Settings
By Grahm and 2 others3 authors16 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 PlansLearn how to create and manage 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
- Production Credits: How to Create and Apply to ProvidersProduction credits allow your clinic to easily track the exact amount providers get credit for, based on your customized production credits created in your settings.