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Setting Up and Managing Rooms

Learn how to set up specific rooms to easily assign patients and keep your clinic running smoothly and organized.

Angel Horowitz avatar
Written by Angel Horowitz
Updated over 2 weeks ago

Overview

Creating rooms allows patients to be placed in a specific area or room once they're checked in from the schedule, treatment board or boarding feature. This helps the staff know exactly where the patient is without having to ask.

🎥 Video Overview

To set up a new room:

  1. Navigate to the "Settings" module

  2. Click on the "Configurations" tab

  3. Select "View Rooms"

  4. Click the plus button on the top right

  5. Name the room accordingly (i.e. Exam Room 1, Treatment Room 2)

  6. User-added image

  7. If you are using the boarding add-on, you will see additional options for room types and additional settings

  8. User-added image

  9. Fill out the form accordingly, and hit Save + Done:

  10. User-added image

To learn more about the Boarding feature in DaySmart Vet, click here.


To view existing rooms and make edits to those rooms:

  1. Under "Configurations" select "View Rooms":

  2. Click edit or delete on the right to edit or delete the room

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