What clinic-specific information do I need to provide during onboarding?

For Veterinary Clinics

You'll need to hand over the information a new front desk hire would need on day one. That includes your full appointment type list with standard durations (wellness exam, vaccine visit, dental cleaning, surgery consult, sick visit, euthanasia appointment), your doctor schedules and which appointment types each doctor handles, your emergency triage list (the specific symptoms that count as urgent for your practice: bloat/distended abdomen, known toxin ingestion, active seizure, difficulty breathing, non-weight-bearing lameness, active labor complications), and your after-hours escalation chain (who is on-call, their contact method, and whether you refer to a 24-hour ER partner clinic for true emergencies rather than handling them in-house). You'll also provide your new client intake fields (species, breed, age, vaccine history, current medications, insurance carrier if you accept pet insurance like Trupanion or Healthy Paws) so Voksha captures complete records rather than a name and phone number. If you run recall campaigns, you'll define which services trigger a reminder (rabies due, dental recommended, senior bloodwork due) and how far in advance to reach out. Finally, PIMS login credentials or API access (for Cornerstone, ezyVet, Avimark, or ImproMed) let appointments and new client records flow directly into your existing system instead of requiring manual re-entry by front desk staff. Most of this can be pulled from your existing new client paperwork and appointment type list rather than created from scratch.