14.2. 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 they’ve been checked out – your client can run statistics* on all of their animals, reprint rabies and sn certificates as well as view and pay invoices.

Editing Available Services on the VCP

You can edit which services and products appear in the Portal by going to Settings > Services and Products > click the Portal toggle.

Restricting services in the VCP

Features Of The Volume Client Portal (“VCP”)

Entering Animal Data

Once you provide access to your volume client, they will be able to enter data in an easy-to-understand interface. To do so, they click the Edit button.

Enter Data from the Appointment page

Once this button is clicked, the “Animal Info” screen will open for data entry. Once this data is filled in, the volume client selects Services or Packages for this animal.

Entering Data screen

Signing Consent Forms

After data and services are entered for every animal, the volume client then has the option to sign all consents at once or send individual consents to an owner(if an owner was listed.)

Sign consents after animal data is entered.

Sending owners the consent form to sign

Accessing Paperwork

Paperwork can be located from either the “Search Animals” Section or on the Appointment page by clicking the three dots action menu.
The paperwork available to download/print in the Portal is determined by your clinic in Settings > VCP Settings (HERE)

Access Paperwork from Search or Appointments.

Viewing and Paying Invoices

Volume clients can view their invoices and pay for them via portal pay if your clinic uses our card processing partner MP Group.

*When the VC pays through their portal, they can choose to save the card information. This allows the VC to select this card to pay with for future invoices and will not require that they enter card information each time. The clinic cannot automatically charge the card. The VC must review the invoice and choose to make the payment with the saved card.

View/Pay Invoices

Integrated online payment screen

If the VC saves their card and has multiple users on their portal, it would be wise that they set user roles to limit who can pay invoices.

*Paying through the Portal requires that the user have this permission enabled on their User Role. Only the VC users can manage their own user roles. Once the VC is logged in, go to Profile> Settings> User Roles> Edit the role and expand permissions to make sure the user has the ability to view and pay invoices.

User Management

After the Portal invite is accepted, Volume clients control their own users.
Each volume client can add or delete users as necessary. They can even set up “Roles” for users which lets certain users do certain things. To set up a new user, go to the person icon (upper right). It is recommended to have two admin users for a volume client portal.

A VC will create additional users in their Portal Settings.

A VC will create user roles in their Portal Settings.

Uploading Animal Documents

You have the ability to upload documents for each animal from the volume client portal. This is helpful if your volume clients would like to upload proof of prior vaccines, bloodwork, or any other document for a specific animal.

From the VCP there is a “Files” section here:

The VC can share documents with the clinic.

If a file is uploaded, you will see a “VCPD” tag indicator here in checkout.

Viewing added documents

And here in Patient Flow. You can view the document from Flow by clicking the + and scrolling to the “Documents” section.

VCP documents in Patient Flow

Also, from e-Lobby, you can click the + sign to view the document. We’ll work on putting a “VCPD” tag in e-Lobby so you know there’s a VCPD to view.

VCP documents in e-Lobby

Chat

Volume Clients can create messages through the Chat feature in the VCP by going to the Chat icon on the toolbar

Chat in the VC Portal

Once the VC chooses a clinic, they type the message in the message box and send it to the clinic.

VC Chat

Manage users roles in the VCP for who should send/receive chats.
VC users can also receive email recaps of the messages sent to their Portal, by enabling this in the user role permissions: “Chat Receive Email Recaps.”

Portal User Permissions for Chat

Editing Available Services

You can edit which services and products appear in the VCP by going to Settings > Services and Products > click the Portal toggle.

Restricting services in the VCP