What’s new – August 2024 (Provet Cloud release 2.6)

Here's what's new in our 2.6 release

We’re excited to share the latest updates to Provet Cloud, including:

• New shortcut for editing payments
• Multiple delete options for reminders in list view
• Auto-generate invoice after finalization
• Duplicate templates for departments and department groups

New shortcut for editing payments

When an incorrect payment was added to an invoice, the previous solution required accessing the credit note mode to make corrections. This approach was cumbersome, as creating a credit note was an unnecessary step to simply edit a payment. With this new development, the edit payment option is now available directly on the invoice page. We’ve introduced a new button as a shortcut on the invoice page for users who need to edit the payment. 

Value Points:

• The shortcut significantly reduces the time required to correct payments, allowing staff to focus on more critical tasks.
• By providing a direct option to edit payments on the invoice page, the feature improves the overall user experience, making the software more intuitive and easier to navigate.
• This improvement minimizes the risk of errors associated with using the credit note modal, ensuring that financial records are updated accurately and reliably.

Multiple delete options for reminders in list view

The new multiple delete options update allows users to manage their reminders more efficiently. In the reminder dashboard, users can now select multiple rows and mass delete them, enabling quick and convenient bulk deletions. This feature makes it easier to keep task lists organized and up-to-date, saving time and reducing workflow clutter. By simplifying the management of reminders, users can improve productivity and focus on essential tasks.

Value Points:

• The ability to mass delete reminders quickly reduces the time spent on administrative tasks, allowing users to focus on more important responsibilities.
• By enabling bulk deletions, this feature helps keep task lists organized and up-to-date, minimizing clutter and enhancing overall efficiency.
• Simplifying the management of reminders improves productivity, allowing users to concentrate on essential tasks without being bogged down by outdated or unnecessary reminders.

Auto-generate invoice after finalizing

The new auto-generated invoice feature ensures that invoices are automatically created immediately after finalizing. This improvement eliminates a manual step, reducing administrative workload and enhancing billing efficiency. By automating the invoicing process, it ensures accuracy and allows veterinary practices to maintain consistent financial records. This feature not only saves time but also minimizes errors, providing a seamless and reliable billing experience for both staff and clients.

Value Points:

• The new logic aligns more closely with industry standards and client expectations, providing a solution that better meets the needs of modern veterinary practices. By auto-generating the invoice once finalized, this improves the overall user experience, making the software more intuitive and easier to navigate.
• Users no longer need to manually trigger invoice creation, saving time and reducing administrative workload.
• The auto-generated invoices do not include payments initially, ensuring clear and accurate financial documentation. Payments can be included as needed when printing or emailing the invoice from the dropdown menu.

Duplicate templates for departments and department groups

There is a new feature that allows for the duplication of templates for departments and department groups. This makes it easier to manage and organize templates.. With the addition of department and department group filters, users can now search, create, and maintain templates more efficiently. This functionality allows for the possibility to duplicate or start from existing templates, streamlining the process of establishing standardized practices across various departments. These improvements contribute to a more intuitive and effective template management system, ensuring consistency and saving time.

Value Points:

• Easier search, creation, and maintenance of templates with department and department group filters.
• The ability to duplicate or start from existing templates saves time when setting up new templates.
• Workflows remain organized and standardized across all departments and groups.