Provet

You can create communication preferences to manage how clients receive external clinic communications, such as marketing messages, newslet...

Set Up Communication Preferences

Provet automatically stores SMS (text message) and email communications with clients as well as various notes and attachments added during...

View Client Notes and Communications

Provet automatically stores SMS (text message) and email communications with clients as well as various notes and attachments.

Add Notes and Files on the Communication Tab

You can view Microsoft Office documents (Word, Excel, PowerPoint) directly in your Chrome browser using the Microsoft online viewer. This ...

View Microsoft Office Documents in the Browser

Send an Email to a Client

Clients can give feedback using a numeric scale from 0 to 10 or by selecting from a range of happy faces. These ratings are converted into...

View Client Feedback Survey Results

Conversations is an SMS messaging tool built into Provet that gives your clinic one shared inbox for client communication. Messages are or...

Set Up and Use Conversations in Provet

Client Communication

Provet Release Log

Provet Release Notes

Provet REST API

Provet Status

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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