Chart / Medical Record
How I search the chart to find a heartworm test or other keywords.
What is the Search Bar?
Where I will enter charges, every time.
What is the Orders bar?
How I can tell that the owner has an outstanding balance. (In the Chart, not billing page)
What is the orange Due tag?
Where I download the Rabies certificate and immunization records.
What is the Immunizations tab?
The document that shows all microchip registration errors and how to correct them.
What is the Microchip Error document?
Where I find Antech requisition forms and lab results.
What is the Labs tab?
The button to order outside labs.
What is the Order Lab button?
The only person that should be editing invoices after checkout.
What is the ABM?
End of Day reporting
What is the Financials page?
Where I can find all of the recorded webinars.
What is the Vetspire Training Videos folder?
Where I can download full medical records. (2 answers)
What is the Info page and Print tab?
How I can convert an estimate into charges.
What is the Convert to Invoice button?
How we close out an invoice if a payment was already taken in Square.
What is Paid with Credit Card?
Where I can find the Microchip Registration report.
What is the Financials page and Analytics?
Where I can find all of the quick guides and training materials for Vetspire.
What is Vetspire SOPs?
Where I enter any medication refills or charges that do not need Doctor notes.
What is a Medication Pick up encounter?
Where I will make estimates for services done at a later date.
What is the Billing Page?
Where testing or training invoices should be created.
What is the TRAINING location?
Where I can search Thrive Plus members by location or for a Rabies Tag
What is the Clients tab?
Where I can submit any glitches or new feature requests.
What is the Vetspire Request Form?
Where I enter any notes or alerts that should not be sent with the medical records. (2 answers)
What is Private Note and Client Note?
How I notate in the charges that a client does not want a product or service.
What is the Decline button?
What locks an invoice after 24 hours, triggers revenue and pulls from inventory?
What is the Finalize Button?
Where I sign up Thrive Plus members or see how many times they have been charged for their membership.
What is the Active Subscriptions section?
Where I will submit any requests for new inventory.
What is the Vetspire Inventory Addition Request Form?