Release Notes - https://provetcloud.com/releases/info/
Here's what's new in our 2.21 release
We’re excited to share the latest updates to Provet Cloud, including:
1. Simplified client balance overview
2. Improved address visibility for equine and farm clients
3. Improved flow for online booking appointments
4. Health plan and dashboard improvements
5. Credit Note table restores blue banner for tracking
6. Better control how price changes are calculated
Simplified client balance overview
We've replaced finance-related tags with a new Client Balance Component, making it easier to track unpaid invoices, prepayments, and credits at a glance. This streamlined view helps clinics stay on top of client accounts with less effort.
Key benefits:
- Clearer financial insights – View balances, unpaid invoices, and credits in one place.
- Faster decision-making – Quickly assess outstanding amounts and client payment status.
- Improved accuracy – Reduces the risk of overlooking unpaid balances.
Improved address visibility for equine and farm clients
We've added stable and yard addresses to invoices and the patient dashboard, making it easier to access key location details at a glance. Combined with extended search capabilities, this update supports faster patient lookup and smoother workflows—especially for practices managing multiple sites.
Key benefits:
- Quick access to location details directly from invoices and patient records
- Easier identification of equine and farm clients
- Improved efficiency when managing multi-location care
Improved flow for online booking appointments
We've enhanced the online booking process so that when a client appointment booked online doesn't automatically match an existing record, Provet Cloud will now auto-populate client details directly from the booking information. This is the first step in our ongoing enhancements—future updates will suggest potential matches for existing clients.
Key benefits:
- Reduces manual data entry, minimizing the risk of human error.
- Saves valuable time for your team, streamlining client management workflows.
Health plan and dashboard improvements
The dashboard now shows more at a glance: client phone number on hover, pop-outs for last health plan item, last consultation, next appointment, and clear cancellation details. Column order has also been improved for easier navigation.
Key benefits:
- Faster access to important details
- More flexible health plan management
- Smoother, more efficient workflows
Credit Note table restores blue banner for tracking
Based on customer feedback, we're temporarily reverting a recent change to the Credit Note tables and re-introducing the blue banner to help clearly track Credit Note activity. This update ensures consistency and clarity until a more comprehensive Credit Note enhancement is introduced in the near future.
Key benefits:
- Restores easy tracking of Credit Note changes through the familiar blue banner.
- Maintains clarity and consistency for managing financial records.
Control how price changes are calculated
You can now choose how Provet Cloud calculates sequential percentage-based price changes. By default, the system has used the additive method, but with this update, you can switch to a new multiplicative (compounded) option. This gives your clinic more flexibility and accuracy when applying markups and discounts.
Key benefits:
- Choose the calculation method that fits your clinic’s needs
- Apply markups and discounts with greater precision
- Support more tailored pricing strategies across departments
