Use the Directory

The Directory is your clinic's contact list of other practices: regular vets, specialists and ERs. Anyone on the team can look up a number, add a practice or fix its details.

Open it

In Records, click Directory in the toolbar. Use the search box to find a practice by name, phone, town or specialty. Filter with Type, Specialty or Needs (for example, Missing email).

Click a practice to see its details. Call, Email, Directions and Website buttons sit at the top, one tap away on a phone. Each detail also has a copy button.

Add a practice

1. Click Add practice.
2. Enter the Practice name. Everything else is optional.
3. Add a Short name, the name your team uses (like "CVETS").
4. Under Type, pick every one that fits: General practice, Specialty or ER. If you pick Specialty, you can add specialties such as cardiology.
5. Fill in Phone, Fax, Email, Website, Address and Hours. Click Open 24/7 for an ER that never closes.
6. Add Notes for the team, such as "ask for the ER desk." Notes never print.
7. Click Add practice.

Short names in handouts

A practice's short name works in Docs handouts. Writing the short name in curly brackets, like {CVETS}, prints its name, address, phone, hours and website. You can also print just one detail, such as {CVETS phone}. The practice panel shows exactly what will print under In handouts.

Add many at once

Click the ... menu, then Bulk add. Paste rows from a spreadsheet or choose a CSV file, check which column is which, and import. Practices already in the Directory are skipped. You can import up to 500 at a time.

The same menu has Download CSV to export the list, and Delete all.

Edit or remove

Open a practice and click Edit or Remove.