Overview
The Sweetfish Assist integration in Provet helps veterinary practice owners identify and resolve billing errors. It automatically reviews consultations and invoices against configured rules to ensure all necessary items and services are included before invoice finalisation.
When a consultation is completed and the appointment is updated to the 'Ready for discharge' status, the integration checks for any missing items and services based on customisable rules configured in Sweetfish Assist. These suggestions may include variants of the same product or service, as well as related items based on what has already been added. Users can choose to add the suggested items or dismiss the suggestions. When dismissing a suggestion, the vet is asked to provide justification for the dismissal by selecting from a dropdown list or adding detailed justification. Dismissal reasons are logged for review and analysis. For more information on configuring rules and setting user-specific permissions, please refer to Sweetfish Assist documentation.
Step 1: Set up and Activation
Note
To use this feature, you must first sign up with Sweetfish Assist. For further guidance, please contact sales@sweet.fish.
To enable Sweetfish Assist Integration with Provet, you need administrator permissions.
Activate the integration.
Go to Settings > Integrations > Open API access.
Select the Add Application button.
In the Add application dialog, select Sweetfish Assist.
Select Save. API credentials are sent to Sweetfish and a virtual user named 'Integration Sweetfish Assist' is automatically created for permission management purposes.
Assign permissions.
Go to Settings > Users > Permission groups. Locate the 'Integration Sweetfish Assist' group, click the button with three dots at the end of the row and select Permission settings from the drop-down menu. The Permissions for group dialog opens.
Add the following permissions for the group:
General: Patients and clients, Consultations and its items
Financial: Invoices
Profile: User profile page
Settings: Clinic location settings, Items
Select Save.
Test the connection.
To test whether the permissions are set correctly, go to the Test OAuth web page: https://revenue-retriever.com/test_oauth.
Enter the Provet ID for the Provet environment where the integration is enabled into the numeric input field.
Select Test.
If the Overall Status of the test shows "OK", the connection between Sweetfish Assist and the selected Provet environment has been successfully verified. If an error appears, it may indicate that some permissions are missing. In this case, review the permissions assigned to the permission group, update them if necessary, and rerun the test.
Enable the integration per clinic location.
Go to the clinic location where you want to enable the integration.
Go to Settings > Integrations > Sweetfish Assist.
Select the Enable button.
Select Save.
Repeat these steps for each clinic location where the integration needs to be enabled.
Step 2: Enable Sweetfish Assist popup at a Clinic Location:
Go to Settings > Integrations > Open API access > Sweetfish Assist. Select the actions button to view the integration details if needed.
Select the Enable button.
Select Save.
Repeat these steps for each clinic location where the integration needs to be enabled.
Additional Information
How Sweetfish Assist Works in Provet
Once activated and enabled, the Sweetfish Assist integration automatically operates during the consultation and invoicing process when items with rules set up in Sweetfish Assist are added to a consultation.
Suggestions on the Consultation Page
When you select the Ready for discharge checkbox on the consultation page, Sweetfish Assist checks the consultation for any missing items or services based on the clinic's rules. If any items required by the clinic’s customizable rules are missing, a prompt appears suggesting additional items to include.
You can address the prompts in the following ways:
Add the suggested items: Select the + Add button next to the item you want to add to the consultation.
Dismiss the suggestions: Select Dismiss Suggestion, choose a reason from the Select a reason dropdown, optionally explain why you disagree in the Your feedback field, and select Submit to move forward without adding any recommended items. This action enables the Mark as ready for discharge button.
Manually add items: If the suggestions are not appropriate, you can select Cancel to return to the consultation page and manually add the required items.
The Sweetfish Assist integration can suggest up to 20 items at a time and these suggestions are based on the frequency of invoice combinations. If a new product is introduced an item can be pinned to the top of the suggestion box to help drive behaviour or best practice.
Once you have added or overridden the suggestions and all issues are resolved, you can complete the consultation by selecting the Mark as ready for discharge button.
Once all issues are resolved, the Sweetfish Assist panel shows "All caught up. No more suggestions to review." You can then select the Go to invoice button.
Suggestions on the Invoice Page
Note
The Sweetfish Assist integration supports only the two-step invoice finalization workflow and is not available for the single-step workflow.
Suggestions displayed on the consultation page are also shown on the invoice page allowing an additional opportunity to add any missed items.
Once you have added or overridden the suggestions and all issues are resolved, you can finalize the invoice. The invoice cannot be finalised if any Sweetfish Assist-related notifications or other issues remain unresolved.
Sweetfish Assist Error Statuses
In some cases, Sweetfish Assist may display error statuses. These indicate connectivity or account-related issues that need to be resolved before proceeding.
Account error: The Sweetfish Assist account is not correctly linked or has missing credentials. Contact Sweetfish Assist support for assistance.
Connection error: Sweetfish Assist cannot connect to Provet due to network issues or service downtime. Check your internet connection and try again. If the issue persists, test the connection. If the previous steps do not help, contact Sweetfish Assist support.