Your PetDesk Communications dashboard is designed to help you quickly process inbound client requests and appointments, giving you the tools to make appointment management a breeze.
For a walkthrough of the PetDesk Communications dashboard, please scroll to the bottom and review our helpful clip.
See how to utilize each tab below:
Needs Attention
We recommend you check this tab frequently throughout the day to review client requests and schedule or cancel appointments.
- You may also receive requests to refill medication, and you can notify the client that their medication is ready for pickup.
- Each request will require an action such as Schedule Requested Time, Suggest Alternate Times, or Modify Appointment.
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Received a client's cancelled appointment request?
- Click on the cancelled request to open it
- Contact the client to reschedule potentially
- Cancellations need to be deleted from the dashboard
Pending
In this tab, requests will appear if a client is sent alternate dates and times to schedule via the Needs Attention tab.
Once the client selects an alternative date and time, their request will reappear under Needs Attention so you can confirm and communicate with the pet parent.
Scheduled
A full record of all scheduled appointments is found in this tab.
- Filter options at the top of the page allow you to search for and sort specific appointments.
- Client "On their way" or "Coming later?" Clients' pet pickup responses can be seen by selecting any of the "Pickup Sent" options under the Request Status filter.
Today
This tab displays a list of all clients who are coming in that day.
- The "Confirmed" column on the right side of the page indicates whether a client has confirmed their appointment digitally.
- Review (or print) this list at the start of the day to note clients that have any Invalid/Missing contact info flags. Then, capture and update their information upon check-in.
- It's incredibly important to note client information, compare it to your PIMS data, and update accordingly. The more accurate data we have for clients, the more ways we can reach clients and increase compliance.
Call List
This tab displays clients to contact to confirm appointments for the next day. To the right of each appointment, you'll see whether it is confirmed/unconfirmed.
- This tab defaults to showing the next day's appointments. It can also be filtered to display scheduled appointments for any particular day.
- You can contact clients through Direct Message (with this method, a client can't respond directly) or, if more is needed, by phone.
- If you haven't already, we recommend adding Two-Way Texting to make this process even easier! Clients will be able to respond directly to two-way texts from your practice.
Compliance
In this tab, you can find clients who are out of compliance because their pets are past due for health services and have yet to schedule an appointment. Contacting these clients gives an extra push after our reminders to get them scheduled! Plus, you can use the reach flags to update client records along the way.
Walkthrough of the PetDesk Admin Dashboard:
To conveniently view a specific client's account, we now have Global Search
In addition to going to the Clients & Pets page and restarting your search, Global Search lets you and your staff quickly locate the right record directly from the search bar on any page.
Top results appear instantly, allowing you to access client or patient records without interrupting your workflow.
How To:
- Enter search information into the global search bar by first clicking on the magnifying glass
- Enter any client information, from phone number to name, and the top matching results appear immediately
- Results show client and patient matches
- You can also choose View All Results to open the full search results page in Clients & Pets
- Clicking a result takes you directly to the correct client or patient detail on the right side of the screen
- Click on the name, and it will take you to the full profile in Clients & Pets
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