Updates

  • Global search: use the search icon in the upper right hand corner of your dashboard to look up product pricing, get patient info—and more!

  • Reminders:

    • Appear in red when they're overdue

    • Can be exported

  • Pet Assure integration: automatically applies the Pet Assure discount to all clients who are Pet Assure members (here's how to set it up)

  • Feature portal: give us feedback about features on our roadmap by clicking "Feature Portal" in the left menu

  • Scheduled treatments: can now be edited, so you no longer have to stop all treatments to make a change

  • Tasks: are able to be included or excluded in a patient's record

  • Reporting:

    • AR Report: now displays previously hidden Credit Balances in the AR with Aging section

    • Summary Report:

      • AR Reconciliation Opening Balance is populated from the AR “Total Due” instead of AR Invoices Balance total

      • “Daily Summary Report” was renamed to “Summary Report” to avoid confusion of the report’s intended purpose

    • Small rounding issues were resolved

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