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By Angel and 2 others3 authors15 articles
- Remote View
- Template GuideThis article will link you to the different help articles for template setup and use.
- Working with FormsLearn how to create and utilize forms, which can streamline gathering information from your clients.
- Working with LettersLearn how to create and work with a letter template throughout the software.
- Working with AttachmentsLearn how to upload attachments into your system and use them as needed during a visit.
- Generating Historical Vaccination CertificatesIn some scenarios a certificate for a past item is needed. This article will step through manually creating a certificate for a client
- Working with Medical Note Templates & Custom Field TemplatesLearn how to create and edit medical note templates. Additionally, custom fields can be created and added to medical note templates to further customize
- Managing Wellness Plans
- How to Edit Your Account Profile, Upload a Logo, and Manage AddressesLearn how to enter in your businesses information, upload your logo, and enter in your address, which will automatically create the document header in you account.
- Email Deliverability TipsLearn how to improve email deliverability so your clients never miss an email from you.
- Managing Your Subscription and Credit Card on FileLearn how to update the payment method on file your and manage your subscription in the settings.
- Data Security InformationLearn about how we keep your client, patient and business data secure.
- Online Appointment BookingLearn how to enable, set up and work with the online booking feature
- Managing Staff Accounts and PermissionsLearn how to set up staff accounts and manage the permissions they have within your account.
- Subscription & Billing FAQ - DaySmart VetQuick answers to our most common Billing and Subscription questions for your account