Billable Items
- Enterprise Dashboard
- Examples Where Returning Items is Recommended
- How can I allow access and make changes to treatment prices?
- How can I link billable items to each other?
- How can I look up prices of items?
- How can I see inactive packages?
Boarding
Calendar Features and Settings
- Calendar Overview
- How can I track no show or cancelled patient appointments?
- How do I change the order of the calendar resource columns?
- How do I configure appointment blocks for holidays or office closures?
- How do I configure appointment types?
- How do I configure Calendar Resource schedules?
Client Management
- Callback Workflow Enhancements
- 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?
- How can I zero out balances that were carried over from my previous software?
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 the Online Pharmacy?
- How do I add images and merge fields to document templates?
Hardware Maps
Home Page Dashboard Features
Implementation
- 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
- Implementation Guide: Integrations for Go Live
- Implementation Guide: Billable Items
Integrations
- DYMO LabelWriter setup, configuration, and troubleshooting articles
- Covetrus Ordering System ver. 1.0
- Covetrus Prescription Management Integration - Writing Proactive Scripts
- Covetrus Prescription Management login sends employee back to login screen without error
- Cubex Systems Integration
- Dejavoo - Setting Up Wi-Fi Connection
Inventory Management
- Configuring Drug Routes and Dosages for Administration Value Calculation
- Covetrus Ordering Integration - Overview
- Covetrus Ordering Integration - Placing Covetrus Orders
- Covetrus Ordering Integration - Receiving Covetrus Invoices
- Covetrus Ordering Integration - Receiving Covetrus Orders
- Covetrus Ordering Integration - Viewing Covetrus Orders
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?
- How to assign an unassigned lab result to a patient?
Patient Electronic Medical Record (EMR)
- How do I comply with New York's Buoy's Law?
- Adding Images to Medical Records
- Editing a Wellness Plan
- Exam form drop-down is not populating with exam options for patient
- How can I delete an exam form?
- How can I delete items from the medical record?
Patient Management
- Enhanced Client and Patient Search Functionality
- 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?
- How can I search for a deceased or inactive patient?
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 reminders via email?
- How can I manually distribute SMS (text) reminders?
- How do I attach a reminder to a billable item?
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?