Generate Client Document
Overview
The Document Generation for a Client feature in viggoVet allows clinics to create and manage client-related documents efficiently. By using templates with auto-filled variables, users can streamline documentation while ensuring accuracy.
To access document templates for clients, navigate to:
Settings > Document Templates
Steps to Generate a Document for a Client
- Access Document Templates
- Go to Settings and navigate to the Document Templates section.
- Add a New Document
- Click Add Document Templates and define the document type and name.
- Format as File or HTML
- To add a File document, upload the necessary file.
- To create an HTML document, use double Guillemet Angle brackets for placeholders (e.g., «client name»).
- Insert Variables
- Add predefined variables to auto-fill data dynamically.
- Save the Template
- Click Save to finalize the template.
- Generate the Document
- When generating a document from the Client Profile, variables will be automatically populated with relevant patient or owner information.
Best Practices for Document Generation
- Use predefined variables to minimize manual data entry.
- Maintain consistency in document formatting for clarity.
- Regularly update templates to reflect new clinic policies.
- Restrict access to document creation and modification for data security.
- Test templates before applying them clinic-wide to ensure accurate auto-filling.
With viggoVet, document management becomes streamlined, reducing errors and improving efficiency.