[{"data":1,"prerenderedAt":1363},["ShallowReactive",2],{"navigation":3,"\u002Freports\u002Fcustom-reports":703,"\u002Freports\u002Fcustom-reports-surround":1360},[4,42,104,151,228,265,352,414,460,662],{"title":5,"icon":6,"description":7,"color":8,"path":9,"stem":10,"children":11},"Getting Started","i-lucide-log-in","Learn how to log in, navigate the interface, and use quick search.","text-blue-500","\u002Fgetting-started","01.getting-started",[12,17,22,27,32,37],{"title":13,"path":9,"stem":14,"icon":15,"description":16,"color":15},"Welcome","01.getting-started\u002Findex",null,"Your complete guide to using Clinic HQ software for veterinary clinic operations.",{"title":18,"path":19,"stem":20,"icon":15,"description":21,"color":15},"Learning HQ","\u002Fgetting-started\u002Flearning-hq","01.getting-started\u002F01.learning-hq","Resources for learning Clinic HQ — manual, university courses, training clinic, and support.",{"title":23,"path":24,"stem":25,"icon":15,"description":26,"color":15},"Web Browser","\u002Fgetting-started\u002Fweb-browser","01.getting-started\u002F02.web-browser","Why HQ requires Google Chrome and how to set it up on your devices.",{"title":28,"path":29,"stem":30,"icon":15,"description":31,"color":15},"Logging In","\u002Fgetting-started\u002Flogging-in","01.getting-started\u002F03.logging-in","How to access your HQ account, set up credentials, and stay secure.",{"title":33,"path":34,"stem":35,"icon":15,"description":36,"color":15},"Navigation","\u002Fgetting-started\u002Fnavigation","01.getting-started\u002F04.navigation","Navigate Clinic HQ with ease using the sidebar, quick search, and dashboard tools.",{"title":38,"path":39,"stem":40,"icon":15,"description":41,"color":15},"Shortcuts","\u002Fgetting-started\u002Fshortcuts","01.getting-started\u002F05.shortcuts","Keyboard shortcuts that help you move faster in Clinic HQ.",{"title":43,"icon":44,"description":45,"color":46,"path":47,"stem":48,"children":49},"Concepts","i-lucide-lightbulb","Understand core HQ concepts like scheduling, client types, and workflows.","text-yellow-500","\u002Fconcepts","02.concepts",[50,54,59,64,69,74,79,84,89,94,99],{"title":51,"path":47,"stem":52,"icon":15,"description":53,"color":15},"Concepts Overview","02.concepts\u002Findex","Core concepts for using Clinic HQ: client types, calendars, scheduling rules, and clinic workflow fundamentals.",{"title":55,"path":56,"stem":57,"icon":15,"description":58,"color":15},"HQ Flow","\u002Fconcepts\u002Fthe-hq-flow","02.concepts\u002F01.the-hq-flow","The step-by-step HQ Flow optimized for high-volume spay\u002Fneuter clinics.",{"title":60,"path":61,"stem":62,"icon":15,"description":63,"color":15},"Calendars","\u002Fconcepts\u002Fcalendars","02.concepts\u002F02.calendars","Overview of HQ spay\u002Fneuter and wellness calendars for daily scheduling.",{"title":65,"path":66,"stem":67,"icon":15,"description":68,"color":15},"Client Types & Owner Roles","\u002Fconcepts\u002Fclient-types-and-owner-roles","02.concepts\u002F03.client-types-and-owner-roles","Public vs volume clients, TNR trappers, and the distinction between owner and client in HQ.",{"title":70,"path":71,"stem":72,"icon":15,"description":73,"color":15},"Scheduling Rules & Appointment Types","\u002Fconcepts\u002Fscheduling-rules-and-appointment-types","02.concepts\u002F04.scheduling-rules-and-appointment-types","Who to schedule under, internal vs external appointments, SN vs wellness vs recheck, and anesthetic classification.",{"title":75,"path":76,"stem":77,"icon":15,"description":78,"color":15},"Priority Scheduling","\u002Fconcepts\u002Fpriority-scheduling","02.concepts\u002F05.priority-scheduling","Priority appointments for vulnerable pets when demand exceeds capacity.",{"title":80,"path":81,"stem":82,"icon":15,"description":83,"color":15},"Mobile Clinic Scheduling","\u002Fconcepts\u002Fmobile-clinic-scheduling","02.concepts\u002F06.mobile-clinic-scheduling","Manage multiple mobile clinic locations within the HQ calendar.",{"title":85,"path":86,"stem":87,"icon":15,"description":88,"color":15},"Spay\u002FNeuter Appointments by Time","\u002Fconcepts\u002Fspay-neuter-appointments-by-time","02.concepts\u002F07.spay-neuter-appointments-by-time","Schedule spay\u002Fneuter appointments with specific time slots instead of open windows.",{"title":90,"path":91,"stem":92,"icon":15,"description":93,"color":15},"Overbooking","\u002Fconcepts\u002Foverbooking","02.concepts\u002F08.overbooking","What happens when scheduled animals exceed daily capacity limits.",{"title":95,"path":96,"stem":97,"icon":15,"description":98,"color":15},"Special Scheduling Situations","\u002Fconcepts\u002Fspecial-scheduling-situations","02.concepts\u002F09.special-scheduling-situations","Walk-ins, already sterilized status, feral cats, address requirements, secondary owners, and medication pickups.",{"title":100,"path":101,"stem":102,"icon":15,"description":103,"color":15},"Volume Client Portal","\u002Fconcepts\u002Fvolume-client-portal","02.concepts\u002F10.volume-client-portal","The Volume Client Portal: a self-service site for shelters and rescues.",{"title":105,"icon":106,"description":107,"color":108,"path":109,"stem":110,"children":111},"Suggested Flow","i-lucide-route","Follow the recommended daily clinic workflow from check-in to check-out.","text-cyan-500","\u002Fsuggested-flow","03.suggested-flow",[112,116,121,126,131,136,141,146],{"title":113,"path":109,"stem":114,"icon":15,"description":115,"color":15},"Suggested Flow Overview","03.suggested-flow\u002Findex","The recommended day-of clinic workflow in Clinic HQ: from daily checklists through check-in, exam, patient flow, and check-out.",{"title":117,"path":118,"stem":119,"icon":15,"description":120,"color":15},"SOP Daily Checklists","\u002Fsuggested-flow\u002Fsop-daily-checklists","03.suggested-flow\u002F01.sop-daily-checklists","Before-during-after daily checklists for running your clinic day with HQ.",{"title":122,"path":123,"stem":124,"icon":15,"description":125,"color":15},"Check In","\u002Fsuggested-flow\u002Fcheck-in","03.suggested-flow\u002F02.check-in","The client and patient check-in process on clinic day.",{"title":127,"path":128,"stem":129,"icon":15,"description":130,"color":15},"Exam & Pre-Med","\u002Fsuggested-flow\u002Fexam","03.suggested-flow\u002F03.exam","The pre-surgical and wellness exam workflow, including pre-medication.",{"title":132,"path":133,"stem":134,"icon":15,"description":135,"color":15},"Patient Flow","\u002Fsuggested-flow\u002Fpatient-flow","03.suggested-flow\u002F04.patient-flow","Moving patients through the surgical (anesthetic) workflow in HQ.",{"title":137,"path":138,"stem":139,"icon":15,"description":140,"color":15},"Drug Logs","\u002Fsuggested-flow\u002Fdrug-logs","03.suggested-flow\u002F05.drug-logs","Starting, managing, and closing daily controlled substance drug logs.",{"title":142,"path":143,"stem":144,"icon":15,"description":145,"color":15},"Check Out & Pick Up","\u002Fsuggested-flow\u002Fcheck-out-and-pick-up","03.suggested-flow\u002F06.check-out-and-pick-up","The checkout and pick-up workflow for completing a patient visit.",{"title":147,"path":148,"stem":149,"icon":15,"description":150,"color":15},"Patient Packets","\u002Fsuggested-flow\u002Fpatient-packets","03.suggested-flow\u002F07.patient-packets","",{"title":152,"icon":153,"description":154,"color":155,"path":156,"stem":157,"children":158},"In-Depth Topics","i-lucide-layers","Detailed walkthroughs for appointments, communications, client management, and more.","text-violet-500","\u002Fin-depth","04.in-depth",[159,163,168,173,178,183,188,193,198,203,208,213,218,223],{"title":160,"path":156,"stem":161,"icon":15,"description":162,"color":15},"In-Depth Topics Overview","04.in-depth\u002Findex","Step-by-step guides for HQ's core features: scheduling appointments, managing clients, applying discounts, communications, templates, and more.",{"title":164,"path":165,"stem":166,"icon":15,"description":167,"color":15},"Public Spay\u002FNeuter Appointments","\u002Fin-depth\u002Fpublic-spay-neuter-appointments","04.in-depth\u002F01.public-spay-neuter-appointments","Scheduling spay\u002Fneuter appointments for public (individual pet owner) clients.",{"title":169,"path":170,"stem":171,"icon":15,"description":172,"color":15},"Volume Spay\u002FNeuter Appointments","\u002Fin-depth\u002Fvolume-spay-neuter-appointments","04.in-depth\u002F02.volume-spay-neuter-appointments","Set up volume clients and schedule bulk spay\u002Fneuter appointments.",{"title":174,"path":175,"stem":176,"icon":15,"description":177,"color":15},"Wellness Appointments","\u002Fin-depth\u002Fwellness-appointments","04.in-depth\u002F03.wellness-appointments","Create wellness appointments from the calendar or let clients book online via E-Appointments.",{"title":179,"path":180,"stem":181,"icon":15,"description":182,"color":15},"Recheck Appointments","\u002Fin-depth\u002Frecheck-appointments","04.in-depth\u002F04.recheck-appointments","Why recheck appointments must be linked to a prior spay\u002Fneuter surgery.",{"title":184,"path":185,"stem":186,"icon":15,"description":187,"color":15},"Canceling, Rescheduling & No-Shows","\u002Fin-depth\u002Fcanceling-rescheduling-and-no-shows","04.in-depth\u002F05.canceling-rescheduling-and-no-shows","All methods for canceling, rescheduling, and no-showing appointments, including deposit handling.",{"title":189,"path":190,"stem":191,"icon":15,"description":192,"color":15},"Template Concepts","\u002Fin-depth\u002Ftemplates","04.in-depth\u002F06.templates","Create and manage Word document templates with auto-populated merge fields.",{"title":194,"path":195,"stem":196,"icon":15,"description":197,"color":15},"Template Downloads","\u002Fin-depth\u002Ftemplate-downloads","04.in-depth\u002F07.template-downloads","Download ready-to-use HQ templates for consent forms, visit summaries and aftercare, cage cards, curbside check-in flyers, and other clinic documents — or grab them all in one zip.",{"title":199,"path":200,"stem":201,"icon":15,"description":202,"color":15},"Discounts","\u002Fin-depth\u002Fdiscounts","04.in-depth\u002F08.discounts","Apply discounts and subsidies using grants, invoices, or in-house funds.",{"title":204,"path":205,"stem":206,"icon":15,"description":207,"color":15},"Client Management","\u002Fin-depth\u002Fclient-management","04.in-depth\u002F09.client-management","Find, manage, and organize client and animal records in HQ.",{"title":209,"path":210,"stem":211,"icon":15,"description":212,"color":15},"Understanding & Maximizing Donations","\u002Fin-depth\u002Fdonations","04.in-depth\u002F10.donations","Maximize clinic donations: campaigns, widgets, receipts, and reporting.",{"title":214,"path":215,"stem":216,"icon":15,"description":217,"color":15},"Communications","\u002Fin-depth\u002Fcommunications","04.in-depth\u002F11.communications","All client communication channels: email, text, calls, and document sharing.",{"title":219,"path":220,"stem":221,"icon":15,"description":222,"color":15},"Documenting User Actions","\u002Fin-depth\u002Flogs","04.in-depth\u002F12.logs","Audit, scheduler, and payment logs for tracking changes and activity in HQ and utilizing timestamps.",{"title":224,"path":225,"stem":226,"icon":15,"description":227,"color":15},"Vaccine Clinics","\u002Fin-depth\u002Fvaccine-clinics","04.in-depth\u002F13.vaccine-clinics","Complete guide to scheduling and running high-volume vaccine clinics.",{"title":229,"icon":230,"description":231,"color":232,"path":233,"stem":234,"children":235},"Wellness","i-lucide-heart-pulse","Everything about how Wellness appointments work in HQ — from setup to booking to daily patient flow.","text-pink-500","\u002Fwellness","05.wellness",[236,240,245,250,255,260],{"title":237,"path":233,"stem":238,"icon":15,"description":239,"color":15},"What is Wellness?","05.wellness\u002Findex","How Wellness appointments work in HQ — the umbrella for every non-spay\u002Fneuter visit, from setup through booking to daily Patient Flow.",{"title":241,"path":242,"stem":243,"icon":15,"description":244,"color":15},"Suggested Wellness Types","\u002Fwellness\u002Fsuggested-wellness-types","05.wellness\u002F01.suggested-wellness-types","A practical starter list of Wellness appointment types, booking lengths, Patient Flow classifications, and matching aftercare documents.",{"title":246,"path":247,"stem":248,"icon":15,"description":249,"color":15},"Suggested Rooms","\u002Fwellness\u002Fsuggested-rooms","05.wellness\u002F02.suggested-rooms","A practical Wellness Calendar room setup for a one-veterinarian clinic operating from 9:00 AM to 4:00 PM.",{"title":251,"path":252,"stem":253,"icon":15,"description":254,"color":15},"Setting Up Wellness","\u002Fwellness\u002Fsetting-up-wellness","05.wellness\u002F03.setting-up-wellness","Configure Wellness appointment types, detailed service items, rooms, consent forms, aftercare documents, online booking, and Patient Flow.",{"title":256,"path":257,"stem":258,"icon":15,"description":259,"color":15},"Booking Wellness Appointments","\u002Fwellness\u002Fbooking-wellness-appointments","05.wellness\u002F04.booking-wellness-appointments","Book Wellness appointments online, manually from the Wellness Calendar, or with the date-only Basic Wellness convenience tool.",{"title":261,"path":262,"stem":263,"icon":15,"description":264,"color":15},"Wellness Patient Flow","\u002Fwellness\u002Fwellness-patient-flow","05.wellness\u002F05.wellness-patient-flow","Configure Patient Flow for Wellness, move anesthetic and non-anesthetic patients through treatment, document the medical record, and automate checkout paperwork.",{"title":266,"icon":267,"description":268,"color":269,"path":270,"stem":271,"children":272},"Accounting","i-lucide-receipt","Handle payments, deposits, credits, reconciliation, and tax reporting.","text-emerald-500","\u002Faccounting","06.accounting",[273,277,282,287,292,297,302,307,312,317,322,327,332,337,342,347],{"title":274,"path":270,"stem":275,"icon":15,"description":276,"color":15},"Accounting Overview","06.accounting\u002Findex","Complete accounting guide: payments, invoices, subsidies, refunds, and reports.",{"title":278,"path":279,"stem":280,"icon":15,"description":281,"color":15},"Accounting Public","\u002Faccounting\u002Faccounting-public","06.accounting\u002F01.accounting-public","Apply Payment screen for public client appointments and payment collection.",{"title":283,"path":284,"stem":285,"icon":15,"description":286,"color":15},"Accounting Volume","\u002Faccounting\u002Faccounting-volume","06.accounting\u002F02.accounting-volume","Volume client accounting: invoicing, payments, and financial reports.",{"title":288,"path":289,"stem":290,"icon":15,"description":291,"color":15},"Item Sales","\u002Faccounting\u002Fitem-sales","06.accounting\u002F03.item-sales","Sell non-medical items like t-shirts or OTC products via Item Sales.",{"title":293,"path":294,"stem":295,"icon":15,"description":296,"color":15},"Subsidies","\u002Faccounting\u002Fsubsidies","06.accounting\u002F04.subsidies","Apply subsidies to change prices, use grant funds, or bill third parties.",{"title":298,"path":299,"stem":300,"icon":15,"description":301,"color":15},"Deposits","\u002Faccounting\u002Fdeposits","06.accounting\u002F05.deposits","Pre-payment deposits for public appointments: setup, collection, and management.",{"title":303,"path":304,"stem":305,"icon":15,"description":306,"color":15},"Credit Cards","\u002Faccounting\u002Fcredit-cards","06.accounting\u002F06.credit-cards","Integrated credit card processing through MP Group at discounted rates.",{"title":308,"path":309,"stem":310,"icon":15,"description":311,"color":15},"Client Credits & Write-Offs","\u002Faccounting\u002Fclient-credits-and-write-offs","06.accounting\u002F07.client-credits-and-write-offs","Manage client credits from overpayments and record write-offs for uncollectible debts.",{"title":313,"path":314,"stem":315,"icon":15,"description":316,"color":15},"Refunds","\u002Faccounting\u002Frefunds","06.accounting\u002F08.refunds","All refund types: full, partial, deposits, client credits, and troubleshooting.",{"title":318,"path":319,"stem":320,"icon":15,"description":321,"color":15},"Accounting Tools","\u002Faccounting\u002Faccounting-tools-and-reports","06.accounting\u002F09.accounting-tools-and-reports","Unbill and unpay volume client invoices to correct billing mistakes.",{"title":323,"path":324,"stem":325,"icon":15,"description":326,"color":15},"Reconciliation & Financial Reports","\u002Faccounting\u002Freconciliation","06.accounting\u002F10.reconciliation","Run reconciliation, export financial data, and match bank deposits in HQ.",{"title":328,"path":329,"stem":330,"icon":15,"description":331,"color":15},"Tax","\u002Faccounting\u002Ftax","06.accounting\u002F11.tax","Report sales tax, handle subsidized taxable items, and set up volume client tax exemptions.",{"title":333,"path":334,"stem":335,"icon":15,"description":336,"color":15},"E-Pay & Card Vaulting","\u002Faccounting\u002Fe-pay-card-vaulting","06.accounting\u002F12.e-pay-card-vaulting","E-Pay: send secure payment requests via email to public clients.",{"title":338,"path":339,"stem":340,"icon":15,"description":341,"color":15},"No Prices on Paperwork","\u002Faccounting\u002Fno-prices-on-paperwork","06.accounting\u002F13.no-prices-on-paperwork","Use price-free templates to hide costs on invoices or take-home documents.",{"title":343,"path":344,"stem":345,"icon":15,"description":346,"color":15},"A Word About Accounting Tech Support","\u002Faccounting\u002Fa-word-about-accounting-tech-support","06.accounting\u002F14.a-word-about-accounting-tech-support","Scope of HQ accounting support and when to consult your own accountant.",{"title":348,"path":349,"stem":350,"icon":15,"description":351,"color":15},"How to look up payments","\u002Faccounting\u002Fhow-to-look-up-payments","06.accounting\u002F15.how-to-look-up-payments","Look up all payments for a client via the Payments Tab on their profile.",{"title":353,"icon":354,"description":355,"color":356,"path":357,"stem":358,"children":359},"Reports","i-lucide-bar-chart-2","Access patient metrics, service reports, rabies exports, and more.","text-orange-500","\u002Freports","07.reports",[360,364,369,374,379,384,389,394,399,404,409],{"title":361,"path":357,"stem":362,"icon":15,"description":363,"color":15},"Reports Overview","07.reports\u002Findex","All HQ reports: patient metrics, financials, custom reports, and exports.",{"title":365,"path":366,"stem":367,"icon":15,"description":368,"color":15},"Patient Metrics & Master Report","\u002Freports\u002Fpatient-and-master-reports","07.reports\u002F01.patient-and-master-reports","Summary and detailed reports on surgeries, animals, and appointments, plus the Master Report.",{"title":370,"path":371,"stem":372,"icon":15,"description":373,"color":15},"Data Exports","\u002Freports\u002Fdata-exports","07.reports\u002F02.data-exports","Export microchip and rabies vaccination records for registries and regulatory reporting.",{"title":375,"path":376,"stem":377,"icon":15,"description":378,"color":15},"Service Metrics & Item Prep","\u002Freports\u002Fservice-metrics-and-item-prep","07.reports\u002F03.service-metrics-and-item-prep","Monthly service counts by category, and item prep for upcoming clinic days.",{"title":380,"path":381,"stem":382,"icon":15,"description":383,"color":15},"Volume Client Metrics","\u002Freports\u002Fvolume-client-metrics","07.reports\u002F04.volume-client-metrics","Volume client surgery statistics and success rate breakdowns.",{"title":385,"path":386,"stem":387,"icon":15,"description":388,"color":15},"Geographic Metrics","\u002Freports\u002Fgeographic-metrics","07.reports\u002F05.geographic-metrics","Visual map showing where your clients are located geographically.",{"title":390,"path":391,"stem":392,"icon":15,"description":393,"color":15},"Executive Director Metrics","\u002Freports\u002Fexecutive-director-metrics","07.reports\u002F06.executive-director-metrics","High-level clinic and vet performance data for executive directors.",{"title":395,"path":396,"stem":397,"icon":15,"description":398,"color":15},"Funding Reports","\u002Freports\u002Ffunding-reports","07.reports\u002F07.funding-reports","Partnership metrics, donations, and subsidies summary reports.",{"title":400,"path":401,"stem":402,"icon":15,"description":403,"color":15},"Appointment Reports","\u002Freports\u002Fappointment-reports","07.reports\u002F08.appointment-reports","No-show, recheck, scheduling productivity, and priority appointment reports.",{"title":405,"path":406,"stem":407,"icon":15,"description":408,"color":15},"Death Report","\u002Freports\u002Fdeath-report","07.reports\u002F09.death-report","Access data on animal deaths to identify patterns and improve care.",{"title":410,"path":411,"stem":412,"icon":15,"description":413,"color":15},"Custom Reports","\u002Freports\u002Fcustom-reports","07.reports\u002F10.custom-reports","Build custom reports by combining any HQ data fields you need.",{"title":415,"icon":416,"description":417,"color":155,"path":418,"stem":419,"children":420},"Admin","i-lucide-shield","Billing, administration, integrations, technology, and help resources for HQ.","\u002Fadmin","08.admin",[421,425,430,435,440,445,450,455],{"title":422,"path":418,"stem":423,"icon":15,"description":424,"color":15},"Admin Overview","08.admin\u002Findex","Admin-level operations for Clinic HQ: billing, account management, integrations, recommended technology, contingency planning, and training resources.",{"title":426,"path":427,"stem":428,"icon":15,"description":429,"color":15},"Services Down","\u002Fadmin\u002Fservices-down","08.admin\u002F01.services-down","What to do when HQ or internet services are unavailable.",{"title":431,"path":432,"stem":433,"icon":15,"description":434,"color":15},"Billing & Organization","\u002Fadmin\u002Fhq-billing-and-organization","08.admin\u002F02.hq-billing-and-organization","Subscription management, billing, and multi-clinic organization for HQ accounts.",{"title":436,"path":437,"stem":438,"icon":15,"description":439,"color":15},"Clinic HQ Software Grants","\u002Fadmin\u002Fhq-grants","08.admin\u002F03.hq-grants","Clinic HQ-sponsored software grants and eligibility requirements.",{"title":441,"path":442,"stem":443,"icon":15,"description":444,"color":15},"HQ Administration","\u002Fadmin\u002Fhq-administration","08.admin\u002F04.hq-administration","Data migration, account management, security, and legal documentation.",{"title":446,"path":447,"stem":448,"icon":15,"description":449,"color":15},"Integrations","\u002Fadmin\u002Fintegrations","08.admin\u002F05.integrations","Third-party integrations: IDEXX lab services and microchip auto-registration.",{"title":451,"path":452,"stem":453,"icon":15,"description":454,"color":15},"HQ Help & Training","\u002Fadmin\u002Fhq-help-and-training","08.admin\u002F06.hq-help-and-training","HQ's story, resources, community, and training materials.",{"title":456,"path":457,"stem":458,"icon":15,"description":459,"color":15},"Technology Suggested","\u002Fadmin\u002Ftechnology-suggested","08.admin\u002F07.technology-suggested","Recommended hardware and technology for running Clinic HQ.",{"title":461,"icon":462,"description":463,"color":464,"path":465,"stem":466,"children":467},"Settings","i-lucide-settings-2","Configure clinic profile, users, services, packages, and integrations.","text-slate-500","\u002Fsettings","09.settings",[468,472,477,482,487,492,497,502,507,512,517,522,527,532,537,542,547,552,557,562,567,572,577,582,587,592,597,602,607,612,617,622,627,632,637,642,647,652,657],{"title":469,"path":465,"stem":470,"icon":15,"description":471,"color":15},"Settings Overview","09.settings\u002Findex","Configure all HQ settings: calendar, pricing, users, communications, and more.",{"title":473,"path":474,"stem":475,"icon":15,"description":476,"color":15},"Clinic Profile","\u002Fsettings\u002Fclinic-profile","09.settings\u002F01.clinic-profile","Set up your clinic profile, preferences, and general system settings.",{"title":478,"path":479,"stem":480,"icon":15,"description":481,"color":15},"Users","\u002Fsettings\u002Fusers","09.settings\u002F02.users","Manage users, roles, and permissions in your HQ clinic account.",{"title":483,"path":484,"stem":485,"icon":15,"description":486,"color":15},"Vets","\u002Fsettings\u002Fvets","09.settings\u002F03.vets","Set up veterinarian profiles and surgical settings for your clinic.",{"title":488,"path":489,"stem":490,"icon":15,"description":491,"color":15},"Services & Products","\u002Fsettings\u002Fservices-products","09.settings\u002F04.services-products","Add and manage medical services and products in your HQ clinic.",{"title":493,"path":494,"stem":495,"icon":15,"description":496,"color":15},"Packages","\u002Fsettings\u002Fpackages","09.settings\u002F05.packages","Group commonly used services into packages for quick appointment setup.",{"title":498,"path":499,"stem":500,"icon":15,"description":501,"color":15},"Custom Fields","\u002Fsettings\u002Fcustom-fields","09.settings\u002F06.custom-fields","Create custom data fields for e-appointments, reports, and medical notes.",{"title":503,"path":504,"stem":505,"icon":15,"description":506,"color":15},"Clinic Tags","\u002Fsettings\u002Fclinic-tags","09.settings\u002F07.clinic-tags","Create color-coded tags to flag clients and animals throughout HQ.",{"title":508,"path":509,"stem":510,"icon":15,"description":511,"color":15},"Vaccine Setup","\u002Fsettings\u002Fvaccine-setup","09.settings\u002F08.vaccine-setup","Configure rabies vaccine details required for certificate generation.",{"title":513,"path":514,"stem":515,"icon":15,"description":516,"color":15},"Integrations Setup","\u002Fsettings\u002Fintegrations-setup","09.settings\u002F09.integrations-setup","Connect HQ with IDEXX, Shelterluv, and PetPoint integrations.",{"title":518,"path":519,"stem":520,"icon":15,"description":521,"color":15},"Divvy Setup","\u002Fsettings\u002Fdivvy-setup","09.settings\u002F10.divvy-setup","Create animal groups and surgical teams for the Divvy distribution tool.",{"title":523,"path":524,"stem":525,"icon":15,"description":526,"color":15},"Patient Flow Setup","\u002Fsettings\u002Fdrug-log-setup","09.settings\u002F11.drug-log-setup","Patient Flow setup: drug protocols, controlled substances, and automations.",{"title":528,"path":529,"stem":530,"icon":15,"description":531,"color":15},"Medical Notes Setup","\u002Fsettings\u002Fmedical-notes-setup","09.settings\u002F12.medical-notes-setup","Customize pre-generated medical notes for records and visit summaries.",{"title":533,"path":534,"stem":535,"icon":15,"description":536,"color":15},"High Risk Waiver Setup","\u002Fsettings\u002Fhigh-risk-waiver-setup","09.settings\u002F13.high-risk-waiver-setup","Configure high-risk waiver options for verbal and digital signatures.",{"title":538,"path":539,"stem":540,"icon":15,"description":541,"color":15},"Prescription Labels","\u002Fsettings\u002Fprescription-labels","09.settings\u002F14.prescription-labels","Supported label printers for prescription labels: Zebra and Dymo setup.",{"title":543,"path":544,"stem":545,"icon":15,"description":546,"color":15},"Microchip Preferences","\u002Fsettings\u002Fmicrochip-preferences","09.settings\u002F15.microchip-preferences","Configure microchip integration preferences and auto-registration partners.",{"title":548,"path":549,"stem":550,"icon":15,"description":551,"color":15},"Capacity Management","\u002Fsettings\u002Fcapacity-management","09.settings\u002F16.capacity-management","Set daily spay\u002Fneuter capacity limits by species, sex, and weight.",{"title":553,"path":554,"stem":555,"icon":15,"description":556,"color":15},"Wellness Settings","\u002Fsettings\u002Fwellness-settings","09.settings\u002F17.wellness-settings","Set up wellness rooms, appointment types, and scheduling preferences.",{"title":558,"path":559,"stem":560,"icon":15,"description":561,"color":15},"Templates Settings","\u002Fsettings\u002Ftemplates-settings","09.settings\u002F18.templates-settings","Upload custom clinic forms with merge fields for auto-populated data.",{"title":563,"path":564,"stem":565,"icon":15,"description":566,"color":15},"E-Appointments","\u002Fsettings\u002Fe-appointments","09.settings\u002F19.e-appointments","Set up online appointment booking for clients via E-Appointments.",{"title":568,"path":569,"stem":570,"icon":15,"description":571,"color":15},"E-Payments","\u002Fsettings\u002Fe-payments","09.settings\u002F20.e-payments","Enable online payments by connecting your MP Group merchant account.",{"title":573,"path":574,"stem":575,"icon":15,"description":576,"color":15},"Mobile Location Settings","\u002Fsettings\u002Fmobile-location-settings","09.settings\u002F21.mobile-location-settings","Configure mobile clinic locations and schedules in HQ settings.",{"title":578,"path":579,"stem":580,"icon":15,"description":581,"color":15},"Confirmations and Reminders","\u002Fsettings\u002Fconfirmations-and-reminders","09.settings\u002F22.confirmations-and-reminders","Configure automated confirmation and reminder settings for all appointments.",{"title":583,"path":584,"stem":585,"icon":15,"description":586,"color":15},"Medical Records Request","\u002Fsettings\u002Fmedical-records-request","09.settings\u002F23.medical-records-request","Share your clinic medical record request form link with clients.",{"title":588,"path":589,"stem":590,"icon":15,"description":591,"color":15},"Email Attachments","\u002Fsettings\u002Femail-attachments","09.settings\u002F24.email-attachments","Attach documents like aftercare PDFs to confirmation or reminder emails.",{"title":593,"path":594,"stem":595,"icon":15,"description":596,"color":15},"Call & Text Add On","\u002Fsettings\u002Fcall-text-add-on","09.settings\u002F25.call-text-add-on","Set up text and robo-call reminders with the Call and Text add-on.",{"title":598,"path":599,"stem":600,"icon":15,"description":601,"color":15},"e-Lobby","\u002Fsettings\u002Fe-lobby","09.settings\u002F26.e-lobby","Configure auto-response messages for E-Lobby client communications.",{"title":603,"path":604,"stem":605,"icon":15,"description":606,"color":15},"Invoices","\u002Fsettings\u002Finvoices","09.settings\u002F27.invoices","Customize the email template sent with volume client invoices.",{"title":608,"path":609,"stem":610,"icon":15,"description":611,"color":15},"Donations","\u002Fsettings\u002Fdonations-campaigns","09.settings\u002F28.donations-campaigns","Set up donation campaigns and embed widgets for online giving.",{"title":613,"path":614,"stem":615,"icon":15,"description":616,"color":15},"Funding Partnerships","\u002Fsettings\u002Ffunding-partnerships","09.settings\u002F29.funding-partnerships","Create funding partnerships as a prerequisite for subsidy setup.",{"title":618,"path":619,"stem":620,"icon":15,"description":621,"color":15},"Subsidy Settings","\u002Fsettings\u002Fsubsidy-settings","09.settings\u002F30.subsidy-settings","Create and configure subsidy settings with funding partnerships.",{"title":623,"path":624,"stem":625,"icon":15,"description":626,"color":15},"Grantors","\u002Fsettings\u002Fgrantors","09.settings\u002F31.grantors","Set up grantors to track the source of every donation in HQ.",{"title":628,"path":629,"stem":630,"icon":15,"description":631,"color":15},"VC Custom Pricing","\u002Fsettings\u002Fvc-custom-pricing","09.settings\u002F32.vc-custom-pricing","Override standard pricing for individual volume clients on specific items.",{"title":633,"path":634,"stem":635,"icon":15,"description":636,"color":15},"Tax Info","\u002Fsettings\u002Ftax-info","09.settings\u002F33.tax-info","Configure tax categories and rates for taxable clinic items.",{"title":638,"path":639,"stem":640,"icon":15,"description":641,"color":15},"QuickBooks","\u002Fsettings\u002Fquickbooks","09.settings\u002F34.quickbooks","Map QuickBooks codes to HQ services and products for accounting sync.",{"title":643,"path":644,"stem":645,"icon":15,"description":646,"color":15},"Chat Settings","\u002Fsettings\u002Fchat-settings","09.settings\u002F35.chat-settings","Enable instant messaging between your clinic and volume client Portal users.",{"title":648,"path":649,"stem":650,"icon":15,"description":651,"color":15},"OneLink E-Appointments (Multi-Clinic Only)","\u002Fsettings\u002Fone-link","09.settings\u002F36.one-link","OneLink: a single E-Appointment booking link for multi-clinic organizations.",{"title":653,"path":654,"stem":655,"icon":15,"description":656,"color":15},"VCP Settings","\u002Fsettings\u002Fvcp-settings","09.settings\u002F37.vcp-settings","Control volume client Portal permissions and required fields.",{"title":658,"path":659,"stem":660,"icon":15,"description":661,"color":15},"Inventory","\u002Fsettings\u002Finventory","09.settings\u002F38.inventory","Track inventory through HQ custom reports since there is no built-in system.",{"title":663,"icon":664,"description":665,"color":666,"path":667,"stem":668,"children":669},"Resources & Perks","i-lucide-gift","Explore resources, tools, and perks available to your clinic.","text-rose-500","\u002Fresources-and-perks","10.resources-and-perks",[670,674,679,684,689,693,698],{"title":671,"path":667,"stem":672,"icon":15,"description":673,"color":15},"Overview","10.resources-and-perks\u002Findex","Explore HQ's top tools, downloadable templates, exclusive clinic perks, and discounted credit card processing options.",{"title":675,"path":676,"stem":677,"icon":15,"description":678,"color":15},"Top Tools","\u002Fresources-and-perks\u002Ftop-tools","10.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":680,"path":681,"stem":682,"icon":15,"description":683,"color":15},"Free Templates","\u002Fresources-and-perks\u002Ftemplates-and-resources-copy","10.resources-and-perks\u002F02.templates-and-resources copy","Access free, gold-standard templates designed for high-volume clinics.",{"title":685,"path":686,"stem":687,"icon":15,"description":688,"color":15},"Perks","\u002Fresources-and-perks\u002Fperks","10.resources-and-perks\u002F03.perks","Exclusive benefits available to HQ clinics, including discounted credit card processing, microchips, text messaging, surgical packs, and volunteer opportunities.",{"title":303,"path":690,"stem":691,"icon":15,"description":692,"color":15},"\u002Fresources-and-perks\u002Fcredit-cards","10.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.",{"title":694,"path":695,"stem":696,"icon":15,"description":697,"color":15},"Microchip Deals","\u002Fresources-and-perks\u002Fmicrochip-deals","10.resources-and-perks\u002F05.microchip-deals","Discounted microchip pricing for HQ clinics through Fi Nano and Petstablished — free chips with auto-integration, or $4.95 per chip.",{"title":699,"path":700,"stem":701,"icon":15,"description":702,"color":15},"Packs","\u002Fresources-and-perks\u002Fpacks","10.resources-and-perks\u002F06.packs","Learn about HQ's discounted surgical packs for clinics, what's included, and how to order.",{"id":704,"title":410,"body":705,"color":15,"description":413,"extension":1354,"icon":15,"links":15,"meta":1355,"navigation":1356,"path":411,"seo":1357,"sitemap":1358,"stem":412,"__hash__":1359},"docs\u002F07.reports\u002F10.custom-reports.md",{"type":706,"value":707,"toc":1333},"minimark",[708,715,720,735,743,748,751,767,772,777,806,810,815,848,853,864,869,922,927,953,957,963,988,993,998,1003,1007,1011,1014,1018,1026,1040,1043,1048,1052,1058,1063,1102,1107,1111,1115,1147,1152,1158,1161,1165,1170,1173,1184,1189,1196,1200,1220,1224,1230,1245,1250,1258,1262,1272,1280,1285,1287,1291,1296,1299,1303,1306,1309,1319,1324],[709,710,711],"p",{},[712,713],"img",{"alt":150,"src":714},"\u002Fimages\u002F06-reports\u002F720-1920-x-225-px-1920-x-320-px-2025-08-21t132117-572.png",[716,717,719],"h3",{"id":718},"hqs-custom-report-allows-you-to-mix-and-match-datasets-in-order-to-provide-you-with-the-perfect-report-for-what-you-need","HQ's custom report allows you to mix and match datasets in order to provide you with the perfect report for what you need!",[709,721,722,726,727,730,731],{},[723,724,725],"em",{},"Need to know how many Pitbulls you spayed\u002Fneutered last year"," - run a custom report!\n",[723,728,729],{},"Want to know the email address of all your public clients that visited in April"," - run a custom report.\n",[732,733,734],"strong",{},"This report section is one of the most used reports in Clinic HQ!",[709,736,737,742],{},[723,738,739],{},[732,740,741],{},"TIP"," When running custom reports, if you select every field, you may overcomplicate the results pulled. If you feel your results are not accurate, try tweaking the filters applied. Certain filters such as test results will only pull animals that have a test result.",[744,745,747],"h2",{"id":746},"what-is-the-difference-between-a-filter-when-it-has-include-vs-include-all","What is the difference between a filter when it has \"Include\" vs. \"Include all?\"",[709,749,750],{},"The \"Include All\" filter will show all appointments, whether or not the selected field contains information.For example, if you're filtering by Owner's Secondary Phone, and you choose:",[752,753,754,761],"ul",{},[755,756,757,760],"li",{},[732,758,759],{},"Include"," – You'll only see appointments where the client has a secondary phone number listed.",[755,762,763,766],{},[732,764,765],{},"Include All"," – You'll see all appointments, including those where the secondary phone field is blank.",[709,768,769],{},[732,770,771],{},"Use \"Include All\" when you want a complete list, even if some data is missing—such as collecting contact information where not every client has filled out every field.",[709,773,774],{},[712,775],{"alt":150,"src":776},"\u002Fimages\u002F06-reports\u002Fincall.jpg",[778,779,780,783,786,792,795],"ol",{},[755,781,782],{},"Start by selecting the time period for your report and choosing whether to include all animals or only successful surgeries.",[755,784,785],{},"\"Successful surgeries\" include all animals admitted for surgery, excluding those marked as deceased (including euthanasia by owner request) or those who declined surgery. Most grants prefer reports based on successful surgeries.",[755,787,788,789],{},"Look through each of these categories to customize your report: Appointment filters, Recheck filters, Animal filters, or Owner Filters:\n",[712,790],{"alt":150,"src":791},"\u002Fimages\u002F06-reports\u002Fcustomreportttt.png",[755,793,794],{},"Click each category to apply details to be included in your report.",[755,796,797,798,801,802,805],{},"When you've finished constructing it, click ",[732,799,800],{},"Run report"," to view it in HQ or ",[732,803,804],{},"Run to Excel"," to see a spreadsheet.",[744,807,809],{"id":808},"list-of-field-types","List of field types",[709,811,812],{},[732,813,814],{},"Appointment Filters",[752,816,817,820,823,825,828,831,834,837,840,842,845],{},[755,818,819],{},"Location",[755,821,822],{},"Service Items",[755,824,293],{},[755,826,827],{},"Test Results",[755,829,830],{},"Vet",[755,832,833],{},"Vet Types",[755,835,836],{},"No Surgery Reason",[755,838,839],{},"Death Type",[755,841,498],{},[755,843,844],{},"Medical Fields (short tag)",[755,846,847],{},"Internal Medical Notes",[709,849,850],{},[732,851,852],{},"Recheck Filters",[752,854,855,858,861],{},[755,856,857],{},"Recheck Type",[755,859,860],{},"Recheck Outcome",[755,862,863],{},"External Recheck",[709,865,866],{},[732,867,868],{},"Animal Filters",[752,870,871,874,877,880,883,886,889,892,895,898,901,904,907,910,913,916,919],{},[755,872,873],{},"Species",[755,875,876],{},"Breeds",[755,878,879],{},"Sex",[755,881,882],{},"Colors",[755,884,885],{},"Spay\u002FNeuter Status",[755,887,888],{},"Microchips",[755,890,891],{},"Ownership Status",[755,893,894],{},"Pregnant",[755,896,897],{},"In Heat",[755,899,900],{},"Cryptorchid",[755,902,903],{},"Weight",[755,905,906],{},"Age Years",[755,908,909],{},"Age Months",[755,911,912],{},"Feti",[755,914,915],{},"Behavior Tags",[755,917,918],{},"Trapper",[755,920,921],{},"Rabies",[709,923,924],{},[732,925,926],{},"Owner Filters",[752,928,929,932,935,938,941,944,947,950],{},[755,930,931],{},"Client Type",[755,933,934],{},"Volume Clients",[755,936,937],{},"Owners",[755,939,940],{},"Client Tags",[755,942,943],{},"Zip",[755,945,946],{},"City",[755,948,949],{},"State",[755,951,952],{},"County",[744,954,956],{"id":955},"saving-custom-reports","Saving Custom Reports",[709,958,959,962],{},[732,960,961],{},"Do you have custom reports that you run frequently?"," If so, you can save your custom reports filters for easier access and efficiency!",[778,964,965,975,978],{},[755,966,967,968,971,972],{},"Once you run your custom report with the filters of your choice, click on the ",[732,969,970],{},"Save\u002FLoad"," option > ",[732,973,974],{},"Save Report",[755,976,977],{},"Once you click on 'Save Report' you will be prompted to name your custom report.",[755,979,980,981,984,985,987],{},"Once you click ",[732,982,983],{},"Save",", you will be able to run this report quickly by clicking on the ",[732,986,970],{}," dropdown (pictured below) and choosing the correct report",[709,989,990],{},[732,991,992],{},"Please note: You will have to manually choose the date range and All Animals\u002FSuccessful Surgeries Filter each time you run your saved reports.",[709,994,995],{},[712,996],{"alt":150,"src":997},"\u002Fimages\u002F06-reports\u002Fsaveload1.jpg",[709,999,1000],{},[712,1001],{"alt":150,"src":1002},"\u002Fimages\u002F06-reports\u002Fsnr.jpg",[744,1004,1006],{"id":1005},"cool-custom-reports","Cool Custom Reports",[716,1008,1010],{"id":1009},"this-section-will-explore-the-versatility-of-custom-reports-highlight-some-reports-we-think-your-clinic-can-utilize-and-provide-a-step-by-step-guide-on-generating-these-powerful-data-narratives","This section will explore the versatility of custom reports, highlight some reports we think your clinic can utilize, and provide a step-by-step guide on generating these powerful data narratives.",[709,1012,1013],{},"Whether it's tracking geographic data or optimizing operational efficiency, custom reports offer a gateway to endless possibilities for data-driven decision-making or figures to present for grant requests.",[716,1015,1017],{"id":1016},"vet-specs","Vet Specs",[709,1019,1020,1021,1025],{},"The ",[1022,1023,1024],"a",{"href":391},"Executive Director report (here)"," is a fast way to get the total surgeries and complications per vet but if you need to know more, a Custom Report is the way to go.",[752,1027,1028,1034,1037],{},[755,1029,1030,1031,1033],{},"With ",[732,1032,410],{},", you can export detailed data on almost any metric, including the veterinarian associated with each appointment. To analyze data by vet, make sure to include the Vet field in your report filters.",[755,1035,1036],{},"Once exported to Excel, locate the Vet column, then click the “A to Z” icon or the down arrow in the toolbar. From the dropdown, select “Filter”. This will add filter options to the top of each column.",[755,1038,1039],{},"Click the down arrow on the Vet column to select or deselect veterinarians and view data for specific individuals.",[709,1041,1042],{},"In this example, we are running the number of cryptorchid feral cats under 6 months for the current year by each veterinarian.\nThe report filters will vary depending on exactly your needs, however, in all cases, include the Vet filter. After exporting to Excel, use the column filter to track by each vet's name.",[709,1044,1045],{},[712,1046],{"alt":150,"src":1047},"\u002Fimages\u002F06-reports\u002Fcustom-report-complex-data-example.jpg",[716,1049,1051],{"id":1050},"reviewing-internal-medical-notes-to-locate-an-animal","Reviewing Internal Medical Notes to Locate an Animal",[709,1053,1054,1057],{},[732,1055,1056],{},"Use case example:","\nIt's happened before, where a situation comes up and the team needs to recall which animal, on what day, had xyz going on with it. Unfortunately, no one remembers. Instead of digging through records individually for every patient over a large date range, use Custom Reports!",[709,1059,1060],{},[732,1061,1062],{},"How to extract the data:",[778,1064,1065,1068,1079,1089,1096,1099],{},[755,1066,1067],{},"From the main Custom Report page, choose the date range you would like to look through.\n##The middle filter should default to \"All Animals.\"\nFrom the dropdown menu, select the following:",[755,1069,1070,1075,1076],{},[723,1071,1072],{},[732,1073,1074],{},"Appointment Status"," = ",[723,1077,1078],{},"Checked Out",[755,1080,1081,1075,1085,1088],{},[723,1082,1083],{},[732,1084,873],{},[723,1086,1087],{},"Cat or Dog"," - choose one of the species if you can recall this information.",[755,1090,1091,1095],{},[723,1092,1093],{},[732,1094,847],{}," - switch this from the default of including all, to just those with Internal Medical Notes.",[755,1097,1098],{},"Run the report on screen or export it to a spreadsheet.",[755,1100,1101],{},"With your keyboard press CTRL+F and type in a keyword to highlight matches in the report. Such as \"reaction,\" \"ringworm,\" or \"fracture.\"",[709,1103,1104],{},[712,1105],{"alt":150,"src":1106},"\u002Fimages\u002F06-reports\u002Fcustom-report-internal-medical-notes.jpg",[716,1108,1110],{"id":1109},"export-client-contact-information","Export Client Contact Information",[709,1112,1113],{},[732,1114,1062],{},[778,1116,1117,1120,1123,1132,1141],{},[755,1118,1119],{},"Select the date range to pull clients that visited your clinic during. NOTE: You can only run up to 1 year at a time.",[755,1121,1122],{},"Leave “All Animals” selected.\nFrom the dropdown menu, select the following:\n(Scroll down to the owner's filters near the bottom of the dropdown)",[755,1124,1125,1075,1129],{},[723,1126,1127],{},[732,1128,931],{},[723,1130,1131],{},"Public",[755,1133,1134,1075,1138],{},[723,1135,1136],{},[732,1137,937],{},[723,1139,1140],{},"Owner First Name Include All, Owner Last Name Include All, Owner Address Include All, Owner Email Include All, Owner Cell Phone Include All",[755,1142,1143,1144,1146],{},"Click ",[732,1145,804],{}," to export all the data to a spreadsheet.\nFormat the spreadsheet to fit your needs - deleting columns of appointment dates, animal ID numbers, etc.\nSelect the email address column and on your Excel toolbar, locate the option to \"Remove Duplicates.\"",[709,1148,1149],{},[712,1150],{"alt":150,"src":1151},"\u002Fimages\u002F06-reports\u002Fcustom-report-client-contact-filters.jpg",[709,1153,1154,1155],{},"If your clinic needs to re-run the same Custom Report regularly, learn how to save the filter selection as a prebuilt report to select from. ",[1022,1156,1157],{"href":411},"More on this HERE!",[1159,1160],"hr",{},[744,1162,1164],{"id":1163},"tracking-colonies","Tracking Colonies",[709,1166,1167],{},[712,1168],{"alt":150,"src":1169},"\u002Fimages\u002F06-reports\u002F720-1920-x-225-px-1920-x-320-px-2025-08-21t132303-517.png",[709,1171,1172],{},"Community or feral cats have additional trapping details collected in HQ that can be queried in Custom Reports.",[709,1174,1175,1176,1179,1180,1183],{},"The animal type must be set to ",[732,1177,1178],{},"Community Cat (Friendly)"," or ",[732,1181,1182],{},"Community Cat (Feral)"," for the trapper field to appear in appointment details. The Trapper Name and Colony Address are collected here.",[709,1185,1186],{},[712,1187],{"alt":150,"src":1188},"\u002Fimages\u002F06-reports\u002Ftrapsss.png",[709,1190,1191,1192,1195],{},"If tracking a colony name, you can include it with the Animal Name, Trapper Name, or create a ",[1022,1193,1194],{"href":499},"custom field"," to collect this data.",[716,1197,1199],{"id":1198},"useful-reports-for-community-cats","Useful Reports for Community Cats",[752,1201,1202,1208,1214],{},[755,1203,1204,1207],{},[732,1205,1206],{},"Patient Metrics Summary > Animals"," — Total number of community cats seen each month.",[755,1209,1210,1213],{},[732,1211,1212],{},"Master Report"," — Use the date picker and county fields to run a report on animals from a specific county. Export to view sex, maturity, and other details for community cats.",[755,1215,1216,1219],{},[732,1217,1218],{},"Custom Report"," — Filter by Animal Type > Community Cats plus any other filters needed.",[716,1221,1223],{"id":1222},"colony-report","Colony Report",[709,1225,1226,1227,1229],{},"To include trapped location data, use a ",[732,1228,1218],{},".",[778,1231,1232,1239],{},[755,1233,1234,1235,1238],{},"Filter by ",[732,1236,1237],{},"Appointment Status: Checked Out"," to exclude no-shows, canceled, and pending appointments.",[755,1240,1241,1242,1244],{},"Within Animal Details, expand the ",[732,1243,918],{}," section and select which trapping details to include.",[709,1246,1247],{},[712,1248],{"alt":150,"src":1249},"\u002Fimages\u002F06-reports\u002Fcolony-custom-report.jpg",[778,1251,1253],{"start":1252},3,[755,1254,1143,1255,1257],{},[732,1256,804],{}," and manipulate the data further in Excel.",[716,1259,1261],{"id":1260},"create-a-custom-pinpoint-map","Create a Custom Pinpoint Map",[709,1263,1264,1265,1271],{},"Use ",[1022,1266,1270],{"href":1267,"rel":1268},"https:\u002F\u002Fwww.google.com\u002Fmaps\u002Fd\u002F?hl=en",[1269],"nofollow","Google's My Maps"," to import colony addresses and create a custom map.",[709,1273,1274,1279],{},[1022,1275,1278],{"href":1276,"rel":1277},"https:\u002F\u002Fsupport.google.com\u002Fmymaps\u002Fanswer\u002F3024836?hl=en&ref_topic=3024924&sjid=18244180874906389188-NA",[1269],"Instructions from Google"," on how to import your data.",[709,1281,1282],{},[712,1283],{"alt":150,"src":1284},"\u002Fimages\u002F06-reports\u002Fgoogle-my-maps.jpg",[1159,1286],{},[744,1288,1290],{"id":1289},"special-reports","Special Reports",[709,1292,1293],{},[712,1294],{"alt":150,"src":1295},"\u002Fimages\u002F06-reports\u002F720-1920-x-225-px-1920-x-320-px-2025-08-21t132444-901.png",[709,1297,1298],{},"Special Reports includes a section for key funders. As of May 2025 the only report is the PetSmart Charities report — others will be added as they are incorporated.",[716,1300,1302],{"id":1301},"petsmart-charities-report","PetSmart Charities Report",[709,1304,1305],{},"Developed in conjunction with PetSmart Charities, this report includes most metrics required for PetSmart Charities grant reporting. Each metric is annotated with a description of what is and is not included, and the data for each metric can be exported for verification.",[709,1307,1308],{},"\"Here is a document\":{DOCUMENT-LINK+accelerator-clinic-metrics-master} that outlines the metrics in the PetSmart Charities report.",[709,1310,1311,1312,1229],{},"Navigate to ",[732,1313,1314,1315],{},"Reports > Special Reports > ",[1022,1316,1302],{"href":1317,"rel":1318},"https:\u002F\u002Fapp.clinichq.com\u002Freports\u002Fspecial-reports\u002Fpetsmart",[1269],[709,1320,1321],{},[712,1322],{"alt":150,"src":1323},"\u002Fimages\u002F06-reports\u002Fpetsmart-charities-report.jpg",[709,1325,1326],{},[732,1327,1328,1329,1229],{},"To configure your settings to make the report work, see ",[1022,1330,1332],{"href":1331},"\u002Fwellness\u002Fsetting-up-wellness#configure-special-data-reporting","Configure Special Data Reporting",{"title":150,"searchDepth":1334,"depth":1334,"links":1335},2,[1336,1337,1338,1339,1340,1346,1351],{"id":718,"depth":1252,"text":719},{"id":746,"depth":1334,"text":747},{"id":808,"depth":1334,"text":809},{"id":955,"depth":1334,"text":956},{"id":1005,"depth":1334,"text":1006,"children":1341},[1342,1343,1344,1345],{"id":1009,"depth":1252,"text":1010},{"id":1016,"depth":1252,"text":1017},{"id":1050,"depth":1252,"text":1051},{"id":1109,"depth":1252,"text":1110},{"id":1163,"depth":1334,"text":1164,"children":1347},[1348,1349,1350],{"id":1198,"depth":1252,"text":1199},{"id":1222,"depth":1252,"text":1223},{"id":1260,"depth":1252,"text":1261},{"id":1289,"depth":1334,"text":1290,"children":1352},[1353],{"id":1301,"depth":1252,"text":1302},"md",{},true,{"title":410,"description":413},{"loc":411},"nNa5HJrr2TT_kDgaOHoui_MIxkF9Fe4L3qhoP8wZylw",[1361,1362],{"title":405,"path":406,"stem":407,"description":408,"children":-1},{"title":422,"path":418,"stem":423,"description":424,"children":-1},1790881748368]