Preferences: General Organization Settings

Preferences in Vetspire are settings that apply to all locations at your organization. These settings enable you to customize your organization’s instance of Vetspire to fit your workflow needs.

This article describes general preferences available for configuration in More > Admin > Settings > Preferences. Details on other preferences can be found in the following articles:

Preferences

Customize Vetspire to be exactly the way you want it!

Preference	Description
User Auto-Timeout Duration	Automatically log out users out of Vetspire after a specific number of minutes of inactivity (3 minute minimum).
Auto-Timeout Excluded User	Exclude specific users from being automatically logged out due to inactivity for 24 hours. You can specify multiple usernames separated with a comma and no space.
Prevents Encounters Being Re-opened After	Lock signed encounters after a specific number of hours so they cannot be re-opened for edits.
Restrict Species Selection	Choose which Species can be included when adding a new patient. When this preference is left blank, all system species are available for selection.
Podium API Key	Allows a third-party integration to automatically send surveys after appointment checkout.
EMR Verification Message	When a message is specified, providers are required to confirm verification before signing off on the EMR.
Warn if trying to open an encounter when there is already an existing encounter open	Toggle on to display a system alert when opening a new encounter for a patient that already has an active encounter open.
Disable Text Highlighting	Toggle on to disable text highlighting in encounters.
Delete Appointment from Schedule if status changes to ‘No Show’	Toggle on to move appointments in the No Show status to the Appointment Deletion Log in Schedule. When this preference is toggled off, No Show appointments remain in the Schedule calendar with a pink color bar indicating the status.
Disable the logout with client consent forms	Toggle on to automatically log users out of Vetspire after a consent form is sent electronically or signed on the device. This preference is recommended for security purposes so that clients cannot access medical records after signing a consent form on a clinic device.
Require Type on Block-Off Events	Toggle on to set the Type field as required for creating new events in Schedule.
Lock the fields: given name, family name, title, and username on a user’s profile	Toggle on to prevent clients from editing these fields during self check-in.
Restrict clients from editing personal details and pet name during check-in	Toggle on to prevent clients from editing patient information during self check-in.
Disallow custom patient species, breed, or colors	Toggle on to only use system species, breeds, and coat colors when adding a new patient.
Automatically create tasks reminding users to renew their expiring licenses	Toggle on to remind users to add their updated veterinary licenses to their profiles 90, 30, and 7 days before the expiration date of their current license.
Preferred Appointment Word	Defaults to Appointment. Changes the word Appointment in all communications.
Automatically create tasks reminding users to add a valid state license	Toggle on to send weekly reminders to providers to add their updated state licenses to their profiles if they have not already added license information.
Required consent forms are mandatory items can be added to an encounter	Toggle on to prevent encounter data population before obtaining signature for the appointment type’s required consent form.
Require product lot numbers are selected before adding to encounters	Toggle on to require users to select a product lot number before ordering the product for a patient.
Disallow encounter product lot number creation	Toggle on to prevent the creation of new lot numbers when ordering a product.
Enable popup notification when you login with a SSO provider	Toggle on to display a system message when a user logs in via SSO that confirms which user is logged in.
Require Complex Passwords	Toggle on to require user account passwords to be at least 8 characters and include at least 1 letter, number, symbol, and uppercase letter.
Lock Open Encounters Nightly	Toggle on to automatically lock open encounters on a nightly basis.
Require State License for using Vetspire	Toggle on to prevent providers from using Vetspire until they have uploaded their state license.
Tech-Administered Rabies Vaccinations	Toggle on to enable the Technician field when adding a new immunization. This preference is designed for locations in states that legally allow veterinary technicians to administer rabies vaccines.
Default life-saving action	Select whether CPR or BLS should appear as the standard life-saving procedure in Patient Chart > Info.