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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":395,"body":705,"color":15,"description":398,"extension":936,"icon":15,"links":937,"meta":938,"navigation":939,"path":396,"seo":940,"sitemap":941,"stem":397,"__hash__":942},"docs\u002F07.reports\u002F07.funding-reports.md",{"type":706,"value":707,"toc":921},"minimark",[708,713,720,723,739,744,747,751,756,759,764,767,772,788,793,801,806,810,813,818,822,825,830,834,837,842,846,849,854,856,860,865,868,888,893,897,900,905,910],[709,710,712],"h2",{"id":711},"partnership-metrics","Partnership Metrics",[714,715,716],"p",{},[717,718],"img",{"alt":150,"src":719},"\u002Fimages\u002F06-reports\u002F720-1920-x-225-px-1920-x-320-px-2025-08-21t125920-610.png",[714,721,722],{},"The Partnership Metrics report breaks down your funding partnerships and all of the services they have covered — useful information for both your clinic and your partners.",[714,724,725,726,730,731,734,735,738],{},"It shows each funding partnership and the number and type of services they covered. Filter by ",[727,728,729],"strong",{},"year",", ",[727,732,733],{},"quarter",", and ",[727,736,737],{},"location"," at the top of the page. The report is also easily exported.",[714,740,741],{},[717,742],{"alt":150,"src":743},"\u002Fimages\u002F06-reports\u002Fimageedit-173-4054297324.png",[745,746],"hr",{},[709,748,750],{"id":749},"donations-metrics","Donations Metrics",[714,752,753],{},[717,754],{"alt":150,"src":755},"\u002Fimages\u002F06-reports\u002F720-1920-x-225-px-1920-x-320-px-2025-08-21t130636-533.png",[714,757,758],{},"The donations report provides a summary of donations and grants made to your clinic. A donation is any money not allocated toward services\u002Fproducts that was placed into a Funding Partnership pot. Each report can be viewed in HQ or exported to a spreadsheet.",[760,761,763],"h3",{"id":762},"donations-by-method","Donations by Method",[714,765,766],{},"Shows how donations were received and the total collected by each method each month.",[714,768,769],{},[727,770,771],{},"HQ Internal:",[773,774,775,779,782,785],"ul",{},[776,777,778],"li",{},"Overpayments made during appointments",[776,780,781],{},"Donations made directly in an appointment",[776,783,784],{},"Donations or grants added\u002Fremoved through Funding Partnerships",[776,786,787],{},"Donated Admin Fees (DAFs)",[714,789,790],{},[727,791,792],{},"Widget:",[773,794,795,798],{},[776,796,797],{},"Donations through the campaign widget on the E-Appointment Form",[776,799,800],{},"Donations through widgets embedded on a website",[714,802,803],{},[717,804],{"alt":150,"src":805},"\u002Fimages\u002Fshared\u002Fdonations-by-method.jpg",[760,807,809],{"id":808},"donations-by-count","Donations by Count",[714,811,812],{},"Shows the number of individual donation payments received each month by method — not the dollar amounts.",[714,814,815],{},[717,816],{"alt":150,"src":817},"\u002Fimages\u002Fshared\u002Fdonations-by-count.jpg",[760,819,821],{"id":820},"donations-by-funding-partnerships","Donations by Funding Partnerships",[714,823,824],{},"Monthly breakdown of amounts received toward each pre-paid funding partnership pot, including individual donations plus grants.",[714,826,827],{},[717,828],{"alt":150,"src":829},"\u002Fimages\u002Fshared\u002Fdonations-by-funding-partnership.jpg",[760,831,833],{"id":832},"donation-ledger","Donation Ledger",[714,835,836],{},"The master spreadsheet showing all activity related to donations and grants. Also serves as an audit for voided or refunded donations.",[714,838,839],{},[717,840],{"alt":150,"src":841},"\u002Fimages\u002Fshared\u002Fdonation-ledger.jpg",[760,843,845],{"id":844},"donors","Donors",[714,847,848],{},"Total donation amount per person for the selected time frame. Many nonprofits use this report to send tax write-off or thank-you letters, as it includes client email and address alongside the donation amount.",[714,850,851],{},[717,852],{"alt":150,"src":853},"\u002Fimages\u002Fshared\u002Fdonors.jpg",[745,855],{},[709,857,859],{"id":858},"subsidies-summary","Subsidies Summary",[714,861,862],{},[717,863],{"alt":150,"src":864},"\u002Fimages\u002F06-reports\u002F720-1920-x-225-px-1920-x-320-px-2025-08-21t131637-539.png",[714,866,867],{},"The Subsidies Summary provides a quick view of how much of a grant has been used and how much remains.",[773,869,870,876,882],{},[776,871,872,875],{},[727,873,874],{},"Pots Pending"," – Payments for appointments already scheduled but not yet completed.",[776,877,878,881],{},[727,879,880],{},"Pots Used"," – Amount of the fund already spent.",[776,883,884,887],{},[727,885,886],{},"Balance"," – Remaining fund balance.",[714,889,890],{},[717,891],{"alt":150,"src":892},"\u002Fimages\u002F06-reports\u002Fimageedit-208-9574387462.png",[760,894,896],{"id":895},"subsidies-history","Subsidies History",[714,898,899],{},"Provides more detail on each individual subsidy and how it has been used. Useful for accounting — includes price changes, reimbursement amounts, item names, subsidy names, and client details for every subsidized transaction in the selected date range.",[714,901,902],{},[717,903],{"alt":150,"src":904},"\u002Fimages\u002F06-reports\u002Fimageedit-210-4513348386.png",[714,906,907],{},[717,908],{"alt":150,"src":909},"\u002Fimages\u002F06-reports\u002Fimageedit-212-3513992840.png",[714,911,912,913,916,917,920],{},"✅ ",[727,914,915],{},"Tip:"," To view details for a specific subsidy (rather than all subsidies), run a ",[727,918,919],{},"Custom Report",".",{"title":150,"searchDepth":922,"depth":922,"links":923},2,[924,925,933],{"id":711,"depth":922,"text":712},{"id":749,"depth":922,"text":750,"children":926},[927,929,930,931,932],{"id":762,"depth":928,"text":763},3,{"id":808,"depth":928,"text":809},{"id":820,"depth":928,"text":821},{"id":832,"depth":928,"text":833},{"id":844,"depth":928,"text":845},{"id":858,"depth":922,"text":859,"children":934},[935],{"id":895,"depth":928,"text":896},"md",[],{},true,{"title":395,"description":398},{"loc":396},"qC7MDnbVSHhND95IrvyMY8-CE-TXqr4gIUabWFPuz3E",[944,945],{"title":390,"path":391,"stem":392,"description":393,"children":-1},{"title":400,"path":401,"stem":402,"description":403,"children":-1},1790881752157]