1. What are Email Intakes?
Email intakes let you receive patient records via email. Forward emails to your intake address, and they appear in your VetRec dashboard as intakes.
2. Getting Your Email Address
Select the intake scope (Personal/Team/Organization) → Then click on “Setup” → Copy the email address → Forward any records to this email
Scopes allow you to pick who should see the intake. If you pick personal, only you will be able to see the intakes. If you pick team, your entire team will be able to see the intakes. If you pick organization (only available for organization administrators), your entire organization will be able to see intakes.
With the provided, email you can forward / send any emails to that address, and they will automatically land on VetRec!
3. Configuring Your Intake Settings
Intake Template:
VetRec will automatically generate a records recap based on the documents included in the intake as well as the content of the email.
To customize the template you want used:
Select the intake scope (Personal/Team/Organization) → Then click on “Setup” → Open the template picker → Select your template
Tips: You can change this anytime. You can have a template for your team intakes but another one for you Organization intakes.
Auto-Create Visit
When enabled, incoming emails will automatically create a new visit using the detected patient name. When disabled, you can manually assign emails to existing visits or create new ones.
Even with automatic visit creation, you can always reassign visits if necessary.
Auto-Routing (Available in Advanced Intake)
For organization, you can automatically route intakes to the correct team within VetRec. Routing, focuses on finding the best team based on specialty / referral. For better routing accuracy, you can go to the your Admin Center and assign specialties to specific teams.
