Getting Started With VETport Number 2 How to Set Up and Configure VETport

Getting Started With VETport Number 2 How to Set Up and Configure VETport

Thank you for joining our community. In the following pages we will walk you through what you need to setup for your clinic(s) 

1. Download Chrome Browser 

You will need to download chrome browser to your computer. We feel VETport runs smoothly on this browser.    

For Mac 

For PC / Windows 

2. Login to Your System 

Once you get your login and password that was sent to your email, log in Vetport will open  the Control Panel ( the four lines under the clinic name) and your default log on page. Below is the whiteboard default page. You can default your opening page to several different pages. 



3. Review Videos

The 1st item to review is the video under the hamburger in the upper left corner of the control panel by the red arrow above. Then click on VETport Help Center - Video Help  & Training Files. Check back here in the future to find more video to review. 
The 1st video will walk you through the basic of VETport and get you familiarized with the layout. Please watch both videos. 

4. Now let us start to setup your clinic. 

1st we are going to review all the Clinics information.  Click on the Hamburger (upper left hand corner) - Clinic and Staff Settings - Organization - Clinic 
Here you will find your clinic name. On the right side you will find a pencil icon. Click on the pencil  and review the content for any changes. Please make sure capitalization is used in the proper areas. 

Now in the same place instead of clicking on the pencil icon click on the gear icon. Here you need to go down the left hand side bar and edit the setting as you want them to be. 

5. We will review Setting up your Staff. 

2nd Click on the hamburger and Clinic and Staff Settings - Staff Management -User Group Manager. This is where VETport controls what a staff member can access. As you can see you we have put in the basic setting for you. If for some reason you want to deny or give access to a group of staff member this is where you would come. By clicking on the gear this will take you to where you can modify the group. By clicking on the > this will expose more pages and actions to give or take away. Here are some of the boxes codes. 




6. Add Staff Logins

3rd Once you have your groups in place you are ready to add staff members. 
Click on the hamburger then click on Clinic Staff  Settings - Staff Management - Staff List. Here you should see  your name and information. To edit the information click on the pencil to the right. This page is where you can upload signatures for your rabies tags and certificates. Now if you want to add a new staff member click on New Staff in upper right-hand corner. A page will open and you will need to fill in the information. Each staff needs a unique email address. The items with the red* are required. Toward the bottom, you will need to assign the staff member a login user id.  and 
a group. These are what determine what the staff member will have access to. Remember to save the staff member. This will take you to the  Staff List  To send a staff member an invite you need to click on the gear. 

They will receive an email with login details. For more information on Login see Setting up Login. 

7. Staff Assigning to Clinic and Schedules.

Once you have staff logins you will need to give them access to the clinic and if a provider you will need to build their schedule. To do this you will go to the Hamburger - Clinic and Staff Settings - Staff Management - Staff List 


To the far right of the page will be 5 icons. 1st is for editing the staff member information, 2nd is for making the staff active or inactive, 3rd is for Assigning to Multiple Clinics and Scheduling, 4th is for assigning Commission Rate and 5th is for adding multiple logins. We suggest that anyone that is an admin have a lower access login when working around the clinic for security purpose. This will not show until the login email is answered. 

8. Setting up Plan Items and Pricing.

If you are using VETport 's plan items we have downloaded the basics for you. You will need to review these and edit the prices. To find plan items go to the Hamburger - Plan Item and Pricing - Plan Item Add/Edit - Then click on the blue bar that says #1 Show All.  If you want to see the inactive plan items also there is a check box #2 at the end of the Show All box that says Show Inactivated. Once you have this list up you can go through each plan item and determine which ones you will want to use. If you want to add a plan item there is a link in the upper right hand corner #3 that says Add New Plan Item.  There are over 4000 plan items in VETport, 3000 are active. You can deactivate a plan item by sliding the green bar to the left. Here is an example of the page Plan Item Add/Edit:


By the # 5 you will find more items you can do with the plan item. 1st being the  for editing the plan item,  for putting in the plan cost. See "Mass Edit Pricing under the Hamburger - Plan Items and Pricing.  Add Volume Discounts, Weight Surcharge, Tax Category,  adding Report Card. Search the help file for help with this icons. 

Mass Edit Pricing. We recommend you searching by the categories. The vaccination plan items will be under Preventative Health. Click on the name and then click Search. This will bring up a list of Plan Items for Vaccinations. If you want to see the inactive plan items click on the blue box in the middle of the page that says Also Show Inactive. To deactivate  a certain plan item you can turn it off by using the green slide bar to the right.

9. Integration of In-house Laboratories

REQUIRED(All) Caravan Setup




10. Integration of Outside / Reference Laboratory.


Zoetis 



Antech - Reference Lab Setup


 
Idexx set up Reference Lab

11. Radiograph Integration:



Lab Reports, Radiology & Special Reports:

12. Printer Label Setup

1st you need to set up your printer to your computer. See setup printer directions. 
Label printer and its configuration -- Dymo 450
 
How do I setup prescription labels?