Compliance Dashboard
The Compliance Dashboard, accessed from the More menu, displays patients with overdue reminders by your selected Location and Date Range. See Manage Patient Reminders for more details on editing and updating protocol reminders.
The Compliance Dashboard includes the following columns:
Patient: The client and patient names
Protocol Due: The name of the protocol and its due date
Last Reminder Sent: The most recent date that the client was sent a reminder
Last Visit: The date of the patient’s last appointment
Next Visit: The date of the patient’s next appointment, if scheduled
Phone: The client’s phone number
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Use the search bar in the Patient column to locate a specific patient or client in the Compliance Dashboard.
Use the search bar in the Protocol Due column to filter the Compliance Dashboard to display only patients with a specific due protocol or immunization.
Contact Client through Compliance Dashboard
The Contact column in the Compliance Dashboard enables you to quickly send reminder messages to clients for their due protocols.
Select the Email icon to send a reminder via email or select the Chat icon to send a reminder via SMS (text) message.
The Email and SMS options are only available when you have previously contacted the client via email or SMS.
To record the outcome of a phone conversation with the client, select the Call Outcome option (phone icon), then select the appropriate option from the drop-down menu. The selected Call Outcome then displays in Patient Chart > Notes.
Export Compliance Dashboard to Excel
From the top of the Compliance Dashboard, you can generate an Excel report of the Compliance Dashboard data. The Excel file is generated is based on the selected Location and Date Range filters.
Select Email Excel to send the Excel file to your Vetspire user email address.
Select Download Excel to save the Excel file to your device.
Video: Access the Compliance Dashboard