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  • Documentation
  • Introduction
  • Quick Start Guide
  • Getting Started
  • Create a Client
  • Create a Patient
  • Create a Patient
    Visit & Payment
  • Email a Receipt
  • Setup & Customizations
  • Change Invoice / Receipt Display Settings
  • Create or Edit Email Templates
  • Edit Outgoing Email Settings
  • Clients
  • Create a Client
  • View a List of All Clients
  • View a List of All Clients
    with Outstanding Balance
  • Accept a Payment for
    an Outstanding Balance
  • Accept a Pre-Payment
    for a Client
  • Print / Email a Client Statement
  • View All Follow-Ups
    for a Client
  • Send an Email
    to All / Many Clients
  • Patients
  • Create a Patient
  • View a List of All Patients
  • View all Patient Visits
    of a Patient
  • View all Follow-Ups
    for a Patient
  • Patient Visits
  • Create a Patient
    Visit & Payment
  • Create a Patient Visit
    of Historical Records
  • Add / Remove / Edit
    Items on a Visit
  • Bundle Multiple Patient
    Visits into a single
    Receipt/Invoice for a Client
  • Print a Referral Report
    from a Patient Visit
  • Email a Referral Report
    from a Patient Visit

How to use this Guide

This manual is your comprehensive guide to VetBlue including setup, customization and use of the software.

You can easily navigate the guide by going down the list on the left.

We break down VetBlue into its basic parts (known as objects) and each object is then explained in detail. You will learn what each object is used for, where and how to access them, the objects they are related to and how they can be customized.

You will also find helpful instruction on how to perform common tasks using step-by-step picture guidance.

If it’s your first time using VetBlue, you may want to review the quick start guide.