Note: Users will need the permission of admin_products attached to your role in order to access products in Admin.
Navigate to the Admin Section
Under Products, search for the appropriate product
Click on the product name to open the editing module
Under Notifications, toggle on the switch next to Mark as Deceased
Click Save
You can utilize the Bulk Edit Product Tool to update multiple products with this automation.
Select multiple products by placing a checkmark next to the individual products
Click on Edit at the top of the Product Screen
In the Bulk Edit window, toggle on the switch for Mark as Deceased
Click Save to update the selected products.
How the Mark as Deceased setting works
When the product is completed as a treatment or added directly to the invoice, a pop-up window will alert you that it is configured to automatically mark the patient as deceased.
Selecting 'Mark as Deceased' in the pop-up window will automatically change the patient to deceased; all future appointments and reminder notifications will be canceled, and any associated referrers will be notified by email.
rVet Email Example
