📝 Overview
LifeLearn’s ClientEd is an extensive veterinary client education resource featuring over 2,100 expertly written and reviewed pet health handouts across various species and topics. Integrated directly within DaySmart Vet, it enables veterinary teams to easily search, customize, and share educational materials—complete with practice branding and personalized notes—via print or email. This seamless integration supports efficient client communication by allowing handouts to be added to patient or client files and incorporated into workflows, enhancing pet owner education and compliance.
✅ How to Enable LifeLearn
Learn how to enable LifeLearn in order for it to integrate with your system.
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Click the arrow to learn more
Click on Settings
Click on Integrations
Click on the green + icon to the right of the LifeLearn ClientEd integration row
Enter your ClientEd credentials, and click Enable
⚠️ A LifeLean account must to be setup prior to enabling the integration in DaySmart Vet. Click the button below to be directed to LifeLearn's website.
🧑💻 How to Utilize the LifeLearn Integration
Once enabled, you will be able to incorporate ClientEd articles into your workflow using actions or you can add these attachments directly to a patient or client file. The articles would then be available to print or email directly from the “documents” folder in the patient or client profile.
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Incorporating a ClientEd Article using Actions
Navigate to the applicable inventory item in the Inventory module
Click on Actions and select the option to add an action
In the form that appears, select Add Attachment as the type and LifeLearn ClientEd as the Source
Search the LifeLearn article that is needed in the Attachment(s) field
💡 To learn how to work with actions in order automate your workflow and improve efficiency, click the button below.
Incorporating a ClientEd Article Manually
Navigate to the applicable client or patient
Click on the Documents folder, and select New Attachment
Select LifeLearn ClientEd as the source and search for the applicable article from the Attachment(s)"field
The LifeLearn attachment will be stored in the patient's Documents tab. You can access the attachment from Documents > View Attachments.
To email the attachment, select the gear icon and click Email Attachment.
💡 In order to upload a LifeLearn ClientEd article from a medical note during a workflow, follow the same steps in the Incorporating a ClientEd Article Manually section.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
1. What is LifeLearn ClientEd?
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Click the arrow to see the answer
LifeLearn’s ClientEd is a comprehensive veterinary client education resource that includes over 2,100 expert-reviewed pet health handouts. It integrates with DaySmart Vet, allowing veterinary teams to search, customize, and share educational materials with practice branding and personalized notes through print or email.
2. How do I enable the LifeLearn integration in DaySmart Vet?
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Click the arrow to see the answer
To enable the LifeLearn integration, first go to Settings > Integrations, then click the green + icon next to LifeLearn ClientEd. Enter your ClientEd credentials and click Enable. A LifeLearn account must be created before enabling the integration in DaySmart Vet.
3. How can I use LifeLearn ClientEd once it’s enabled?
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Click the arrow to see the answer
Once the integration is enabled, you can attach ClientEd articles to patient or client files or add them into workflows using actions. These articles can then be printed or emailed directly from the Documents folder within the patient or client profile.
4. How do I add a ClientEd article using actions?
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Click the arrow to see the answer
To add an article using actions, go to the applicable item in the Inventory module, click Actions, and select Add Action. In the form that appears, choose Add Attachment as the type and LifeLearn ClientEd as the source. Then search for and select the article you want in the Attachment(s) field.
5. How do I manually add a ClientEd article to a client or patient file?
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Click the arrow to see the answer
To add an article manually, navigate to the desired client or patient profile, open the Documents folder, and click New Attachment. Select LifeLearn ClientEd as the source, search for the applicable article in the Attachment(s) field, and save it. The article will appear in Documents > View Attachments, where you can view, print, or email it by clicking the gear icon and selecting Email Attachment.