Configure Vetspire Connection
To configure the connection between Vetspire and VetRec, please reach out to our support team who can help at [email protected].
You will need a key to your Vetspire instance that can be found under Admin > API Keys.
Create a new API Key using the Create New API Key button. Our support staff will provide a secure way to provide the key to our team.
Importing patients from Vetspire into VetRec
⚠️ This capability is in BETA. Please reach out to our support team to enable it on either our chat bubble in the product or email at [email protected].
VetRec allows you to automatically import your patients in your schedule from Vetspire. Once the connection is configured, VetRec will be populated with the patients you are seeing for the day. By navigating to All Visits, you will see the Sync Vetspire button.
Once the button is pressed, in a few seconds the visits are imported. Imported visits are automatically configured to make the export process more seamless so that you don't need to add a patient UD or encounter ID.
You can use the date picker to select a time range and sync the visits within it. Meaning if you want to sync the visits for the week, simply select the week on the picker and hit the Sync Vetspire button.
You can press the Sync Vetspire button as many times as you want during the day. It will automatically update any appointments that have changed (e.g. patient changed appointment time or even patient's name change) as well as add any last minute patients that get added to your schedule!
Exporting notes from VetRec to Vetspire
VetRec allows you to also export your notes directly into Vetspire. Once the connection to Vetspire is configured, you will see the Export to Vetspire option appear under the Actions button in the Notes tab. Press the Export to Vetspire button to bring up the export modal.
VetRec support multiple export types for notes to Vetspire:
Type | Description |
Encounter | Creates or updates an existing patient encounter on Vetspire. This is the default behavior for all notes. |
Quick note | Creates a new quick notes under the patient's profile. To define a note to export as a Quick Note, you must configure the template as such. |
Attachment | Attaches the notes as a PDF within an existing encounter. To define a note to export as an attachment, you must configure the template as such. |
Exporting as an Encounter
When exporting as an encounter, you will be prompted to input a patient ID and an encounter ID to define where the notes will be transferred to. Encounter ID is optional, but can be made required if you don't new encounters to be created. (See Vetspire Admin Controls) If you are using our import capabilities, these fields will be automatically populated. You can simply hit Export!
Now go back to Vetspire and you will see the notes exported. (See export behavior below)
Sometimes a page refresh is required for exported notes to show up.
Finding the patient ID and encounter ID
If you need to find the patient ID. This is the ID of the patient in Vetspire that you want to add the notes to. You can find the ID on Vetspire at the top of the patient's chart.
If you need to find the encounter ID, it can be found in the Vetspire URL for the encounter.
https://url/clients/605246/patients/951235/encounters2/134709
Encounter export behavior
Depending on the provided information (i.e. patient ID and encounter ID), the export behavior differs. Patient ID is a required field while Encounter ID is optional.
Case | Behavior |
Patient ID Only | Notes will be exported into a new encounter in Vetspire which will be created with the same starting time as the notes |
Patient + Encounter ID | Notes will be exported into an existing encounter. Fields will be automatically matched based on name. (Ensure names match.) Any unmatched sections will be added to the encounter as additional sections. |
Exporting as a Quick Note
When exporting as a quick note, you will be prompted to input a patient ID to define where the notes will be transferred to. If you are using our import capabilities, these fields will be automatically populated. You can simply hit Export!
Once exported, a new Quick Note will be created in Vetspire.
Exporting as an Attachment
When exporting as an encounter, you will be prompted to input a patient ID and an encounter ID to define where the notes will be transferred to. Encounter ID is required as attachments are only created if they are assigned to a Encounter. If you are using our import capabilities, these fields will be automatically populated. You can simply hit Export!
Once exported, a new attachment will be added to the encounter provided.
Finding the patient ID and encounter ID
If you need to find the patient ID. This is the ID of the patient in Vetspire that you want to add the notes to. You can find the ID on Vetspire at the top of the patient's chart.
If you need to find the encounter ID, it can be found in the Vetspire URL for the encounter.
https://url/clients/605246/patients/951235/encounters2/134709
Data Privacy
By providing access to your Vetspire instance, VetRec receives access to read and write information from it. Based on the current (as of 10/18/2024) integration, VetRec only writes information to Vetspire:
VetRec connects to the Vetspire through the provided APIs based on the API agreement between the companies.
VetRec shares data generated using the VetRec platform like notes, discharges, recaps with Vetspire through the provided API.
When notes are exported into Vetspire from VetRec, all information included in them will be shared with Vetspire.
VetRec does not share recordings and transcripts for visits with Vetspire.
All additional policies related to the VetRec and Vetspire Privacy Policy apply.