This article provides a comprehensive overview of the Provet user interface, detailing its main navigation, key sections, and functionalities. Understanding the interface helps you efficiently manage the dashboard, client and patient records, appointments, reports, and settings.
Quick Links
Main Navigation Menu
The main navigation menu on the left provides access to Provet's main dashboard, client and patient database, appointments, reports, and settings. Note that some of the sections may be hidden depending on your permissions as a clinic employee.
Top Header Bar and Main Content Area
The Provet header is always visible. It contains the search field and provides to access to your user profile, tasks, and notifications. The main content area is shown with a light background. This is the area that changes depending on where you navigate. Content text is usually shown in black while links to other pages are usually blue. You can collapse the left navigation menu to show more of the main content area.
Patient Care
Under Patient care, you will find the dashboard which shows information about upcoming and ongoing consultations. Depending on your subscription and settings, other pages for triage, treatment plans, laboratory functions, diagnostic imaging, patient referrals, and patient locations may also be available.
Dashboard
On the Dashboard page, you can view lists of ongoing and recent consultations as well as upcoming and cancelled or missed appointments. In addition, users can customise the Dashboard content to some extent through their personal profile settings.
Recent Consultations and Scheduled Appointments
Recent consultations shows all ongoing or completed consultations. You can use the free text search field to find specific consultations, the selection fields to view consultations by ward, personnel, and patient species, and the filters to view consultations by status. From recent consultations, you can go to the consultation or invoice page by selecting the status label or the green stethoscope or banknote buttons.
Scheduled appointments shows upcoming, passed, deleted, and no-show appointments. The search and filtering options include free text search, selection lists for wards and personnel, and filters for status and time frame. From scheduled appointments, you can go to the 'mark as arrived' page by selecting the status label or the green entry button. If you want to edit a scheduled appointment, select the blue pen button.
From Columns, you can select the columns to show in the lists. To save your selected filters and columns so that the same selections are applied the next time you view the list, select the wrench tool button > Save filters. Note that the filters are clinic location specific.
Hyperlink texts also open other pages. For example, selecting the client's or patient's name will take you to the client's or patient's page and the appointment timestamp link to the appointment calendar.
For more information about the appointment and consultation statuses, see Consultation Visit Workflow and Statuses in Overview of Provet.
Laboratory Analyses and Requests
The Dashboard includes the Laboratory Analyses and Laboratory Requests sections if you have added them in your personal profile settings. For more information about these sections, see View Laboratory Referrals and Results.
Shared Inbox
At the bottom of the Dashboard page, you can find the Shared inbox, which is used for receiving external records and communications to your Provet account by email. These records can be added to Provet and assigned to specific clients and patients. The shared inbox can only be used for receiving email — emails cannot be sent from the address. For more information, see Managing Messages in Your Shared Inbox.
Action Buttons
The Dashboard includes action buttons for some functions.
From the Create new drop-down menu, you can create a new treatment estimate, create a new patient and create a new client.
From the End of day button, you can create a new end of day report.
From the Counter sale button, you can create a new counter sale.
Other Patient Care Pages
In addition to the Dashboard, other pages may also be available under Patient care depending on the clinic location settings.
Triage: Shows an overview of the clinic location's triaged appointments. For more information, see Triage Patients.
My Workspace: On this personal page, you can add widgets from the New widget drop-down menu to have quick access to information relevant to you.
Plans: Shows an overview of planned treatment items if the function is used in the clinic location.
Laboratory: Shows an overview of the clinic location's laboratory referrals. For more information, see View Laboratory Referrals and Results.
Diagnostic Imaging: Shows an overview of the clinic location's diagnostic imaging referrals. For more information, see Overview of Diagnostic Imaging.
Patient Referrals: Shows an overview of the clinic location's patient referrals. For more information, see Overview of Patient Referrals.
Patient Locations: Shows an overview of location use if patient locations are used in the clinic location.
Records
Under Records, you will find your client and patient records. Depending on your subscription and settings, other pages for all your treatment estimates, invoices, insurance claims, reminders, and health plan subscriptions may also be available.
Calendar
Under Calendar, you will find your Provet calendars for appointments and shifts. The shift calendar is used to plan and manage your staff work shifts, and the appointment calendar is used to schedule and manage client appointments for your shifts.
Reports
Reports contains all the main Provet reporting options, including practice performance reports, financials, inventory management, and client feedback reports. This view is not visible to regular users by default.
Settings
Settings provides clinic managers a lot of of customization options and access to features such as inventory management, system logs, and subscription management.
Help Center
From Help center, you will find information about Provet support options, as well as links to the support knowledge base. Our primary support channels are live chat and email, where our AI assistant can help you 24/7.