Provet

Internal Communication

Tasks are an internal communication tool for creating personal tasks with reminders, assigning tasks to other users and notifying users wh...

Tasks Overview and Settings

In the top menu bar, select the checkmark icon and then +Create task.


In the Create task dialogue, add the task details. Title and Assig...

Create a Single Task

In addition to single tasks, you can create tasks that are repeated regularly, for example, for end-of-day reports.



Create a new task a...

Create a Repeating Task

Tasks can be generated automatically for certain events, for example, when a referred patient arrives, when finalising invoicing, or when ...

Set Up Automatically Created Tasks

To view your tasks, select the checkmark icon in the top menu bar. You can open tasks assigned to you directly from the drop-down menu or ...

View Tasks

When you have completed a task assigned to you, select the checkmark button at the end of the task row to mark it as done.
You can also op...

Mark a Task as Done

Creating and Managing Tasks

The Provet shared inbox can be used for receiving external records and communications to your Provet account by email. The records can be ...

Managing Messages in Your Shared Inbox

By default, emails sent from Provet use your clinic's location email as the sender address. This means client replies go to that address. ...

Direct Client Email Replies to Provet

Shared Inbox

Tags can be added to patients, clients, and invoices. They are internal 'flags' that are used to show critical and important information, ...

Tags Overview and Settings

When creating tags, be careful not to over-tag. If a client or patient has multiple tags, it can be difficult to recognise tags that are c...

Create a Tag

When tags have been added to clients, patients, and invoices, they are shown in multiple places in Provet.



On the Dashboard

On the das...

View Tags

You may want to merge tags, for example, if you have accumulated too many similar or duplicate tags. Note that if you delete a tag that ha...

Merge Tags

To manage tags, go to Settings &gt; Lists &amp; Templates &gt; Tags.



To edit an existing tag, select the pen button at the end of the t...

Edit or Delete a Tag

Client and Patient Tags

You can add client and patient tags on the client and patient page and on the dashboard.
On the client and patien...

Add Client, Patient, and Invoice Tags

Creating and Using Tags

To easily share internal documents and procedures with your team, you can use the built-in knowledge base in Provet. You can upload docume...

Using the Knowledge Base

This article explains how to link documents or files from the Knowledge base to item cards. This allows you to attach and display relevant...

Link Knowledge Base Documents to Items

Knowledge Base

Find answers and get help from Intercom Support and Community Experts

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