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What you will learn:
- Invoicing using the Treatments section vs. Quick Invoicing
- Editing/adding invoice items
- Adding multiple owners
- Account Balance management
- Voiding vs. Returning
What you will learn:
- Setting up the boarding inventory item
- Setting up Cage Types
- Setting up Reservation Types
- Using the boarding calendar vs. the boarding tab
- Checking in and out a boarding reservation with visit statuses
What you will learn:
- Generating new reports
- Reporting filters
- Exporting reports
- Reviewing and removing previous reports
What you will learn:
- Setting up your wellness plans
- Purchasing a wellness plan
- Wellness plan management and reporting
- Wellness plan payment processing
What you will learn:
- Entering history and exam forms
- Using document templates
- Generating estimates
- Entering callback information
- Using the whiteboard
- 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
What you will learn:
- Setting up new inventory items
- Inventory organization
- Modifying inventory
- Purchase Ordering
- Controlled Substance Reporting
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
- Creating canned estimates
- Linking vs. packaging billable items
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
What you will learn:
- Basic system navigation
- Using the calendar
- Updating client/patient general information
- Basic administrative tasks
- Basic medical record entries
- Basic Invoicing
What you will learn:
- Basic system navigation
- Using the calendar for farm calls vs. individual appointments
- Setting up multiple owners
- Creating and filling out exams
- Managing billing
Topics Include:
- Basic system navigation
- Setting up referral hospitals and doctors
- Referral letter configuration
- Creating and filling out exams
Topics Include:
- Copying prior exam answers and comments into new exams
- Customized gender options by species
- Short cut to Quick Invoicing from the calendar
- User interface icon cleanup
- Adding images to medical records
- Copying billable items
Topics Include:
- Client/patient search options
- Appointment scheduling and calendar customization
- Quick Invoicing for OTC sales
- Client check in/out
- Collecting client/patient information
- End of day activities
Topics Include:
- Basic system navigation
- Adding new clients and patients
- Using the calendar
- Medical record entries
- Quick Invoicing
Topics Include:
- Using the whiteboard
- Visit Statuses
- Electronic history and exam forms
- Electronic customer signatures on documents and estimates
- Rx refills
- Internal and client communications
- Uploading documents to the medical record
Topics Include:
- Set up of a controlled drug in inventory
- Using controlled drugs in packages
- Proper documentation of controlled drugs on the medical record through invoicing
- Reporting on controlled drugs
Topics Include:
- Setting up and printing your exam forms
- Using Document Templates for exam comments
- Using Document Templates as exams/medical record entries
- Using Email Templates
- Customizing your Medical Record Quick Links
Topics Include:
- Reminder Set Up and Types
- Reminder Associations
- Manual vs. Automatic Reminders
- Appointment vs. Service Reminders
Topics Include:
- Tax rate set up
- Multiple tax rates
- Client specific tax rates
- Canadian taxes
- Assigning tax rates to billable items
- Tax reporting
Topics Include:
- eVet Whiteboard and Visit Statuses
- Estimates
- Treatment Plans
- Discharge instructions
- Follow up
Topics Include:
- Invoice Statuses
- Future or past date transactions
- Voiding payments
- Returning items
Topics Include:
- Creating reminder templates
- Running reports to send emails in mass
- Setting up patient monitoring as a sales tactic
- Using patient monitoring to maximize routine visits
Topics Include:
- Integration setup
- Tracking online activity in eVetPractice
- Prescription and Medical Record History distribution
Topics Include:
- Creating and updating your Want List
- Shopping cart
- Receiving orders
Topics Include:
- Setting up the Idexx VetConnect or ANTECH integration
- Importing the reference lab catalogue
- Setting up your labs to communicate with your reference lab
- Ordering labs and printing requisition forms
- Viewing lab results from the Lab dashboard
Topics Include:
- Checkout workflow
- Boarding Calendar
- Default appointment settings
- Usage report makeover
- Declined treatments
- And more!
Topics Include:
- Discuss how some sections are usable through merge fields
- Open access to options that may increase productivity
- Set defaults up to cut back on clicking
- Input your logo to use in templates and upload practice documents for quick printing
- Turn on/setup some third-party integrations
Topics Include:
- What employees can SEE with the roles
- How to appropriately assign roles
- What employees can DO with their rights
- How to determine which rights employees should have
Monday, October 21: Simplify Your Medical Record Entries - WATCH ON DEMAND
Topics Include:
- Creating a history and exam form together
- Using document templates for surgery notes
- Creating Handouts on Billable Items
Wednesday, October 23: Using Dashboards for Communication - WATCH ON DEMAND
Topics Include:
- Whiteboard Dashboard for Client and Interoffice Communications
- Callback Dashboard for callback or recall reminders
- Labs Dashboard alerts as callback reminders
Friday, October 25: Day to Day Reporting - WATCH ON DEMAND
Topics Include:
- Financial reporting
- Client and patient tracking
- Appointment lists
- “Who Got” lists
- Controlled drug tracking
Topics Include:
- Creating and checking in appointments
- Updating client and patient information
- Updating medical records
- Invoicing
- Checking out
Topics Include:
- Billable items category creation
- Adjusting your billable items
- Sales reporting
Wednesday, Nov 6: Client Portal: New Client and Patient Management - WATCH ON DEMAND
Topics Include:
- Client portal setup
- New client appointment scheduling
- New client documents
- Updating client and patient data in the portal
Friday, Nov 8: Understanding Core Vaccines and Patient Monitoring - WATCH ON DEMAND
Topics Include:
- Core Vaccines setup
- Patient Monitoring setup
- Including these sections on your existing documentation
- Including Core Vaccines on the Rabies Certificate.
Topics Include:
- Client/patient specific discounts
- Client Statuses
- Billable items category and specific item discounts
- One off discounts during invoicing
Wednesday, Nov 13: eVet's New Boarding Module - WATCH ON DEMAND
Topics Include:
- Boarding cage setup
- Boarding appointment setup
- Day to day boarding module usage