Vetsolutions
July 2015
Lights, camera, action! Vetsolutions commission a photo shoot at a Derbyshire practice
Do you backup? Steve Dawson talks about the importance of a backup plan
Onswitch How a web presence can help your business
Ventana How procedures can help save you time at the point of sale
www.vetsolutions.co.uk
Vetsolutions Insight
Safe, affordable data backup and recovery Protect your data
Unfortunately, disasters happen. Without your data, you’re nearly out of business. Vetsolutions Data Vault is the only solution you’ll ever need for safe, affordable data backup and recovery.
The Features > Full-service, monitored backups run in the background while you run your practice
> 2 56-bit encryption to protect your customer information and prevent unauthorised access
> C ompliments local backups by saving critical information off-site
> O ptions for multiple backup sets, continuous backups, and local copies
> Intuitive interface is easy to use
> F lexible and scalable to grow as you do
> H andles open files properly to avoid data corruption
Vetsolutions Data Vault is recommended and supported by Vetsolutions.
> N o hardware to purchase > H IPPA compliant
For more information or to sign up, call our sales team on 0131 556 0555 or email sales@vetsolutions.co.uk
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www.vetsolutions.co.uk
www.vetsolutions.co.uk
Contents July 2015
09
Tidy up, Garbage In, Garbage Out ‘Tidy up your data’ with DataMajor reports in Premvet.
Lights, camera, action!
06
Vetsolutions commission a photo shoot at a Derbyshire practice
10
Do you have a backup plan? Steve Dawson talks about the importance of a backup plan
14
Online Marketing Marketing Manager, Emily Eudall from Onswitch talks about how essential an online presence can be.
18
How to... Use Procedures for Ventana sales Save time at the point of sale with “procedures” in Ventana
20
How to... Track Insurance Work Insurance work can be tracked in RoboVet by turning on the feature called Transaction Analysis.
3
Vetsolutions Insight
4
www.vetsolutions.co.uk
Halfway through 2015 and Vetsolutions is facing exciting times ahead. We have welcomed some new faces to our team in the last six months, who are helping Vetsolutions to cement its position as the UK’s leading veterinary practice management solution. Our expanded resources are facilitating our growth as we continue to migrate more accounts to RoboVet and win competitor conversions. So to all our new customers and our new team members, I would like to extend a warm welcome and we look forward to establishing a long and fruitful relationship with you all.
Alongside our new team members we also have a number of new product developments, each of which is aimed at improving the effectiveness and efficiency of veterinary practices throughout the UK. Many of you will know that we presented one of these new initiatives, Rapport, at BSAVA in April and I am delighted to announce that having been through successful testing, Rapport will be commercially available this summer. Rapport brings together a number of client communication solutions in one package: online booking, text messaging, tools that can be used to track campaigns and record client preferences as well as an online portal containing details of a pet’s treatment history, appointments and medicines. Rapport aims to create a streamlined communication platform which is fully integrated with RoboVet, and I believe it represents a major breakthrough in helping veterinary practices overcome their marketing challenges and improve client communication. We are also tackling the thorny issue of data backup. As someone who has worked in the backup sector for many years, I have seen the impact that losing data has on a business. One of the issues with backup is that it needs to be a continuous process, not a one-time task. Despite this we still find practices with no systematic backup procedures and when they do have processes in place, the data is rarely checked to make sure the backup has been successful.
Practice efficiency is a key part of our delivery and we remain committed to working with Henry Schein Animal Health, whenever there is an opportunity to collaborate for the benefit of vets. Currently this involves the area of stock management and both StockTrax and Intelligent Inventory are making a significant contribution in this area. Thrive is another joint solution which analyses the data within RoboVet and highlights where a practice might be suffering performance shortfalls. Rapport, Datavault and our collaboration with Henry Schein are just some examples of where Vetsolutions is pushing the boundaries to provide veterinary practices with layers of service that will help them improve efficiency. The whole team at Vetsolutions is committed to making sure that as we improve we help our customers to make progress too. We still have a lot to do, but we are working hard to help make veterinary practices more profitable and successful and we look forward to working with you in the coming months.
Alan Moody General Manager
Our new cloud-based solution, Data Vault, is not only robust, but also stores data off-site, with automatic confirmation of a successful backup. This flexible system enables the practice to decide what data should be backed up and at what time. The cloud storage we are using is UK-based, which means there are no issues with data retrieval and compliance with all data protection regulations is assured. 5
Vetsolutions Insight
Lights, camera, action! Vetsolutions commission a photo shoot at a Derbyshire practice.
6
When Sara Morris took on her role as Marketing Manager at Vetsolutions at the end of last year, one of her aims was to bring a fresh look and feel to the brand. As part of this goal Sara recently commissioned new photography to use across a range of promotional material. With the help of Ben Walker, a director at Vetsolutions’ creative agency Firefly and freelance photographer Laurence Winram, Sara arranged for a photo shoot at a Derbyshire practice at the end of April. On joining Vetsolutions, Sara soon identified a problem with the images being used in their promotional material. A lack of suitable stock photography meant that many of the images were very similar in style and also resulted in the same photographs being used by other veterinary suppliers, albeit in different sectors of the market, and Sara wanted to change this situation. Firstly she wanted to make sure that Vetsolutions had a unique bank of photography that complimented their brand. Secondly stock photography was proving expensive, and finally she wanted the focus of the images to be on the software rather than animals. "Our imagery was a stereotypical blend of a veterinary nurse holding a cute bunny or a dog being treated in a consult room. From a marketing point of view this means that the tone and feel we were trying to create for Vetsolutions was being confused in customers’ minds with other brands."
Ben is creative director at Firefly, the agency for Vetsolutions’ brand and he agreed, “Stock photography is very limiting regardless of the context in which it is being used. I saw the photo shoot as an opportunity to create a unique suite of photographs that would reflect everyday scenarios within a veterinary practice.” Ben recommended the use of Edinburghbased photographer Laurence Winram for the shoot. Laurence has an excellent reputation, having worked with some very big, but diverse brands. Before going on location Sara and Ben created a project brief which included a scenario set for each product area, outlining full details of what would be in each shot and where the focus would be. This planning stage is vital with this type of project as it ensures that everyone is aware of the aims and objectives from the outset, and has had the opportunity to visualise each shot before they arrive on location. Sara wanted to use the shoot as an opportunity to position RoboVet as a software solution that aids efficiency for both staff and customers. “Our intention was to visualise how RoboVet is an integral part of practice life, so although we took some close-up screen shots, most of the images have people using the software, clearly within the environment of a functioning practice.” Laurence took landscape and portrait versions of each shot, and often used different models to make sure they had a range of images suitable for every eventuality. Ben’s input
was to get the perfect shot from a designer’s viewpoint, which isn’t necessarily the same as getting a perfect shot from a photographer's point of view. Designing brochures, adverts and websites requires a range of images with the versatility to be used across multiple media and formats and the team wanted to avoid too much studio work, or the prospect of getting back to Edinburgh and needing a particular format of shot that hadn’t been taken. Sara attended the shoot to make sure that everything went according to plan from the client side. The practice staff acted as models in the shots to give the photographs an air of realism and Sara acted as a stand-in for the staff until the actual shots were ready to be taken to minimise disruption to the practice. Sara is very grateful for the help of the team at McMurtry & Harding in achieving such excellent results, “When you work within a functioning practice like we did on this shoot it’s important to work quickly and quietly and keep disruption to a minimum. The practice was amazing and very accommodating and I can’t thank them enough for their help and co-operation.” It was decided to use blank screens in the majority of shots, enabling Ben’s team to introduce different screen grabs back in the studio, depending on the specific communication required. The number of actual animals in the shots is limited, so although they do feature in some images the focus is always on the interaction with the software, rather than the other way round. Because of this, many of the photographs feature monitors making it a fairly predictable 7
Vetsolutions Insight
environment and easy to set-up. Laurence’s photographic skills were needed to incorporate background content that make the shots interesting but without losing focus on the main element.
To help make the photographs bright and interesting Laurence used a Canon 5D Mark 3 and where possible, a prime lens. This is a fixed 50mm or 85mm lens, which creates images that are crisper and cleaner than those produced using a variable lens. The additional use of Quadra lighting enhanced the effect of natural daylight, giving brightness and freshness to the images.
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As well as generic practice shots, a range of specific product-related photographs was included in the brief, to use in promoting products such as StockTrax for example. Vetsolutions sales team is focused very much on explaining the benefits of products in a way that customers will easily understand. Stock management is a big factor in maintaining practice profitability and Vetsolutions has undertaken research that demonstrates how the top performing practices in the UK are minimising their losses in this area. Sara explains, “Our team is able to help practices by finding how much they spend on stock, how much stock they ‘bleed’, and therefore calculate how much a practice might save by introducing a system such as StockTrax. So as this is currently one of our key products I wanted to make sure we had suitable photography to help with our marketing communications.” Although the project had been fully planned and briefed there was some time available on the second day, so Laurence took the opportunity to do some freestyle shots, which was an added bonus.
Sara is very satisfied with the outcome of the project, “When veterinary professionals see our new photographs I want them to identify with the people in the images and the environment, but I also want them to see the images and immediately know that they are looking at a RoboVet leaflet, advert, exhibition stand or website. Although it was a tiring and quite intense experience, we now have a bank of photography that we can use across a range of materials and it was an excellent investment for us.”
Tidy up
Premvet
Garbage In - Garbage Out With the increase in sending reminders it makes a big difference if your database has the correct information – you can save time, generate better client coverage and look more professional. Premvet has a selection of DataMajor reports that will ‘tidy up your data’ – look for the misspelling of breeds and similar animals under a wide range of species.
You will find the report from: Main Menu > Reports and Lists > Data Major SQL Interface > Stored report Then Tidy Up and Update Index – this 1st Index will let you run reports that show you clients with a small number of species – it may be in the early days you separated out rats, mice, hamsters etc. Or with dogs you used freehand text so you have a few different variations of German Alsatian, e.g. GSD, G.Sdog, GS.Dog – this 1st menu will quickly list and total the breeds and species you have. The 2nd Update menu – this allows you to make global changes to the database.
Here you can change GSD and G.S.D to German Shepherd, you can change a species of rat to rodent, if you have bad debt cards you can automatically apply an Admin Lock. We'd recommend you run through on a system you are familiar with to change and tidy up data. Any changes made will then cross update.
You will be given a choice to update or not based on the selection found: As Premvet will let you send Email and SMS messages from the card, there are a couple of options to make sure the preferred contact method can be set to take advantage of the reduced costs of that method. It is well worth the little time it will take to run through the options, the more accurate the data then better it is for everyone. 9
Do you have a backup plan? Protect your data
Insight talks with Steve Dawson, Technical Analyst at Vetsolutions, about the importance of backing up data.
Why is it so important for practices to backup their data?
Do veterinary practices tend to have robust backup processes?
There are two fundamental reasons why practices should backup their data. Firstly to protect its integrity – practices have a duty of care to look after their data, both to protect themselves and their patients. Secondly, and perhaps most importantly, the data is a financial and practical asset of their practice, so protecting it is as important as locking the door when you leave at night.
In general practices are very good at following protocols once a particular process is explained. However, when a management system is installed, some assume that the backup routine is being taken care of by the software company, whereas in reality this responsibility lies wholly with the practice themselves. Many practices are simply unaware of their responsibility in this area and don’t appreciate that a full system backup is considered “best practice”.
If a practice was to lose their data by fire, flood or other unforeseen circumstance, the chances are that they wouldn’t lose everything, as this is very rare, but they would suffer enormous inconvenience and potentially loss of revenue whilst trying to recover the data.
Is the backup automatic? Although the taking of daily backups is normally automated, setting up the process is not. A backup system is usually set up by the engineer on site during installation. Once set up the engineer will explain, ideally to the person or persons responsible, the process which needs to be followed to ensure the backup takes place regularly. Alternatively, the process and explanation can be done remotely by a support team. In my experience the more people within the practice who are aware of the backup process the better.
How does a practice take a backup? RoboVet is an extremely portable system. In multi-branch practices data is synchronised to the master server on a regular basis. Our recommended housekeeping protocol for single branch practices is to backup overnight. Imaging software is used to take a sector-by-sector copy of the disk and provide a snapshot of the entire Windows system, including RoboVet, which is then duplicated onto an external drive or cartridge. We supply two imaging software products: Active@ and AccuGuard™ which works in conjunction with an RDX drive. For the individual in the practice the process is straightforward as all that is required is to confirm that the appropriate device has been correctly rotated, so ensuring that the data is backed up correctly. The cartridges should be rotated on a daily basis and the one containing the latest data should be held off-site, so in the event of fire or flood the data can always be retrieved. Some backup systems email a designated person at the practice to let them know the backup has taken place and whether it was successful or not.
What are the different options for backup media? Practices can choose to backup data to a USB Disk, RDX or a network attached storage device (NAS box), but in addition Vetsolutions has also now developed a cloud-based solution, Data Vault. Data Vault will provide a flexible system so practices can backup smaller amounts of data, more frequently. The cloud data will be held in the UK making it fast and easy to retrieve and this also means there will be no issue in adhering to data protection regulations.
How often should practices backup their data? Every 24 hours should be a minimum and some practices take backups more frequently than this, particularly those practices with their own IT support.
What are the challenges for backing up data? Many veterinary practices operate 24 hour-aday clinics, meaning that backups are being taken whilst the practices is still functioning. In these cases restoring data can be problematic so we often schedule the backup and dump the core data on a hard drive and then follow this with a whole system scan at a later time.
What if the worst comes to the worst? Around 10 times a year the backup plan may not have been adhered to properly and we have had to restore to a much earlier copy of their data (days, weeks, months). It is rare for a practice to lose all their data, however, when it does happen the potential for damage is very real and unfortunately restoring data can be a long process.
Failure is more likely to occur with older hardware and often practices which suffer a hardware failure take the opportunity to upgrade their server. So long as they have a backup, their data can be restored without much problem. In the case of a system failure we retrieve the backup data from the cartridge or disc and save this to a USB stick from which the data can be easily restored to a PC.
How can Vetsolutions help practices manage their data backup? Often practices that are installing systems or upgrading will take out our option of 3rd party cover, which means in the event of a problem they are able to call on an engineer to restore their data on site. It’s rare for practices not to have a maintenance contract on their servers and this is always something we recommend as it gives practice owners and managers peace of mind. And of course, our support team is always on hand to talk practices through any difficulties they may face.
Practice makes perfect Get the on-demand training you need to help build a successful practice
> Each user can learn at his/her own pace
Well-trained staff waste less time, money and resources and produce higher quality work. The benefits of staff training extend to everyone in your practice from the veterinary team straight to the patients and your clients.
> Option to create user - or position - specific training modules
> Access more than 500 videos, along with quizzes and tests
> Built-in accountability with testing and reporting
> Covers practice management tips as well as new-release features
> Stay on top of staff training with email reminders and progress tracking
> Ability to train various positions in your practice
> Training modules range from beginner to expert
> Each subscription comes with 20 user accounts (per site)
Online Academy Recurring Fee
£599.00
£899.00
+£139.00
for up to 20 users
for 21-50 users
for a 10 user add on
per year
per year
per year
Want to know more or book now? Give us a call on 0131 556 0555 or email sales@vetsolutions.co.uk
www.vetsolutions.co.uk
Windows Server 2003 support is ending on 14 July 2015 Microsoft has announced that as of July 14 2015 they will no longer support their 11 year old server operating system, Windows Server 2003.
This means: > N o further updates or security patches will be released for Windows Server 2003 after July 14 2015. > Loss of compliance - various industry regulations and industry standards will no longer be able to be achieved if you are using Windows Server 2003 actively on your network. > I ncreased security risks - any server running this operating system will be completely exposed to serious hacker attacks aimed at taking control of your network, stealing your data or crashing your systems. Customers see security fixes as being among the most critical fixes for their installed servers. These fixes will no longer be delivered to customers for their Windows Server 2003 servers, regardless of how severe a given issue may be. > I ncreased downtime and integration glitches with other software applications. Customers no longer have the ability to contact Microsoft for technical support in the event of a server problem. This becomes particularly important when a system experiences an outage and customers are unable to restore the system and recover data and applications from the stalled machine. If your practice is currently running Microsoft Windows Server 2003 / Exchange 2003 on your server you need to take steps now to plan and execute a migration strategy to protect your business.
Next steps 1
2
3
Determine if your practice is using Windows Server 2003, if you aren’t sure you can check on our website.
If you aren’t using Windows Server 2003 you do not need to take any further action.
If you are using Windows Server 2003 please call us now on 0131 556 0555 option 4 for assistance.
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Vetsolutions Insight
Online Marketing By Emily Eudall Marketing Manager from Onswitch
Having originally trained in equine management and equitation, Emily has over twenty years' experience working in a variety of animal health roles. Emily spent eight years in equine practice, working in both nursing and customer-facing roles. Emily now combines motherhood with her work as Marketing Manager for Onswitch and is currently studying for the Certificate in Professional Marketing. 14
www.vetsolutions.co.uk
Why do I need an online presence when pets can't read? The internet is a fundamental feature of all our lives; it's hard to imagine having to research your holiday, order your weekly shop or buy music without leaving the comfort of your chair. Yet for all the online world is such an integral part of modern life, the sheer scale and reach of the internet remains staggering:
38 million
adults (76%) go online every day
Mobile online access has more than
doubled since 2010, from 24% to 58% Source: www.ons.gov.uk, UK 2014 data
22 million
households (84%) have Internet access, up from 57% in 2006
7 4% of adults buy goods or services online, up from 53% in 2008
Fixed broadband is used by
by 91% of households
These people are your clients. Pet owners routinely go online to find answers to their questions, to research options for their pets' care and to engage with those providing this care. Which means that actually, this article could be very short - you need an online presence because everyone else has one, because owners expect you to have one, and because without one you're missing countless opportunities to attract and retain clients. If you haven't got one, get one. Get a Facebook page for your practice and add new content regularly, consistently and with genuine conviction. Still here? Then I guess we need a bit more detail... 15
Vetsolutions Insight
Integrated marketing If you don't currently use online marketing, perhaps it seems daunting to factor the digital world into your existing very-real-world client communications? And yet marketing is 'just' marketing, wherever it takes place. Say, for example, your practice aims to recruit more puppies and kittens. One of the most powerful sources of new clients is recommendation, so let's consider how you can use both online and offline Friend-GetFriend activity in a unified marketing strategy. > G et a leaflet with a detachable voucher professionally designed and printed. > H and a copy to all your clients - the traditional marketing route. > E mail a digital version to everyone and post a copy on your website for printing at home. > Post a copy on your Facebook page and ask your friends to share your practice page with their friends (the average Facebook user has 243 friends, so potentially your marketing is reaching a huge audience at no extra cost) - online marketing at its very best. > Brace yourself for the rush! > D on't forget to record in the Practice Management System where each new client came from, so that you can establish just how effective your integrated marketing campaign has been.
Benefits of online marketing Good marketing focuses on the needs of your clients, demonstrating how you can meet these needs better than anyone else around. Good online marketing does this quickly, effectively and at much lower cost than traditional routes. Sending an email is free, posting out a reminder card costs 54p by second-class mail, plus the cost of buying the cards and envelopes. And with all the widely available email tools (google it) 16
you can monitor what percentage of your emails have been opened and actioned; helping you target future communications more effectively and following up those who have not opened the first email with a second and third reminder.
away from being huge. A special offer, a cute photo, a warning about local poisonings - any or all of these can very quickly reach hundreds of newsfeeds and inboxes, and all with your practice name attached.
Develop your website to be a source of all things pet - add 'how to' videos on a linked practice YouTube channel, feature downloadable information sheets and online FAQs. Write a blog and share it via email, Facebook and the website. Adding new content regularly will encourage visitors and boost your site's performance in Search Engine Optimisation (so you should appear higher up when potential clients search for 'vets in YourTown').
Ask your clients to leave feedback and reviews. Acknowledge the good ones and rectify any bad one. Don't be afraid to apologise if you got it wrong, and never delete bad reviews - you don't want to incur the wrath of the keyboard warriors! Report any inappropriate content and invite the reviewer in to discuss the issue. Your many loyal clients will invariably add their own glowing comments and provide a more realistic balance!
By far the biggest benefit of online marketing is that it is engaging, creating a two-way dialogue between you and your clients in a way that even the glossiest mailing cannot. Online is immediate and interactive - your clients can make suggestions, request appointments, leave testimonials and forward your details to their friends, all in a matter of moments. Online your practice can develop a community - pet owners, friends, clients and your team share news, funny stories, updates on patient progress. You can run competitions and post special offers online, unencumbered by the time, effort and costs of admin and postage that more traditional marketing requires.
Making social media really work for you Social media is a key feature of any online marketing campaign. Facebook, twitter, Google+, YouTube and the like are all online places frequented regularly by your clients. Each month 800,000,000 unique users visit YouTube, with 72 hours of content being uploaded every minute! The great thing about social media is just that, it's social. Friendly (usually!), accessible, instantaneous and always just a few clicks
It may be a bit corny, but all feedback is a gift - use your online reviews to identify where the team may need further training and support, and show your clients that you are working hard to improve still further.
Make it real The best practices understand that social media and online marketing really brings their brand personality to life. Facebook is the perfect place to inject a healthy dose of humour and realism, demonstrating that you 'get' what it is to share your home and your heart with a pet. If you're serious about making online marketing work for you, it's not enough to set up a Facebook page and simply go through the motions of adding safe content. Give someone on the team responsibility for keeping content fresh and engaging (someone with a good camera on their phone and the ability to spell is best). Add photos of the team doing the everyday things that make working in practice worthwhile, respond to posts, share the pages of local pet care businesses and animal charities, get involved in good causes and fundraising and share your efforts. In short, make your Facebook page reflect your practice, make it a place that feels vibrant, welcoming and understanding. Make it count.
www.vetsolutions.co.uk
Vetsolutions do not recommend installing Windows 10 As you may be aware Microsoft will be releasing Windows 10 on July 29th 2015. This will be released free to all Windows 7 and Windows 8 users. The update will be made available through Windows Update. If your computer is set to automatically update then the upgrade will be automatically downloaded and an icon will appear on your computers desktop. Currently Vetsolutions do not recommend installing Windows 10. We have not yet completed our internal testing to make sure that RoboVet will run under Windows 10. Whilst pre-release versions have been available we feel testing should be carried out on the full release version to ensure that we test on the same version that our users will have.
If you have any further questions then please contact our support team on support@vetsolutions.co.uk. 17
How to... Use Procedures for Ventana sales To help save time at the point of sale, Ventana has the functionality to allow what we call “procedures” to be set up. Setting up a procedure means that all the relevant items associated with it will be pre-loaded so you don’t have to spend time adding them manually. Here’s how it’s done:
2
1
Loading a Procedure onto an Animals work screen 1
Select the relevant animal and click on the “Work” tab.
2
Click the “Procedure” button.
3
Click on the relevant category.
4
Click on the required procedure, then click the “Load” button.
5
Save the work screen as normal.
4 5
1 2
Creating a Procedure 1
On the work screen of any animal (it doesn’t matter which animal, because you won’t be saving the work to this animal, you’ll just be using a work screen to create it), click the “Estimate” box before you start to add any items.
2
Enter all of the items required for your procedure, including a symptom code.
3
Click the arrow to the right of the “Complete” button on the Ventana toolbar, then click “Save as Procedure”.
4
Click in the “Procedure Name” field and give your procedure a name.
5
Select the category that the procedure falls into, then click “Save” followed by “OK”
6
Clear the work screen.
3
5
4
Vetsolutions Insight
How to... Track Insurance Work
Insurance work can be tracked in RoboVet by turning on the feature called Transaction Analysis. You will have to contact Support if you want this function turned on.
www.vetsolutions.co.uk
You can set up different analysis codes and apply them to several types of account transactions. For tracking insurance work they can be used for Invoices and Payments. They are configured in the Accounts section of the Options. Have a look at the screenshot below:
Two of the invoices and the unallocated payment have an Analysis code of Ins Work. Invoice 1-68 and the payment are On Hold and cannot be processed until they are taken Off Hold. The Analysis Code is given to the transaction at the time of creation but it can be changed using the appropriate account correction. For invoices the code cannot be applied to the invoices within an invoice run – the invoices have to be changed manually after the run.
How useful is the Analysis Code?
How accurate is the Analysis Code?
1
It is extremely useful but is a manual process and all users have to know how to apply the code correctly.
2
The code cannot be applied to noninvoiced so it is important to invoice all insurance work. Part-paid work entries can be invoiced if necessary.
All users can see which invoices and payments are classified for insurance work. It is possible to produce a report on all insurance invoices by their payment status. There is a filter available in the List Invoices report. This enables you to obtain a figure for the outstanding insurance work at any one time and so separate it from the rest of the outstanding debt.
It is important to try and keep insurance work on separate invoices although it is possible to pay off the non-insurance
products within an invoice so that it is only the insurance work that is outstanding. Splitting consultations (work entries) before creating an invoice will help to keep the products separate. The List Invoices report on paid invoices that are flagged with the insurance code will not be an accurate estimate of the amount of the historical insurance work if there are products within the invoices that are not for insurance. 21
A better approach to client communications Rapport is the only client communication tool that works directly with your practice management system
Rapport integrates directly with your practice management system, so you and your clients can benefit. Establishing Rapport with your clients increases practice efficiency, improves patient care and attracts more clients to your practice.
Email: rapport@vetsolutions.co.uk Tel: 0808 178 4028
www.hsrapport.co.uk