PetDesk Boot Camp
Viewing “Needs Attention” on your PetDesk Dashboard (Ideal for CSRs and Practice Managers)
(Click here to watch video) 4:54 minutes
Best Practice: CSRs check “Needs Attention” hourly- like email and voicemail- to address appointment requests, cancellations, and prescription refills.
Using Two-Way Messaging to Update Clients (Ideal for Doctors, Technicians and All Staff) 5:52 minutes
Prescription refills ready? Negative labs? Quick Surgical updates? Learn how to quickly get messages in front of your clients; you can even add pictures! Please watch this short video with sound on.
Best Practice: Check your "Inbox" hourly to ensure no client messages are missed.
Understanding “Pending” Appointments (Click here to watch video) 1:24 minutes
This holds requests in progress, you are awaiting client response.
Viewing/Modifying “Scheduled” Appointments (Click here to watch video) 1:37 minutes
A full record of all your scheduled appointments are found in this tab.
View “Today’s” Clients for Contact Information Capture (Click here to watch video) 1:00 minute
This lists todays’ appointments and details. Set reminder triggers to capture and update their information upon check-in.
Best Practice: Review (or print) this list at the start of the day to note clients that have any Invalid/Missing contact info flags
What is the “Call” List (Click here to watch video) 1:11 minutes
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.
Understanding PetDesk Admin Mass Messaging, Loyalty, and Stats Dashboard (Field Leaders and Practice Managers)
(Click here to watch video) 6:49 minutes
Understanding Thank You Surveys on PetDesk (Click here to watch video) 1:10 minutes
Managing Client Reviews on your PetDesk Admin Dashboard (Click to watch video) 1:28 minutes
3 days after an appointment, review questions are sent to your clients via app and email. Clients will be able to rate you on a scale of 1 - 10 and leave an optional comment.
You will be notified by email of reviews that scored lower than 7 in order to take necessary action before they go online.
PetDesk Bootcamp Quiz
Finished your training? Test your skills and knowledge by clicking here.
Sofia Pita, Practice Manager at Springs Veterinary Care in Dripping Springs, TX, just started using PetDesk at her clinic, hear all about her experience: