Clinic Users
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Clinical Dashboard
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Clients & Contacts
- Clients & Contacts - Overview
- How to create a new client
- How to add a new patient to an existing client
- How to search for clients and contacts - Context Free
- How to search for clients and contacts - Quick Search and Filter
- How to search for clients and contacts - Advanced Search
- How to print client labels
- How to print or export a client list
- Merging Contact/Client
- Handling Duplicate Patients / Merging Patients & Clients
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Visit
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Medical Records
- Medical Records - Overview
- How to view or find medical record information
- How to start a new visit medical record
- How to add to an existing medical record
- How to add a Medical Record Template
- Medical Record Templates - Understanding visit variables, place holder variable and RDVM salutation
- Medical Record & Invoice with SMRT Feature - Video
- How to print/send a single MRN entry
- Send Documents to Clients and RDVMs - Video
- How to create a new Medical Record Template (MRT)
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Visit Orders
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Invoicing & Estimates
- Invoicing Overview
- How to create an invoice
- How to add items to an invoice
- How to add a Billing Template to an Invoice
- How to Print an Invoice or Payment Receipt
- How to create an estimate
- How to add items to an Estimate
- How to add Billing Template to an Estimate
- The estimate detail window - How to fine tune the presentation of an estimate to a client
- Printing & Sending Estimates
- Approved Estimate Totals
- How to change the provider of an already entered billing item
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Payments
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Discharging a Patient & Visit Reports Tab
- How to manage and update discharge steps and visit status
- How to send visit medical record information to the client or RDVM
- Discharging a Visit - Video
- The Visit Report Tab - Robust Reports
- The Visit Report Tab - Printing Labels
- Sending Records to Additional Reciepients - Video
- Send Documents to Clients and RDVMs - Video
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Prescriptions
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Appointment Module
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Document Management System
- SpecVet DMS Overview
- Adding Documents with ScanFront Scanner
- Uploading documents via DMS manager
- Managing Miss-scanned Documents with DMS Manager
- Removing Documents from DMS Folder
- Viewing Scanned Documents
- I can't find the scanned document I am looking for
- Uploading Documents to DMS (how to manage incoming medical records) - Video
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Reports
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User Preferences
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Q & A
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SpecVet Sample Printouts