With VetRec’s customizable template, you can have us select one option out of the ones you provide; we can pick for you!
Choose the “Smart Pick” entry type:
Section/Entry name: gives us the subject you want to categorize. For example, if we have “Type of Visit” as our name, we will categorize what type of visit the notes will show.
Pick: gives us a custom option for us to pick from. Please create two or more options per entry for proper usage. You can also give instructions for us to better understand how to select your option.
Pick one/Pick multiple: if you would like for us to pick only one option, use pick one. If you would like us to pick multiple options in a list, use pick multiple.
Now, when you generate, your option (or options, if you use pick multiple) will be selected whenever you generate a document.
Smart Pick is supported in Notes, Client Documents, and Records Recap templates.