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Thursday, July 13: New Employee Training - WATCH ON DEMAND
Description: Day to day use of eVetPractice with one of our senior training consultants designed for your new employees.
Who should watch: All practice employees
What you will learn:
- Basic system navigation
- Using the calendar
- Updating client/patient general information
- Basic administrative tasks
- Basic medical record entries
- Invoicing
Description: Setting up and managing your inventory.
Who should watch: Employees responsible for setting up and maintaining your practice's inventory. Required employee roles: Business Owner/Manager, Billable Items Manager, or Inventory Manager.
What you will learn:
Who should watch: Employees responsible for setting up and maintaining your practice's vaccines. Required employee roles: Business Owner/Manager, Billable Items Manager, or Inventory Manager.
What you will learn:
What you will learn:
- Setting up new inventory items
- Inventory organization
- Modifying inventory
- Purchase Ordering
- Controlled Substance Reporting
Description: Setting up and managing your vaccines.
What you will learn:
- Setting up vaccine invoice items
- Setting up vaccine inventory items tracking lots/QOH
- Setting up vaccine settings for logs/reminders
- Core Vaccine monitoring
- Tracking historical vaccines
Description: Setting up and managing your employees.
Who should watch: Business owners and managers responsible for setting up and maintaining your employees. Required employee roles: Business Owner/Manager
What you will learn:
What you will learn:
- Setting up a new employee
- Choosing correct employee role
- Choosing correct employee rights
- Limiting employee login rights
- Adding veterinarian signatures
Description: In depth invoicing and account balance management.
Who should watch: All practice employees
What you will learn:
What you will learn:
- Using the Treatments section
- Using Quick Invoicing
- Adding multiple owners
- Advantages of 0% owners
- Account Balance management
- Running the Accounts Receivable report
Description: Setup and usage of your document and email templates.
Who should watch: Business owners and managers
What you will learn:
What you will learn:
- Setup and usage of custom client facing documents
- Setup and usage of invoice handouts
- Setup and usage of EMR canned paragraphs
- Setup and usage of email templates
- Sending mass communications
Description: Setup and usage of your calendar.
Who should watch: Business owners and managers
What you will learn:
What you will learn:
- General calendar settings
- Setup and usage of Confirm and Visit Statuses
- Setup and usage of Appointment Types
- Setup and usage of Calendar Resources
Description: Setup and usage of your Exam/History/Lab Forms.
Who should watch: Business owners, business managers, and veterinarians
What you will learn:
What you will learn:
- Setup and usage of Exam Forms
- Setup and usage of History Forms
- Setup and usage of Lab Forms
- Customizing your Patient Health Report Card
Description: Setting up and managing your billable items.
Who should watch: Employees responsible for setting up and maintaining your practice's inventory, billable items, and pricing. Required employee roles: Business Owner/Manager, Billable Items Manager, or Inventory Manager.
What you will learn:
What you will learn:
- Setting up and editing inventory items
- Setting up and editing procedure items
- Setting up and editing lab items
- Setting up and editing packages
- Linking vs. packaging billable items
Description: Set up and administration of your pet portal.
Who should watch: Business owners and managers
What you will learn:
What you will learn:
- Client Site configuration and restrictions
- Appointment request administration
- Custom site themes and landing pages
- Setting up client access
- Client self-registration (additional fees apply)
Description: Set up and administration of the Referral System module.
Who should watch: Business owners, business managers, and referral system managers.
What you will learn:
What you will learn:
- Setting up referring hospitals and doctors
- Assigning referral hospitals and doctors to a patient
- Referral letter configuration
- Generating referral letters
Description: Generating common reports to satisfy your clinic's reporting needs.
Who should watch: All practice employees
What you will learn:
What you will learn:
- Generating new reports
- Reporting filters
- Exporting reports
- Reviewing and removing previous reports
Description: Ditching the paper with eVetPractice.
Who should watch: All practice employees.
What you will learn:
What you will learn:
- Using the whiteboard
- Electronic customer signatures
- Rx refills
- Internal and client communications
- Creating labels
- Uploading documents to the medical record
Description: eVetPractice software updates released in September 2017 that will improve your site usage.
Who should watch: All practice employees.
What you will learn:
What you will learn:
- Moving lab results from integrated partners
- Patient Status vs. Reminders
- Petlink Microchip Registration
- Tax Rates by Client
- MWI Purchase Orders
- New Reminder Functionality
Description: Setting up and distributing your reminders within eVetPractice.
Who should watch: Employees responsible for setting up and managing your practice's reminders. Required employee roles: Business Owner/Manager
What you will learn:
What you will learn:
What you will learn:
What you will learn:
- Setting up reminders on billable items, including new functionality allowing for multiple reminders on single items.
- Setting up reminders on patient records, including new functionality allowing you to assign reminders to certain employees
- Setting up appointment reminders
- Automated reminder distribution, including new functionality that stops eVetPractice automated reminders if an appointment has been created.
- Non-automated reminder distribution
- Running a callback reminders report
Description: Set up and usage of the eVetPractice Boarding module.
Who should watch: Clinic management and employees who use the boarding module. Required employee roles for set up: Business Owner/Manager. All employee roles can use the module once set up.
What you will learn:
- Determining charge method (charging by the pet or by the cage)
- Setting up the boarding inventory item
- Setting up Cage Types
- Setting up Reservation Types
- Using the boarding calendar
- Using the boarding tab
Description: Set up and usage of the eVetPractice Boarding module.
Who should watch: Clinic management and employees who use wellness plans. Required employee roles for set up: Business Owner/Manager. All employee roles can use wellness plans once set up.
What you will learn:
- Setting up your wellness plans
- Purchasing a wellness plan
- Wellness plan management and reporting
- Wellness plan payment processing
Description: eVetPractice software updates released in November 2017 that will improve your site usage.
Who should watch: All practice employees.
What you will learn:
What you will learn:
- Utilizing new automatic email confirmations
- Updating your groomer employee roles
- Utilizing the grooming calendar
- Referral System updates
- New integrations
- Smart Flow new functionality