VetRec helps you take your medical notes and generate client communications like emails and discharges as well as medical documents like rDVM letters. (We also provide templates for lighter documents like Kids Stories and Poems 😊)
Processing Client Documents
Navigate to the All Visits tab on the left hand navigation and pick a patient visit for which you want communication documents generated:
Select the Client tab on the top navigation:
A prompt will appear to generate a client document for the visit.
Ensure that medical notes have already been generated for the visit. If they haven't you will be prompted to generate medical notes first.
Select the template you want to use for the communications document:
Client document templates are fully customizable using the VetRec Template Builder.
Click the Generate button:
Once generated, you will see the client document:
