LEGACY
Web Site Setup Overview
Vetport has an inbuilt facility to create the clinics web site. No need for an external web site. Vetport offers a "template driven" fixed topics web site e.g Home, Services, Promotions, Press and Libraries (Knowledge). "Contact Us" page is ...
Home Page
Add / Edit all the clinic's Home page through this screen. A typical Home page on the clinic web site will be as follows: NAVIGATION FOR HOME PAGE To navigate to the Website Home page configuration page use the following link : 1) Admin 2) Home page ...
Web Site - Services
Add / Edit all the clinic's Services through this screen. A typical Services page on the clinic web site will be as follows: 1) Services link on the home page of the clinic 2) Services content (an html content with links, images, other documents etc) ...
Legacy - Know your main working area
The Home Screen is the main working area from where the users can navigate to any specific functionality. It has a various of menus and buttons. Know your Home Screen 1 - This is the Bulletin board. This is where intraoffice communication is ...
Legacy - How to check if the client / patient is Inactive or Deceased
Only active patients are displayed by default in the search results. To view inactive or deceased patients please see the below instructions As seen in the screenshot the keyword "Appa" did not yield any search results as by default the system will ...
Legacy - Navigating the Dashboard
Navigation Work Zones Zone 1 - The Main menu - used for day to day operational tasks that are NOT patient specific. Zone 2 - The Client Pop up - client specific tasks are within the pop up that opens when the user clicks on the client name Zone 3 - ...
Legacy - If the Client is not in the database - Add Full Client Information
In case where the client is not in the system you can add the client information Alternate way to Add new client. Click on Registration >> Add Client Adding Client details Fill general details in Client Form. Red highlighted fields are mandatory ...
Legacy - How Where can I change the Provider ?
Understanding the Basic between difference Provider and User 1- The Persone is the current Provider.Provider is the Doctor / Clinician 2- The persone who is current User. User is the person who is entering the Details Going to the List of Available ...
Legacy - Add a New Patient to an Existing Client
Search Client 1. Search for the client name hit enter 2. If a Client has a patient and you need to add a new patient then click on the Running man icon under "To Do" Column and select Add Patient from list. 3. If the Client does not have a Patient, ...
Legacy - How to Quick add Client / Patient
VETport allows you to add a new Client/Patient patient with minimum details for a quick entry. There are a couple of ways you could access the quick add screen. Quick Add Client / Patient from Registration Menu Click Registration and then Click Add ...
Legacy - How did you hear about us?
How did you hear about us? (Setup) 1) Click on Settings & Reports 2) Click on Seting. 3) Click on Marketing Data Setup 4) Select "How Did You Hear ?" How did you hear about us? 1) Add new sources 2) Edit the existing sources
Legacy - Add a test Client - Patient
Navigation: 1. Click on the Registration Menu. 2. Click on Add Client. 3. Click on Add Client / Patient for an Appointment. This tab allows you to direct add new client / patient while requesting for an appointment. Adding new Client Information 1. ...
Legacy - How to Edit client notes and alerts
1) Click on Client Name 2) Click on Edit add Note or Alerts Notes will show under client file Alerts will show on Dashboard in Red Color.
Legacy - what to do when client does not want to share their e-mail address ?
There will be cases where the client doesn't wish to share his/her e-mail address Or they don't have an e-mail address at the moment. VETport allows you to add the client without this information and also make sure that the client is not asked for an ...
Legacy - How to Create a Kiosk User
Kiosk Module is basically used for front desk user to manage walk-in patients . Users can operate it from ipad, iphone or a desktop. Patient could be already registered or new. Kiosk Login 1.Here you can enter Login and password If Login is not ...
Legacy - Add a referral clinic and referral Vet to the Client / Patient Record
If your clinic also functions as a Referral Practice Clinic, then please follow these steps to make the changes in 'Settings' You will need to inform us that you wan to set your practice up as a referral practice as we will then throw a ...
Legacy - How to Login Kiosk Module
Kiosk Module is basically used for front desk user to manage walk-in patients . Users can operate it from ipad, iphone or a desktop. Patient could be already registered or new. Kiosk Login 1.Here you can enter Login ID and password
Legacy - How do we transfer a pet from one owner to another
Launch the dashboard with the patient Transfer 1121 to another client. The next step gets you to choose that client. Search and select the client to transfer to 1-Enter the name of new client and search 2- Click on the name of client found Execute ...
Legacy - How to search patient in Kiosk
Here you can search existing client by phone number . if client does not exist please register as a new client and fill all detail. Client Search 1. Enter client's phone number 2. Click on search Here you will get the List of patient which are ...
Legacy - Equine Help File with Split Billing
Register a new Patient Navigation Above 2 fields are given additional for the Equine practices Add Trainer Name To add trainer name in this drop down list, It should added to Trainer master Navigation for Trainer List Assign Owner Activate Patient on ...
Legacy - How to add new client in kiosk
If patient is new entry so please fill the all detail click by Register now. Client registration form Fill all the details for new client and click on Resister. Patient detail form 1.Click Save patient and check in the Pet 2.For adding another pet or ...
Legacy - Merging duplicates, Moving account balances, and moving reminders to the new merged patient
To merge duplicate pet medical record to original pet Medical record. Follow the step below. Load the Client/patient on Dashboard >> click on EMR and take the EMR pdf Once the Pdf is extracted, Go to Original Pet account and attach the PDF to ...
Legacy - Global Search - Rabies Tag Search "1079"
We Can Search on any parameter Another Simple Search - Rabies Tag Search "1079" 1) Typed 2550 in either the Dashboard Client/Patient search or on the Search Page. On the Dashboard hit return to execute search, on the Search Page Press "Search Client ...
Legacy - How to see Appointments in calender
Click on Calender to see Appointments list Provider Wise Appointments This is the appointment screen. You can create, edit, and view the appointments here. Select Show All Providers to see provider wise list User can also change view to ...
Legacy - How to check availability for Appointment
Click on calender System blocks the unavailable time slot (Gray Color) by comparing time slot from current date and time also block time slot for not available doctors to avoid wrong time slot booking. User can click on any of the time slot available ...
Legacy - Add Appointment Types with Color Coding
Appointment types are defined to categorize appointments according to their nature of treatment or medical procedures. For instance, a clinic can set 3 distinct Appointment types as "Out Patient", "Boarding" and "Surgery". Similarly one can define ...
Legacy - How To Search the Medical Record ?
Navigation Very powerful and very fast binary full text search 1) Enter the keyword 2) Click Search to get the data Within the medical record Within the EMR Search keyword will be highlighted.
Legacy - Quick Add an Appointment with Limited Data
VETport allows to quickly add a new client and patient with minimum data and setup an appointment. Note: It is highly recommended to update the client file later as important information can be stored for cllient and patient for better tracking. ...
Legacy - Creating a Think pet File
In the compliance Tab choose any type of reminders e.g- mail reminder Choose the date range and then Export mail merger file option CSV file Also note a file in Think pet format as also been emailed to the clinic ID.
Legacy - How to double book an appointment?
VETport allows you to add multiple appointments for the same timeslot for the same provider. Please see the steps below on how to add a second appointment for the same timeslot. Step1 step1: Once you have schedule appointment for say 9:00 then click ...
Legacy - Search the inactive / Deceased patient.
Search the inactive / Deceased patient. Click on VETport search box & place click on "Search" If its showing client / Patient not found, then click on active/inactive/deceased & again click on search.
Legacy - Client / Patient Queue
Whenever any patient checks in, it will be displayed in Client / Patient Queue. This will help user to see the status and other details of all checked in patients at one place. Navigation All checked In patients will be appeared in the Client / ...
Legacy - How to make appointment of patient in the system. Who is not there in system
How do you make appointment of patient in the system. Who is not there in system Step1 Step1: Search for Client / Patient. if that Client patient is there in system then it will come in drop down list.you can select from that drop down list on ...
Legacy - How to Put Signature in Estimate plan ?
Step 1 First Select client & Patient 1) then click on plan 2) Select plan or Group Plan and edit the details if needed like unit USD etc. 3) Save that plan item Step 2 after that to estimate that click on ESTIMATE . here if needed we can fill ...
Legacy - Estimate - Customizing Disclaimer Text
Create Default Text for Display on Estimates Financial miscellaneous setup Save the Estimate here.
Legacy - Scheduling an appointment for a Service
VETport has tremendous scheduling flexibility which can solve the most difficult requirements for a Veterinarian. In this example we step through the concept of service versus clinician. VETport allows for a service to be scheduled with one or more ...
Legacy - Editing / modifying and Confirming the Appointments
Click on Calendar icon to view appointments 1- Click here to Check in the Patient 2- It Shows the Client Patient Information 3- Click here to edit the appointment and then modify 4- Click here for google Maps Driving Directions 5- Click here to add ...
Legacy - How to change assignee of patient encounter
Encounters that are undertaken for treatment are shown here. We can see encounters related to client-patient and their status i.e. is it ready for invoice or not. How to change assignee of patient encounter 1. Here if you want to change assign doctor ...
Legacy - Walk in - Make an Appointment and Check in
Appoint >> New Appointments 1. Click on Appointment Calander to create a new appointment 2. List of Doctors / Providers showing availability and busy times. Note : A Doctor/Provider can have multiple appointments for the same time. & Multiple ...
Legacy - How to delete an encounter ?
Before deleting an encounter, select encounter and delete all plan items, if invoice has created you can not delete plan item then u need shift that plan item to other encounter exam, history forms etc. which you have performed under that encounter. ...
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