Templates are created in the settings and used throughout the software to make your workflow easier and create a better client experience. Below, each section will have a brief overview of the template type, and a link to the applicable article.

Attachment templates serve as a centralized attachment library, allowing you to upload external documents and manage them efficiently. Once added, these attachments can be easily accessed and utilized during client visits. For more details, click the article below.

Bundles are an efficient way to quickly create multiple records for a patient. We have 2 types of bundles, invoice bundles and estimate bundles. Click the article below to learn more.

Custom fields are utilized for the customization of medical notes. You are able to add these custom fields into specific sections of a medical note. Click the article below to learn more.

Letters are a pre-formatted document that are typically client facing. Save time and create letter templates with set variables, which will pre-fill the client and patient information for you. Click the article below to learn more.

Snippets are pre designed segment of text that allow you to quickly fill in data fields with a simple hashtag. They are available in a large number of areas in the software. Click the article below to learn more.

Medical notes are an essential part of veterinary medicine, and you can create your own custom medical notes within the templates of the settings. Click the article below to learn more.

Forms are used for many different options, such as collecting new client information, new patient information, consent forms and even surveys. These forms can be emailed or texted to a client, and they can easily fill them out and have the information sent directly back to your system. Click the article below to learn more.

Wellness plans are an Add On that is included with DaySmart Vet. They act as a subscription for your patients. You can design different plans, which allot a set amount of items / services the patient gets based on the plan's parameters. Click the article below to learn more.