What's New on Vetspire

Hello, Vetspirians! This week’s release includes enhancements across multiple Vetspire features, including inventory reports, lab integrations, and client profile management.

New Editor for Reminder Email Templates

Introducing Vetspire’s upgraded Email Templates editor! In More > Admin > Configure > Email Templates, you can create unique templates for appointment and protocol reminder emails.

Our legacy ‘Email Template’ editor supported a single template for all types of reminders, and templates had to be coded in HTML.

Now, the new Email Templates editor allows you to create distinct templates for appointment and protocol reminder emails.

This update makes it easier for you to customize the visual design of reminder emails that are automatically sent according to your Marketing & Reminders settings.

Email templates apply across your organization and can be customized for each of your locations with variables. You can also upload your own JSON design in the editor!

Note: If you previously created email templates in the legacy editor, the system will still use your legacy templates until you create and save a template in the new editor.

How It Works

Both the appointment and protocol email templates include a {{content}} variable. For each email, the system automatically inputs details of the patient’s appointment or protocol in place of this variable. Both email templates must include the {{content}} variable for the reminder details to display.

Note: Any email content you have written in More > Marketing & Reminders > Appt. Reminders displays in place of the {{content}} variable in the Appointment Reminder Email Template.

Build Your Template

1. From the right panel, drag and drop a Content block into the template:

2. Select the Blocks tab in the right panel to drag and drop spatial blocks into the template. This allows you to organize content into columns.

3. Configure general design settings in the Body tab in the right panel, including background color, font style, preview text, and more!

4. Add text variables using Merge Tags to personalize emails with client, patient, and location details.

5. Select Save!

When you Save your Appointment Reminder Email Template or Protocol Email Template, the Vetspire system immediately starts using that template for all appointments and protocols (instead of the system default template).

Improvements

• Product Types UI Update: We have updated the interface design of Financials > Manage > Types to make it easier to manage and view details of product types! The Product Types table now displays the ID for each type. Additionally, when you select a product type, the product type details open on a new page instead of expanding the table, making it easier to edit the details.

• Encounter Summary PDFs: Encounter summary PDFs now include comments entered for Treatments in the Orders section of the encounter, ensuring your shared encounter records are comprehensive.
• Notifications in Global Navigation: We fixed a bug that caused the Notifications tool to display a badge with a number of unread items when the user had no new notifications to view. 
• Search by Rabies Tag Number: We have optimized the system response time when searching for a client or patient on the Clients page using the Rabies Tag Number filter. This update helps staff at high-volume call centers more quickly locate the correct profile based on the Rabies Tag Number.
• Inventory Counts: When you update the Inventory In Stock quantity for a product in More > Inventory & Services > Manage > Inventory Counts, then refresh your browser window, the system now maintains the alphabetical order of the table by product name. Previously, the system incorrectly sorted the table by stock quantity, causing updated records to move out of order.
• Purchase Orders: In More > Inventory & Services > Order > Purchase Orders, only products with Track Inventory set to Yes can be ordered. Product codes for services and items that do not use inventory tracking no longer display for selection, making it easier to add the correct products to new purchase orders. This update applies when Track Inventory is enabled for the individual product or the product type.
• Create New User: The Role field is now required when creating a new user profile or API key in your Admin settings. This update helps improve user security and ensures that users have the correct permissions. Admins can manage their organization’s user roles in More > Admin > Staff > User Roles.

• IDEXX In-House Diagnostics: New IDEXX in-house diagnostic codes are now automatically available in Vetspire when they are released by IDEXX! Note: The workflow for adding product codes for lab tests has not changed. With this update, you will still link IDEXX codes to new product records but no longer have to wait for the codes to be available to link in Vetspire.
• VitalPACS: In the Order Lab window, the Tests field now displays only VitalPACS products active for your location.
• Checkout Payments: In the Checkout window, ‘Email/Text’ payment methods now display with the name of the payment processor so you can see which integration is being used to collect payment. The new options are:

• Square Email/Text Pay

• Stripe Email/Text Pay

• CardConnect Email/Text Pay

Bug Fixes

• Non-Recurring Provider Schedules with Templates: We fixed a bug that caused provider schedules that are created with a schedule template to not display on the Schedule calendar when the Frequency is set to Don’t Repeat.
• Rabies Immunizations: When users ordered an immunization with a Rabies Tag Number in an encounter, the tag number value did not save with the immunization order after converting the encounter estimate to an invoice. This fix ensures that the Rabies Tag Number saves with the immunization order and does not have to be re-entered.
• Merge Patients: We released a fix to ensure that patient chart records are correctly combined when merging one patient into another.
• Online Booking: We have updated the logic behind our Online Booking widget to ensure that online booking is disabled at all locations when it is disabled for your organization. Previously, online booking could be enabled for a location even when it was disabled for the organization.
• SMS Appointment Reminders: When new clients scheduled an appointment through the Online Booking widget, the system opted the client out of SMS transactional communications, impacting the client’s ability to receive text message reminders for their appointment. This fix ensures that the communication preferences in a client’s profile are not altered by the Online Booking widget.
• Ellie Diagnostics Orders: When users ordered more than one lab test from Ellie Diagnostics, only one lab test displayed in Patient Chart > Labs > Pending Lab Orders. Users were also unable to print the lab order form in the Orders section of an encounter. This fix ensures that users are able to view all Ellie Diagnostics lab orders in Patient Chart and print the order form for the labs from the patient’s encounter.
• Automation Triggers: Configured triggers in which If = product type(s) invoiced and Then = create a task ran even when the invoiced product type was declined by the client. This fix ensures that declined products do not activate triggers.
• Patient Reminders: We fixed a bug that caused the system to send reminder messages for protocols that were manually deleted from Patient Reminders.
• Targeted Messages: Targeted messages sent from Vetspire no longer display as Open conversations in Inbox. Sent targeted messages are recorded as Closed conversations in Patient Chart > Messages.

• Product Packages: We released a fix to ensure that invoices including packages calculate the total based on the fixed Package Price.