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