Step By Step

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

Getting Started

Online Appointment Bookings

Online Appointment Bookings Overview

Online Appointments: What Clients See

Clinic & Staff Schedules for Online Bookings

Create or Edit Online Booking Email Template

Reviewing and Confirming Online Bookings

Setup Online Bookings via Facebook

Setup Online Bookings via the Web

Creating and Managing Reminders

Product Reminders

Client Handouts

Ad-hoc Client Communications

Document Layout Templates

Communications Templates

Creating and Managing Staff Signatures

Communication/Handout Template Variables

Setting up Reply To Emails

Stock Management

Creating and Editing Products

Recording Product Wastage

Veterinary Operating Instructions (VOI's)

Controlled Drug Management

Creating, Finding and Opening Consultations

Consultations Step by Step

Consultation Templates

Consultation Categories

Managing Custom Observation Types

Navigating the Schedule

Creating, Viewing and Modifying Appointments

Managing Sales and Estimates

Creating and Managing Sales

Returning Stock/Customer Refunds & Credits

On Account Payments

Payments and Completing a Sale

Sales - Draft, Open, Finalised and Completed

Payments and Completing a Sale

Removing and voiding payments

Refunding prepayments

Managing Prepayments when integrated with Xero

Aged Receivables Report

Client Activity Report

Reference Labs (Beta)

Voice Dictation