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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