Overview
LifeLearn's ClientEd is a comprehensive client education resource designed to enhance veterinary practices' ability to educate pet owners and promote compliance. It offers access to over 2,100 pet health handouts covering a wide range of topics and species, all written and reviewed by animal health experts to ensure accuracy and clarity.
ClientEd integrates seamlessly with DaySmart Vet. This integration allows veterinary teams to access ClientEd's extensive library directly within the DaySmart Vet platform, streamlining the process of providing educational materials to clients. Practices can search for specific handouts, customize them with practice branding and personalized notes, and share them with clients via print or email. Additionally, ClientEd handouts can be incorporated into practice workflows using actions or added directly to patient or client files, making them readily available during client interactions.
Enabling the Integration
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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 needs to be setup prior to enabling the integration in DaySmart Vet. Click here to be directed to LifeLearn's website.
Utilizing the 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 here.
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.