Provet

Petri Pihlajamaa

Shifts and Appointments

You can create, edit, copy and delete shifts on the Calendar &gt; Shifts page. Using shifts is recommended as it makes scheduling appointm...

Manage Shifts

This article explains how to identify a user as a locum and assign them access to one or more clinic locations for a specific, time-bound ...

Locum Management

Scheduling standardised staff shifts is quicker and easier with the help of predefined shift templates. You can use shift templates to pla...

Use Shift Templates

The day plan provides a quick overview of your staff's shifts for any given day.
Note that using the day plan requires that shifts are lin...

Day Plan

The Booking capacity page in Vetera provides a visual overview of staff appointment availability. You can see unfilled appointment slots a...

Overview of Booking Capacity

Quinyx is workforce management and scheduling software. Vetera integrates with Quinyx to allow management of staff shifts in Quinyx. The i...

Quinyx Integration Setup and Management

Shifts

Vetera includes shift and appointment calendars for organising your staff's daily work. The staff's working shifts are planned and managed...

Overview of Appointments

Vetera includes an appointment calendar for scheduling client appointments. To view the appointment calendar, select Calendar &gt; Appoint...

Appointment Calendar

Go to Appointments and click in the calendar column of the staff member (or resource, ward etc.) you want to schedule an appointment for. ...

Book an Appointment for a Client

You can schedule appointments for multiple patients in one go. A multi-patient consultation includes the records of all the patients linke...

Add Multiple Patients to One Appointment

After you have saved an appointment in the appointment calendar, you can view the appointment details and edit the appointment if necessar...

View and Edit Appointments

You can copy an appointment with the same details to a different time. The reason type and reason, veterinarian, client and patient, instr...

Copy an Appointment

When you get a confirmation from a client that they will be arriving to their scheduled appointment, you can mark the appointment as confi...

Confirm or Unconfirm an Appointment

If a client cancels an appointment or you need to cancel a client's appointment, you can delete the appointment from the calendar and free...

Cancel an Appointment

If a no-show cancellation reason is used in your Vetera, you can mark an appointment as a no-show when a client does not arrive to a sched...

Mark an Appointment as a No-Show

You can reschedule an appointment to the same or a different day and for the same or another employee.
To reschedule an appointment, you c...

Reschedule an Appointment

You can create linked appointments if the feature has enabled in the clinic location settings.



Open the appointment you want to link wi...

Link Existing Appointments

You can create linked appointments if the feature has enabled in the clinic location settings.



You can add and link new appointments or...

Add and Link a New Appointment

If internal booking is enabled in the clinic location settings, you can schedule time internally for another staff resource within the sam...

Book an Internal Appointment

In addition to the the appointment calendar, you can use the appointment finder to search for available appointment times and book appoint...

Book Appointments Using the Appointment Finder

Day notes enable staff to document and share important daily information, including details such as the veterinarian on duty, equipment st...

Add a Day Note

You can edit day notes on the Calendar &gt; Appointments and Calendar &gt; Boarding page. In addition, you can delete day notes in the boa...

Edit or Delete a Day Note

This article explains how to set up your appointment calendar in Vetera. It covers essential settings for adjusting the calendar's appeara...

Appointment Settings

Appointments

Quick Links

Overview 
Online Booking Setup Steps 
Online Booking Workflow for Your Clients 
Online Booking (New design)  
Rules for Match...

Overview of Online Booking

This article explains how to enable the new online booking portal and update your booking link.
Find Your Online Booking Portal URL
Troubl...

Enable the New Online Booking Portal for Your Clients

This article explains the online booking settings, including how to configure time slots, set the minimum lead time before bookings, and s...

Online Booking Settings

Overview

Online booking includes email verification, and in certain instances, SMS verification to protect clinics and clients from spam ...

Online Booking Verification and Security

Appointment reason groups, reason types, and resources are used in appointment scheduling, client communication, online booking and consul...

Set Up Reason Groups and Resources for Online Booking

Go to Settings &gt; General &gt; Clinic location &gt; Shift types.


Open a shift type you want to include to online booking. To edit an e...

Set Up Staff Shifts and Resources for Online Booking

To preview how your online booking form looks to your clients, go to Settings &gt; General &gt; Clinic location &gt; Online booking and se...

Preview and Test Your Online Booking Form

To make online booking available to your clients, you can share a link to the online booking page with your clients or embed the form on y...

Make Online Booking Available to Your Clients

Appointments that have been booked online are marked with a computer icon in the appointment calendar. When you open the appointment detai...

View and Admit Appointments Booked Online

This article describes the Patient Portal, which includes your Clinic Profile page, where clients can book appointments online. The Clinic...

Overview of Clinic Profile Page and Patient Portal

Quick Links

Booking an Appointment Online (New design)
Booking an Appointment Online (Classic view)
Pre-Registering and Checking In for Y...

Client's Guide: Booking Appointments Online

Online Booking

Quick links

Pre-Registration Setup 
Self Check-In Setup 
Pre-Registration and Self Check-In Usage for Clinic Employees 
Pre-Registration ...

Online Pre-Registration and Self Check-In

You can ask clients to provide the patient's medical history before their appointment by asking preliminary questions in pre-registration....

Add Preliminary Questions for Appointment Reasons

When a client has answered preliminary questions in pre-registration, you can view their answers in Vetera.
If the client has not yet chec...

View a Client's Answers to Preliminary Questions

Client Pre-Registration and Self Check-In

Overview

You can send your clients appointment confirmation messages to confirm their scheduled appointments, and reminder messages to re...

Overview of Appointment Confirmations and Reminders

Default Settings

These settings are applied to all appointments by default, but you can also define appointment reason specific reminder ...

Appointment Confirmation and Reminder Settings

Overview

This article explains how to create automatic appointment reminders. If you want to create reminders for services due in the fut...

Create and Manage Multiple Appointment Reminders

Appointment Confirmations and Reminders

Introduction

Appointment reason groups and reason types are used in appointment scheduling, client communication and consultation workflo...

Appointment Reason Groups and Reasons: Overview and Settings

Go to Settings &gt; Items &amp; Lists &gt; Reasons.


In the Reason groups section, select + Add. The Create reason type group dialogue op...

Add Appointment Reason Groups

Appointment reasons allow you to define the purpose and specific details for different types of appointments in Vetera. This article expla...

Add Appointment Reasons

Appointment Reason Groups and Reasons

If you offer pet boarding services, such as overnight stays, meals, exercise, and medical care, you can use the Vetera boarding feature to...

Boarding Overview and Setup

For non-medical visits such as grooming or nail trimming, you can use the 'pet service' consultation type. The consultation type is availa...

Pet Service Consultations

Create a New Boarding Reservation




Find the client and patient you want to create a boarding reservation for.


On the client and patie...

Create, Edit, or Delete a Boarding Reservation

When you create a boarding reservation, separate appointments are created for check-in and check-out based on the check-in and check-out t...

View Boarding Reservations and Appointments

When you create a boarding reservation, two separate appointments are created - one for the check-in time and one for the check-out time. ...

Check In a Boarding Patient

If a patient has been checked in by mistake, you can cancel the check-in. The check-in can be cancelled also if the consultation has alrea...

Cancel Boarding Check-In

Check Out a Boarding Patient

Boarding and Pet Services

Set Up Wards
Link Wards to Shifts
Use Wards for Appointments
Use Wards as a Filter



Set Up Wards

You can set up wards, such as Policlin...

Wards Overview and Setup

Create a Team

Using teams, you can link shifts with teams and find available appointment times by teams.
To create a team:



Go to Setti...

Teams Overview and Setup

Set Up Resources

You can set up resources, such as a CT, Ultrasound team 1, X-ray, Eye examination tools, etc., to use in booking appoint...

Resources Overview and Setup

Using Wards, Teams, and Resources

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