How to share a handout

Sharing handouts with clients can help strengthen customer relationships by providing information about pet care and educating them.

There are two different ways to share handouts with clients. Here is how you can share the handouts.

Sharing With a Specific Client

To share a handout with a specific client, please follow the following steps:

Steps:

  • Login to VetCheck from your practice management system
  • Click Client Tab on the Navigation bar
  • Click on the handout, You want to share
  • Fill in the Client Details
  • Add optional Client Instructions as per the requirements
  • Click on SHARE WITH CLIENT

    • Once the handout is Successfully shared, A modal will appear confirming the handout has been shared.

    For integrated clinics, a copy of the handout/discharge instruction, will appear in the patient file

Sharing with multiple clients

If you need to share a handout with multiple clients. Please follow the following steps.

Steps:

  • Login to Vetcheck
  • Click Education Tab on the Navigation bar
  • Click on the handout, You want to share
  • Click on MULTI-SHARE on top right corner of the screen
  • Click on COPY LINK

    • You can use this link to share the handout with multiple clients using your preferred communication tool.

    Please note that with this way of sharing, a copy does not go back to an individual patient file.

If you have any questions, please reach out to our friendly staffs: Contact VetCheck