Step By Step

Step by step instructions for performing a range of tasks within Panacea

41 articles in this collection
Written by Damian Funnell

Start Here!

Getting Started

The cheat sheet for setting up your Panacea environment

Written by Damian Funnell
Updated over a week ago

Online Appointment Bookings

Online Appointment Bookings Overview

Learn how you can set up online bookings in less than 10 minutes.

Written by Damian Funnell
Updated this week

Online Appointments: What Clients See

Your clients will find it easy to book and manage appointments online

Written by Damian Funnell
Updated over a week ago

Clinic & Staff Schedules for Online Bookings

Control when your clinic will accept online bookings

Written by Damian Funnell
Updated over a week ago

Create or Edit Online Booking Email Template

Email notification settings for online appointment bookings

Written by Damian Funnell
Updated over a week ago

Reviewing and Confirming Online Bookings

Turn online bookings into confirmed appointments in seconds

Written by Damian Funnell
Updated over a week ago

Setup Online Bookings via Facebook

Enable online bookings via your clinic's Facebook page

Written by Damian Funnell
Updated over a week ago

Setup Online Bookings via the Web

Add your widget to any web site to accept online bookings in an instant

Written by Damian Funnell
Updated over a week ago

Communications

Creating and Managing Reminders

Automate reminders - powerful and easy!

Written by Damian Funnell
Updated over a week ago

Product Reminders

Smart reminders to improve treatment efficacy and product sales

Written by Damian Funnell
Updated over a week ago

Client Handouts

Effortlessly create professional-looking, customised handouts for your clients

Written by Damian Funnell
Updated over a week ago

Ad-hoc Client Communications

Use Panacea's reminders functionality to stay in contact with customers

Written by Damian Funnell
Updated this week

Document Layout Templates

Attractive, professional layouts for handouts and other documents

Written by Damian Funnell
Updated over a week ago

Communications Templates

Powerful templates for fully automated client communications

Written by Damian Funnell
Updated over a week ago

Creating and Managing Staff Signatures

Use handwritten signatures in handouts and other communications

Written by Damian Funnell
Updated over a week ago

Communication/Handout Template Variables

Use variables to personalise client communications and reminders

Written by Damian Funnell
Updated over a week ago

Stock Management

Creating and Editing Products

Panacea makes it easy to manage your product inventory

Written by Damian Funnell
Updated over a week ago

Stock Orders

Create and manage supplier stock orders with ease

Written by Damian Funnell
Updated over a week ago

Stocktakes

Quick and easy stock counts and reconcilations

Written by Damian Funnell
Updated over a week ago

Recording Product Wastage

Keep a track of wasted stock

Written by Damian Funnell
Updated over a week ago

Rx

Drug Labels

It's easy to create and print drug labels. Just set up a label template, add your label text and away you go!

Written by Damian Funnell
Updated over a week ago

Veterinary Operating Instructions (VOI's)

Take the hassle out of managing VOI's

Written by Damian Funnell
Updated over a week ago

Controlled Drug Management

Take the hassle out of managing controlled drugs

Written by Damian Funnell
Updated over a week ago

Consultations

Creating, Finding and Opening Consultations

Written by Damian Funnell
Updated over a week ago

Consultations Step by Step

Written by Damian Funnell
Updated over a week ago

Consultation Templates

Power up your consult notes and sales!

Written by Damian Funnell
Updated over a week ago

Consultation Categories

Categorise, organise and better report upon consultations

Written by Damian Funnell
Updated over a week ago

Managing Custom Observation Types

Create and manage custom observation types

Written by Damian Funnell
Updated over a week ago

The Schedule

Navigating the Schedule

Written by Damian Funnell
Updated over a week ago

Creating, Viewing and Modifying Appointments

Written by Damian Funnell
Updated over a week ago

Managing Sales and Estimates

Creating and Managing Sales

Written by Damian Funnell
Updated over a week ago

Estimates

Written by Damian Funnell
Updated over a week ago

Prepayments

Allow customers to pay in advance

Written by Damian Funnell
Updated over a week ago

Returning Stock/Customer Refunds & Credits

How to manage stock returns and customer refunds & credits

Written by Damian Funnell
Updated over a week ago

Analytics

Cash Up Report

Quick and effortless cash up

Written by Damian Funnell
Updated over a week ago

Sales Report

Quick and easy access to sales and profit data

Written by Damian Funnell
Updated over a week ago

Aged Receivables Report

See at a glance which clients owe you money and from when

Written by Damian Funnell
Updated this week

Client Activity Report

Gain insights into all important client activity

Written by Damian Funnell
Updated over a week ago

Labs

Reference Labs (Beta)

Receive inbound lab results directly into Panacea via email

Written by Damian Funnell
Updated over a week ago

Bits and Bobs

Taskpad

Easily schedule and track tasks througout your clinic

Written by Damian Funnell
Updated over a week ago

Voice Dictation

Why type it when you can say it?

Written by Damian Funnell
Updated over a week ago