Common Workflows
Useful Workflow How-Tos
- Keeping Invoice Open, Billing at End of Month
- Batch Invoicing
- Accounting Admin / Send Invoices to QuickBooks
- Day Sheet Overview & Batch Exams from Mobile App
- Exam Process (Evaluation) & Batch Evaluations (Web Admin)
- Edit an Invoice or Evaluation That Has Been Finalized or Sent
- Change Ownership of a Horse
- Adding Case Documents, Images, Files and Sharing With Medical Record
- Creating Statements in QuickBooks
- Reminders
- Sharing Medical Records
- Creating Estimate Bill Preview of Charges
- Vaccine Reports
- Create Scratch Letters
- Treatment History At A Glance
- Change the Date or Info on an Evaluation / Invoice
- Batch Invoicing from Shared Locations
- Voice to Text Dictation in Mobile App
- Sending E-Mails Once Back on Wifi
- Using Your iPad Web Browser for the Web Admin