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- 1. Start Here
- 2. The HQ Flow
- 3. The Calendars
- 4. Scheduling Concepts
- 4.1. Correctly Scheduling Appts
- 4.2. Public, Volume, TNR
- 4.3. Owner vs. Client
- 4.4. SN, Wellness, Rechecks
- 4.5. Internal vs. External
- 4.6. Anesthetic vs. Non-Anesthetic
- 4.7. Priority Scheduling
- 4.8. Mobile Clinic Scheduling
- 4.9. Spay/Neuter Appointments by Time
- 4.10. Things to Know About Walk Ins
- 4.11. Multi-Clinic Considerations
- 4.12. Overbooking
- 4.13. Scheduler Log
- 4.14. Already Sterilized Status
- 4.15. Quick Search Action Menu
- 4.16. Feral Cats – Scheduling & Services
- 4.17. Address Requirements & Special Circumstances
- 4.18. Secondary Owners
- 4.19. Medication Pickups and Refills
- 5. Making Spay/Neuter Appts
- 6. Making Wellness Appointments
- 7. Making Recheck Appointments
- 8. Changing Appointments
- 9. Understanding Various Paperwork (Templates)
- 10. What To Do Before Your Day
- 11. What To Do During Your Day
- 11.1. Step 1: Start Your Drug Log (Daily Task)
- 11.2. Step 2: Check In (Daily Task)
- 11.3. Step 3: Exam & Pre-Med (Daily Task)
- 11.4. Step 4A: Surgical Flow (Daily Task)
- 11.4.1. Selecting Patients for Surgery
- 11.4.2. Drawing Induction Drugs (Drug Draw Screen)
- 11.4.3. Surgery (Surgical Screen)
- 11.4.4. Prescriptions (Bulk Printing Labels)
- 11.4.5. Patient Flow How-To’s
- 11.4.5.1. Correcting Mistakes (Undo Drugs)
- 11.4.5.2. Closed vs Done Bottle
- 11.4.5.3. Open a Closed Bottle
- 11.4.5.4. Reopen a Done Bottle
- 11.4.5.5. Close an Open Bottle
- 11.4.5.6. Split a Dose Between 2 Bottles
- 11.4.5.7. Applying a Non-Standard Drug Protocol
- 11.4.5.8. Recording Medical Notes (Short Tags)
- 11.4.5.9. Mixing & Adding a Bottle of TTDEX (or other compounded drug)
- 11.4.5.10. Missing Animal(s) in PF
- 11.4.5.11. Adding Other Controlled Substances to Patient Flow
- 11.4.5.12. Automations, What Are They?
- 11.4.5.13. Using PF with Paper Drug Logs (“Hybrid Version”)
- 11.4.6. Occasional Situations
- 11.4.7. Rare Situations
- 11.5. Step 4B: Wellness Flow (Daily Task)
- 11.6. Step 5: Check Out (Daily Task)
- 11.6.1. Understanding Anesthetic vs. Non Anesthetic
- 11.6.2. Staggard Pickups With AutoTexting
- 11.6.3. Aftercare Documents (Take Home Paperwork)
- 11.6.4. Collecting Payment From Public Clients
- 11.6.5. Invoicing & Payments Volume Clients
- 11.6.6. Microchip Auto Registration
- 11.6.7. Healing Email
- 11.6.8. Phased Out Tools
- 11.7. Step 6: Closing the Drug Log (Daily Task)
- 12. What To Do At The End of Your Day
- 13. How to Discount Things (Subsidies)
- 14. Templates
- 14.1. Merge Fields Master List
- 14.2. HQ’s Surgical Consent Form Template
- 14.3. HQ’s Wellness & Vaccine Consent Template
- 14.4. HQ’s Visit Summary & Post Op Template
- 14.5. HQ’s Vaccine Clinic Visit Summary Template
- 14.6. HQ’s Surgical High Risk Waiver Template
- 14.7. Miscellaneous Templates
- 14.8. Adding Custom Fields to a Template
- 14.9. Service Estimates
- 14.10. Template Troubleshooting
- 15. Volume Client Portal
- 16. Integrations
- 17. Client Management
- 18. Communications
- 19. Accounting
- 19.1. Accounting Public
- 19.2. Accounting Volume
- 19.3. Item Sales
- 19.4. Subsidies
- 19.5. Deposits
- 19.6. Credit Cards
- 19.6.1. How Credit Card Processing Works In HQ
- 19.6.2. Batching Out
- 19.6.3. Signing Up for Credit Card Processing
- 19.6.4. Credit Card Via Machine
- 19.6.5. Credit Card Processing Online
- 19.6.6. Credit Card Troubleshooting
- 19.6.7. Common Credit Card Decline Codes and Reasons
- 19.6.8. Loss Prevention & Chargebacks
- 19.7. Client Credits
- 19.8. Write-Offs
- 19.9. Donations
- 19.10. Refunds
- 19.10.1. Never Process Transactions in MX Merchant First!
- 19.10.2. Refunding Deposits
- 19.10.3. Refunding 1 animal
- 19.10.4. Refunding Multiple Animals All At Once
- 19.10.5. Refunding Partial Amounts
- 19.10.6. Refunding One Animal Out of Multiple Animals
- 19.10.7. Difference in Refund, Repurpose and Voiding Payments
- 19.10.8. Rapid Refund Error – What To Do
- 19.10.9. Refund With Different Payment Method
- 19.10.10. How to Refund a Client Credit
- 19.11. Accounting Tools
- 19.12. Reconciliation
- 19.13. Financial Reports
- 19.14. Deleted Payment Log
- 19.15. Taxable Sales
- 19.16. Tax Setup & Exempts
- 19.17. E-Pay & Card Vaulting
- 19.18. No Prices on Paperwork
- 20. Reports
- 20.1. Patient Metrics-Summary
- 20.2. Patient Metrics- Details
- 20.3. Patient Metrics- Master Report
- 20.4. Patient Metrics- Microchip Export
- 20.5. Service Metrics
- 20.6. Item Prep
- 20.7. Volume Client Metrics
- 20.8. Geographic Metrics
- 20.9. Executive Director Metrics
- 20.10. Partnership Metrics
- 20.11. No Shows
- 20.12. Drug Log
- 20.13. Donations Metrics
- 20.14. Death
- 20.15. Rabies Export
- 20.16. Recheck
- 20.17. Subsidies Summary
- 20.18. Appointment Scheduling Report
- 20.19. Priority Appointment Metrics
- 20.20. Custom Reports
- 20.21. Tracking Colonies
- 20.22. Special Reports
- 21. Change / Audit Logs
- 22. HQ Administration
- 23. HQ Settings
- 23.1. Clinic Profile
- 23.2. Users
- 23.3. Vets
- 23.4. Services & Products
- 23.5. Packages
- 23.6. Custom Fields
- 23.7. Clinic Tags
- 23.8. Vaccine Setup
- 23.9. Integrations Setup
- 23.10. Divvy Setup
- 23.11. Patient Flow Setup
- 23.12. Medical Notes Setup
- 23.13. High Risk Waiver Setup
- 23.14. Prescription Labels
- 23.15. Microchip Preferences
- 23.16. Capacity Management
- 23.17. Wellness Settings
- 23.18. Templates Settings
- 23.19. E-Appointments
- 23.20. E-Payments
- 23.21. Mobile Location Settings
- 23.22. Confirmations and Reminders
- 23.23. Medical Records Request
- 23.24. Email Attachments
- 23.25. Call & Text Add On
- 23.26. e-Lobby
- 23.27. Invoices
- 23.28. Donations
- 23.29. Funding Partnerships
- 23.30. Subsidy Settings
- 23.31. Grantors
- 23.32. VC Custom Pricing
- 23.33. Tax Info
- 23.34. QuickBooks
- 23.35. Chat Settings
- 23.36. OneLink E-Appointments (Multi-Clinic Only)
- 23.37. VCP Settings
- 23.38. Inventory
- 24. Special Topics
- 25. HQ Related
- 26. HQ Help & Training