Overview
Our Vetsource Prescription Management Integration works directly with the Vetsource online pharmacy to get your clients the prescriptions they need delivered right to their home. You can recommend a prescription for items you do not carry on hand, and control the review and approval process without ever leaving DaySmart Vet.
For Vetsource Prescription Management customers, you can now make recommendations and approve requests for items that Vetsource distributes directly to your clients home, without the need to carry the items on hand in your practice. Records for these items will seamlessly populate into the patients pharmacy records, ensuring a complete and accurate history.
How to Enable the Integration
Click on Settings.
Click on Add Ons.
Click on the green plus icon next to "VetSource Home Delivery Integration".
You will need to click the "Here" link provided to send your practice and contact information to VetSource. If you have an existing Vetsource account, the Vetsource team will enable the integration within 24-72 hours. If you do not have an existing account, a Vetsource rep will reach out to you to get started.
Once the VetSource account is set up or if you have an existing account, VetSource will send an Access Token.
Input the Access Token in the required field.
Modify the "Default Personal Note" if desired.
Click Enable.
The Personal Note is a message to the Client that is included in the email when a recommendation is made. This note can be used to remind a Client why you are recommending the product or other personal details.
When the integration is enabled, each Provider will have a PIN generated in Vetsource for approvals. This PIN can be changed only by the VetSource Admin in Vetsource. Providers can view their PIN via DaySmart Vet on their Staff Profile page.
For more information about viewing and editing your staff list in Vetsource, click here. For other questions about setting up your Vetsource account, please contact Vetsource Support.
How to Make a Recommendation
Recommendations allow you to give clients access to medications that you do not keep on hand in your clinic. Once a Recommendation is made, the client will complete the purchase via Vetsource.
Navigate to the patient for which you would like to add the recommendation.
Click History > New Record and select Medical Record.
In the New Record Pop Up select the checkbox above the item field, "Search Vetsource Product Catalog". This will change the New Record pop Up to New Recommendation.
Search the item field for the Vetsource item needed.
Fill out the remaining form. Provider, Given By & Instructions are required.
Click Save + Done
A record will be created in the patient history for the item with a status of "Recommended"
The Client can now confirm and pay for the purchase through Vetsource at their convenience.
Once the purchase is completed, the record Status will update to "Completed"
When making a recommendation, the items shown in the drop down are automatically filtered by the patient's species and weight. For example, if you are making a tick and flea medication recommendation for a 40lb canine, the list of items will automatically filter for canine only products specific to the patient's weight of 40lbs.
Recommendations cannot be made for compound drugs. Due to compliance issues, a veterinarian must order a compound drug directly through Vetsource, and it is not supported in the integration at this time.
The "Personal Note" field is automatically defaulted based on the add on configuration and can be modified at the time the Recommendation is made. It can be used to send your clients a personalized message to help remind them why you are recommending a product, provide a discount code or any other additional details as needed. This is a great way to build the client relationship and helps boost sales on your recommendations by up to 40%!
In the Patient history you can filter records to see results based on the origin of the record. In the Source dropdown Select "Online Vetsource" to view only results that originated from Vetsource.
Approving and Denying a Request
Requests originate from Recommendations made by a staff member that is not a provider when the client completes the purchase on Vetsource, or can be initiated directly from the client via Vetsource. Once approved, the purchase will be fulfilled via Vetsource.
Navigate to the Patient module.
Click the Rx Request tab. You can select requests based on status or view all.
Click View Pending Request.
All Pending Requests that have originated from the PetCare app or Vetsource will be displayed.
Select Online Pharmacy in the Channel dropdown to only display Vetsource requests.
At the far right, you can Approve, Deny, or View each request.
To Approve, you must fill out any required fields, such as Instructions and PIN.
Alternatively, to Deny, select the applicable reason from the dropdown.
Click Save.
The record will populate on the patients history and Vetsource will complete the transaction.
For more information about our PetCare mobile app, which allows clients to request Rx Refills from your on hand inventory, see the Client Mobile App - PetCare & Refill Request - PetCare articles.