settings are incorrect or have since been updated. –…
Reconciliation
Accounting » Reconciliation
Running The Reconciliation Report The Reconciliation Report (also called “Recon”) is the report used to balance your drawer at the end of the day. Here’s how to run the report. Navigate to Accounting > Reconciliation Select the Date From and Date To…
ASNA Anesthetic Protocols
What To Do During Your Day » Step 4A: Surgical Flow (Daily Task) » Drawing Induction Drugs (Drug Draw Screen) » ASNA Anesthetic Protocols
We seek to maximize safety, speed, and stress reduction at clinics. We endorse, support, and promote the ASPCA Spay/Neuter Alliance (ASNA) exam, anesthetic, and pain management protocols. These are outlined below. Dog Drug Charts The following formulas can be…
Managing Deposits
Accounting » Deposits » Managing Deposits
Managing different deposit situations If a client cancels or no-shows, you must note what happens to their deposit. If they need to add more money toward a future appointment, this should also be entered as a deposit. Since deposits require detailed tracking, we…
Send Pre-Payment Link
What To Do Before Your Day » Send Pre-Payment Link
Send e-payment links Sending e-payments is an easy step that saves you time by collecting payment before the appointment. Follow these steps: Go to check in / check out, and view the credit card icon next to each client. Click the icon, then send payment…
