The Volume Client Portal settings allow you to set certain allowances for VCs connected with your clinic.
Configuring options for the Volume Client Portal
Clinic Settings> VCP SettingsGeneral
VCO address required – If there is an Owner listed on the animal’s appointment, this setting allows the clinic to decide if an address should be required for data collection.
Permissions
Disable Delete Appointment – Selecting this will prevent users of the VCP from deleting appointments. If this is enabled, the VC user will need to contact the clinic when there are appointment spots they cannot fill.
Disable Sex and Species Change – Selecting this will prevent users of the VCP from changing species/sexes on their allotted appointments. If this is enabled, the VC user will need to contact the clinic to request a different surgery type.
Print Options
Choose which Paperwork is available for the VC user to download/print from their Portal:
HQ Spay/Neuter Certificate
HQ Rabies Certificate
HQ Treatment Sheet
Take Home Paperwork (Uploaded and assigned in Templates)
Full Medical Record
Editing Available Services
Line items or Packages displayed in the Portal are not configured in VCP Settings. Go to Settings > Services and Products or Packages.
Under these pages, locate the column titled Portal. Use the toggle to turn items on/off for display and use in the VCP.
Restricting services in the VCP