eVet 2017 Webinar Recordings

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Thursday, July 13: New Employee Training - WATCH ON DEMAND

Description: Day to day use of eVetPractice with one of our senior training consultants designed for your new employees.

Who should watch: All practice employees

What you will learn:
  • Basic system navigation
  • Using the calendar
  • Updating client/patient general information
  • Basic administrative tasks
  • Basic medical record entries
  • Invoicing
 
Tuesday, July 18: Inventory Management - WATCH ON DEMAND
 
Description: Setting up and managing your inventory.
 
Who should watch: Employees responsible for setting up and maintaining your practice's inventory. Required employee roles: Business Owner/Manager, Billable Items Manager, or Inventory Manager.

What you will learn:
  • Setting up new inventory items
  • Inventory organization
  • Modifying inventory
  • Purchase Ordering
  • Controlled Substance Reporting
 
Thursday, July 20: Vaccine Setup - WATCH ON DEMAND
 
Description: Setting up and managing your vaccines.
 
Who should watch: Employees responsible for setting up and maintaining your practice's vaccines. Required employee roles: Business Owner/Manager, Billable Items Manager, or Inventory Manager.

What you will learn:
  • Setting up vaccine invoice items
  • Setting up vaccine inventory items tracking lots/QOH
  • Setting up vaccine settings for logs/reminders
  • Core Vaccine monitoring
  • Tracking historical vaccines
 
Thursday, July 27: Employee Setup - WATCH ON DEMAND
 
Description: Setting up and managing your employees.
 
Who should watch: Business owners and managers responsible for setting up and maintaining your employees. Required employee roles: Business Owner/Manager

What you will learn:
  • Setting up a new employee
  • Choosing correct employee role
  • Choosing correct employee rights
  • Limiting employee login rights
  • Adding veterinarian signatures
 
Tuesday, August 1: Invoicing and Account Balance - WATCH ON DEMAND
 
Description: In depth invoicing and account balance management.
 
Who should watch: All practice employees

What you will learn:
  • Using the Treatments section
  • Using Quick Invoicing
  • Adding multiple owners
  • Advantages of 0% owners
  • Account Balance management
  • Running the Accounts Receivable report

 

Thursday, August 3: Document and Email Templates - WATCH ON DEMAND
 
Description: Setup and usage of your document and email templates.
 
Who should watch: Business owners and managers

What you will learn:
  • Setup and usage of custom client facing documents
  • Setup and usage of invoice handouts
  • Setup and usage of EMR canned paragraphs
  • Setup and usage of email templates
  • Sending mass communications

 

Tuesday, August 8: Calendar Setup - WATCH ON DEMAND
 
Description: Setup and usage of your calendar.
 
Who should watch: Business owners and managers

What you will learn:
  • General calendar settings
  • Setup and usage of Confirm and Visit Statuses
  • Setup and usage of Appointment Types
  • Setup and usage of Calendar Resources

 

Thursday, August 10: Exam/History/Lab Form Setup - WATCH ON DEMAND
 
Description: Setup and usage of your Exam/History/Lab Forms.
 
Who should watch: Business owners, business managers, and veterinarians

What you will learn:
  • Setup and usage of Exam Forms
  • Setup and usage of History Forms
  • Setup and usage of Lab Forms
  • Customizing your Patient Health Report Card

 

Tuesday, August 15: Billable Items Setup - WATCH ON DEMAND
 
Description: Setting up and managing your billable items.
 
Who should watch: Employees responsible for setting up and maintaining your practice's inventory, billable items, and pricing. Required employee roles: Business Owner/Manager, Billable Items Manager, or Inventory Manager.

What you will learn:
  • Setting up and editing inventory items
  • Setting up and editing procedure items
  • Setting up and editing lab items
  • Setting up and editing packages
  • Linking vs. packaging billable items

 

Thursday, August 17: Pet Portal Setup - WATCH ON DEMAND
 
Description: Set up and administration of your pet portal.
 
Who should watch: Business owners and managers

What you will learn:
  • Client Site configuration and restrictions
  • Appointment request administration
  • Custom site themes and landing pages
  • Setting up client access
  • Client self-registration (additional fees apply)

 

Thursday, August 24: Referral System Setup - WATCH ON DEMAND
 
Description: Set up and administration of the Referral System module.
 
Who should watch: Business owners, business managers, and referral system managers.

What you will learn:
  • Setting up referring hospitals and doctors
  • Assigning referral hospitals and doctors to a patient
  • Referral letter configuration
  • Generating referral letters

 

Tuesday, August 29: eVetPractice Reporting - WATCH ON DEMAND
 
Description: Generating common reports to satisfy your clinic's reporting needs.
 
Who should watch: All practice employees

What you will learn:
  • Generating new reports
  • Reporting filters
  • Exporting reports
  • Reviewing and removing previous reports

 

Thursday, August 31: Going Paperless - WATCH ON DEMAND
 
Description: Ditching the paper with eVetPractice.
 
Who should watch: All practice employees.

What you will learn:
  • Using the whiteboard
  • Electronic customer signatures
  • Rx refills
  • Internal and client communications
  • Creating labels
  • Uploading documents to the medical record

 

Thursday, October 5: September 2017 Software Updates - WATCH ON DEMAND
 
Description: eVetPractice software updates released in September 2017 that will improve your site usage.
 
Who should watch: All practice employees.

What you will learn:
  • Moving lab results from integrated partners
  • Patient Status vs. Reminders
  • Petlink Microchip Registration
  • Tax Rates by Client
  • MWI Purchase Orders
  • New Reminder Functionality

 

Thursday, October 12: NEW Reminder Setup and Distribution - WATCH ON DEMAND
 
Description: Setting up and distributing your reminders within eVetPractice.
 
Who should watch: Employees responsible for setting up and managing your practice's reminders. Required employee roles: Business Owner/Manager

What you will learn:
  • Setting up reminders on billable items, including new functionality allowing for multiple reminders on single items.
  • Setting up reminders on patient records, including new functionality allowing you to assign reminders to certain employees
  • Setting up appointment reminders
  • Automated reminder distribution, including new functionality that stops eVetPractice automated reminders if an appointment has been created.
  • Non-automated reminder distribution
  • Running a callback reminders report

 

Thursday, October 19: Boarding Setup and Usage - WATCH ON DEMAND
 
Description: Set up and usage of the eVetPractice Boarding module.
 
Who should watch: Clinic management and employees who use the boarding module. Required employee roles for set up: Business Owner/Manager. All employee roles can use the module once set up.

What you will learn:
  • Determining charge method (charging by the pet or by the cage)
  • Setting up the boarding inventory item
  • Setting up Cage Types
  • Setting up Reservation Types
  • Using the boarding calendar
  • Using the boarding tab

 

Thursday, October 26: Wellness Plans Setup and Usage - WATCH ON DEMAND
 
Description: Set up and usage of the eVetPractice Boarding module.
 
Who should watch: Clinic management and employees who use wellness plans. Required employee roles for set up: Business Owner/Manager. All employee roles can use wellness plans once set up.

What you will learn:
  • Setting up your wellness plans
  • Purchasing a wellness plan
  • Wellness plan management and reporting
  • Wellness plan payment processing
 
Thursday, November 30: November 2017 Software Updates - WATCH ON DEMAND
 
Description: eVetPractice software updates released in November 2017 that will improve your site usage.
 
Who should watch: All practice employees.

What you will learn:
  • Utilizing new automatic email confirmations
  • Updating your groomer employee roles
  • Utilizing the grooming calendar
  • Referral System updates
  • New integrations
  • Smart Flow new functionality
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