Admin & Settings
Configure your practice, manage staff, and automate the routine.
By Meridythe and 5 others6 authors71 articles
- Treatment Categories
- Create and Manage Code Statuses in Admin
- Create and Maintain Discounts in Admin
- Create and Manage Exams in Admin
- Create and Manage Services in Admin
- Set Up Tax Classes
- Create and Manage Wards in Admin
- Set Up a Donation Account and Custom Payment Method
- Create and Manage Account Types
- Set Up Service Reminder Labels
- How to Manage Breeds and Assign Species
- Create and Assign General Ledger Accounts
- Create and Manage Payment Devices in Admin
- Create and Manage Payment Methods in Admin
- Maintaining Products in Admin
- Create Vital Signs in Admin
- Maintaining Medications (Product + Calculator Classes) in Admin
- How To Turn On the BSA (m2) Calculator
- Set Up Automatic Charges for CRIs and IV Fluids
- Adding Invoice Line Items & Product Groups
- Creating a Reminder Class Product
- Creating and Maintaining Product Groups
- Product Groups
- Maintaining Automatic Charges in Admin
- Assign Tax Classes to Products
- How To Edit Patient Safety Warnings
- How to Map a Product to a Plumb's Monograph in Admin
- Creating and Maintaining Snippets
- Standard Snippets
- Creating and Maintaining Chart Templates
- Using Snippets in Chart Templates
- Creating an Estimate Template & Estimate Footer
- Creating and Maintaining Workflow Tags in Admin
- Automation Triggers, Conditions, and Actions
- How Do I Create an Automation?
- Where can I find Automation Logs?
- Navigate Automations by Category
- Get Notified When an Automation Fails
- Pet Owner Portal: Overview and Pet Owner Access
- Launch the Pet Owner Portal at Your Practice
- How to Share the Pet Owner Portal with Clients
- Enable and Configure Direct Booking in the Pet Owner Portal
- Medical Records in the Pet Owner Portal
- Prescriptions in the Pet Owner Portal
- Pet Owner Portal: Account Settings and Clinic Information
- Pet Owner Portal: Frequently Asked Questions
- Add the Pet Owner Portal to Staff Email Communications
- Add the Pet Owner Portal to Your Practice Website
- Set Up Physical Signage to Promote the Pet Owner Portal
- Promote the Pet Owner Portal to Clients