Vet Practice
Owners, the schedule, reminders, estimates, invoices and wellness plans for a general practice.
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Vet Practice
- Find or add an ownerOwners is where you look up a pet's owner and add a new one. Everyone can search; adding an owner needs permission to edit owner records, which front desk staff and practice man…
- Merge duplicate ownersWhen the same person has ended up with two owner records, merge them so their pets, appointments and invoices are all in one place. Only practice managers can merge owners.
- Review contact-change requestsContact-Change Requests holds new email addresses, phone numbers and addresses that owners suggested through the portal. Nothing reaches the owner's record until someone on staf…
- Handle refill requestsOwners can ask for a prescription refill from the client portal. Those requests wait in Refill Requests until a vet approves or declines them. Approving one records a real dispe…
- Publish pet care articlesPet Care Articles is where you write the pet-care library owners read in your client portal. Every signed-in owner sees the same articles in the same order; nothing here is emai…
Vet Practice Scheduling
- Book an appointmentThe Schedule shows every appointment for a day or a week, and the booking form underneath it is where you add a new one. Open it from Vet Practice Scheduling › Schedule in the m…
- Review online appointment requestsPet owners can ask for an appointment from the client portal. Those requests wait in Appointment Requests until someone at the practice approves, declines or follows up on them.…
- Set up appointment types and working hoursScheduling Settings is where your practice decides what can be booked: the kinds of appointment and how long each takes, the rooms and equipment, when each vet works, and when a…
- Use the appointment waitlistWhen the schedule is full, put the client on the Waitlist. When a slot opens up you can offer it to them and book it, and Vivetra shows you who's waiting each time an appointmen…
- Send client remindersVivetra sends clients reminders about upcoming appointments, vaccines coming due and recalls. Client Reminders is where you decide how many days ahead each reminder goes out, se…
Vet Practice Billing
- Set up wellness plansDefine the wellness plans your practice offers: what each is called, how long a term runs, what it costs, and which services it covers. Only staff with permission to manage plan…
- Set up services and pricesServices & Prices is your practice's price list. Each service or product you add here can be picked when you write an invoice or an estimate, so the same service is described an…
- Create an estimateAn estimate is a quote you give an owner before a procedure, such as a dental or a spay. It shows a low and a high price, because the final cost often depends on what the vet fi…
- Create an invoice and take paymentAn invoice is the bill for a visit. You create it for an owner, add what you charged, send it, and then record the payment. Open it from Vet Practice Billing › Vet Practice Invo…
- Run financial reportsTwo reports under Vet Practice Billing show where the practice's money stands: which bills are still unpaid and how old they are, and how much each vet has brought in. Only vets…
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- Enroll a pet on a wellness planSign a pet up on one of your practice's wellness plans, see what the plan still covers, and approve plans clients ask for in the portal. Vivetra records the plan and counts the…
- Manage a booked appointmentEach appointment has its own screen where you check the patient in, confirm, start the visit, reschedule, cancel or record a deposit. Open it from the Schedule by selecting the…
- Print an account statementAn account statement lists every invoice raised for one owner over a period, with an opening balance, a running balance and the balance due. Print it or save it as a PDF to hand…
- Record consents and attestationsTake a surgery, anesthesia or euthanasia consent for a visit, and record an emergency-treatment attestation when you had to treat without reaching the owner. Consent is captured…
- Track pet insurance claimsKeep a record of a pet's insurance policies, the claims made on them, and which documents each claim still needs. Vivetra tracks status only: you submit the claim to the insurer…
- Work with an owner's recordAn owner's record holds their contact details, tags, portal account and the pets they're linked to. Anyone can view it. Changing it needs permission to edit owner records, which…
- Write discharge instructionsThe discharge sheet is the printed page a client takes home after a visit: your written home-care instructions, plus the visit's plan, medications and vaccines. You write the in…