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Dalmatian Dog

Veterinary Clinics

Streamline Operations and Focus on Patient Care
 

Veterinary practices often juggle patient care, inventory management, client relationships, and compliance requirements—all while ensuring that the business runs smoothly.

Yuuniti offers a Vtiger CRM solution designed to streamline operations, helping veterinary clinics focus on the well-being of animals and strengthening relationships with pet owners.

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Patient & Medical Record Management

  • Keep track of each animal’s medical history, treatments, and medications with Vtiger’s Medical Record Management Module. This central repository of information ensures accurate, up-to-date health records for each patient.

  • Key Features:

    • Comprehensive patient profiles including breed, age, and medical history.

    • Detailed records of vaccinations, surgeries, medications, and treatments.

    • Automated reminders for upcoming vaccinations or wellness check-ups.

    • Secure document storage for lab results, x-rays, and prescription details.

Appointment Scheduling

  • Simplify booking and scheduling appointments for exams, surgeries, and follow-ups with the Appointment Scheduling Module. This tool allows pet owners to book easily and helps the clinic stay organized and on time.

  • Key Features:

    • Real-time calendar view with availability for doctors and exam rooms.

    • Automated reminders for upcoming appointments to reduce no-shows.

    • Online booking options integrated with the clinic’s website.

    • Easy rescheduling and waitlist options for fully booked days.

Billing and Payments

  • Manage billing, invoices, and payments seamlessly. Vtiger’s Billing and Payments Module allows veterinary clinics to streamline financial processes and improve client transparency.

  • Key Features:

    • Invoice generation for appointments, treatments, and retail sales.

    • Integration with major payment gateways for online and in-clinic payments.

    • Automated billing for recurring services (e.g., monthly flea treatment).

    • Financial reports for tracking revenue, outstanding payments, and expenses.

Inventory and Supplies Management

  • Efficiently manage stock for medical supplies, pet food, and retail items with the Inventory Management Module. Ensure that your clinic is always stocked with essential products without over-ordering.

  • Key Features:

    • Low-stock alerts for medications, supplies, and retail items.

    • Supplier management and automated reordering options.

    • Inventory tracking to monitor product usage and waste reduction.

    • Integration with POS systems for sales and inventory tracking.

Prescription and Treatment Tracking

  • Track prescriptions, dosage details, and treatment plans. The Prescription Management Module in Vtiger ensures patients receive the right medications on time and keeps clients informed of their pets' treatment progress.

  • Key Features:

    • Prescription history with dosage and frequency details.

    • Automated refill reminders for ongoing treatments.

    • Secure storage for controlled substance prescriptions.

    • Notifications for clients when prescriptions are ready for pick-up.

Client Communication & Marketing

  • Build and maintain strong relationships with pet owners by using Vtiger’s Marketing Module to send reminders, health tips, and promotions tailored to their pets' needs.

  • Key Features:

    • Automated reminders for upcoming check-ups and vaccinations.

    • Targeted marketing campaigns based on pet type, age, or health needs.

    • Client segmentation for specialized promotions or events.

    • Post-visit surveys to improve service and gather feedback.

Customer Portal for Pet Owners

  • Enhance client experience by providing a self-service portal for pet owners. The Customer Portal Module allows clients to access their pets’ records, book appointments, and review treatment plans.

  • Key Features:

    • Easy access to pet medical records, prescriptions, and visit history.

    • Appointment scheduling and cancellation without needing to call.

    • Secure portal for sharing lab results, x-rays, and treatment notes.

    • Payment portal for quick bill settlement and easy tracking.

Compliance and Documentation

  • Ensure compliance with industry standards and keep all documentation organized. The Compliance Module helps you manage licensing, certifications, and medical protocols to maintain regulatory standards.

  • Key Features:

    • Tracking for staff certifications and licensing renewals.

    • Document management for medical forms and compliance records.

    • Templates for medical consent forms and treatment agreements.

    • Customizable compliance checklists based on local regulations.

Analytics and Reporting

  • Monitor clinic performance and financial health with the Analytics Module in Vtiger. This module provides valuable insights into patient care, client retention, and revenue generation.

  • Key Features:

    • Revenue tracking for different services (e.g., treatments, retail sales).

    • Client retention reports to identify engagement trends.

    • Health analytics to assess common treatments or seasonal trends.

    • Customized reports on clinic operations, inventory, and revenue.

Referral and Loyalty Program

  • Encourage clients to refer friends and maintain loyalty with Referral and Loyalty Program Module. Incentivize clients to come back regularly, strengthening client relationships and clinic growth.

  • Key Features:

    • Referral tracking to reward clients who refer new customers.

    • Loyalty point accumulation for frequent visits or purchases.

    • Automated reminders for clients with loyalty points to redeem.

    • Customizable rewards for different services or products.

With Yuuniti’s Vtiger CRM solution, veterinary clinics can streamline patient care, improve client satisfaction, and optimize operational efficiency. This solution empowers clinics to focus on what truly matters: the health and well-being of their animal patients.

Change starts now.

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