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A–Z index: Vet Practice

Every article title, other name and on-screen label in this section. Labels like this are exactly what you’ll see on screen.

#

31–60 days on screen
61–90 days on screen
↑ Up on screen
↓ Down on screen
— Default (visit's veterinarian) — on screen
— Free-text line (no catalog item) — on screen
— Unassigned — on screen

A

A catalog item with that name already exists. on screen
Accident Illness on screen
accounts receivable see
Account statement on screen
Actions on screen
Activate on screen
Active on screen
Active client on screen
Add a benefit to on screen
Add a cadence rule on screen
Add a catalog item on screen
Add a category on screen
Add a document to the checklist on screen
Add an appointment type on screen
Add a new client on screen
Add a plan on screen
Add a policy on screen
Add appointment type on screen
Add a resource on screen
Add a tag on screen
Add a working-hours band on screen
Add band on screen
Add benefit on screen
Add catalog item on screen
Add category on screen
add client see
Add document on screen
Add line item on screen
Add plan on screen
Add policy on screen
Add resource on screen
Address on screen
address change request see
Address contains on screen
Address line 1 on screen
Address line 2 on screen
Add rule on screen
Adds to balance on screen
Add tag on screen
A finalized estimate is read-only — no further lifecycle changes are available. on screen
A finalized invoice is read-only — its balance can no longer be re-attested or its lines changed. on screen
aftercare see
aged debt see
Agent contact on screen
Aging summary on screen
Alert at this many no-shows on screen
All on screen
All consents on file on screen
All estimates on screen
All invoices on screen
All providers on screen
All waitlist requests for this slot on screen
Also raise a draft invoice for the plan fee on screen
Amount on screen
anesthesia consent see
Annual on screen
Another catalog item already uses that code. on screen
Applied on screen
apply address see
Apply discount on screen
Apply email on screen
Apply phone on screen
Appointment on screen
appointment record see
appointment reminder see
Appointment Requests on screen
Appointment type on screen
Appointment type (optional — sets the default duration) on screen
appointment types see
Appointment Waitlist on screen
Approve & book on screen
Approve & create the term on screen
Approve & record the fill on screen
Approve & schedule on screen
approve a request see
Approved on screen
approve refill see
appt see
AR aging see
AR Aging Report on screen
Article on screen
A rule for that type and offset already exists. on screen
Attending veterinarian on screen
authorization form see
Awaiting on screen
Awaiting signature on screen

B

Back to pending on screen
balance due see
Benefit on screen
benefits used see
bill see
Billed (outside Vivetra) on screen
billing see
billing cadence see
Book an appointment
Book a new appointment on screen
book anyway see
Book anyway — I know this overlaps another appointment for this veterinarian on screen
Book appointment on screen
booking see
booking request see
Bounced on screen
bounced reminder see

C

cadence see
Cadence rules on screen
calendar see
Cancel on screen
cancel a plan see
cancel appointment see
cancellation list see
Cancelled on screen
Cancel request on screen
Cancel signature request on screen
Cancel this attestation request on screen
Cancel this request on screen
Capture a new request on screen
Capture request on screen
card payment see
care plan see
catalog category see
Catalog item on screen
Catalog items on screen
catalogue see
Category on screen
Caution on screen
Caution / safety flag (difficult / do-not-book warning) on screen
Caution / safety flag. on screen
caution flag see
Caution notes on screen
change of address see
Charge on screen
charge a client see
Checked in on screen
Check if the client paid on screen
check in see
Check in (arrived) on screen
checkout see
checkout sheet see
City on screen
claim denied see
claim paid see
Claims on screen
claim status see
claim submitted see
Clear on screen
Clear filters on screen
Clear sign-in lockout on screen
client see
Client (booking party) on screen
Client (if on file) on screen
Client-facing description on screen
Client Cancelled on screen
Client confirmation history on screen
client education see
client handouts see
Client inactive on screen
Client note: on screen
Client of record on screen
client profile see
client record see
Client record: on screen
Client Reminders on screen
clients see
client statement see
client tags see
Client who could not be reached on screen
Clinic on screen
Close term on screen
Close this term on screen
Code on screen
Collect card payment on screen
Collect payment on screen
combine owners see
Confirm on screen
confirm an appointment see
Confirmed by the client on on screen
Confirm the merge on screen
consent form see
Consents & attestations on screen
Consent signature on screen
Contact-Change Requests on screen
Contact attempts on screen
Contacted on screen
contact update see
Controlled on screen
controlled substance refill see
Converted to invoice on screen
convert estimate to invoice see
Convert this estimate to an invoice on screen
Copy on screen
Copy link on screen
Cost on screen
cost estimate see
Could not book: on screen
Count client cancellations too? on screen
Count no-shows from the last (months) on screen
Coverage on screen
Coverage type on screen
Create an estimate
Create an invoice on screen
Create an invoice and take payment
Create client on screen
Create draft estimate on screen
Create draft invoice on screen
Create payment link on screen
Credit & refund notes on screen
Credit (toward a future balance) on screen
credit note see
curbside check-in see
Current (0–30 days) on screen
Current on file: on screen
Current state: on screen
customer see

D

Day on screen
days before see
day view see
Deactivate on screen
deactivate client see
Deceased on screen
Decline on screen
Decline (staff decision) on screen
decline a request see
Declined on screen
Decline note (optional) on screen
decline reason see
Decline reason (if declining) on screen
decline refill see
decline suggestion see
dedupe see
default duration see
Default line description on screen
Default minutes on screen
Default quantity on screen
Default quantity must be a positive number (e.g. 1 or 2.5). on screen
Delivered on screen
Denied on screen
deposit see
Description on screen
Details on screen
diary see
Discharge on screen
Discharge instructions saved. on screen
discharge sheet see
Discontinued on screen
discount see
Discount (%) on screen
discount benefit see
Discounted by the plan on screen
Discounts on screen
Discount type on screen
do-not-book see
document checklist see
Document type on screen
double booking see
Download on screen
Draft on screen
draft article see
drag to reschedule see
duplicate client see
Duration (minutes — overrides the type default) on screen

E

Edit benefits on screen
Edit client on screen
Edit this article on screen
education articles see
Effective from on screen
Effective until on screen
Elected Euthanasia on screen
Email on screen
Email contains on screen
emergency-treatment attestation see
End on screen
Enroll on screen
Enroll a pet on a wellness plan
Enroll at on screen
Enroll on a plan on screen
Enter a name for the catalog item. on screen
Enter a valid start and end time (end after start). on screen
estimate band see
Estimates on screen
euthanasia consent see
Everyone (no species tag) on screen
exam rooms see
Exempt on screen
Expired on screen

F

Failed on screen
fee schedule see
Fill this freed slot from the waitlist on screen
Filter pickers on screen
Find client / owner (name, phone, email, or pet name) on screen
Find or add an owner
Find patient / owner (name, phone, or email) on screen
First name on screen
First name is required. on screen
Flags on screen
Flat amount on screen
forfeit a deposit see
Forfeited on screen
freed slot see
From on screen
fulfill a waitlist request see
Fulfill — create appointment on screen
Fulfill — create the appointment on screen
Full-term price on screen

G

Gathered on screen
Generated on screen
go-home instructions see

H

Handle refill requests
handouts see
Held on screen
High on screen
High price on screen
High total on screen
home-care instructions see
home care see
House Call on screen
How it ended on screen

I

I confirm these two records are the same person and want to merge them. on screen
ID on screen
I have read the warnings above — enroll anyway. on screen
implied consent see
Inactive on screen
(inactive) on screen
Included in the plan on screen
included quantity see
insurance see
insurance claim see
Insurance claims on screen
insurer see
Insurer name on screen
Internal note on screen
Internal notes on screen
In use on screen
Invitation link — shown once on screen
Invited — not set up yet on screen
invite to portal see
Invite to the portal on screen
Invoices on screen
Invoices in this period on screen
Invoice total on screen
Issue a Stripe refund on screen
Issue refund on screen
itemized invoice see
I understand this veterinarian is double-booked — book anyway. on screen

J

Jump to date on screen

K

Kind on screen

L

Last name on screen
Last name is required. on screen
Last signed in on screen
Line items on screen
Linked patients on screen
link patient see
Location on screen
Locked on screen
Losing client ID (merged away) on screen
losing record see
Low on screen
low and high total see
Low price on screen
Low total on screen

M

Manage a booked appointment
mark completed see
mark contacted see
Mark deposit forfeited on screen
Marked confirmed by staff — the client has not confirmed this themselves. on screen
Mark no-show on screen
Mark offered on screen
mark paid see
Mark paid another way on screen
Mark this estimate approved on screen
Mark this estimate declined on screen
Mark this estimate sent on screen
Mark this invoice paid on screen
Mark this invoice sent on screen
Mark withdrawn (requester backed out) on screen
Medication discontinued on screen
medication request see
Medications on screen
membership plan see
merge clients see
Merge Duplicate Clients on screen
Merge duplicate owners
Merge into surviving record on screen
merge log see
merge records see
Method note (how a refund was returned) on screen
Monthly on screen

N

Name on screen
Name contains on screen
Needed on screen
Needs an exam first on screen
Needs a recheck first on screen
new client see
New end on screen
new phone number see
New start on screen
New term starts on screen
no-show see
no-show policy see
no-shows see
No active plan on screen
No appointments scheduled for this day. on screen
No clients match your search. on screen
No discount (remove) on screen
No invoices were raised for this client in this period. on screen
None on screen
No no-show policy has been configured yet. on screen
No portal account on screen
No refills left — new prescription needed on screen
no show see
Not Applicable on screen
Note on screen
Note (how/when collected or returned — never card data) on screen
Note (optional) on screen
Notes on screen
Nothing on file on screen
Not our patient on screen
No — no-shows only on screen

O

offer a slot see
Offer this slot on screen
One-line summary (optional — shown under the title in the list) on screen
online booking see
On plan: on screen
Open on screen
Open a claim on screen
Open claim (starts as pending) on screen
Open counter on screen
Open full record → on screen
opening balance see
Open the printable consent on screen
open the request on screen
Other on screen
Outside working hours: on screen
outstanding balances see
Outstanding invitation on screen
Outstanding invoices (oldest first) on screen
Over 90 days on screen
overdue on screen
Overdue (> 30 days) on screen
overdue invoice see
overdue invoices see
owner balance see
owner could not be reached see
owner details see
Owners on screen
owner search see

P

paid on screen
Paid invoices on screen
Partial on screen
Past Due on screen
Patient on screen
Patient ID on screen
payment link see
Payment method note on screen
payment record see
Payment Settings on screen
Pending on screen
Pending (next 60 days) on screen
People on screen
Percentage on screen
Percentage (%) on screen
Pet on screen
Pet (if on file) on screen
Pet: on screen
Pet Care Articles on screen
pet care library see
Pet deceased on screen
pet insurance see
Pet name on screen
pet parent see
Phone on screen
Phone contains on screen
Plan on screen
plan benefits see
plan counter see
plan enrollment see
Plan from the visit on screen
Plan name on screen
plan pricing see
plan request see
Plans on screen
Plan terms on screen
Policies on screen
policy see
Policy number on screen
Policy wording (optional) on screen
Portal access on screen
portal invite see
portal lockout see
portal request see
Postal code on screen
Pre-fill from the service catalog on screen
Pre-fill the form below on screen
pre-visit questionnaire see
Preferred contact on screen
Preferred end (optional) on screen
Preferred start (optional) on screen
prepayment suggested see
Prepayment suggested: on screen
prescription refill see
preventive care plan see
Preview merge on screen
price a service see
price change see
price list see
price quote see
primary contact see
Primary contact for this patient on screen
Print on screen
Print / save as PDF on screen
Print an account statement
Print attestation for signature on screen
print discharge see
Print for signature on screen
Print this consent on screen
Print this sheet on screen
production report see
Proposed: on screen
Provider on screen
provider hours see
Provider working hours on screen
Publish on screen
Publish pet care articles

Q

Quantity on screen
Quarterly on screen
quote see

R

Reason on screen
Reason (optional) on screen
Reason (recorded in the merge log) on screen
Recall on screen
recall reminder see
Recent merges on screen
Recent reminders sent on screen
Record on screen
Record a credit or refund on screen
Record an emergency-treatment attestation on screen
Record a use on screen
Record consents and attestations
Record credit/refund note on screen
Record signed scan on screen
record the fill see
Record the signed attestation on screen
Record the signed consent on screen
Record use on screen
refill see
Refill approved — the dispense has been recorded. on screen
Refill Requests on screen
Refills: on screen
refund see
Refund (money returned) on screen
Refunded on screen
Related records on screen
Relationship on screen
reminder delivery status see
reminders see
reminder sweep see
Reminder type on screen
Remove on screen
Renew on screen
renew a plan see
Renew this term on screen
reorder articles see
repeat prescription see
reprint discharge see
request an appointment see
Request approved — the appointment has been booked. on screen
Request cancelled on screen
Requester name on screen
Requests on screen
Request signature (print for signature) on screen
reschedule see
Reschedule anyway on screen
Rescheduled on screen
Resolved on on screen
Resource on screen
Resource (optional — room / equipment) on screen
Restore portal access on screen
Results on screen
retire a plan see
retire a service see
Retired on screen
Returned signed document on screen
Revenue (ex-tax) on screen
Revenue by Provider on screen
revenue per vet see
Review contact-change requests
Review online appointment requests
Revoked on screen
revoke portal access see
Routine on screen
Run financial reports
running balance see
Run reminder sweep now on screen
Run report on screen
rx refill see

S

sales tax see
Save on screen
Save as draft on screen
save as PDF see
Save changes on screen
Save deposit record on screen
Save instructions on screen
Save no-show policy on screen
Save payment record on screen
Save status on screen
Save triage on screen
schedulable resources see
schedule see
Scheduled end on screen
Scheduled start on screen
schedule setup see
Scheduling conflict: on screen
Scheduling Settings on screen
Search on screen
search by pet name see
search by phone see
Second Opinion on screen
Send a new invitation on screen
Send client reminders
Sent on screen
Service on screen
service catalog see
service code see
Services & Prices on screen
Set on screen
Set up appointment types and working hours
Set up services and prices
Set up wellness plans
Shared identity on screen
Show consents for this visit on screen
Signed on screen
Signed attestation on screen
signed consent see
signed estimate see
Sign out everywhere on screen
sign up for a plan see
SMS on screen
SOAP note on screen
Soon on screen
Sort order on screen
Species on screen
split shift see
Staff notes (internal) on screen
Staff notes (optional) on screen
standby see
Start on screen
start visit see
Start visit (creates the encounter, sets in progress) on screen
State on screen
statement see
Statement not generated: on screen
statement of account see
Statement period on screen
Status on screen
Submitted on screen
Submitted on on screen
suggested deposit see
surgery block see
surgery consent see
Surviving client ID (the record to keep) on screen
surviving record see

T

Tags on screen
take a payment see
Tax on screen
Taxable on screen
taxable service see
tax collected see
Term length (months) on screen
Term starts on screen
That pet is no longer on the client's account (removed or deceased) — request left unhandled. on screen
That prescription is a controlled substance and cannot be refilled from a portal request. Handle it on the prescription record instead. on screen
That request was already handled by someone else — refresh to see its current state. on screen
That request was just approved by someone else. on screen
That suggestion was already handled by someone else — refresh to see its current state. on screen
The client tapped “I'm here” in the portal. on screen
The high price cannot be lower than the low price. For a fixed-price item, leave the high box blank. on screen
Their relationship to the patient on screen
The library on screen
The price they were quoted on screen
This client is flagged — check with staff before booking. on screen
This is a terminal state — no further status changes are available. on screen
This slot is now free. on screen
This week on screen
Title on screen
To on screen
Today on screen
Today's price on screen
Total billed on screen
Total outstanding on screen
Track pet insurance claims
treatment plan see
triage a waitlist request see
Triggering event (visit, optional) on screen
Two-factor sign-in on screen
Type on screen
Type (optional — e.g. room, equipment) on screen

U

Unattributed on screen
unattributed revenue see
Undo on screen
Unit price on screen
Unit price high on screen
Unit price low on screen
unlimited benefit see
Unlink on screen
unlink patient see
unpaid invoices see
Unpaid Invoices by Age on screen
Unpublish on screen
unpublish article see
Update claim status on screen
Update period on screen
Urgency on screen
Urgent on screen
Used on on screen
Use the appointment waitlist

V

Vaccine Due on screen
vaccine reminder see
Vaccines given on screen
Valid until on screen
Value absorbed on screen
Value used on screen
Veterinarian (optional) on screen
Veterinarian (optional — leave unassigned for "any available") on screen
Vet Practice on screen
Vet Practice Billing on screen
Vet Practice Estimates on screen
Vet Practice Invoices on screen
Vet Practice Scheduling on screen
vet rota see
View on screen
View appointment → on screen
View booked appointment on screen
View patient on screen
Visit on screen
Visit (optional) on screen
void on screen
void an invoice see
Void this invoice on screen

W

waiting list see
wait list see
Waitlist on screen
walk-in request see
Week on screen
week view see
Wellness on screen
wellness plan see
Wellness Plan Requests on screen
Wellness Plans on screen
wellness plan setup see
What specifically is being consented to on screen
What the client sees on screen
What the owner told us on screen
What will move off the losing record on screen
What your processor did on screen
Who actually signed (optional) on screen
Who is it about? on screen
Who is signing on screen
Whole waitlist on screen
Withdrawn on screen
witness see
Witnessed by (optional) on screen
working hours see
Work with an owner's record
Write / edit home-care instructions on screen
Write an article on screen
Write discharge instructions

Y

You can view requests but not act on them — approving, declining, and marking-contacted require the appointment-booking permission. on screen

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