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How do I add a QR code for clients to access Covetrus® vRxPro™?

  • Updated

For practices utilizing the Covetrus vRxPro integration with Covetrus Pulse®, a QR code can be generated and uploaded to your client documents, to access your online storefront. The QR code can be uploaded as a practice document and inserted directly into your receipts, invoices, and client engagements. When the QR code is scanned, it will display the URL to lead your clients to the storefront. Please contact your VRM to obtain your customized QR code.

 

Uploading the QR Code to Practice Documents

  1. The QR code must be formatted into a JPG or PNG image file. 
  2. Navigate to the Menu > Settings > Practice Setup > Document Templates.
  3. Edit the document template where you would like to display the QR code.
  4. Scroll down to the bottom under Practice Documents and click Add Document to upload the QR code as a document.
  5. Enter a Name and click Save.

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Placing the QR code into a Document Template

  1. Navigate to the Menu > Settings > Practice Setup > Document Templates. 
  2. Edit the Payment History/Receipt document template or any document where the QR code should be displayed. 
  3. Create a table to insert the QR code document
    1. Select Table > Create a table with 2 or 3 columns, depending on your preferred alignment.
    2. To remove the border on the table  select Table Properties > Advanced> Set Border Style to Hidden
  4.  Click within the table where the QR code should be inserted and select the Insert Document icon in the editor tools.

  1. In the pop-up, select the QR code from the document drop-down and Insert. You can use the editor tools to update the alignment of the image.        
  2. Click Save to save the template.
  3. Repeat steps for all additional templates as needed.

 

Email Templates

  1. Navigate to the Menu > Settings > Client Engagement > Email Templates.
  2. Edit the Email Template.  
  3. Place the cursor and click where you want the QR code to appear.
  4. Click on the icon directly below Edit.

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  1. Select the uploaded QR Code to add it to the template from the Documents drop-down list.
  2. Click Insert.
    Insert Document.png
  3. Save the template

 

 

 

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