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signatures.",{"title":486,"path":487,"stem":488,"icon":15,"description":489,"color":15},"Prescription Labels","\u002Fsettings\u002Fprescription-labels","08.settings\u002F14.prescription-labels","Supported label printers for prescription labels: Zebra and Dymo setup.",{"title":491,"path":492,"stem":493,"icon":15,"description":494,"color":15},"Microchip Preferences","\u002Fsettings\u002Fmicrochip-preferences","08.settings\u002F15.microchip-preferences","Configure microchip integration preferences and auto-registration partners.",{"title":496,"path":497,"stem":498,"icon":15,"description":499,"color":15},"Capacity Management","\u002Fsettings\u002Fcapacity-management","08.settings\u002F16.capacity-management","Set daily spay\u002Fneuter capacity limits by species, sex, and weight.",{"title":501,"path":502,"stem":503,"icon":15,"description":504,"color":15},"Wellness Settings","\u002Fsettings\u002Fwellness-settings","08.settings\u002F17.wellness-settings","Set up wellness rooms, appointment types, and scheduling preferences.",{"title":506,"path":507,"stem":508,"icon":15,"description":509,"color":15},"Templates Settings","\u002Fsettings\u002Ftemplates-settings","08.settings\u002F18.templates-settings","Upload custom clinic forms with merge fields for auto-populated data.",{"title":511,"path":512,"stem":513,"icon":15,"description":514,"color":15},"E-Appointments","\u002Fsettings\u002Fe-appointments","08.settings\u002F19.e-appointments","Set up online appointment booking for clients via E-Appointments.",{"title":516,"path":517,"stem":518,"icon":15,"description":519,"color":15},"E-Payments","\u002Fsettings\u002Fe-payments","08.settings\u002F20.e-payments","Enable online payments by connecting your MP Group merchant account.",{"title":521,"path":522,"stem":523,"icon":15,"description":524,"color":15},"Mobile Location Settings","\u002Fsettings\u002Fmobile-location-settings","08.settings\u002F21.mobile-location-settings","Configure mobile clinic locations and schedules in HQ settings.",{"title":526,"path":527,"stem":528,"icon":15,"description":529,"color":15},"Confirmations and Reminders","\u002Fsettings\u002Fconfirmations-and-reminders","08.settings\u002F22.confirmations-and-reminders","Configure automated confirmation and reminder settings for all appointments.",{"title":531,"path":532,"stem":533,"icon":15,"description":534,"color":15},"Medical Records Request","\u002Fsettings\u002Fmedical-records-request","08.settings\u002F23.medical-records-request","Share your clinic medical record request form link with clients.",{"title":536,"path":537,"stem":538,"icon":15,"description":539,"color":15},"Email Attachments","\u002Fsettings\u002Femail-attachments","08.settings\u002F24.email-attachments","Attach documents like aftercare PDFs to confirmation or reminder emails.",{"title":541,"path":542,"stem":543,"icon":15,"description":544,"color":15},"Call & Text Add On","\u002Fsettings\u002Fcall-text-add-on","08.settings\u002F25.call-text-add-on","Set up text and robo-call reminders with the Call and Text add-on.",{"title":546,"path":547,"stem":548,"icon":15,"description":549,"color":15},"e-Lobby","\u002Fsettings\u002Fe-lobby","08.settings\u002F26.e-lobby","Configure auto-response messages for E-Lobby client communications.",{"title":551,"path":552,"stem":553,"icon":15,"description":554,"color":15},"Invoices","\u002Fsettings\u002Finvoices","08.settings\u002F27.invoices","Customize the email template sent with volume client invoices.",{"title":556,"path":557,"stem":558,"icon":15,"description":559,"color":15},"Donations","\u002Fsettings\u002Fdonations-campaigns","08.settings\u002F28.donations-campaigns","Set up donation campaigns and embed widgets for online giving.",{"title":561,"path":562,"stem":563,"icon":15,"description":564,"color":15},"Funding Partnerships","\u002Fsettings\u002Ffunding-partnerships","08.settings\u002F29.funding-partnerships","Create funding partnerships as a prerequisite for subsidy setup.",{"title":566,"path":567,"stem":568,"icon":15,"description":569,"color":15},"Subsidy Settings","\u002Fsettings\u002Fsubsidy-settings","08.settings\u002F30.subsidy-settings","Create and configure subsidy settings with funding partnerships.",{"title":571,"path":572,"stem":573,"icon":15,"description":574,"color":15},"Grantors","\u002Fsettings\u002Fgrantors","08.settings\u002F31.grantors","Set up grantors to track the source of every donation in HQ.",{"title":576,"path":577,"stem":578,"icon":15,"description":579,"color":15},"VC Custom Pricing","\u002Fsettings\u002Fvc-custom-pricing","08.settings\u002F32.vc-custom-pricing","Override standard pricing for individual volume clients on specific items.",{"title":581,"path":582,"stem":583,"icon":15,"description":584,"color":15},"Tax Info","\u002Fsettings\u002Ftax-info","08.settings\u002F33.tax-info","Configure tax categories and rates for taxable clinic items.",{"title":586,"path":587,"stem":588,"icon":15,"description":589,"color":15},"QuickBooks","\u002Fsettings\u002Fquickbooks","08.settings\u002F34.quickbooks","Map QuickBooks codes to HQ services and products for accounting sync.",{"title":591,"path":592,"stem":593,"icon":15,"description":594,"color":15},"Chat Settings","\u002Fsettings\u002Fchat-settings","08.settings\u002F35.chat-settings","Enable instant messaging between your clinic and volume client Portal users.",{"title":596,"path":597,"stem":598,"icon":15,"description":599,"color":15},"OneLink E-Appointments (Multi-Clinic Only)","\u002Fsettings\u002Fone-link","08.settings\u002F36.one-link","OneLink: a single E-Appointment booking link for multi-clinic organizations.",{"title":601,"path":602,"stem":603,"icon":15,"description":604,"color":15},"VCP Settings","\u002Fsettings\u002Fvcp-settings","08.settings\u002F37.vcp-settings","Control volume client Portal permissions and required fields.",{"title":606,"path":607,"stem":608,"icon":15,"description":609,"color":15},"Inventory","\u002Fsettings\u002Finventory","08.settings\u002F38.inventory","Track inventory through HQ custom reports since there is no built-in system.",{"title":611,"icon":612,"description":613,"color":614,"path":615,"stem":616,"children":617},"Resources & Perks","i-lucide-gift","Explore resources, tools, and perks available to your clinic.","text-rose-500","\u002Fresources-and-perks","09.resources-and-perks",[618,622,627,632,637],{"title":619,"path":615,"stem":620,"icon":15,"description":621,"color":15},"Overview","09.resources-and-perks\u002Findex","Explore HQ's top tools, downloadable templates, exclusive clinic perks, and discounted credit card processing options.",{"title":623,"path":624,"stem":625,"icon":15,"description":626,"color":15},"Top Tools","\u002Fresources-and-perks\u002Ftop-tools","09.resources-and-perks\u002F01.top-tools","Quick video overviews of HQ's most powerful features, including online scheduling, e-Pay, consent forms, patient flow, grant management, and more.",{"title":628,"path":629,"stem":630,"icon":15,"description":631,"color":15},"Templates & Resources","\u002Fresources-and-perks\u002Ftemplates-and-resources-copy","09.resources-and-perks\u002F02.templates-and-resources copy","Download ready-to-use HQ templates for consent forms, aftercare instructions, cage cards, curbside check-in flyers, and other clinic documents.",{"title":633,"path":634,"stem":635,"icon":15,"description":636,"color":15},"Perks","\u002Fresources-and-perks\u002Fperks","09.resources-and-perks\u002F03.perks","Exclusive benefits available to HQ clinics, including discounted credit card processing, microchips, vet supplies, text messaging, surgical packs, and volunteer opportunities.",{"title":256,"path":638,"stem":639,"icon":15,"description":640,"color":15},"\u002Fresources-and-perks\u002Fcredit-cards","09.resources-and-perks\u002F04.credit-cards","Learn about HQ's discounted interchange-plus credit card processing rates, supported hardware, and how to get a savings quote for your clinic.",{"id":642,"title":95,"body":643,"color":15,"description":98,"extension":1919,"icon":15,"links":15,"meta":1920,"navigation":1921,"path":96,"seo":1922,"sitemap":1923,"stem":97,"__hash__":1926},"docs\u002F02.concepts\u002F10.volume-client-portal.md",{"type":644,"value":645,"toc":1906},"minimark",[646,653,658,661,664,667,671,681,684,687,689,693,696,712,715,719,721,725,728,744,746,750,756,760,765,770,781,784,786,790,793,816,818,822,828,855,857,861,872,877,879,883,886,891,911,914,916,920,926,933,937,942,948,962,967,969,973,1008,1013,1017,1021,1027,1029,1033,1036,1044,1047,1059,1061,1065,1092,1094,1098,1119,1124,1127,1133,1137,1141,1144,1170,1174,1177,1197,1202,1204,1208,1211,1219,1228,1230,1234,1237,1241,1251,1255,1258,1262,1265,1308,1311,1317,1321,1331,1336,1338,1342,1345,1348,1356,1359,1362,1384,1386,1390,1393,1404,1412,1414,1418,1421,1449,1454,1456,1460,1463,1477,1485,1488,1497,1502,1504,1508,1512,1515,1520,1525,1527,1532,1535,1576,1578,1582,1585,1593,1595,1599,1608,1614,1619,1623,1627,1630,1632,1636,1647,1652,1668,1673,1675,1679,1687,1690,1695,1697,1701,1707,1720,1725,1727,1731,1734,1747,1752,1756,1760,1766,1772,1774,1778,1787,1793,1795,1799,1802,1827,1830,1832,1836,1839,1867,1869,1873],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F02-concepts\u002F720-1920-x-225-px-1920-x-320-px-2025-05-08t164421-912.png",[654,655,657],"h2",{"id":656},"volume-client-portal-overview","Volume Client Portal Overview.",[647,659,660],{},"The Volume Client Portal is a mini-website that allows volume clients to manage information related to the animals they bring to your clinic.",[647,662,663],{},"The portal allows volume clients to enter pet data, sign consent forms, and, after checkout, view statistics, access paperwork such as rabies certificates, the spay and neuter certificate, and invoices.",[665,666],"hr",{},[654,668,670],{"id":669},"volume-client-portal-guide","Volume Client Portal Guide.",[647,672,673,674],{},"We have created a guide to orient your volume clients to the Portal's features and how to use them. ",[675,676,680],"a",{"href":677,"rel":678},"https:\u002F\u002Fchqstorage.blob.core.windows.net\u002Fpublic\u002FVolumeClientPortal.pdf",[679],"nofollow","VCP Guide HERE",[647,682,683],{},"This guide is also available directly to volume clients on the VCP login page.",[647,685,686],{},"To get started, Volume Clients must provide you an email address to access the Portal. If the client also uses Clinic HQ as a clinic, they must provide a new email address as an email can only be associated with one HQ account.",[665,688],{},[654,690,692],{"id":691},"volume-client-portal-videos","Volume Client Portal Videos.",[647,694,695],{},"▶ Video: Video overview for volume clients.",[697,698],"iframe",{":mozallowfullscreen":699,":webkitallowfullscreen":699,"allow-full-screen":699,"className":700,"frame-border":704,"height":705,"name":706,"scrolling":707,"src":708,"style":709,"type":710,"width":711},"true",[701,702,703],"embeddedObject","shadow","resizable","0",400,"embedded_content","no","https:\u002F\u002Fwww.screencast.com\u002Fusers\u002FGinaClemmer\u002Ffolders\u002FClinic%20HQ\u002Fmedia\u002Feca66299-27c6-48c3-bb5e-48adcd366256\u002Fembed","overflow:hidden;","text\u002Fhtml",600,[647,713,714],{},"▶ Video: Video overview for clinics.",[697,716],{":mozallowfullscreen":699,":webkitallowfullscreen":699,"allow-full-screen":699,"className":717,"frame-border":704,"height":705,"name":706,"scrolling":707,"src":718,"style":709,"type":710,"width":711},[701,702,703],"https:\u002F\u002Fwww.screencast.com\u002Fusers\u002FGinaClemmer\u002Ffolders\u002FCamtasia%20Studio\u002Fmedia\u002F0e98975e-2c48-4432-9434-628dd64e8107\u002Fembed",[665,720],{},[654,722,724],{"id":723},"logic-associated-with-the-volume-client-portal","Logic Associated With the Volume Client Portal.",[647,726,727],{},"The Volume Client Portal is designed to balance access to information with controlled appointment management.",[729,730,731,735,738,741],"ul",{},[732,733,734],"li",{},"The portal provides volume clients access to records and reporting but does not allow full appointment creation.",[732,736,737],{},"Volume clients can delete appointments through the portal.",[732,739,740],{},"Volume clients cannot add new appointments through the portal.",[732,742,743],{},"Once an appointment has been checked in through HQ, it can no longer be modified by the volume client.",[665,745],{},[654,747,749],{"id":748},"volume-client-portal-settings","Volume Client Portal Settings.",[647,751,752,753],{},"Clinics can also limit what functions the Volume Client has access to, such as deleting appointment slots, changing the appointment's sex\u002Fspecies, etc. Learn more about VCP Settings ",[675,754,755],{"href":602},"HERE",[654,757,759],{"id":758},"setting-up-the-vcp","Setting Up the VCP",[647,761,762],{},[650,763],{"alt":145,"src":764},"\u002Fimages\u002F02-concepts\u002F720-1920-x-225-px-1920-x-320-px-2025-09-01t182922-511.png",[766,767,769],"h3",{"id":768},"how-to-set-up-a-volume-client-with-their-own-vcp","How To Set Up A Volume Client With Their Own VCP.",[647,771,772,773,776,777,780],{},"Before setting up your client with a VCP, you will need to set up some appointments for them in HQ. ",[774,775],"br",{},"\nView the instructions in the ",[675,778,779],{"href":165},"section on making appointments",".",[647,782,783],{},"Ask the client to provide an email to send a portal invitation to. If the client also goes to other clinics that use Clinic HQ, ask for their existing portal email.",[665,785],{},[766,787,789],{"id":788},"create-a-new-account","Create a New Account.",[647,791,792],{},"If the volume client has never used Clinic HQ's Portal before, follow these steps:",[794,795,796,799,807,813],"ol",{},[732,797,798],{},"Search for the volume client's profile using Quick Search.",[732,800,801,802,806],{},"Select the ",[803,804,805],"strong",{},"VCP"," tab.",[732,808,809,810,780],{},"Click ",[803,811,812],{},"Invite to Volume Client Portal",[732,814,815],{},"Enter the client's email and send the invitation.",[665,817],{},[766,819,821],{"id":820},"connect-account-for-multi-clinic-portal-setup","Connect Account for Multi-Clinic Portal Setup.",[647,823,824,825,827],{},"The Portal is designed to allow the volume client to have one account login that can access appointments from multiple clinics. ",[774,826],{},"\nThe user does not need a separate Portal login for each clinic they use. Here's how to link their existing Portal account to your clinic:",[794,829,830,832,836,840,843,849],{},[732,831,798],{},[732,833,801,834,806],{},[803,835,805],{},[732,837,809,838,780],{},[803,839,812],{},[732,841,842],{},"Enter the client's email that is already in use on their Portal.",[732,844,809,845,848],{},[803,846,847],{},"Send Invitation",". If an active, existing account is found, their organization information will populate.",[732,850,851,852,780],{},"Verify it is the correct organization, then click ",[803,853,854],{},"Link with Account",[665,856],{},[766,858,860],{"id":859},"how-your-client-signs-into-the-vcp","How Your Client Signs into the VCP.",[647,862,863,864,866,867,871],{},"After credentials are set up, the volume client will be taken to the main portal page. ",[774,865],{},"\nIf not, they can navigate here to log in: ",[675,868,869],{"href":869,"rel":870},"https:\u002F\u002Fportal.clinichq.com",[679],"\nThey click the Sign In button and will be redirected to enter their credentials.",[647,873,874],{},[650,875],{"alt":145,"src":876},"\u002Fimages\u002F02-concepts\u002Fvcp-sign-in-page.png",[665,878],{},[766,880,882],{"id":881},"resending-the-signup-link","Resending the Signup Link.",[647,884,885],{},"If your volume client did not receive the link, generate a new invite link.",[647,887,888],{},[650,889],{"alt":145,"src":890},"\u002Fimages\u002F02-concepts\u002Fvcp-generate-new-invite.png",[647,892,893,894,897,898,900,901,903,904,906,907],{},"To resend the invite, click ",[803,895,896],{},"Generate New Invite"," and enter the email address again. ",[774,899],{},"\nA new invite will be sent and logged under History. ",[774,902],{},"\nIf the client still does not receive the email, have them check their spam folder. ",[774,905],{},"\nThe email will be from ",[675,908,910],{"href":909},"mailto:communication@clinichq.com","communication@clinichq.com",[647,912,913],{},"If the client has received the invite and logged in, the volume client profile Client Portal tab will update and show when they last logged in.",[665,915],{},[766,917,919],{"id":918},"tools-to-orient-vcp-clients","Tools to Orient VCP Clients.",[647,921,922],{},[675,923,925],{"href":677,"rel":924},[679],"VCP How-To Guide HERE",[647,927,928],{},[675,929,932],{"href":930,"rel":931},"https:\u002F\u002Fwww.screencast.com\u002Ft\u002FJQKLyjKW1q",[679],"VCP Introduction Video HERE",[766,934,936],{"id":935},"vcp-setup-new-account","VCP Setup - New Account",[938,939,941],"h4",{"id":940},"vcp-invite-client-to-portal","VCP - Invite Client to Portal.",[647,943,944,945,780],{},"If the volume client does not already exist in the system, follow the steps for creating a volume client here:\n",[675,946,947],{"href":165},"Volume Clients",[794,949,950,952,956,960],{},[732,951,798],{},[732,953,801,954,806],{},[803,955,805],{},[732,957,809,958,780],{},[803,959,812],{},[732,961,815],{},[647,963,964],{},[650,965],{"alt":145,"src":966},"\u002Fimages\u002F02-concepts\u002Finvite-to-vcp.png",[665,968],{},[938,970,972],{"id":971},"volume-client-accept-invitation","Volume Client - Accept Invitation.",[794,974,975,978,988,993,1002,1005],{},[732,976,977],{},"The volume client will receive an email invitation. The will follow the email prompts to create their account.",[732,979,980,981,984,985,780],{},"If the system recognizes a previous account, it will ask if they want to create a ",[803,982,983],{},"New Account"," or ",[803,986,987],{},"Connect Account",[732,989,990,991,780],{},"If they are not using a Portal account with another clinic, they should click ",[803,992,983],{},[732,994,995,996,998,999],{},"If the organization already uses the Volume Client Portal with another clinic, they should follow the ",[803,997,987],{}," instructions in the invitation.\n",[650,1000],{"alt":145,"src":1001},"\u002Fimages\u002F02-concepts\u002Fvolume-client-account-creation-email.png",[732,1003,1004],{},"The client will enter the requested information.",[732,1006,1007],{},"The client will create a password. The password must be at least eight characters long and include at least one non alphanumeric symbol.",[647,1009,1010],{},[650,1011],{"alt":145,"src":1012},"\u002Fimages\u002F02-concepts\u002Fvcp-new-account-setup.jpg",[766,1014,1016],{"id":1015},"vcp-setup-connect-account-for-multi-clinic","VCP Setup - Connect Account for Multi-Clinic",[938,1018,1020],{"id":1019},"volume-client-portal-setup-existing-account","Volume Client Portal Setup – Existing Account.",[647,1022,1023,1024,1026],{},"If a Volume Client brings animals to multiple clinics using Clinic HQ, they can link all clinics under one Portal account. ",[774,1025],{},"\nThis allows the Volume Client to access appointments and records across different clinics from a single login.",[665,1028],{},[938,1030,1032],{"id":1031},"before-connecting-a-volume-client-to-your-clinic","Before Connecting a Volume Client to Your Clinic.",[647,1034,1035],{},"Before connecting a Volume Client Portal account to your clinic, appointments must already exist in Clinic HQ.",[729,1037,1038,1041],{},[732,1039,1040],{},"Appointments must be created in Clinic HQ before the clinic will appear in the Portal.",[732,1042,1043],{},"The Volume Client must have upcoming appointments scheduled at your clinic.",[647,1045,1046],{},"For detailed instructions, review the following resources.",[729,1048,1049,1054],{},[732,1050,1051],{},[675,1052,1053],{"href":165},"Making Appointments",[732,1055,1056],{},[675,1057,1058],{"href":165},"Releasing Appointments to the Volume Client Portal",[665,1060],{},[938,1062,1064],{"id":1063},"key-points-for-multi-clinic-portal-setup","Key Points for Multi-Clinic Portal Setup.",[729,1066,1067,1078],{},[732,1068,1069,1070],{},"Single login for multiple clinics.\n",[729,1071,1072,1075],{},[732,1073,1074],{},"Volume Clients use one login to access appointments from multiple clinics.",[732,1076,1077],{},"A separate Portal account is not required for each clinic.",[732,1079,1080,1081],{},"One Portal per rescue or shelter.\n",[729,1082,1083,1086,1089],{},[732,1084,1085],{},"Each rescue or shelter has one Portal account.",[732,1087,1088],{},"Multiple users may have individual logins and roles.",[732,1090,1091],{},"All users must belong to the same rescue or shelter.",[665,1093],{},[938,1095,1097],{"id":1096},"linking-an-existing-volume-client-portal-with-your-clinic","Linking an Existing Volume Client Portal with Your Clinic.",[794,1099,1100,1102,1106,1110,1113,1116],{},[732,1101,798],{},[732,1103,801,1104,806],{},[803,1105,805],{},[732,1107,809,1108,780],{},[803,1109,812],{},[732,1111,1112],{},"Enter the client's email associated with their current portal account.",[732,1114,1115],{},"If the email matches an existing Portal account, a prompt will appear to link the account to your clinic.",[732,1117,1118],{},"Confirm the linking action.",[647,1120,1121],{},[650,1122],{"alt":145,"src":1123},"\u002Fimages\u002F02-concepts\u002Fvcp-link-with-account.png",[647,1125,1126],{},"❌ Caution: Review all information carefully before linking a Portal account. This action cannot be reversed.",[647,1128,1129,1130,1132],{},"❌ Caution: If a Volume Client Portal is already active, you cannot add a pre-existing user without permanently deleting Portal access. ",[774,1131],{},"\nAn alternate email address must be used if Portal access cannot be reset.",[654,1134,1136],{"id":1135},"features-of-the-vcp","Features of the VCP",[766,1138,1140],{"id":1139},"entering-animal-data","Entering Animal Data.",[647,1142,1143],{},"Once Portal access is granted, volume clients can enter animal data using a guided interface.",[794,1145,1146,1153,1161],{},[732,1147,1148,1149,1152],{},"Click the ",[803,1150,1151],{},"Edit"," button for the animal.",[732,1154,1155,1156,1158],{},"The Animal Info screen opens for data entry. ",[774,1157],{},[650,1159],{"alt":145,"src":1160},"\u002Fimages\u002F02-concepts\u002Fvcp-enter-data-animal-info.jpg",[732,1162,1163,1164,984,1167,1169],{},"After completing animal details, the volume client selects ",[803,1165,1166],{},"Services",[803,1168,441],{}," for the animal.",[766,1171,1173],{"id":1172},"editing-available-services-on-the-volume-client-portal","Editing Available Services on the Volume Client Portal.",[647,1175,1176],{},"You can control which services and products appear in the Portal by adjusting service settings.",[794,1178,1179,1184,1190],{},[732,1180,1181,1182,780],{},"Open ",[803,1183,409],{},[732,1185,1186,1187,780],{},"Select ",[803,1188,1189],{},"Services and Products",[732,1191,1192,1193,1196],{},"Enable or disable the ",[803,1194,1195],{},"Portal"," toggle for the applicable services or products.",[647,1198,1199],{},[650,1200],{"alt":145,"src":1201},"\u002Fimages\u002Fshared\u002Fportal-services.png",[665,1203],{},[766,1205,1207],{"id":1206},"signing-consent-forms","Signing Consent Forms.",[647,1209,1210],{},"After all animals and services are entered, volume clients can complete consents.",[729,1212,1213,1216],{},[732,1214,1215],{},"Consents can be signed in bulk for all animals.",[732,1217,1218],{},"Individual consents can be sent to owners if an owner is listed.",[647,1220,1221,1224,1225],{},[650,1222],{"alt":145,"src":1223},"\u002Fimages\u002F02-concepts\u002Fvcp-consent-bulk-sign.jpg",":br",[650,1226],{"alt":145,"src":1227},"\u002Fimages\u002F02-concepts\u002Fvcp-consent-send-to-owner.jpg",[665,1229],{},[766,1231,1233],{"id":1232},"printing-kennel-transport-cards","Printing Kennel Transport Cards",[647,1235,1236],{},"Clients can access and print custom templates through the VCP once the templates have been configured.",[938,1238,1240],{"id":1239},"setting-up-templates","Setting Up Templates",[647,1242,1243,1244,1247,1248,780],{},"Custom templates are created and managed in ",[803,1245,1246],{},"Settings > Templates",". More detailed instructions on template setup can be found in the Templates section of this manual ",[675,1249,755],{"href":1250},"\u002Fsettings\u002Ftemplates-settings#adding-templates-to-the-vcp",[938,1252,1254],{"id":1253},"accessing-templates-in-the-portal","Accessing Templates in the Portal",[647,1256,1257],{},"After a printable template (such as a Cage Card) has been created and made available to clients, it becomes accessible within the Portal. Clients can log in to the VCP and navigate to their appointments to use these templates.",[938,1259,1261],{"id":1260},"printing-templates","Printing Templates",[647,1263,1264],{},"To print templates, clients must first ensure that all required animal details are filled in for each appointment. Once completed:",[794,1266,1267,1274,1280,1285],{},[732,1268,1269,1270,1273],{},"Go to the ",[803,1271,1272],{},"Appointments"," tab in the Portal.",[732,1275,1276,1277,780],{},"Select individual appointments or choose ",[803,1278,1279],{},"Select All",[732,1281,809,1282,780],{},[803,1283,1284],{},"Action > Print Kennel Transport Cards",[732,1286,1287,1288],{},"A pop-up window will appear with printing options:\n",[729,1289,1290,1299,1302],{},[732,1291,1292,1293,984,1296,780],{},"Choose between ",[803,1294,1295],{},"regular paper",[803,1297,1298],{},"Avery labels",[732,1300,1301],{},"Select how many templates to print per page.",[732,1303,801,1304,1307],{},[803,1305,1306],{},"paper orientation"," (e.g., portrait or landscape).",[647,1309,1310],{},"After confirming these settings, clients can proceed with printing their selected templates.",[647,1312,1313],{},[650,1314],{"alt":1315,"src":1316},"features-of-the-vcp-kennel-cards","\u002Fimages\u002F02-concepts\u002Ffeatures-of-the-vcp-kennel-cards.png",[766,1318,1320],{"id":1319},"accessing-paperwork","Accessing Paperwork.",[647,1322,1323,1324,1327,1328,1330],{},"Paperwork can be accessed from the ",[803,1325,1326],{},"Search Animals"," section or from the appointment page using the three dots action menu. ",[774,1329],{},"\nThe paperwork available for download or printing is determined by clinic settings in Settings > VCP Settings.",[647,1332,1333],{},[650,1334],{"alt":145,"src":1335},"\u002Fimages\u002F02-concepts\u002Fvcp-print-paperwork.jpg",[665,1337],{},[766,1339,1341],{"id":1340},"viewing-and-paying-invoices","Viewing and Paying Invoices.",[647,1343,1344],{},"Volume clients can view and pay invoices through the Portal if your clinic uses the MP Group card processing integration.",[647,1346,1347],{},"✅ Pro Tip: When a volume client pays through the Portal, they may choose to save card information for future payments. The clinic cannot automatically charge the saved card. The volume client must review the invoice and manually submit payment each time.",[647,1349,1350,1224,1353],{},[650,1351],{"alt":145,"src":1352},"\u002Fimages\u002F02-concepts\u002Fvcp-bulk-pay.jpg",[650,1354],{"alt":145,"src":1355},"\u002Fimages\u002F02-concepts\u002Fvcp-payment-screen.jpg",[647,1357,1358],{},"If a saved card is used and multiple Portal users exist, user roles should be configured to limit payment permissions.",[647,1360,1361],{},"✅ Pro Tip: Portal invoice payments require the appropriate permission to be enabled within the user role settings.",[794,1363,1364,1369,1373,1378,1381],{},[732,1365,1181,1366,780],{},[803,1367,1368],{},"Profile",[732,1370,1186,1371,780],{},[803,1372,409],{},[732,1374,1186,1375,780],{},[803,1376,1377],{},"User Roles",[732,1379,1380],{},"Edit the applicable role.",[732,1382,1383],{},"Enable permissions to view and pay invoices.",[665,1385],{},[766,1387,1389],{"id":1388},"user-management","User Management.",[647,1391,1392],{},"After accepting a Portal invitation, volume clients manage their own users.",[729,1394,1395,1398,1401],{},[732,1396,1397],{},"Users can be added or removed as needed.",[732,1399,1400],{},"Roles can be assigned to control user permissions.",[732,1402,1403],{},"It is recommended to assign at least two admin users per Portal account.",[647,1405,1406,1224,1409],{},[650,1407],{"alt":145,"src":1408},"\u002Fimages\u002F02-concepts\u002Fvcp-create-user.jpg",[650,1410],{"alt":145,"src":1411},"\u002Fimages\u002F02-concepts\u002Fvcp-create-user-role.jpg",[665,1413],{},[766,1415,1417],{"id":1416},"uploading-animal-documents","Uploading Animal Documents.",[647,1419,1420],{},"Volume clients can upload documents for individual animals through the Portal.",[729,1422,1423,1426,1433,1443],{},[732,1424,1425],{},"Common uploads include vaccine records, bloodwork, and supporting medical documentation.",[732,1427,1428,1429,1432],{},"When a document is uploaded, a ",[803,1430,1431],{},"VCPD"," indicator appears during checkout.",[732,1434,1435,1436,1438,1439,1442],{},"Documents can also be viewed from ",[803,1437,127],{}," by expanding the appointment and scrolling to the ",[803,1440,1441],{},"Documents"," section.",[732,1444,1445,1446,1448],{},"Documents are accessible from ",[803,1447,546],{}," by clicking the plus icon.",[647,1450,1451],{},[650,1452],{"alt":145,"src":1453},"\u002Fimages\u002F02-concepts\u002Fvcp-upload-files.jpg",[665,1455],{},[766,1457,1459],{"id":1458},"chat","Chat.",[647,1461,1462],{},"Volume clients can communicate with clinics using the Chat feature in the Portal.",[794,1464,1465,1471,1474],{},[732,1466,801,1467,1470],{},[803,1468,1469],{},"Chat"," icon from the toolbar.",[732,1472,1473],{},"Choose a clinic.",[732,1475,1476],{},"Enter a message and send it.",[647,1478,1479,1224,1482],{},[650,1480],{"alt":145,"src":1481},"\u002Fimages\u002Fshared\u002Fscreenshot-2023-06-08-at-6-29-38-pm.png",[650,1483],{"alt":145,"src":1484},"\u002Fimages\u002Fshared\u002Fvc-chat.png",[647,1486,1487],{},"User roles control chat permissions and email notifications.",[729,1489,1490],{},[732,1491,1492,1493,1496],{},"Email recaps of chat messages can be enabled by selecting ",[803,1494,1495],{},"Chat Receive Email Recaps"," within user role permissions.",[647,1498,1499],{},[650,1500],{"alt":145,"src":1501},"\u002Fimages\u002F02-concepts\u002Fvcp-user-permissions-chat.png",[665,1503],{},[766,1505,1507],{"id":1506},"controlling-what-paperwork-is-available-through-the-vcp","Controlling What Paperwork is Available Through the VCP",[938,1509,1511],{"id":1510},"vcp-paperwork-settings","VCP Paperwork Settings",[647,1513,1514],{},"Each clinic can control which paperwork is available for Volume Clients to access directly through their Portal login. This allows you to determine which documents are client-facing, improving both security and convenience.",[647,1516,1517],{},[803,1518,1519],{},"To manage these settings, go to:Settings > VCP Settings",[647,1521,1522],{},[650,1523],{"alt":145,"src":1524},"\u002Fimages\u002F02-concepts\u002Fvcp-setting-paperwork.png",[665,1526],{},[1528,1529,1531],"h5",{"id":1530},"available-print-options-for-volume-clients","Available Print Options for Volume Clients",[647,1533,1534],{},"From this section, you can enable or disable access to the following types of paperwork:",[729,1536,1537,1543,1549,1555,1564,1570,1573],{},[732,1538,1539,1542],{},[803,1540,1541],{},"HQ Spay\u002FNeuter Certificate",": A standard HQ template used for spay and neuter appointments. This is available for clinics that are required to provide a standalone certificate; however, we recommend incorporating this information into your Visit Summary take-home paperwork instead.",[732,1544,1545,1548],{},[803,1546,1547],{},"HQ Rabies Certificate",": A standard HQ template for rabies vaccinations. As with the Spay\u002FNeuter Certificate, we suggest including this information within the Visit Summary unless a standalone certificate is necessary.",[732,1550,1551,1554],{},[803,1552,1553],{},"HQ Treatment Sheet",": A standard HQ template that includes the physical exam, anesthesia details, services rendered, and other medical notes related to the appointment.",[732,1556,1557,1560,1561,1563],{},[803,1558,1559],{},"Take-Home Paperwork",": Your custom template designated as “Take Home Paperwork” in ",[803,1562,1246],{},". This should include a visit summary and aftercare instructions. It can also be configured to include all necessary information to serve as both the Spay\u002FNeuter and Rabies Certificates.",[732,1565,1566,1569],{},[803,1567,1568],{},"Full Medical Record",": A comprehensive document that includes a summary of the animal's appointment history, treatment sheets for each visit, and any Idexx test results.",[732,1571,1572],{},"These settings are relevant only to Volume Clients with Portal access. Updates to these settings will apply to all Volume Clients.",[732,1574,1575],{},"Enabling or disabling these options does not affect internal clinic access or what is sent out via Print\u002FEmail Paperwork.",[665,1577],{},[938,1579,1581],{"id":1580},"accessing-animal-records-in-the-vcp","Accessing Animal Records in the VCP",[647,1583,1584],{},"Within the VCP, clients can search for animal records—if this feature is enabled by the clinic. To locate a specific record, clients have two options:",[794,1586,1587,1590],{},[732,1588,1589],{},"Navigate to the Appointments tab and find the date of the animal's appointment. Click the 3 dots to open the menu, then click Paperwork.",[732,1591,1592],{},"Use the search bar to look up the animal by name, animal ID, or other identifier. Click Paperwork.",[665,1594],{},[1528,1596,1598],{"id":1597},"viewing-and-printing-paperwork","Viewing and Printing Paperwork",[647,1600,1601,1602,1605],{},"For appointments that have been checked out, a “Paperwork” button will appear, like so:\n",[650,1603],{"alt":145,"src":1604},"\u002Fimages\u002F02-concepts\u002Fpaperwork-from-search.png",[650,1606],{"alt":145,"src":1607},"\u002Fimages\u002F02-concepts\u002Fpaperwork-from-appointments.png",[647,1609,1610,1611],{},"They can then toggle on the documents they wish to download or print. Once the desired documents are selected and the Print button is clicked, the paperwork will be downloaded directly to the client's browser.\n",[650,1612],{"alt":145,"src":1613},"\u002Fimages\u002F02-concepts\u002Fpaperwork-popup.png",[729,1615,1616],{},[732,1617,1618],{},"Only paperwork options enabled in the clinic’s VCP Settings will be available for clients to access.",[654,1620,1622],{"id":1621},"vcp-login-help","VCP Login Help",[766,1624,1626],{"id":1625},"volume-client-portal-login-troubleshooting","Volume Client Portal Login Troubleshooting.",[647,1628,1629],{},"If your Volume Client (VC) is having trouble logging in, follow these steps before submitting a help ticket.",[665,1631],{},[766,1633,1635],{"id":1634},"step-1-confirm-the-correct-login-location","Step 1. Confirm the Correct Login Location.",[647,1637,1638,1639,1641,1642,1646],{},"Verify that the VC is attempting to log in to the Volume Client Portal and not the clinic side of HQ. ",[774,1640],{},"\nThey should navigate to ",[675,1643,1645],{"href":869,"rel":1644},[679],"portal.clinichq.com"," and see the login screen shown below.",[647,1648,1649],{},[650,1650],{"alt":145,"src":1651},"\u002Fimages\u002F02-concepts\u002Fvcp-portal-login-page.png",[647,1653,1654,1655,1660,1661,1664,1665,1667],{},"If the VC navigates to ",[675,1656,1659],{"href":1657,"rel":1658},"https:\u002F\u002Fclinichq.com,",[679],"clinichq.com"," they must select ",[803,1662,1663],{},"Volume Client Portal (VCP)"," in the upper right corner to be redirected correctly. ",[774,1666],{},"\nThe Volume Client cannot use the clinic login button on clinichq.com, as that site is for clinic users only.",[647,1669,1670],{},[650,1671],{"alt":145,"src":1672},"\u002Fimages\u002F02-concepts\u002Fvcp-login-from-clinichq-com.jpg",[665,1674],{},[766,1676,1678],{"id":1677},"step-2-verify-the-portal-is-active","Step 2. Verify the Portal Is Active.",[647,1680,1681,1682,1684,1685,806],{},"Search for the VC in Clinic HQ. ",[774,1683],{},"\nOpen the client profile and select the ",[803,1686,805],{},[647,1688,1689],{},"If the VC has not accepted the portal invite, resend the invitation.",[647,1691,1692],{},[650,1693],{"alt":145,"src":1694},"\u002Fimages\u002F02-concepts\u002Fvcp-portal-is-active.png",[665,1696],{},[766,1698,1700],{"id":1699},"step-3-verify-the-email-address-used-for-login","Step 3. Verify the Email Address Used for Login.",[647,1702,1703,1704,1706],{},"Use the VC profile to confirm the email address associated with the portal account. ",[774,1705],{},"\nCheck whether the user has logged in previously.",[647,1708,1709,1710,1712,1713,1716,1717,1719],{},"If they have not logged in, instruct them to search both their inbox and spam folder for the portal invitation email. ",[774,1711],{},"\nIf they cannot locate the original email, direct them to attempt login at ",[675,1714,1645],{"href":869,"rel":1715},[679]," and select the password reset option. ",[774,1718],{},"\nRemind the VC to check their spam folder for emails from Clinic HQ.",[647,1721,1722],{},[650,1723],{"alt":145,"src":1724},"\u002Fimages\u002F02-concepts\u002Fvcp-check-email.png",[665,1726],{},[766,1728,1730],{"id":1729},"step-4-reset-the-password","Step 4. Reset the Password.",[647,1732,1733],{},"If the VC is on the correct site, the portal is active, the email address is correct, and the user has logged in previously, instruct them to reset their password.",[647,1735,1736,1737,1740,1741,1743,1744,1746],{},"From the login screen, select the ",[803,1738,1739],{},"Click here to get help"," link. ",[774,1742],{},"\nThe VC will be prompted to enter their email address to receive a password reset email. ",[774,1745],{},"\nRemind them again to check their spam folder.",[647,1748,1749],{},[650,1750],{"alt":145,"src":1751},"\u002Fimages\u002F02-concepts\u002Fvcp-login-password-reset.png",[654,1753,1755],{"id":1754},"managing-vcp-users","Managing VCP Users",[766,1757,1759],{"id":1758},"vcp-user-management","VCP User Management.",[647,1761,1762,1763,1765],{},"The VCP can have multiple users and user roles, similar to how clinic users are managed in HQ. ",[774,1764],{},"\nThe intent is for each rescue or shelter to have one Portal account with multiple users accessing scheduled animals, records, and invoices.",[647,1767,1768,1769,1771],{},"Each VCP user has their own individual login. ",[774,1770],{},"\nThis allows access to be removed if someone leaves the organization and allows permissions to be restricted, such as limiting who can view invoices or make payments.",[665,1773],{},[766,1775,1777],{"id":1776},"managing-vcp-users-1","Managing VCP Users.",[647,1779,1780,1781,1783,1784,1786],{},"After the Portal invite is accepted, Volume Clients control their own users. ",[774,1782],{},"\nEach volume client administrator can add or delete users as needed and assign roles to control permissions. ",[774,1785],{},"\nIt is recommended to have two administrator users for each Volume Client Portal.",[647,1788,1789,1224,1791],{},[650,1790],{"alt":145,"src":1408},[650,1792],{"alt":145,"src":1411},[665,1794],{},[766,1796,1798],{"id":1797},"updating-usernames","Updating Usernames.",[647,1800,1801],{},"Usernames can only be updated by the individual user on their own account.",[794,1803,1804,1809,1814,1822],{},[732,1805,1181,1806,1808],{},[803,1807,409],{}," from the top right corner.",[732,1810,1186,1811,780],{},[803,1812,1813],{},"Change Password",[732,1815,809,1816,1818,1819,780],{},[803,1817,1368],{}," and select ",[803,1820,1821],{},"Update Name",[732,1823,809,1824,780],{},[803,1825,1826],{},"Save",[647,1828,1829],{},"Note: The user must sign out and sign back in for the change to take effect.",[665,1831],{},[766,1833,1835],{"id":1834},"clinic-staff-modifying-vcp-users","Clinic Staff Modifying VCP Users.",[647,1837,1838],{},"Clinic staff can add, modify, or delete users in a volume client’s Portal when needed.",[794,1840,1841,1846,1849,1853,1859,1864],{},[732,1842,1181,1843,780],{},[803,1844,1845],{},"Search Clients and Animals",[732,1847,1848],{},"Locate and open the volume client profile.",[732,1850,801,1851,806],{},[803,1852,805],{},[732,1854,809,1855,1858],{},[803,1856,1857],{},"Login As VCP"," to access the Portal.",[732,1860,1861,1862,1808],{},"In the Portal, open ",[803,1863,409],{},[732,1865,1866],{},"Add, modify, or delete users as required.",[665,1868],{},[766,1870,1872],{"id":1871},"deleting-vcp-users","Deleting VCP Users.",[794,1874,1875,1879,1882,1887,1891,1896,1903],{},[732,1876,1181,1877,780],{},[803,1878,1845],{},[732,1880,1881],{},"Search by Volume Client and select the appropriate profile.",[732,1883,1884,1885,806],{},"Navigate to the ",[803,1886,805],{},[732,1888,809,1889,780],{},[803,1890,1857],{},[732,1892,1893,1894,780],{},"In the top right corner, select your profile and open ",[803,1895,409],{},[732,1897,1898,1899,1902],{},"Locate the user to be removed and click the ",[803,1900,1901],{},"Trash"," icon.",[732,1904,1905],{},"Confirm the deletion when prompted.",{"title":145,"searchDepth":1907,"depth":1907,"links":1908},1,[1909,1911,1912,1913,1914,1915,1916,1917,1918],{"id":656,"depth":1910,"text":657},2,{"id":669,"depth":1910,"text":670},{"id":691,"depth":1910,"text":692},{"id":723,"depth":1910,"text":724},{"id":748,"depth":1910,"text":749},{"id":758,"depth":1910,"text":759},{"id":1135,"depth":1910,"text":1136},{"id":1621,"depth":1910,"text":1622},{"id":1754,"depth":1910,"text":1755},"md",{},true,{"title":95,"description":98},{"loc":96,"videos":1924,"images":1925},[],[],"7m6UxHXpTbtVHRiT1ZNs7IOcESCgJE_dy76JlcByuD4",[1928,1929],{"title":90,"path":91,"stem":92,"description":93,"children":-1},{"title":108,"path":104,"stem":109,"description":110,"children":-1},1777048719085]