Legacy
NextGen - Boarding work-flow
Step 1 >> Go to Setup >> click on Boarding >> Add Buildings>> Add Cage type 2, Step 2 >> Setup >> Add Cage type >> Pricing is against the cage type Step 3 >> Add Buildings>> Add Sector>> Add Cages>> Add beds Step 4 >> Go to Boarding Calendar ...
DX Shoot Configuration
DX Shoot Configuration Follow the below given instructions and refer the screen shots highlighted Step- 1 Go to Setup >>>Market place >>> then install the DXshoot - Images App Step- 2 Click Integrate on install Step-3 In the configuration popup, ...
Zebra Label Printer configuration
Installation of Drivers Step 1 - Login to https://www.zebra.com/ap/en/support-downloads.html Step 2 – Search for - LP 2824 Step 3 – Choose and Download the drive according to the usage Manually installing my printer using a D-Link print ...
Next Gen - Preference - Reason for Visit
Navigation: Go to Preferences >> Reason for Visit. Under this page, you will have the option to create a new Reason for Visit, deactivate a reason for visit which is already created and edit an existing reason for visit. A: Click on Add to create a ...
How to Configure Message Media SMS services with Vetport?
Step 1 : Clinic need to contact Message Media and Subscribe for the package Message Media : Contact: https://messagemedia.com/us/contact/ Step 2 Once the configuration is done from Message media go to the Market place Step 3: Go to Setup ...
Pricing Strategy on VETport - Inventory & Services with and without cost factor
This help file will help you understand the different pricing Strategy on VETport. 1. Inventory With Cost Factor: The items/consumables at your clinic/hospitals for which there is a purchase cost involved and mark up added before the product are ...
Showing message that says ‘Too many attempts . . . . ‘ while searching patient
Log out and close the browser .Then try it again. It may be due to saved cookies in your machine .You can solve this by deleting those cookies from your browser. Please Refer the link for deleting cookies from various browsers : ...
Next Gen - How to create a manufacture & vendor in Inventory ?
A) Adding a manufacturer: Step 1: Select the setup tool Step 2: Click on Inventory Step 3: Click on Manufacturer to begin adding (Manufacturer) Step 4: Select to add the Manufacturer Step 5: You can enter the Manufacturer's name and also the Website ...
NextGen - CONFIGURING Antech Reference lab.
A, To configure Antech reference lab, Go to SET UP >> MARKET PLACE >> ANTECH APP B, Go to Configuration Details and click on ADD CONFIGURATION and enter the following details. Clinic name, Lab zone, Zoasis ID, Account number, Zip code, Username ...
Next Gen - Client & Patient Registration
Client Registration (a) 1: You need fill in all the details of the client as its important. 2: Client email address can be entered here and also if the client says they don't want to provide any email address, in this case just check the box which ...
Next Gen - Discounts and Coupons set up
How do you Set up Discounts & Coupons ? Step 1: Clinic on "Money Manager" Step 2: Go to "Account Settings" Step 3: Click on "Discounts & Coupons" Step 4: Click on "Add Discount / Coupon" Step 5: You need fill up the page to update the Discount or ...
Next Gen - Online Appointment Booking
Integrate online booking app from Market Place: Step 1: Go to "Set up" Step 2: Select "Market Place" Step 3: Select "Online Appointment Booking" Step 4: Click on "Integrate" Step 5: Please update the emergency contact number Step 6: You can share ...
Next Gen - Changing access level for a staff
Step 1: Go to "Set up" Step 2: Click on "Organization" Step 3: Select "Staff List" Step 4: Chose the staff and click on multiple Login Step 5: You can click on "Add User Id" to give new leave of access to the Staff or performer. Step 6: Action is ...
Next Gen - How do I setup Tax?
How do we set up tax for the clinic ? Step 1: Go to "Set up" Step 2: Under "Organizations" go to clinics Step 3: Go clinic "Settings" Step 4: Go to "Taxation" Step 5: You can click on "Add New" to add new tax information Step 6: Select ...
Next Gen - How do I reset password for a staff ?
Navigation: Go to : Setup >> Organization >> Staff List. Once you're on this page, please select a Staff member for whom you would like to reset the password. Click on the below option. When you click on the option shown above, you will be able to ...
Next Gen - How do I return a plan item?
Navigation : Go to the client/patient's Dashboard for whom you wish to return the plan item for and click on the Wallet under that click on Past Invoices, as shown below. Once you're on the page, under the invoice created please click on the arrow as ...
Next Gen - How do I Add/Edit cost for a Plan Item?
Navigation : Go to : Inventory and Plan items >> Plan item Management >> Plan Items On this page, please search for the plan item for which you would like to update the price for. once you have the plan item populated, you will have the option to ...
Next Gen - How to create group Plan items?
Navigation : Go to: Inventory and Plan items >> Plan Item Management >> Group Plan item. This page will help you create, edit, manage the Group Plan items for your clinic. 1> Download CSV : This will help you download the entire list of group plan ...
Next Gen - How do I add an attachment & Memo ?
Navigation : Add Attachment Go to the Client and patient's Dashboard and open the Medical record for which you wish to add the attachment. Please refer the screenshot for more information. 1>> Click on Authorization/Attachments. 2>> Click on ...
Next Gen - How do I add a Plan Item?
Step 1: Search for the Patient Step 2: Go to "Plan" Step 3: Search for plan Item Step 4: Select the plan Item to add
Next Gen - How to create communication and Education forms ?
Step 1: Go to "Preferences" Step 2: Select "Templates and Attachments" Step 3: Click on "Default Templates" Step 4: Click on "Communication / Education Forms" Step 5: Click on (+) besides communication form (To add a new from) Step 6: Click on (+) ...
Next Gen - How do I add an Equipment?
Step 1: Go to "Set up" Step 2: Select"Organization" Step 3: Select " Equipment" Step 4: Select " Add Equipment " to add a new equipment. Step 5: You need to update all the category in this page Step 6: Click on "Status" to make the Equipment as ...
Next Gen - Adding Advance payment/Credit on the account.
Navigation : Go to any Client/patient dashboard, click on the Wallet and then click on Add Credit as shown below. Once you're on that page, please select the type of credit that you wish to add to the client's account. You can add the below ...
Next Gen - SMS Set up
How to Configure SMS services with Vetport? Step 1: Go to Setup Step 2: Click on Marketplace Step 3: Select "VetSMS - Text Messaging" (Click on "From 39.99") to Subscribe. Step 4: Select the plan as per your requirement. Note: For Pricing details, ...
Next Gen - Search Invoices
Step 1: Go to Money Manager Step 2: Select the "Search Invoice" option Step 3: This page will help you search the Invoice using the Invoice number.
Next Gen - Category and Sub Category - View the list and add a new Cat/Sub-Cat.
Navigation: Go to Setup >> Plan Items. A> When you Click on Category and you Will have the below option. 1> Click on Add new in order to add a new Category. 2> Click on the Drop down to select a Plan type . 3> You will have the option to edit a ...