Create a Pet Case

Use Pet Cases to keep track of your pet business.

If you don't already have access to Pet Cases you'll need to have the feature turned on by emailing support@passare.com or calling 1-800-692-5111!

Create a Pet Case:

To create a pet case, select Create > Pet Case.

Complete the Basic Info section.

Select a Pet Business if the case is associated with a veterinary clinic.

Any vet clinics that have been previously added to the Rolodex will appear on the drop-down. If you need to add a new Pet Business, select the to add an item to the Rolodex.

 

Enter the Pet Name, Type, Breed, Gender etc. in the Pet Information section.

If an individual owner brought the pet in rather than a business, select Add Owner to add their information.

 

Save the page to create the pet case.

You'll notice navigation menu options will appear for you at the top of the page.

Select Next: Disposition to continue adding information to your case.

 

Continue to add information to Family & Friends, Internal Notes, Checklists, and Documents as needed.

To create the contract, go to Financials > Goods & Services.

Select the items from the Goods & Services drop-down, choose the category, and select the name of the item you'd like to add.

 

Pet Cases Goods & Services2

 

If you'd like to only show pet-related items on your pet branch (meaning you don't want pet items to show up on "human" cases), let us know, and we'd be happy to set that up for you!

Once you're finished making your selections on the Goods & Services page and your contract has been signed, be sure to mark the case as signed by selecting Yes on the Goods and Services page.

As with other types of cases, the case must be signed to show in reporting and accounting.

 

Scroll down on the sidebar to view your Standard Forms.

Pet Invoices can be sent to a vet and Pet Owner Invoices can be sent to an individual pet owner.

Select either form to download to your computer.

 

Save to finalize.

Add Pet Business to the Rolodex:

Passare allows you to enter pet businesses in bulk rather than case-by-case.

To do so, go to Admin > Rolodex.

 

Select Add Contact > Business.

 

Type in the Business Name (i.e. veterinary clinic or animal shelter).

Check the box next to Pet Business, enter the name, contact, and phone number, and Save.

This will add the business name to the Rolodex. It will now appear on the drop-down in the case.


 

Need Help? Email us at support@passare.com or call 1-800-692-5111!