Working with referring vets — consent, referrals and the portal vets log in to.
What the vet portal does, what vet practices can see, and how consent, referrals and practices that work with several businesses fit together.
Switching the vet portal on or off, choosing the treatments vets can authorise, the vet declaration, and sharing weights with vets.
Adding a vet practice, what its invitation email says, logins shared with other businesses, and inviting a practice added earlier.
Setting an animal's vet practice so the practice can see it, moving it to another practice, and adding a practice an owner named in the customer portal.
Where consent shows on animals and bookings, accepting consent a vet sends through the portal, paper referral forms, and checking consent across all animals.
Finding a new client referral from a vet, checking and correcting it, converting it into a customer and animal, and booking the first visit.
Revoking a vet practice's access to the vet portal and giving it back, deleting a practice, and turning off access for every practice at once.
Making a PDF report of one appointment for the animal's vet, or one PDF covering several, and what the report includes.
Sending one email to every vet practice with a vet portal login, who receives it, and how it differs from emailing customers.
For vet practices: the invitation email, choosing a password, and what to do if the invitation has expired or the password is forgotten.
For vet practices: logging in, choosing between businesses that have invited you, switching between them, and updating your practice details.
For vet practices: the dashboard, searching and filtering animals, consent statuses, and what an animal's record shows.
For vet practices: giving consent online for an animal the business already has, the declaration and electronic signature, and what happens next.
For vet practices: referring an owner and animal the business has never seen, what the form asks for, and what happens after you send it.
If you can't find the answer here, raise a ticket from inside PetDesk and it comes straight to us.
