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System Setup and Subscription

Quick Links

1. (Optional) Acquire Needed Hardware Components
2. (Optional) Understand Biometric Devices and Operating System Options
3. E...

Passkey Login Options and Setup

Overview

Vetera offers two-factor authentication (2FA) features to increase the security of user accounts. When enabled, users must perio...

Two-Factor Authentication Setup and Management

Note
If your organisation uses Single Sign-On (SSO), this password security check does not apply.

To protect your account and data, Nordh...

Password Security Check: Compromised Password Detection and Reset

Setting Up Login Options

Overview

The Revenue Retriever integration in Vetera helps veterinary practice owners identify and resolve billing errors. It does this b...

Revenue Retriever Integration

Quick Links

Network Connection
Browsers and Operating Systems
Device Requirements and Recommendations
How to Check Browser Version
How to...

System Requirements of Vetera

Integrating Third-Party Applications with Vetera

Integration Solution Example

Example Integration Setup Guide

Overview

Vetera offers an integration with VetEnvoy for transferring veterinary information electronically and securely between Vetera an...

VetEnvoy Integration Overview and Setup

You can integrate your Cubex cabinet system with Vetera and use Cubex items in your Vetera consultation workflow. The Vetera team will hel...

Overview of the Cubex Integration

How It Works

Greenline is a digital platform for managing coupons, rebates, loyalty programs, and wellness programs. By automatically sca...

Greenline Integration Overview and Activation

Custom Integrations

File Uploads in Vetera

System Information and Integrations

Import from file is one of the data import features in Vetera. It allows you to import various data sets by uploading a file, typically an...

Overview of File Imports

Prepare a file for upload.


Go to Settings &gt; Import &amp; Export &gt; Import from file.


Drop a file into the upload area or click on...

Import from File

Introduction

When importing new items using the file importer, you can either give all pricing components (such as the purchase price, ma...

Automatic Calculations in Import from File

Importing Data

Important
Upcoming change for UK clinics — action required The new SQP (Suitably Qualified Person) field will be available from 13 May 202...

Create and Manage User Accounts

View and Manage User Permissions

This article contains a list of user permissions available in Vetera. For more information, see View and Manage User Permissions. If you n...

List of Vetera User Permissions

Commissions

IP restrictions allow you to limit access to Vetera so that users can only log in from approved IP addresses. You can use this feature to ...

Manage IP Address Restrictions

Managing Users and Permissions

Clinics that operate after official hours often charge clinic location rates, meaning that a price increase is applied to consultation ite...

Set Clinic Location Rates

Archive a Clinic Location

Note
This function is currently only available in a limited number of customer environments.

A central clinic location is a non-live clin...

Central Clinic Location Overview and Settings

Introduction

Clinic location groups offer a way to utilize a single setting selection to organize and assign multiple clinic locations in...

Managing Clinic Location Groups

The clinic location profile settings and clinic location settings allow you to tailor the system's operational behaviour and appearance fo...

Overview of Clinic Location Profile and Clinic Location Settings

Clinic location finance settings control financial workflows, payment behavior, and reporting for each clinic location. Because these sett...

Clinic Location Finance Settings

Managing Clinic Locations

A list is a collection of items used to control or provide a basis for various functions in Vetera. For example, the available species and...

Overview of Lists

This guide explains how to create and activate new functional lists in Vetera, such as those used for species and breeds. Learn where to f...

Create and Activate a New List

To find the lists available in your system, go to Settings &gt; Lists &amp; Templates &gt; Lists. You can search for lists using the Searc...

Manage Lists

You can edit, delete, and add items in various lists in Vetera. This includes changing the information of existing list items, such as the...

Edit, Delete, or Archive Items in Lists

You can add custom fields to the client details, patient details, and consultation pages for any purposes you want. For example, client de...

Create a Custom Field

Managing Lists

The client communication log in the Vetera settings helps to keep track of email and SMS communications sent to clients. By default, the c...

Client Communication Log

Vetera allows collecting client feedback across various metrics through email surveys. These surveys help gather valuable information rega...

Set Up Your Client Feedback Survey

You can customise the appearance of client-facing documents in Vetera by configuring branding elements such as clinic logos, colour themes...

Overview of Header, Footer, and Logo Configuration

Client Communication

VAT (Value Added Tax) groups control the VAT rates available in the system. While they are usually set at the beginning of use and left as...

Change a VAT Group Rate

Managing VAT Groups

Introduction

Financial period locking settings are available on both a organization and clinic location level. These settings are designe...

Using Financial Period Locking

Setting Up Financial Period Locking

Use case

Electronic signatures (e-signatures) are an add-on feature of Vetera that allows clinic customers to sign documents and forms el...

Set Up Electronic Signatures

Use case

Use e-signatures with cost estimates to avoid printing paper documents in order to receive the conventional signature.





Inst...

Using E-signatures with Cost Estimates

Use case

You can use e-signatures with custom PDF and Word forms in Vetera to collect client signatures electronically, reducing the need...

Using E-signatures with Forms

This article explains how to configure your clinic's tablets and other devices to utilise the e-signature function with the PIN code login...

Using E-signatures with Clinic Devices (PIN code login mode)

Electronic Signatures

The Pricing Tool is a paid add-on service intended for customers with multiple clinic locations. It helps organisations to streamline thei...

Overview of Pricing Tool

The Pricing Tool is a paid add-on service intended for customers with multiple clinic locations. If you do not yet have the Pricing Tool i...

Getting Started With Pricing Tool

Go to the Products page.


Select Import. The Import items page opens.


Under Step 1. Select file, select Choose file and find the file y...

Import Data from File to Pricing Tool

The Pricing Tool synchronises basic data such as VAT groups, wholesalers, species, client and patient tags, and subgroups from Vetera ever...

Synchronise Data Manually From Vetera

Find and Edit Items in Pricing Tool



You can view items on the Products page.



You can search for items using the Search an item field...

Manage Items in Pricing Tool

Update Items for a Specific Clinic Location in Pricing Tool

When you add an item to a category, the settings of the category are applied when publishing the item to Vetera. For example, items may be...

Add or Remove Items from Categories in Pricing Tool

Existing discount schemes cannot be imported from Vetera to the Pricing Tool, but must be recreated in the Pricing Tool. After discount sc...

Manage Discount Schemes in Pricing Tool

Note that if an item is included in a category that is enabled for specific clinic locations, the availability of the item in the clinic l...

Publish Items to Vetera

You can view the status of the availability of an item in clinic locations and the clinic location specific item prices on the item page. ...

View the Update Status of Item Availability and Prices

Categories can be used to group items together and make them available only for specific clinic locations, for example, to apply default p...

Manage Categories in Pricing Tool

Enable a Category for Clinic Locations in Pricing Tool

In some situations, you may always want to apply the same percentage to items in specific clinic locations. For example, you may want a cl...

Apply Default Percentages to Items in Clinic Locations Based on Categories in Pricing Tool

Using categories in the Pricing Tool, you can activate or archive items in Vetera for all clinic locations or selected clinic locations, f...

Example: Activate or Archive Items in Clinic Locations Using Pricing Tool Categories

Managing clinic locations requires administrator permissions.
You may sometimes want to archive a clinic location, for example, if you no ...

Archive or Restore a Clinic Location in Pricing Tool

Using the Pricing Tool

There are two types of invoices you may receive from us:



Professional Services Invoice: This covers costs such as implementation, trave...

Understanding Your Vetera Invoice

Clinical AI Pricing and Subscription

How to find and manage your support requests

SMS Messages Pricing and Usage

Vetera Subscription

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