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.
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Preference |
When toggled on… |
|---|---|
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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. |
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Enable Texting of CalProEngine Survey |
Active appointments display option to “Text Survey Link.” |
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Show icon if client used self check-in |
Appointment tile displays “Client Completed Self Check-In” icon. |
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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.
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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.
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Show icon is missing required client fields |
Appointment tile displays an alert when the client profile is missing information in required data fields.
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Show icon if account has a balance due or is in collections |
Appointment tile displays “Balance Due” icon. |
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Show icon if the client's email is verified |
Appointment tile displays icon indicating that the client’s email address has been verified. |
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Enable contagion risk icon |
Appointment tile displays known or unknown contagion risk icon. |
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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.
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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. |
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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.
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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.
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Preference |
When toggled on… |
|---|---|
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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.
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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. |
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Enable checkbox for automatic texting of CalProEngine Survey |
These settings display as Encounter options at the bottom of the encounter screen.
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Enable checkbox for next day automatic client email of signed encounters |
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Enable checkbox for next day automatic rDVM emailing of signed encounters |
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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.
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Preference |
When toggled on… |
|---|---|
|
Antech - Merge Absolute and Non-Absolute lab results |
Summarizes the display of some Antech diagnostic results in Patient Chart > Diagnostic. |
Protocol & Cadence Preferences
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Preference |
When toggled on… |
|---|---|
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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. |
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Enable cadence `postcard` contact method |
Enables API users to query protocol reminders. |