CLINIC HQ

23. HQ Settings

Settings is the foundation for your Clinic HQ application. The calendar, email reminders, and pricing – every important field in HQ – are driven by what has been input by your clinic in the Settings section.

Can’t get your calendar to do what you want it to do? Fix it in settings! Pricing is off for a specific vaccine? Fix it in Settings!

Let’s begin by understanding where the Settings section even is in HQ. Scroll to the bottom of the left hand navigation menu and you will see a Settings section. Click Go to Settings.

Not seeing this option? Your user role may not have permission to view or modify settings. Get in touch with your HQ Admin to see if this is the issue.

Clicking this will open a long list of sub-sections that make up your Settings. Let’s look at each of these sub-sections and demystify them.

Settings

Clinic Profile Your clinic’s information and preferences. Includes a section for customizable text on HQ’s default templates.
Users Here you can add, remove, and edit users, their roles, and access permissions.
Vets Add/edit veterinarian information, schedules, and surgical profiles.
Services and Products Add/edit services, products, and OTC items available for your clinic. Set their default pricing here.
Packages Packages allow you to bundle services and items for quick selection. Create/edit them here.
Custom Fields Custom fields are the base of customized reporting, e-app questions, and medical quick notes.
Tags Client and animal behavior tags. Set up available tags here.

Medical

Vaccine Setup Vaccine allotment setup specifically for rabies vaccines/certificates.
Divvy Setup Create surgical teams and animal groups to quickly assign patients in Patient Flow.
Patient Flow Setup Create drug protocols, enable controlled drug logging, and manage your controlled substance container logs. Patient Flow Automations are set up here.
Medical Notes Set up pre-generated blurbs for external client communication. Link items, drugs, actions, and much more to a dedicated medical note for quick communication.
High Risk Waiver Setup Here you can set up your clinic’s High Risk Waiver script for verbal authorization.
Prescription Labels Create prescription labels by linking an item to a prescription description.
Microchips Set your default microchip provider and enable auto-registration if you use 24PetWatch or Petstablished.

Scheduling

Capacity Management Set your clinic’s default capacities for Spay and Neuter surgeries.
Wellness Settings Manage available appointment types and rooms on your Wellness Calendar.
Templates Set up paperwork templates that can auto-fill client, patient, and appointment information. Assign templates as take-home paperwork, e-sign consent forms, or high risk waiver.
E-Appointments Manage appointment types available for online booking. Your clinic’s e-appointment scheduling link is located here.
E-Payments Connect your credentials for integrated CC processing with MX Merchant/MP Group. Customize e-payment request email template.
Mobile Locations Manage mobile locations for your clinic. (Section only available if mobile locations are enabled under Clinic Profile > Preferences)

Communications

Confirmations & Reminders Create/manage your templates for automated client communications via email, text, or robo call.
Email Attachments Upload files to be attached to your confirmation/reminder templates.
Medical Record Requests Set up automated medical record requests for clients to access. Call/Text Add On must be enabled.
Call & Text Add-On Register your business and get a clinic phone number for automated communications. Separate fee from your HQ Subscription.
e-Lobby Set up auto-responder texts and control e-Lobby restrictions.
Invoices Customize your volume client invoice email template.

Accounting

Donations Set up donation widgets and goals for online donations. Only available if you utilize integrated CC processing.
Funding Partnerships Set up invoiced or funding pot partnerships for grants, donations, and more. Track/export grant usage history.
Subsidies Set up subsidies to apply discounts from a funding partnership. Edit client discount and invoiced/deduction amounts.
Grantors Manage your grantor organizations.
VC Custom Pricing Configure custom pricing structures for specific volume clients. Overrides your default pricing setup.
Tax Info Set up taxable items and their tax percentage.
QuickBooks Configure your item codes for QuickBooks.

Integrations

Idexx Setup Add your Idexx VetConnect credentials to order tests and automatically retrieve results.
ShelterLuv AddOn Enable and add your ShelterLuv API Key to import animal data into HQ. Note: Additional subscription, costs $99/mo.

All Clinics

Chat Enable/disable chat.
OneLink E-Appointments Create/manage e-appointment links for multi-clinic accounts. Condense your e-appointment form into one scheduling link for all your clinics.
VCP Settings Manage Volume Client Portal permissions and paperwork print options.
The Vault Add an email to send copies of your roster at midnight and noon in case of HQ downtime or connection issues.