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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
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Categories

  • Getting Started
  • FAQ
  • Common Workflows
  • Billing/Accounting
  • Customers/Patients
  • Products/Services
  • Exam Process
  • Medical Records/Docs
  • Appointments/Calendar
  • Sync
  • Reports / Reminders
  • Integrations
  • Manage Account
  • Manage Users
  • Your Subscription
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