Billable Items
- Credit Card Surcharging with Worldpay
- Enterprise Dashboard
- Enterprise Data Sync Reference Guide
- Enterprise Selective Sync
- Examples Where Returning Items is Recommended
- How can I allow access and make changes to treatment prices?
Boarding
Calendar Features and Settings
- Calendar Overview
- Coming Soon! Calendar Resource Groups
- Coming soon! Configure the Appointment Calendar?
- Configure a Document Template to Print at Check In
- How can I track no show or cancelled patient appointments?
- How do I change the order of the calendar resource columns?
Client Management
- Callback Workflow Enhancements
- Donations and Charitable Funds Guide
- How can a client overpay and leave the remainder as a credit?
- How can I add a stored card to a client's account?
- How can I move a credit from one client to another?
- How can I send a mass client communication via postcard?
Core Vaccines Monitoring
Emailing
- How can I create or edit a Virtual Visit Email Template?
- How can I email a Referral Letter to a client?
- How can I restart a mass email from a client report that appears to no longer be sending?
- How can I send all unpaid invoices to a client?
- How do I add an attachment to an email?
- How do I create an email template?
Forms and Templates
- Generating a patient document PDF is displaying smaller text
- How can I add a custom rabies certificate template?
- How can I create a announcement style email template from a PDF file?
- How can I create a Prescription Pad document template?
- How do I add a QR code for clients to access Covetrus® vRxPro™?
- How do I add images and merge fields to document templates?
Hardware Maps
Home Page Dashboard Features
Implementation
- Implementation Guide: General Practice Setup
- How to manage converted appointment data
- Importance of Closing Open Invoices in Source PIMS System Prior to Final Data Pull
- Carry Over Accounts Receivable Balances After Migration to Pulse
- Covetrus Payments (Powered by Worldpay) Setup, Configuration, and Troubleshooting Articles
- Implementation Guide: Training Webinars and Videos on the Resource Center
Integrations
- Covetrus® Comms: Two-Way Texting Guide
- DYMO LabelWriter setup, configuration, and troubleshooting articles
- Worldpay Same-Day Reporting
- Can I continue to process payments using my Worldpay stored cards after switching to the new Worldpay integration (triPOS)?
- Covetrus Ordering System ver. 1.0
- Covetrus Payment Integration - triPOS Terminal Setup
Inventory Management
- Configuring Drug Routes and Dosages for Administration Value Calculation
- Controlled Substances Management Guide
- Covetrus Ordering Integration - Creating and Placing Purchase Orders
- Covetrus Ordering Integration - Overview
- Covetrus Ordering Integration - Receiving Covetrus Invoices
- Covetrus Ordering Integration - Receiving Covetrus Orders
Lab Dashboard
- Coming Soon! Using the new Lab Dashboard
- How can I delete unassigned lab results from the lab dashboard?
- How can I remove lab order alerts?
- How do I add a manual result for an integrated IDEXX Snap test?
- How do I submit an ANTECH lab order?
- How long are not viewed lab results shown within the lab dashboard?
Patient Electronic Medical Record (EMR)
- How can I make Written Prescriptions show up in the Prescription History tab?
- How do I comply with New York's Buoy's Law?
- Adding Images to Medical Records
- Covetrus® AI Ambient Listening
- Covetrus® AI Pre-Visit Summary
- Editing a Wellness Plan
Patient Management
- Client and Patient Search Functionality
- Webinar Q&A - Treatment Board: Less Chaos, More Care
- How can I add a new estimate or treatment on the same day?
- How can I add charges to a euthanized patient?
- How can I generate the check in sheet?
- How can I merge patient records together?
Patient Monitoring
Pet Portal
Referral System
Reminders
- Automatic Email Reminders
- Automatic Inventory Reminders
- Cleaning Up Old Callbacks After Release 2020.1
- How can I manually distribute SMS (text) reminders?
- How do I attach a reminder to a billable item?
- How do I configure and manually distribute reminders for postcards?
Reports
- How do I configure and run the Usage Report?
- How can I compare credit card transactions to sales?
- How can I compare the sales report to the Veterinary Services Delivered (VSD) and Accounts Receivable?
- How can I generate multiple rabies certificates?
- How can I get a sales report by payment type?
- How can I recreate the End of Shift report with the Sales report?
Site Settings and Management
- Security Login Troubleshooting
- Staff Login Updates to Pulse™
- Business Owner or Manager is unable to see all program settings
- Classifications - Breeds
- Classifications - Species
- Client Classifications
System Requirements
Tasks
Wellness Plans
- Covetrus Care Plans
- Wellness Plans
- How to enable the wellness plan payment plan schedule?
- Wellness Plan - Audit trail
- Wellness Plan - History view
- How can I stop sending Wellness Plan renewal emails?