Provet

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

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

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

Create a custom design with text, images, and links

Provet Release Notes

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What's New in Provet

Provet REST API

Provet Status

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

Prototype article-aware answer

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.

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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