22.10. Divvy Setup

The divvy setup allows you to divide up roles/groups within your clinic. You can create animal groups here like “male cat” or “puppy”. You can also create teams here, assigning a vet and naming the team. This is useful for larger clinics that may be working with multiple vets.

Create appointment categories for your teams

Setting up the Divvy tool

1. Go to Settings > Divvy Setup.
Your clinic should have the basic surgery types you offer. Use the preset categories from the top or create additional category types if needed by clicking +Create New Category. The categories will be how your appointments are broken down to then divvy up to teams.

2. Create the Teams: click +Create Team.
Here the team NAME can be the name of the veterinarian, a color, or “Team A” and “Team B.”

3. Choosing the Default Vet: If choosing a veterinarian from the list as the Default Vet for the team, this will override the default vet listed in Settings> Clinic Profile> Preferences. When an animal’s appointment is started/checked in, the team’s assigned vet will be listed as the vet for that animal as part of Patient Flow.

However, if you choose ‘Default Vet’ from the list, it will assign whoever is selected in Preferences. This would be beneficial to use if you have one vet but multiple prep teams.

*NOTE: Set a Default Vet without using Divvy.
Go to Settings > Clinic Profile > Preferences. Default vet can be set up so that when you begin an appointment, HQ auto-assigns the veterinarian in checkout, which is a time saver because your staff will not need to select who the veterinarian is for the day. This is very helpful if your clinic only has one vet, but equally helpful if you have multiple vets but only one works per day. In the morning, you can select this veterinarian as the default, and then all day long, when staff check patients in via the Check-in/Checkout menu, this vet is auto-assigned.

Read more about how the Divvy tool is used once set up, HERE.