How to Use the Admin Panel for Client and Appointment Management

Learn how to navigate the Admin Panel to manage clients, appointments, medical records, and more. Discover features like client notes, SMS messaging, and scheduling.

August 15, 2024 By Beth Sebrasky

In this guide, we'll learn how to effectively use the Admin Panel to manage client and appointment information. By navigating the Client Management tab, you can access client details, view and add various notes, and manage medical records. You can also handle SMS communications, view pet details, and manage memberships. This guide will help you streamline your workflow and ensure you have all necessary information at your fingertips.

Let's get started

When using the Admin Panel, go to the Client Management tab to find all the information you need for clients and appointments.

Step #1: Click on "Client Management" — Click on "Client Management"

Step #2: Click on "Search for a client name" — Click on "Search for a client name"

Search clients by name, email, or phone number.

Step #3: Click on the client's name — Click on the client's name

Clicking on an appointment will display any relevant documents, depending on the status of the appointment. The documents you can expect to see are as follows:
Scheduled: No documents
Partially Paid: Receipts
Paid: Invoice and Receipts
Completed: Invoice, Receipts, Session Summary, External Prescriptions, Rabies Certificates, Membership Consent Forms.

Step #4: Click on the appointment — Click on the appointment

Clicking on the Notes tab will allow you to view and create client and medical record notes.

Step #5: Click on "Notes" — Click on "Notes"

Step #6: Click on "New" — Click on "New"

You can use the new button to create a client note or a medical record note. Client notes will not be visible on the medical record. Medical record notes need to be attached to a pet, and then they will show up on the medical record for that pet.

Step #7: Click on the note type — Click on the note type

Step #8: Select the pet, if creating a medical record note. For client notes, do not select a pet. — Select the pet, if creating a medical record note. For client notes, do not select a pet.

You can also include caution and allergy tags.

Step #9: Click on "Caution" — Click on "Caution"

You can view SMS messages by clicking on the SMS tab. You can also send messages to the client by typing here.

Step #10: Click on "SMS" — Click on "SMS"

Step #11: Click here to begin typing your message — Click here to begin typing your message

Step #12: Click here to send your message — Click here to send your message

To view pet information, click on the "Pets" tab.

Step #13: Click on "Pets" — Click on "Pets"

Here, you can see the pet's weight, age, and date of birth. Click the pencil button to edit the date of birth.

Step #14: Click here to edit the pet's DOB — Click here to edit the pet's DOB

You can mark the breed as deceased using this column.

Step #15: Check the box to mark the pet as deceased — Check the box to mark the pet as deceased

You can view membership details and sign up for a membership through the admin panel.

Step #16: Click on "Credit Days Eligibility" — Click on "Credit Days Eligibility"

You can view Vaccine and Medication summaries, as well as any 3rd party medical records.

Step #17: Click on "View Documents" — Click on "View Documents"

The vaccine summary provides vaccine information.

Step #18: Click on "Vaccination Summary" — Click on "Vaccination Summary"

The medication summary provides medication information.

Step #19: Click on "Medication Summary" — Click on "Medication Summary"

You can upload external documents and sync Vetspire documents.

This will sync external documents uploaded to Vetspire.

Step #20: Click on "Sync VS" — Click on "Sync VS"

You can schedule appointments using the scheduling wizard.

Step #21: Click on "Schedule" — Click on "Schedule"

You can sign pets up for memberships.

Step #22: Click on "+ Membership" — Click on "+ Membership"

How to Use the Admin Panel for Client and Appointment Management

Learn how to navigate the Admin Panel to manage clients, appointments, medical records, and more. Discover features like client notes, SMS messaging, and scheduling.

August 15, 2024 By Beth Sebrasky

Let's get started

When using the Admin Panel, go to the Client Management tab to find all the information you need for clients and appointments.

Search clients by name, email, or phone number.

Clicking on the Notes tab will allow you to view and create client and medical record notes.

You can also include caution and allergy tags.

You can view SMS messages by clicking on the SMS tab. You can also send messages to the client by typing here.

To view pet information, click on the "Pets" tab.

Here, you can see the pet's weight, age, and date of birth. Click the pencil button to edit the date of birth.

You can mark the breed as deceased using this column.

You can view membership details and sign up for a membership through the admin panel.

You can view Vaccine and Medication summaries, as well as any 3rd party medical records.

The vaccine summary provides vaccine information.

The medication summary provides medication information.

You can upload external documents and sync Vetspire documents.

This will sync external documents uploaded to Vetspire.

You can schedule appointments using the scheduling wizard.

You can sign pets up for memberships.