DaySmart

<b>To check in an appointment in DaySmart Vet:</b>

Click on "check in" at the bottom of the form

You'll have a number of options to choose at this point, including:

1. Click on the appointment
2. Click on "check in" at the bottom of the form
3. You'll have a number of options to choose at this point, including:

Adding a color coded Triage label to identify priority on the Census

Recording a patient's weight, which will create a vital sign record for that patient

Creating a medical note, which will then be available as a link in the appointment

Selecting a bundle, which will automatically create multiple medical records (and those will in turn update your bill, inventory balance, create reminders, and perform other "actions" that have been defined for those items in the Inventory module) 

Creating a new invoice or estimate for the appointment (you can also select an existing invoice, if one is available)

Printing a travel sheet, consent form, or other letter

- Adding a color coded Triage label to identify priority on the Census
- Recording a patient's weight, which will create a vital sign record for that patient
- Creating a medical note, which will then be available as a link in the appointment
- Selecting a bundle, which will automatically create multiple medical records (and those will in turn update your bill, inventory balance, create reminders, and perform other "actions" that have been defined for those items in the Inventory module) 
- Creating a new invoice or estimate for the appointment (you can also select an existing invoice, if one is available)
- Printing a travel sheet, consent form, or other letter

Review the invoice with the client by opening the invoice in a new tab

1. If on a Windows computer, hold the ctrl key and click the invoice hyperlink, or right click on the hyperlink
2. If on an Apple computer, hold the command key and click the invoice hyperlink
3. The invoice will open in a new tab and can be reviewed and/or added to
4. When work is complete, close the invoice tab, dropping you back at the Appointment dialog

Click on "check out" at the bottom of the form

1. Click on the appointment
2. Review the invoice with the client by opening the invoice in a new tab
   1. If on a Windows computer, hold the ctrl key and click the invoice hyperlink, or right click on the hyperlink
   2. If on an Apple computer, hold the command key and click the invoice hyperlink
   3. The invoice will open in a new tab and can be reviewed and/or added to
   4. When work is complete, close the invoice tab, dropping you back at the Appointment dialog
3. Click on "check out" at the bottom of the form
4. You'll have a number of options to choose at this point, including:

Selecting which invoices to pay.  By default, you'll see all of the client's open invoices.  Click on the "x" to remove an invoice.

Applying any available credits.  By default, you'll see all of the client's credits.  Click on the "x" to remove a credit.

Specifying how much you're collecting.  If the amount you're collecting is less than the total of the selected invoices, the amount will be applied to invoices in the order that they are listed.

Selecting which documents to provide the client.  The invoices will appear by default, and you can add rabies or vaccines certificates, a reminder summary, and any other letter or medical note created as part of the appointment.  Click on this field to see the available documents.

In the Export field, be sure to select whether to email or print the documents you selected above or else your checkout documents will NOT be populated to be given to your client.

- Selecting which invoices to pay.  By default, you'll see all of the client's open invoices.  Click on the "x" to remove an invoice.
- Applying any available credits.  By default, you'll see all of the client's credits.  Click on the "x" to remove a credit.
- Specifying how much you're collecting.  If the amount you're collecting is less than the total of the selected invoices, the amount will be applied to invoices in the order that they are listed.
- Selecting the form of the payment
- Selecting which documents to provide the client.  The invoices will appear by default, and you can add rabies or vaccines certificates, a reminder summary, and any other letter or medical note created as part of the appointment.  Click on this field to see the available documents.
- In the Export field, be sure to select whether to email or print the documents you selected above or else your checkout documents will NOT be populated to be given to your client.
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<br>Click <a href="https://help.vettersoftware.com/en/articles/9302396-appointment-status-update-through-an-invoice">here</a> to learn how you can change the appointment status through the invoice.