Getting Started

• Customise Your User Profile and Set Your Personal Preferences

• Overview of Provet Cloud
• Provet Cloud User Interface
• Consultation Visit Workflow and Statuses

• Log In to Provet Cloud

• Super Search
• Command Menu and Keyboard Shortcuts

• Creating a New Task
• Viewing Tasks
• Marking a Task as Done

• Client Page
• Creating a New Client
• Creating a New Patient
• Viewing Patient History
• Printing and Emailing Patient History
• Viewing a Patient's Laboratory, Immunisation, and Vitals Data

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• Overview of Client Communication Methods
• Sending an Email to a Client
• Sending a Text Message to a Client
• Creating a Reminder Manually

• Appointment Calendar
• Booking a New Appointment
• Rescheduling an Appointment
• Cancelling an Appointment
• Marking an Appointment as a No-Show
• Checking a Patient In to a Consultation

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• Creating a Treatment Estimate for a Consultation
• Using a Treatment Estimate on a Consultation
• Viewing Treatment Estimates
• Printing and Emailing Treatment Estimates

• Finalising a Consultation Invoice and Processing Payments
• Performing a Counter Sale
• Renewing a Counter Sale