VetRec

Learn the basics of the template system in VetRec. What the different templates mean, where to find them, and the library of templates!

VetRec Templates Overview

Kevin Cohen

David de Matheu

Sanath Nagaraj

Templates

Learn about the pre-built templates VetRec offers out of the box.

Pre-built templates

Templates allow you to customize the documents generated by VetRec

Create a template

VetRec provides an extensive template library to get started.

Template Library

Getting Started with Templates

The VetRec template system allows you to customize and personalize your templates to fit your needs

Modifying Templates

VetRec templates allow a wide range of style customization

Styling templates

Reuse sections between templates to ensure consistency across notes

Saved Sections

Guidance and information for writing template instructions

Writing template instructions

Macros

Configure your template to add more detail

Verbose Mode

VetRec allows you to define predetermined options for the AI to pick from for a given field

Smart Pick

Customizing Templates

Share templates with other VetRec users outside your team

Share Templates

Lock edits to team template so only the owner of a template can edit it.

Lock Edits to Template

How to prioritize the templates that you use the most

Favoriting templates for your account

Template Controls

Book a meeting

Go to VetRec

Find answers and get help from Intercom Support and Community Experts

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