NewLeaf Veterinary Software Feature Overview

• Make better use of time and staff resources by managing clinic workflow
• Improve team cooperation
• Create a coherent experience of the veterinary visit for clients
• Keep down waiting time for clients upon arrival and when ready to pay
• Pass on message to staff member that will next interact with the client
• Define any workflow lists relevant to your clinic
• Integrated with appointment scheduler, consultation screen and point of sale
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• Quickly book new appointments by inputting just minimal information
• Easily reschedule and cancel appointments
• Reference appointment details such as name and reason for visit at a glance
• Double click to open full consultation record for any booking
• Manage client arrivals with waiting list
• Fast planner navigation forward and back in time
• Post notes for staff
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Instantly locate any client, patient or consultation record from anywhere in the software.

• Locate client on any part of name, address, phone, email, or client notes
• Easy to check if client already exist in database before starting a new client record
• Locate patient by name, microchip, rabies tag, breed, or patient notes
• Use partial search term
• Use multiple search terms, e.g client surname and patient name
• Quickly find any past, present or future consultation
• Locate consultation on date/time, staff member, medical history notes, dispensed product or treatment

• Easily return to recent records using the automatically maintained bookmark list
• Well-organized information, easy to retrieve
• Automatic capitalization of names and addresses
• Postal database lookup
• Record distance to client's property to auto-calculate travel costs for house visits
• Note useful information with each phone and email contact, e.g. contact hours
• Overview of all patients for a client with one-click access to details
• Deceased animal marked with colour coding
• Patient consultation overview list with one-click access to any consultation
• Store documents, lab results and images with the patient record
• Printable registration form for new clients and for keeping contact details up to date for existing clients
• Easily move patient to other client in case of ownership change
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Quick, consistent and accurate record keeping across all staff members using powerful inbuilt tools:

• Auto-complete words and phrases
• Shorthand key sequence to insert predefined note templates
• Shortcut to record current date/time
• Spell-checker

• Optionally show consultation on appointment scheduler
• 'ToDo' status list for completing medical histories by staff member
• Print monitoring forms and cage cards
• View on-screen or print full medical history
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• Record drug and treatment dispensing date/times for the benefit of attending nurses
• Print dispensing date/times on invoice to show client full history of stay

• Record tooth abnormalities, pocket depths, gingivitis, plaque and calculus indexes as well as other tooth and gum conditions
• Colour coded visual representation of the patient's oral health
• Quick data entry using shorthand key navigation
• Dental chart history to follow patient's oral health
• Base new chart on patient's previous chart
• Print chart
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• Fast search to locate any item by code or name
• Locate products with hand-held barcode scanner
• Auto-print drug labels
• Dispense by unit or pack
• Auto-record vaccine information to consultation record
• Dispensing actions to set vaccine reminders or change desexing status or deceased status
• Change item price at time of sale, without altering price in database
• Dispensing fees transparent to the client
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• Pre-defined set of services and products that acts as a blue-print for adding charges to a consultation
• User can define templates for any treatment, for example ceasarian, spey, cranial cruciate etc.
• Variable inputs, like quantity and price, can be changed at the time of adding the items to the consultation without modifying the existing template
• Multiple procedures can be added to same consultation
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• Quick label setup
• Optionally print red warning and clinic details
• Optionally print logo or image
• Print to label of any size
• Specify font size
• Print to labels positioned horizontally or vertically in printer
• Auto-save printed drug labels to history
• Print labels for repeat prescription from history
• Flexibility: Have multiple printers of different brand and using different label sizes on the computer network
• Easy to interface with any standard label printer, for example Turbo, Zebra, Star Micronics, other brands or generic

• Monitor stock quantities
• Set low stock alarm level trigger
• Track stock expenses for a user defined income category, for example 'large animal income'
• Dispense drugs and other products by unit (e.g weight or volume) or pack/bottle
• Veterinary supplier integration to update prices from supplier catalogue and stock levels from supplier invoices (add-on feature)
• Batch updater to update prices per category or across entire database

• Versatile taxation system to suit any tax requirements
• Set up prices exclusive or inclusive of tax
• Tax can be specified per item basis or per item category
• Tax can be changed for individual items at time of sale
• Keep historic tax records for past invoices

• Client transaction ledger to track all invoices and payments
• Collect consultations for all the client's animals onto single invoice
• Pay invoices in part or full
• Pay multiple invoices with single payment
• Handle multiple pay methods in one payment transaction
• Optional processing fee for credit card payments
• Take pre-payments
• Easily refund part or full amount of invoice and record reason for refund
• Display prices on invoices exclusive or inclusive of tax
• Print professional, clean invoice with own logo
• Print invoice to dot matrix receipt printer
• Create quotations and estimates and easily convert them into invoices
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• Add-on feature to handle accounts receivable
• Use monthly or bi-monthly accounting cycle
• User defined date range for ad-hoc statements
• Helpful wizard to guide the user through accounting process
• Check accounts and easily make corrections to veterinary charges and payments as needed
• Apply account fees
• User definable payment due by date
• Print itimized statements with clear breakdown of veterinary service charges
• Print consolidated invoice in place of itemised statement eliminating the need to send individual invoices for the client's taxation purposes
• Print past due statements showing ageing debt breakdown
• Manage client accounts by setting statuses for tax exempt, credit approved, no account fees, bad debtor etc.

• Send reminders for upcoming treatments by post, SMS or email
• Print reminders for multiple patients under same client on same card
• Inbuilt templates for standard postcard sizes (4 cards per page, 3 cards per page)
• Customize inbuilt templates with own logo and images
• NewLeaf Vet will automatically adapt the wording on the card for overdue reminders
• Set multiple reminders for a patient
• Track client compliance and take follow up action where required

• Set reminders for consultations follow up phone calls
• View reminders list per staff member

NewLeaf Vet contains templates for written client communication in clear, friendly and professional language.

• After care sheets
• prescription scheduling
• vaccination and sterilization certificates
• consent forms
• chemotherapy advice sheet and more

User-definable SMS and email templates for communications to the client.

• Message is personalized with the client/patient name and other merged details
• Send SMS or email directly from client record
• All documents, invoices and printouts can be emailed to the client

With the custom document designer add-on feature the user can create and design their own documents using a powerful drag and drop design screen with full and easy access to the main database data merge fields. Document categorisation is employed along with a number of pre-designed templates making the creation of new documents such as after care sheets, treatment reminders, accounting letters etc. easy to achieve. A powerful cloning facility allows you to build on your previously created documents to create new documents.

A range of reports and charts are available for the practice manager to oversee every aspect of the veterinary practice. All reports and graphs can be viewed on-screen in high quality easy-on-the-eye reading format or printed.

Types of reports include:

• Medical history and consultation reports
• Stock reports
• Income reports and charts to monitor staff performance, income trends and key performance indicators (KPI's)
• Ageing report, bank reconciliation and taxation reports
• Sales performance reports
• Database record statistics

Staff login management:

• Record staff member for certain software actions, such as raising an invoice
• Configure user login to balance security and convenience

Security management:

• Choose which software features to password protect
• 3 levels of password to limit access by staff group

• One time easy setup
• Automatic backup at intervals throughout the day
• Hot backup transparent to the user
• Backup to remote location (encrypted)
• Backup to local drive or USB flash drive
• Backup to multiple locations simoultaneously
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• Ultra-fast performance
• Light on system resources
• Ideal for laptops and netbooks as well as desktop PCs and servers
• Works on Windows 10 / 8 / 7 / Vista / XP / Windows Server
• Locally installed software for better security and reliability
• Automatic data refresh across all networked computers
• Network load balance to ensure maximised performance on large networks
• Uses 'notify-refresh' model doing away with unnecessary data refresh polling requests
• Inter-PC message communication system

• Intuitive and quick to learn for new users
• Clutter-free screens
• Fine-tuned to underpin workflow of veterinarians and nurses
• Shortcuts to speed up actions
• Colour coding and clear message feedback
• Quick and easy to input and retrieve data
• User-definable screen colours

• Manual opens on relevant help topic from anywhere in the software
• Easy to understand
• Step-by-step instructions, brief and to the point
• Practical usage examples and illustrations

• Take NewLeaf Vet with you on house and farm visits
• Sync on demand between visits
• Two-way syncing with clinic
• Ideal for mobile veterinarians operating in an area with patchy internet
• Have all your data with you on your laptop/netbook for peace of mind
• Instant access to locally stored data, faster than a web-based system
• No restrictions on data input or edit
• Process payments on the spot
• Print drug labels, invoices and handouts etc. in the van
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• One-off purchase cost with lifetime royalty-free license
• 6 month free support included in purchase
• Optional yearly support subscription
• Payment plans to get started for as little as $50 per months with full support
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