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Data Migration
HQ Administration » Data Migration
*THE BIG WHAT 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 The first step of the migration process is for your clinic to provide HQ with a database export of your…
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 BIG WHAT 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…
Patient Metrics- Master Report
Reports » Patient Metrics- Master Report
*THE BIG WHAT 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…
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…
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…
Patient Metrics-Summary
Reports » Patient Metrics-Summary
*THE BIG WHAT 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…
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…
Reports
Reports
*THE BIG WHAT 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…
Entering Weight, Age, TPR
What To Do During Your Day » Step 3: Exam & Pre-Med » 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 » 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 » 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,…
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 » 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…
Adding Custom Fields to a Template
Templates » Adding Custom Fields to a Template
*THE BIG WHAT 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: 1.…
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)…
Vaulting a Card
Client Management » Vaulting a Card
*THE BIG WHAT 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. Vaulting a Card When users get the e-pay link, they enter their card information…
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…
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…
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…
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 » 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,…
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…
Curbside Check-in
What To Do During Your Day » Step 2: Check In » 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…
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…
Animal Behavior Tags
What To Do During Your Day » Step 3: Exam & Pre-Med » 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…
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…
Animal Behavior Tags
Client Management » Client Tags » Animal Caution » Animal Behavior Tags
*THE BIG WHAT Animal behavior tags can be added in the exam portion in HQ. These tags include Fear, Anxiety, Stress (FAS) Scores 0-5. This feature will also include the tags ‘Will Bite’, ‘Bite History’, ‘Growling’, and…
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…
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 checkout, it…
Approve Sign-Ups
Standard Operating Procedures (SOPs) » 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
Deposits on Internal Appointments
Accounting » Deposits » Deposits on Internal Appointments
*THE BIG WHAT 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…
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…
Take Home Paperwork
Communications » Aftercare » Take Home Paperwork
*THE BIG WHAT 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…
Idexx Setup
HQ Settings » 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…
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 » 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…
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…
Idexx Tests
Integrations » Idexx Tests
HQ integrates with IDEXX for tests. We do not integrate with other testing companies. You can order tests and view test results from within Clinic HQ. In order to utilize the IDEXX integration, please follow the steps for setup from this chapter IDEXX Setup. Ordering…
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…
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…
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…
Clinic Tags
HQ Settings » Clinic Tags
*THE BIG WHAT 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 $, Deaf, Volunteer, Difficult,…
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…
Tests (Non-Idexx)
Integrations » 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…
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…
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,…
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…
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…
Financial Reports
Accounting » Financial Reports
*THE BIG WHAT 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…
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…
Animal Caution
Client Management » Client Tags » Animal Caution
*THE BIG WHAT An animal can be marked for staff needing to take precautions. When marking an animal as “caution” Clinic HQ will flag the animal with a red exclamation mark and animal notes that “Caution: This animal is anxious and/or has a potential…
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…
Step 4B: Wellness Flow
What To Do During Your Day » Step 4B: Wellness Flow
Patient Flow isn’t just for spay/neuter appointments – it’s a powerful tool for streamlining wellness visits too! By easily differentiating between anesthetic and non-anesthetic appointments, you can simplify the check-in and check-out process for either.…
Client Tags
Client Management » Client Tags
*THE BIG WHAT Client tags can be added in the client profile section. The client profile includes basic client information, a place to upload client documents, their communication settings, saved credit cards, and a notes section. This is a good place to keep…
Merge Fields Master List
Templates » Merge Fields Master List
*THE BIG WHAT 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…
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…
Adding & Deleting Items from VC Invoices
Accounting » Accounting Volume » Adding & Deleting Items from VC Invoices
*THE BIG WHAT Once an invoice is generated the services within the invoice cannot be removed, new items cannot added, and prices cannot be changed. To make changes, to an invoice it must be “unbilled.” Invoicing a volume client will lock down the…
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…
AM Tasks
What To Do During Your Day » Step 4A: Surgical Flow » 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…
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
The Spay/Neuter Certificate
Understanding Various Paperwork (Templates) » The Spay/Neuter Certificate
The Spay/Neuter Certificate is a stand alone document that can be used when a stand alone Spay/Neuter certificate is required. We find that using a separate Spay/Neuter certificate is an inefficient use of resources. Instead, we recommend using the Visit…
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…
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 they 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…
Logging Controlled Prescriptions
What To Do During Your Day » Step 4A: Surgical Flow » Prescriptions (Bulk Printing Labels) » Logging Controlled Prescriptions
*THE BIG WHAT Patient Flow allows your clinic to create a drug log that will track the amount of waste, administered, and dispensed controlled drugs. For prescriptions of controlled substances, you will need to log the drug as dispensed for the log and also print the…
Vets
HQ Settings » Vets
Creating the Vet & Surgical Profile Vet Info Setup Click the Settings link Click on “Vets” link from the left hand main menu Click on the blue “+Create Vet” link in the upper right hand corner of the generated grid Choose vet type from the…
Setup and Manage Controlled Substances
HQ Settings » Patient Flow Setup » Setup and Manage Controlled Substances
Controlled Substance Bottle Setup To begin this setup, you will need controlled substance bottles currently in use at the clinic. This process of adding bottles will also be performed every time an order of controlled drugs is received by the clinic. Go to…
Change / Audit Logs
Change / Audit Logs
*THE BIG WHAT Change Logs in HQ allow you to see information on specific actions/details regarding things like changing appointments, sending reminders, and many other details you will want to have a record of. These can all be accessed in the side panel of the Clients…
Creating a Shortcut to HQ
Start Here » HQ Uses Google Chrome » Creating a Shortcut to HQ
An internet shortcut is a quick link to a website or webpage. It can be saved on your desktop or browser, allowing you to open the site easily with one click. You can create a Chrome shortcut by editing your Chrome page on the home page with the pencil icon in the…
How to create templates
Understanding Various Paperwork (Templates) » How to create templates
Templates are Microsoft Word documents that have key magic merge fields that pull data from HQ and populate the template. You can have unlimited templates in HQ. How to create templates Note: There’s a lot to creating templates. We recommend the…
Rooms
HQ Settings » Wellness Settings » Rooms
Wellness Calendar Rooms Your clinic is in charge of deciding which “rooms” you’ll have on your calendar. Some clinics opt to repurpose the rooms with vets instead, and that’s fine. Notice on your clinic’s calendar which rooms you have available. Rooms can be…
Step 4A: Surgical Flow
What To Do During Your Day » Step 4A: Surgical Flow
Intra-surgical flow includes drawing induction drugs, indicating suture type, indicating any surgical findings, writing more complex medical notes, prepping client correspondence including aftercare documents. In short, it’s means using the Drug Draw tab…
Exam Vet
What To Do During Your Day » Step 3: Exam & Pre-Med » Exam Vet
Pre-Surgical Exam: Ensuring Patient Readiness and Safety Before Surgery The exam veterinarian can be entered from the Exam & Premed tab in Patient Flow. Purpose of the Pre-Surgical Exam The purpose of the pre surgical exam is to determine if the patient is…
The Dashboard
Start Here » 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…
Volume Client Owners
Client Management » Volume Client Owners
*THE BIG WHAT 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,…
No-Showing Appointments
Changing Appointments » No-Showing Appointments
Managing No-Shows: Mark ‘Em and Move On If a client with an appointment doesn’t show up to their appointment, you can still move them through the HQ system by marking the appointment as a no-show. This information will then show up in the client’s…
Technology
Start Here » Technology
In this section, we’re sharing our best insights on the technology tools that work best with Clinic HQ. One of the best tools you have in your toolbox is technology. You can use computers and computer systems to automate repetitive tasks, streamline…
HQ OnePass
Start Here » Logging In » HQ OnePass
HQ One pass is your key to enter all of Clinic HQ. You can access all 3 Clinic HQ sites— Clinic HQ, Clinic HQ University, and Clinic HQ Training Clinic using a single login. Simply use your Clinic HQ credentials to log into OnePass. If you are already logged into…
Making Spay/Neuter Appts
Making Spay/Neuter Appts
In this section, you will learn how to schedule Spay/Neuter appointments step-by-step. We will cover how to schedule internal S/N appointments for public and volume clients and how to manage external appointment requests. The Spay/Neuter appointment is a core…
Holding Overnight
What To Do During Your Day » Step 4A: Surgical Flow » Occasional Situations » Holding Overnight
Clinics hold animals overnight for many reasons. It’s important for us to document on which date the surgery was actually done. A tool exists to help cut down on the work that you would need to do and to help properly document what occurred with the…
