CLINIC HQ

23.17.4. PetSmart Charities Report – Settings

If your clinic has a PetSmart Charities grant, you will be required to report on the grant. We’ve created a report in HQ that provides the data for the report. We worked with PetSmart Charities to ensure that these are the metrics they want and they are calculated in an accurate way.

What are the metrics?

Here is a document that outlines the metrics in the PetSmart Charities report.

Inputs to make the report work correctly

First, you must connect pieces on the back end to make the report work correctly. We use a piece of HQ that already exists, the Wellness Settings in the Settings section. To set it up for reporting do the following.

  1. Go to Settings > Wellness Settings.
  2. Here you’ll see the wellness appointment types you’ve set up. If you’ve not set up any wellness appointment types, visit this page to show you how.

Now what you’ll need to do is to connect the appointment types with the PetSmart Charities metrics.

  1. Click the Edit icon for an appointment type and you’ll notice a “Special Data Reporting” section at the bottom of the page. Here’ is where you’ll tick the tick box that corresponds to the PetSmart Charities type of appointment for key metrics. This will put these appointments in that bucket.
  2. Click Save Appointment Type button.