Dart InnovationsDocs
VetNvet
dartinnovations.com

Manage visits

Find, view, edit, print and share visits, and create a new visit from the Visits page.

The Visits page lists all visits. From here you can create a visit, edit a visit, see the history of submitted and draft visits, send messages and print visit details on your letter pad.

The Visits page

Find a visit#

  • Search: Type in the search box at the top right. You can search by owner name, pet name, phone number and more. You can type part of a word or number.
  • Filter: If your account has more than one branch, use the filter to show visits from one branch only.
  • Show Entries: Choose how many visits to show on a page, up to 96.

Create a visit#

  1. On the Visits page, select Start Consultation.
  2. Fill in the visit details. The pet's details are filled in for you.
  3. Select Save to keep it as a draft, or Submit to share it with the owner.
  4. If you submitted, choose the messages to send and set a follow-up if needed, then select Done.

For a full list of the fields and the submit options, see Start a consultation.

The new visit form

The visit submitted window with message and follow-up options

Print a submitted visit on your letter pad, or share it with the owner by WhatsApp or email.

Type at least two letters. Use ↑ ↓ and Enter to open a result.