General Information
NextGen - How to do a Single clinic set up ?
1) Please click on the setup icon as shown below. Navigate to organizations and then clinic. A > Click on setup. B > Click on organization. C > Clinics. 2) Click on add clinics. 3) Select the type of clinic relevant to your practice and fill in the ...
NextGen - How to Login to VETport ?
>> Use the URL provided by VETport specific to each clinic (example.vetport.com). >> Please log in with the username and the password sent to your registered email address. If you have forgotten your password and would want to reset please contact ...
NextGen - How to set up Threshold for Vendor items ?
1) Please click on the inventory and plan items icon as shown below. Then click on vendor items. A > Click on Inventory and plan items. B > Vendor items. 2) search for the vendor item for which you would want to update the threshold quantity and ...
NextGen - What is 30/60/90 Days Aging Report ?
>> 30/60/90 Days Aging Report is the report for all the clients who owe money to the clinic. The aging report shows the number of days the remaining balance has been aging for. A > Click on Money manager. B > Receivables and billing >> 30-60-90 days ...
NextGen - What is Statement (+Balance) ?
>> The Statement + balance reports provides the entire list of clients who owe Money to the clinic 1> Add Interest : Will help you add interest to the outstanding balance if the interest details are updated under clinic settings. 2> PDF Statements: ...
NextGen - How to View deposits and Clear deposits ?
1) Please click on money manager. Navigate to deposit and reconcile and click on clear deposit or view deposit. A > Click on money manager. B > Deposit and reconcile. C > Clear/ view deposit.
NextGen - How to hold and Unhold cheques on VETport?
1) While accepting payment via cheque, please click on the hold cheque option as shown below and accept payment. 2) To unhold cheque please click on money manger. Navigate to Deposit and reconcile and click on unhold cheques. A > Click on money ...
NextGen - How to Show previous messages on Bulletin board ?
1) Please click on the communications icon as shown below and click on view archived bulletins. A > Click on Communications. B > Click on view archived bulletins
NextGen - How to Finalise an estimate ?
1) Please go to the client file and click on Accounting tab >> Click on estimates. 2) Please click on the finalize estimate option 2) Add the signatures and click on finalize. 3) Go under finalized estimates and click on convert to active plan. 4) ...
NextGen - What is Task manager and how to do we set up a Task ?
On this page, you will have the option look at the Tasks created with there progress, create a task for your staff member with a priority and assign it to them. 1) Please click on the task manager icon as shown below. Click on create task. A > Task ...
NextGen - How do we see client communications or replies ?
1) Click on the communications icon as shown below. A > Click on communications. 2) Check under the tab "Client Communications". All the replies and conversations will be shown under this tab.
NextGen - How to delete details on EMR/Encounter ?
1) Please search for the Patient and navigate into the EMR ( patient health record ) where you would want to delete details. Click on the delete button as shown below. If the delete button is not available please follow the next few steps. 2) If ...
NextGen - How to search a Inactive/Deceased client or patient ?
1) Please search for the information of the deceased or inactive patient / Client. Click on the radio button and click on search Client/ Patient.
NextGen - How to add discount to a client ?
1) Please navigate to the Client's account and click on the edit option. A > Click on Edit. 2) Check the check box for apply discount, select the discount and click on save.
NextGen - How to send Marketing emails to clients ?
1) Please click on the statistics and reports icon as shown below and click on marketing dashboard. A > Statistics and reports. B > Marketing dashboard. 2) Click on marketing dashboard. 3) Click on show all and then click on send email. 4) Prepare ...
NextGen - How to integrate Telemedicine video call App on VETport
Step 1 >> Go to Set up >> Market place >> Click on Meet as shown below. Step 2 >> Click on INTEGRATE on the right hand side NOTE : its mandate to have a GMAIL account to integrate with the google meet as shown below to proceed Step 3 >> After you ...
Setting the Default Label printer settings in Windows control panel
The default label size must be set against the system via the start menu in window. Changing the label size within the adobe dialog during printing will not hold the settings. Go to Printers Get to the printers - on this XP system they are ...