Maintain your records and work smarter. Saving conversations with clients in their record ensures your entire staff is ready and prepared to engage with any client at any time. That's why we built Two-Way Texting so you can easily download text conversations with clients and attach them to the appropriate record in your practice management software!
If your practice management software is AVImark, Cornerstone, Cornerstone Cloud, Impromed, ezyVet, or DaySmart Vet, learn about our automated Writeback feature.
- While logged in to the PetDesk Dashboard, click the Inbox tab on the left navigation panel
-
Select a conversation on the left column and locate the cloud icon on the upper right
-
- As you hover over the button, it will turn blue, and a tooltip will appear
- As you hover over the button, it will turn blue, and a tooltip will appear
-
-
Click the icon to download the conversation thread as a text file (.txt)
-
- If you find yourself downloading the same thread of a client, we recommend replacing the existing file with this newly created one
-
Within the file, we will always include the following info, as available:
- Practice name
- Client's name, phone number, and email
- List of all pets on the client's account
- Conversations are divided by date
- Messages are marked as Outbound or Inbound, with a timestamp
-
Media attachments appear as links with the labels (Image), (PDF), or (Video)
- To view media attachments and images, copy and paste the links to a web browser (Chrome or Firefox)
- Currently, emojis will appear in this text file
Learn about our Two-Way Writeback feature.