NextGen - How to tag a client to a specific group ?

>> While registering or editing a client's profile please click on "Tag for Client Groups/Category " and type in the information. If the information is not shown on the suggestion list, simple press the enter key after the word has been typed. 

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• Tag tool for VETport

  List of all unique Tool Tags for use in VETport email template This are all unique tag list which can be used in any email template. $$clinicadd$$ - will be replaced by Clinic Name & Address $$cliniccontactinfo$$ - will be replaced by the Clinic ...

• NextGen - What are key words and how are they used?

  The keywords are tags which will be replaced with a specific piece of information. >> Keywords help in personalizing your emails or SMS sent from the Clinic. >> For example: if a marketing email has been sent to 500 clients, each client will receive ...

• NextGen - How to search a pet or a client?

  1) Use the search bar on the top right corner of the page. You can use the patient / Client Id , phone number , address, microchip Id, or the patient/ client name. Search option n VETport is like Google search and will get you to the closest results ...

• NextGen - How to assign a new client(Owner) to a pet with the exsisting(Owner) client ?

  1) Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Assign Client". > Reports/ logs >> Assign client. 2) Click on Add Client. 3) Search for the client, add the percentage of ownership and click on ...

• Next Gen - Payment Group

  Navigation :  Go to Money Manager >> Accounting Settings >> Payment Group. Under Payment Group, you will get a list of all the payment group that we have on VETport and if you uncheck any of the payment group, that specific payment group will not ...