CRM and Sales tools
DaySmart by Maxmel Tech
29 min
vetter software is a cloud based veterinary practice management system that streamlines scheduling, billing, and patient records integrating with make com enables automated workflows, improving efficiency for veterinary clinics by connecting vetter with other business tools and services limited documentation we currently can't provide complete documentation for daysmart because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from daysmart and public sources to create detailed guides about daysmart daysmart is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=daysmart\&app slug=daysmart community\&app unique id=day smart hxzds2 app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/daysmart community/ click the install button follow the on screen instructions to complete the setup daysmart modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a wellness plan cancels an active wellness plan for a specific user or customer create a client adds a new client to your system, allowing you to manage their details and interactions create a patient adds a new patient’s information to the system, creating a fresh patient record create a payment creates a new payment in your selected payment processing service, allowing you to easily handle transactions create a wellness plan generates a personalized wellness plan tailored to your chosen criteria and preferences create an appointment adds a new appointment to the calendar you choose get appointments fetches upcoming appointments scheduled for a specific user or service get clients fetches and displays a list of all clients from your connected service get contacts fetches a list of contacts from your connected service get inventory adjustments fetches inventory adjustments based on the date range or criteria you choose get inventory items fetches inventory items from the source you choose, allowing you to view and manage your stock details easily get inventory purchases fetches inventory purchase records from a chosen source, giving you access to detailed information about your inventory acquisitions get invoices fetches invoices from your connected service, allowing you to access and review your billing documents get medical notes fetches medical notes from your connected service, allowing you to access and review patient information easily get patients fetches a list of patients from your database, giving you easy access to their information get payments fetches detailed information about a specific payment from the service get staff members fetches detailed information about staff members from your connected service get time sheets fetches timesheet records from the service, allowing you to view employee work hours and related details get wellness plans finds and returns wellness plans that match your chosen criteria get a client fetches detailed information about a specific client from the service get a patient fetches detailed information about a particular patient using their id or other identifying details get a wellness plan fetches a personalized wellness plan tailored to your selected criteria or individual needs get an appointment finds and retrieves an appointment from the service that matches your chosen criteria get an inventory adjustment gets detailed information about a particular inventory adjustment, helping you track changes made to your stock levels get an inventory item gets detailed information about a particular inventory item, such as its status, quantity, and other relevant details get an inventory purchase gets detailed information about a specific inventory purchase using its id make an api call allows you to make a custom api request to the service using your authorized account update a client updates the details of an existing client in your account, allowing you to keep their information current update a patient updates the details of an existing patient in the system, ensuring their information is current update a wellness plan updates the wellness plan details for a selected user update an appointment updates an existing appointment with your latest information or changes update an appointment status changes the status of a specific appointment in your system, such as marking it as confirmed, canceled, or completed watch appointments triggers whenever a new appointment is added to your calendar watch clients triggers whenever a new client is added or when details of an existing client are updated watch inventories triggers whenever your inventory data is updated, so you’ll know right away when stock levels change watch inventory adjustments this module activates whenever there’s a change to your inventory, such as adding or removing items watch inventory purchases triggers whenever a new inventory purchase is recorded, helping you keep track of all incoming stock watch invoices this module notifies you whenever a new invoice is generated or when changes are made to an existing invoice watch medical notes this module activates whenever a new medical note is added, helping you stay updated with the latest patient information watch patients triggers whenever a new patient is added or when an existing patient's information is updated watch payments triggers whenever a new payment is received, so you can take action right away watch staffs this module notifies you whenever a new staff member is added or when details of an existing staff member are updated in the system watch time sheets this module activates whenever a new timesheet is added, so you can easily keep track of new time entries as they happen watch wellness plans this module activates whenever a new wellness plan is created or an existing one is updated templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} daysmart resources you can have access to more resources related to this app on the following links https //vettersoftware com https //startintegrate com/apps/business erp/day smart hxzds2 https //www make com/en/hq/app invitation/74f724fd061385d05f24e27311faff68 https //www make com/en/integrations/daysmart community help us improve this documentation have experience with daysmart? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=daysmart\&app slug=daysmart community\&app unique id=day smart hxzds2 sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone