📝 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.
🎥 Video Tutorial
✅ How to Enable the Integration
Once the Vetsource account is set up, or if you have an existing account, you will need to retrieve the Access Token. After the token is copied, continue following the steps to enable the integration in DaySmart Vet.
⚠️ Retrieving the access token is only available for individual clinics , not clinics in an enterprise group.
From your Vetsource Practice Home platform, log into the Settings Menu (requires Site Administrator or Practice Manager permissions)
Under the Practice category, click on Integrations
Under the Embedded prescription management workflows category, toggle the Status for DaySmart Vet in the list view to Enabled
Click Copy token
Click on Settings > Integrations
Click on the green plus icon next to Vetsource Prescription Management
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 the plus icon on the header and select History > New Medical Record from the plus icon
In the New Record dialog select the checkbox above the item field, Search Vetsource Product Catalog. This will change the New Record dialog title 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
💡 Tip: 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. The patient's medical record from Vetsource will display a "Refill" field, so you can easily see how many refills the patient currently has.
👍 How to Approve and Deny Requests
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. The approval and denial forms will display information needed to make the decision. Once approved, the purchase will be fulfilled via Vetsource.
How to Prove or Deny from the Patient Dashboard
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 Provider, Instructions and PIN
Alternatively, to Deny, select the applicable reason from the dropdown
Click "Approve"
The record will populate on the patients history and Vetsource will complete the transaction.
How to Prove or Deny from a Patient's Profile
Navigate to the applicable patient's profile
Click on History > View RX Requests
Make the needed selection from the dropdown
You can filter the "Channel" in which the RX request was made through. In this case you will filter for Vetsource if needed. The status allows for the different RX statues to be filtered.
On the right of the pending request, you can approve, deny or view the RX request
To Approve, you must fill out any required fields, such as Provider, Instructions and PIN
Click Approve
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, click the button below.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Can recommendations be made for compound drugs?
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Click the arrow to see the answer
No. Recommendations cannot be made for compound drugs. Due to compliance requirements, a veterinarian must order compound drugs directly through Vetsource. This workflow is not supported within the integration at this time.
Is retrieving the Access Token available for all clinics?
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Click the arrow to see the answer
No. Retrieving the Access Token is only available for individual clinics. Clinics that are part of an enterprise group cannot retrieve the Access Token through this process.
What is the Personal Note, and can it be customized?
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Click the arrow to see the answer
The Personal Note is a message included in the email sent to the client when a recommendation is made. It defaults to the note set during integration setup but can be modified at the time each recommendation is made. It can be used to remind clients why a product is being recommended, share a discount code, or include any other relevant details.
How are items filtered when making a recommendation?
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Click the arrow to see the answer
When making a recommendation, the items displayed in the dropdown are automatically filtered based on the patient's species and weight. For example, a recommendation for a 40lb canine will only show canine-specific products appropriate for that weight range.
Where can I view a provider's Vetsource PIN?
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Click the arrow to see the answer
When the integration is enabled, each Provider is automatically assigned a PIN in Vetsource for use during approvals. Providers can view their PIN on their Staff Profile page. PINs can only be changed by the Vetsource Admin within Vetsource.
How can I filter patient history to view only Vetsource records?
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Click the arrow to see the answer
In the patient history, use the Source dropdown and select Online Vetsource to display only records that originated from Vetsource. Vetsource records will also display a Refill field, showing the number of refills currently available for the patient.
Where do Rx Requests come from?
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Click the arrow to see the answer
Requests can originate in two ways: they may be initiated by a staff member who is not a provider when a client completes a purchase on Vetsource, or they can be submitted directly by the client through Vetsource.