Additional Preferences: Flow, Labs, Protocols, & More
Additional preferences are available in More > Admin > Settings > Preferences to customize different Vetspire features to your organization’s needs. This article describes available preferences for the Flow page, Patient Chart, lab integrations, and protocol/cadence configuration.
Flow Page Preferences
The following table describes the behavior of preferences for the Flow page when toggled on.
Preference | When toggled on… |
|---|---|
Show a completed column of appointments that day | Includes the Completed column in Flow, which displays all appointments from the current day that are in the Completed status. |
Enable Texting of CalProEngine Survey | Active appointments display option to “Text Survey Link.” |
Show icon if client used self check-in | Appointment tile displays “Client Completed Self Check-In” icon. |
Show icon indicating whether or not the client was sent a summary of encounter | Appointment tile displays “Sent to Client” or “NOT sent to client” icon.  |
Show icon indicating whether or not the rDVM was sent summary of encounter | Appointment tile displays “Sent to rDVM” or “NOT sent to rDVM” icon.  |
Show icon is missing required client fields | Appointment tile displays an alert when the client profile is missing information in required data fields.  |
Show icon if account has a balance due or is in collections | Appointment tile displays “Balance Due” icon. |
Enable contagion risk icon | Appointment tile displays known or unknown contagion risk icon. |
Show the encounter provider on the Flow page instead of the appointment provider | Appointment tile displays the name of the provider listed on the encounter, if different from the provider selected when the appointment was originally scheduled.  |
Audible Notification on the Flow page when a client indicates they have arrived | Flow page plays an audible notification when a client arrives at the location for their appointment and checks in. |
Enable moving appointment cards into the Check-In column once a client has completed self check-in | Appointment tiles automatically move to the Checked In column when a client completes their self check-in forms.  |
Leave appointments in Checking Out after payment (default is to move them to Completed) | Appointment tiles remain in the Checking Out column after checkout. |
Chart Timeline Preferences
The following table describes the behavior of preferences for Patient Chart > Chart when toggled on.
Preference | When toggled on… |
|---|---|
Show icon indicating whether or not the client was sent summary of encounter | Exam block in Chart displays “Sent to Client” or “NOT sent to client” icon.  |
Show icon indicating whether or not the rDVM was sent summary of encounter | Exam block in Chart displays “Sent to rDVM” or “NOT sent to rDVM” icon. |
Enable checkbox for automatic texting of CalProEngine Survey | These settings display as Encounter options at the bottom of the encounter screen.  |
Enable checkbox for next day automatic client email of signed encounters | |
Enable checkbox for next day automatic rDVM emailing of signed encounters | |
When printing the patient label include a label containing a QR Code that when scanned will open up the patient's chart | Patient label includes QR code when printed from Patient Chart > Tools > Print Patient Label. |
Lab Preferences
Some of Vetspire’s lab integrations have available preferences for customizing the display of lab results.
Preference | When toggled on… |
|---|---|
Antech - Merge Absolute and Non-Absolute lab results | Summarizes the display of some Antech lab results in Patient Chart > Labs. |
Protocol & Cadence Preferences
Preference | When toggled on… |
|---|---|
Hide protocol reminders older than 3Y overdue on patient charts and the Compliance Dashboard | Reminders for protocols older than 3 years do not display in Patient Chart or on the Compliance Dashboard. |
Enable cadence `postcard` contact method | Enables API users to query protocol reminders. |