Create a new client form that is compatible with RxWorks, ezyVet and Ascend

Overview

Auto-create a file within RxWorks, ezyVet or Ascend for a new client. This will also only work for new clients with a dog or cat, at this stage.

We recommend that your team check that a file does not already exist within RxWorks, ezyVet or Ascend before creating a new client file from a VetCheck new client form.


Requirements

This function requires access to your RxWorks, ezyVet and Ascend API. For permission to access your clinic’s RxWorks or Ascend API, please complete this form and return to support.rxworks@covetrus.com

Covetrus Partner Form 2023


Create a Compatible New Client Form

Go to: Form Builder → Drafts → New Client Registration Form (RxWorks/Ascend) or New Client Registration Form (ezyVet)



Client Registration Form (RxWorks/Ascend)

Keep the existing Client/Patient input fields



Client Registration Form Existing Fields

Then add fields/questions to customise

'UPDATE' to save your changes and 'GO LIVE'



Client Registration Form Update Button
Client Registration Form Go Live Button

Your form is now ready to use in 'My Forms'



Generate a VetCheck New Client Form Image

VetCheck - Multi Share Link Instructions

Login to VetCheck form the Chrome browser OUTSIDE of the Practice management system:



Login From the Chrome Browser

PLEASE BE SURE TO LOG IN VIA THIS VETCHECK WEB PAGE



Login Here Image

Select your form:



Select Your Form Image

Select 'Multi-share':



Select Multi-share Image

Copy the link and paste it to:

  • SMS templates
  • Welcome emails
  • Your Website

QR Code:

Right-click on the code to save the image.

Print and laminate for use in the clinic waiting room



Generate QR Code Link Image
QR Code Right-click Copy Image

Final Step

ONCE A FORM IS COMPLETED

Go to: HX tab on VetCheck → Blue Square → Create PMS File



Create PMS File Image

The last name and email address on the form will be cross referenced with the RxWorks/Ascend/ezyVet database.

If a duplicate is found, a new file will not be created.

Please note: ezyVet new client forms do not autofill the client address. You must cut and paste this component from the VetCheck new client form into the newly created ezyVet client file.



For further assistance please email: support@vetcheck.it
Or call: 03 700 387 88


The NEW CLIENT FORM IS SEARCHED BY PET OWNER EMAIL ADDRESS

VetCheck will always check the pet owners email address within the PMS system.

If the email address exists, but the pet does not, a new patient will be created under the existing client file

If the email address does NOT exist, a completely NEW client file will be created within the PMS

We recommend that you advise your clients that clinic communications will come to their email address to encourage them to provide you with their most active email address.