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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":33,"body":643,"color":15,"description":36,"extension":1140,"icon":15,"links":1141,"meta":1142,"navigation":1143,"path":34,"seo":1144,"sitemap":1145,"stem":35,"__hash__":1146},"docs\u002F01.getting-started\u002F04.navigation.md",{"type":644,"value":645,"toc":1131},"minimark",[646,653,661,664,669,672,675,706,711,715,726,731,734,739,746,784,790,792,796,834,836,840,846,849,852,855,869,874,876,880,887,889,893,896,911,916,918,922,929,934,959,966,968,972,987,992,994,998,1001,1027,1032,1036,1047,1052,1056,1062,1076,1078,1082,1098,1100,1104,1121],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F01-getting-started\u002F720-1920-x-225-px-1920-x-320-px-22.png",[647,654,655,656,660],{},"We pride ourselves on making Clinic HQ ",[657,658,659],"strong",{},"simple and intuitive to navigate",".",[647,662,663],{},"This section will show you where to find the tools and features you need.",[665,666,668],"h2",{"id":667},"the-navigation-panel","The Navigation Panel",[647,670,671],{},"Everything you need is easily accessible from the left-hand navigation menu.",[647,673,674],{},"The categories are organized as follows:",[676,677,678,684,689,693,697,701],"ul",{},[679,680,681],"li",{},[657,682,683],{},"The Dashboard",[679,685,686],{},[657,687,688],{},"Clients",[679,690,691],{},[657,692,219],{},[679,694,695],{},[657,696,306],{},[679,698,699],{},[657,700,409],{},[679,702,703],{},[657,704,705],{},"Help and Support",[647,707,708],{},[650,709],{"alt":145,"src":710},"\u002Fimages\u002F01-getting-started\u002Fnavigationn.png",[665,712,714],{"id":713},"quick-search","Quick Search",[647,716,717,718,721,722,725],{},"HQ's navigation system is built to keep your workflow efficient. Open Quick Search by pressing ",[657,719,720],{},"Ctrl + K"," on your keyboard, or by clicking the ",[657,723,724],{},"search bar"," at the top of the navigation menu.",[647,727,728],{},[650,729],{"alt":145,"src":730},"\u002Fimages\u002F01-getting-started\u002Fquicksearch-quick-actions.png",[732,733],"hr",{},[735,736,738],"h3",{"id":737},"quick-actions","Quick Actions",[647,740,741,742,745],{},"Quick Actions are shortcuts to common scheduling workflows — think of them as a ",[657,743,744],{},"traffic director",", pointing you to the right place in HQ without guesswork. Jump directly to popular tools using the shortcuts listed under Quick Actions.",[676,747,748,754,760,766,772,778],{},[679,749,750,753],{},[657,751,752],{},"Take Donation"," – Quickly process a donation. (Requires a donation pot to be set up in Funding Partnerships.)",[679,755,756,759],{},[657,757,758],{},"Spay\u002FNeuter"," – Opens the Spay\u002FNeuter Calendar to schedule surgery appointments.",[679,761,762,765],{},[657,763,764],{},"Shot Clinic"," – A starting point for logging clients during a vaccine\u002Fshot clinic. Allows you to check if the client or animal has been seen before and create a new appointment. (Scheduled wellness features are recommended for better management.)",[679,767,768,771],{},[657,769,770],{},"Walk-In Appointment"," – Flexible tool for starting any type of appointment (spay\u002Fneuter or wellness) when clients arrive without a scheduled time.",[679,773,774,777],{},[657,775,776],{},"Over the Counter"," – Log sales of items like T-shirts or e-collars that don't require client\u002Fpatient records. The transaction is captured in end-of-day reconciliation.",[679,779,780,783],{},[657,781,782],{},"Appointment Changes"," – Access tools to reschedule, cancel, or delete appointments.",[647,785,786,789],{},[657,787,788],{},"Special case — Scheduled Spay\u002FNeuter",": If your clinic uses time-based spay\u002Fneuter scheduling, an extra shortcut will appear here. This is for the rare clinic that assigns exact times (e.g., 9:00 AM, 10:00 AM) instead of check-in windows. If you don't see this option, the feature is not enabled in your settings.",[732,791],{},[735,793,795],{"id":794},"search","Search",[676,797,798,804,811,823],{},[679,799,800,801,660],{},"Use the Search bar to find ",[657,802,803],{},"clients and animals",[679,805,806,807,810],{},"The top ",[657,808,809],{},"five matches"," will appear automatically.",[679,812,813,814,817,818,822],{},"Works best with ",[657,815,816],{},"specific names"," (e.g., \"",[819,820,821],"em",{},"Abraham Lincoln","\").",[679,824,825,826,829,830,833],{},"For common names (e.g., \"",[819,827,828],{},"Bella","\"), use the full ",[657,831,832],{},"Search Clients\u002FAnimals"," page.",[732,835],{},[735,837,839],{"id":838},"auto-populate","Auto-Populate",[647,841,842,843,845],{},"As you type, results ",[657,844,838],{}," to help you quickly find what you're looking for.",[665,847,683],{"id":848},"the-dashboard",[647,850,851],{},"The dashboard is where most clinics start their day.",[647,853,854],{},"From here you can:",[676,856,857,860,863,866],{},[679,858,859],{},"See where you are in your clinic flow.",[679,861,862],{},"Check for new memos.",[679,864,865],{},"Confirm all microchips have been registered.",[679,867,868],{},"Review appointments that have not been checked out.",[647,870,871],{},[650,872],{"alt":145,"src":873},"\u002Fimages\u002F01-getting-started\u002Fdashbord.png",[732,875],{},[735,877,879],{"id":878},"accessing-the-dashboard","Accessing the Dashboard",[647,881,882,883,886],{},"No matter where you are in HQ, clicking your ",[657,884,885],{},"clinic's name"," in the right corner will bring you back to the dashboard.",[732,888],{},[735,890,892],{"id":891},"calendar-snapshot","Calendar Snapshot",[647,894,895],{},"The calendar snapshot highlights two key metrics:",[897,898,899,905],"ol",{},[679,900,901,904],{},[657,902,903],{},"Checked-Out Animals"," – the number of animals checked out of HQ so far today.",[679,906,907,910],{},[657,908,909],{},"Pending Appointments"," – the number of animals not yet checked in.",[647,912,913],{},[650,914],{"alt":145,"src":915},"\u002Fimages\u002F01-getting-started\u002Fdashboard-calendar-snapshot.png",[732,917],{},[735,919,921],{"id":920},"microchip-alerts","Microchip Alerts",[647,923,924,925,928],{},"On the dashboard, you may see a section for ",[657,926,927],{},"Unsuccessful Microchip Uploads",". This section displays error messages returned by the microchip company when an upload fails.",[647,930,931],{},[657,932,933],{},"What to do:",[676,935,936,942,952],{},[679,937,938,939,660],{},"If the error is fixable, correct the mistake in the record and then ",[657,940,941],{},"re-check out the appointment",[679,943,944,945,951],{},"If you're unsure what the error means, see the ",[946,947,948],"a",{"href":395},[657,949,950],{},"Microchip"," section of this manual.",[679,953,954,955,958],{},"As a last resort, ",[657,956,957],{},"open a help ticket"," for assistance.",[647,960,961,962,965],{},"✅ ",[657,963,964],{},"Pro Tip",": The Failed Uploads section only appears temporarily. If the error clears from the dashboard, review the Microchip Log for more details.",[732,967],{},[735,969,971],{"id":970},"memos","Memos",[676,973,974,977,980],{},[679,975,976],{},"Memos are short messages from HQ about important updates — anything from bug notifications to new features.",[679,978,979],{},"Click the memo link to read it.",[679,981,982,983,986],{},"When finished, click the ",[657,984,985],{},"X"," to delete it.",[647,988,961,989,991],{},[657,990,964],{},": Deleting removes the memo from your view only. Once deleted, it cannot be restored.",[732,993],{},[735,995,997],{"id":996},"status-in-progress","Status: In Progress",[647,999,1000],{},"On the right side of the dashboard, the In Progress section lists appointments that have not been checked out.",[676,1002,1003,1008,1011,1017,1024],{},[679,1004,1005],{},[657,1006,1007],{},"All animals must be checked out by the end of the day.",[679,1009,1010],{},"If animals remain \"In Progress,\" data will not flow into reports or accounting, and microchips will not be registered.",[679,1012,1013,1014,660],{},"This section should always be kept at ",[657,1015,1016],{},"0 animals In Progress",[679,1018,1019,1020,1023],{},"This list shows only ",[657,1021,1022],{},"previous-day and older in-progress appointments",", not same-day ones.",[679,1025,1026],{},"Click on the active links to access and close out these appointments.",[647,1028,1029],{},[650,1030],{"alt":145,"src":1031},"\u002Fimages\u002F01-getting-started\u002Fdashboard-in-progress.png",[665,1033,1035],{"id":1034},"pinning-key-pages","Pinning Key Pages",[647,1037,1038,1039,1042,1043,1046],{},"You ",[657,1040,1041],{},"can pin your most-used pages"," by clicking the ",[657,1044,1045],{},"pin icon",". This keeps them easily accessible so you can open them quickly whenever you need.",[647,1048,1049],{},[650,1050],{"alt":145,"src":1051},"\u002Fimages\u002F01-getting-started\u002Fpin.png",[665,1053,1055],{"id":1054},"organization-billing","Organization & Billing",[647,1057,1058,1059,660],{},"Clinic HQ offers one traditional subscription, often referred to as the ",[657,1060,1061],{},"\"Paperless\" Plan",[676,1063,1064,1070],{},[679,1065,1066,1069],{},[657,1067,1068],{},"Cost:"," $299\u002Fmonth",[679,1071,1072,1075],{},[657,1073,1074],{},"Includes:"," Unlimited users, unlimited data, and access to new features as they are released",[732,1077],{},[735,1079,1081],{"id":1080},"subscription-changes-review","Subscription Changes & Review",[897,1083,1084,1090,1095],{},[679,1085,1086,1087,1089],{},"Click your ",[657,1088,885],{}," in the top-left corner of HQ.",[679,1091,1092,1093,660],{},"Select ",[657,1094,1055],{},[679,1096,1097],{},"View previous invoices and payments from the left-hand menu.",[732,1099],{},[735,1101,1103],{"id":1102},"change-billing-contact","Change Billing Contact",[897,1105,1106,1110,1114],{},[679,1107,1086,1108,1089],{},[657,1109,885],{},[679,1111,1092,1112,660],{},[657,1113,1055],{},[679,1115,1116,1117,1120],{},"Click the ",[657,1118,1119],{},"Edit"," button on the Billing Information section and update the contact details.",[647,1122,1123,1124,1130],{},"Need to cancel your HQ account? Click ",[946,1125,1129],{"href":1126,"rel":1127},"https:\u002F\u002Fclinichq.com\u002Fpolicies\u002Fcancellation",[1128],"nofollow","here"," to see how.",{"title":145,"searchDepth":1132,"depth":1132,"links":1133},1,[1134,1136,1137,1138,1139],{"id":667,"depth":1135,"text":668},2,{"id":713,"depth":1135,"text":714},{"id":848,"depth":1135,"text":683},{"id":1034,"depth":1135,"text":1035},{"id":1054,"depth":1135,"text":1055},"md",[],{},true,{"title":33,"description":36},{"loc":34},"OCOMZh1ToHCgVEb9N8I_XLmb55LJrdbz9zUHve3wSCk",[1148,1149],{"title":28,"path":29,"stem":30,"description":31,"children":-1},{"title":46,"path":42,"stem":47,"description":48,"children":-1},1777048719681]