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Refill Request - PetCare
Refill Request - PetCare
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 3 months ago

Overview

The prescription refill request is currently available through the PetCare add-on. More information on the PetCare mobile app can be found here. To enable the add-on, please speak with a member of the Sales Team at: [email protected]

Prescription refills can be initiated by clients through the PetCare client portal app. Clients can see which of their patients' prescriptions have refills remaining and request a new refill from the app. This article will cover how the client initiates the request, through the PetCare app, as well as the clinic staff's workflow for completing the request.

Client Workflow

  1. Click on the 'Pets' tab at the bottom

  2. Select the desired pet

  3. Click 'Records'

  4. Click on the 'Refillable' tab - This will show a list of all the prescriptions with remaining refills

  5. Select the desired item

  6. Click on 'Request Refill'

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Clinic Workflow


A provider will have to approve any refill request. When a refill request has been initiated by the client, a new Task will be sent within DaySmart Vet.

In the task, a Provider can click on the 'Click here to process' button. This will bring up the prompt to Accept or Reject the refill request. The 'Message' field is optional but can be utilized for staff to enter their initials, time/date, or any other applicable information.

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Once approved, the New Refill screen will pop up, and the user can proceed with entering any applicable information for provider, quantity, instructions, etc. After saving the record, the refill request status will automatically be updated from Approved to Completed. *If the Integrated Payments add-on is enabled, the client will be able to review their invoice and pay through the PetCare app.

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All refill requests can also be managed by a provider within the Patients module under the Refill Request tab.

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Refill requests can be managed by a provider from the patient's profile by clicking on the History tab and selecting View Request Refills.

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For more information on the benefits of using Integrated Payments, please contact our Payments Team at: [email protected].

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