Panacea

Damian Funnell

Erin McKenzie

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

Step By Step

The cheat sheet for setting up your Panacea environment

Getting Started

Start Here!

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

Online Appointment Bookings Overview

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

Online Appointments: What Clients See

Control when your clinic will accept online bookings

Clinic & Staff Schedules for Online Bookings

Email notification settings for online appointment bookings

Create or Edit Online Booking Email Template

Turn online bookings into confirmed appointments in seconds

Reviewing and Confirming Online Bookings

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

Setup Online Bookings via the Web

Online Appointment Bookings

Creating and Managing Reminders

Smart reminders to improve treatment efficacy and product sales

Product Reminders

Effortlessly create professional-looking, customised handouts for your clients

Client Handouts

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

Ad-hoc Client Communications

Attractive, professional layouts for handouts and other documents

Document Layout Templates

Powerful templates for fully automated client communications

Communications Templates

Use handwritten signatures in handouts and other communications

Creating and Managing Staff Signatures

Use variables to personalise client communications and reminders

Communication/Handout Template Variables

Setting up Reply To Emails

Communications

Panacea makes it easy to manage your product inventory

Creating and Editing Products

Create and manage supplier stock orders with ease

Stock Orders

Quick and easy stock counts and reconcilations

Stocktakes

Recording Product Wastage

Stock Management

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

Drug Labels

Veterinary Operating Instructions (VOI's)

Take the hassle out of managing controlled drugs

Controlled Drug Management

Creating, Finding and Opening Consultations

Consultations Step by Step

Consultation Templates

Categorise, organise and better report upon consultations

Consultation Categories

Create and manage custom observation types

Managing Custom Observation Types

Consultations

Navigating the Schedule

Creating, Viewing and Modifying Appointments

The Schedule

Creating and Managing Sales

Estimates

Prepayments

How to manage stock returns and customer refunds & credits

Returning Stock/Customer Refunds & Credits

On Account Payments

Payments and Completing a Sale

Sales - Draft, Open, Finalised and Completed

Removing and voiding payments

Refunding prepayments

Managing Prepayments when integrated with Xero

Managing Sales and Estimates

Cash Up Report

Quick and easy access to sales and profit data

Sales Report

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

Aged Receivables Report

Gain insights into all important client activity

Client Activity Report

Analytics

Receive inbound lab results directly into Panacea via email

Reference Labs (Beta)

Labs

Easily schedule and track tasks througout your clinic

Taskpad

Voice Dictation

Bits and Bobs

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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