CLINIC HQ

10.2.4. The Divvy

Divvy Tool: Streamlining Animal Distribution Across Teams for Efficient Clinic Management

The Divvy tool helps clinics assign animals to different teams or doctors, ensuring an even distribution. It’s especially useful for clinics with multiple doctors, allowing real-time tracking of which team has which animal. Divvy integrates directly with Patient Flow for seamless management.

To begin using the Divvy tool, please follow these steps:

  1. Go to Settings > Divvy Setup.
    Your clinic should have the basic surgery types you offer. Create additional surgery types if needed by clicking +Create New Category.
  2. Create the Teams: click +Create Team.
  3. Here the team NAME can be the name of the veterinarian, a color, or “Team A” and “Team B.”


Choosing the Default Vet:

  • If choosing a veterinarian from the list as the Default Vet, 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.

Now that you have created your teams and any additional categories, it should look something like this:

If you do not assign a default vet for that team, choose the vet day-of from the Divvy screen.

  1. Assign the animals to Teams: Client tab > Patient Flow > Divvy.
  • Once animals are checked in, click the green unassigned button to move the animals to the appropriate team.
  • This is done by grabbing and sliding the cards onto another column. Do this for each category.
  • You can view the total assigned for each team for the day (highlighted here in purple) versus the week (highlighted here in yellow) to keep a good balance.