How do I set up referring vets and vet clinics?

Modified on Fri, 11 Apr at 5:28 PM

There are three key steps you must take to set up referring vet clinics, referring vets and then associating the two together.


  • The first step is to make a contact record for a referring veterinary clinic
    • You can find more information and a step by step guide for this step on our Help Documentation portal - HERE


  • The second step is to make a contact record for a referring veterinarian
    • You can find more information and a step by step guide for this step on our Help Documentation portal - HERE


  • Finally you need to associate the two together.
    • You can find more information and a step by step guide for this step on our Help Documentation portal - HERE


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