How the connections work
Most connections do two things: they bring your appointments into HappyDoc, and they send finished notes back into the patient's record. How that happens depends on whether your practice system runs on your own server or in a browser.
Practice system | What we do | How it connects |
Cornerstone | Appointments in, notes back | Software on your practice server, set up with you by our team HappyBridge, on your practice server. Install it yourself from Settings, or with our team |
Avimark | Appointments in, notes back | Software on your practice server, set up with you by our team |
Impromed | Appointments in, notes back | Software on your practice server, set up with you by our team |
ezyVet | Notes back only | Chrome extension. Your ezyVet calendar doesn't sync into HappyDoc. |
Shepherd | Notes back, and appointments in with a direct connection | Chrome extension. Appointments can come in too through a direct connection, which needs setting up in Shepherd first, so contact us if you'd like it. |
Covetrus Pulse | Appointments in, notes back | Chrome extension for sending notes, used on the Pulse exam form |
Vetspire | Appointments in, notes back | Direct connection. |
DaySmart | Appointments in only | Direct connection |
Using something not on this list? You can still use HappyDoc for everything up to the finished note. To bring your appointments in from a file, open Settings, then Organization, and switch on Import appointments from CSV. See Uploading Appointments From a File 📤. Tell us which system you use, because what customers ask for is what gets built next.
Setting one up
For Cornerstone, HappyBridge runs on the computer that hosts your Cornerstone database. You can install it yourself from Settings in HappyDoc in about fifteen minutes, or we can do it with you. See Cornerstone: Setting Up Your Connection ↔️.
For Avimark and Impromed, the connection runs on the computer that hosts your practice database, and our technical team sets it up with you. There's nothing for you to download or configure on your own. Tell us when you're ready and we'll arrange a time.
For ezyVet and Shepherd, everyone who sends notes installs the HappyDoc Chrome extension on their own computer. See the guide for your system. The extension sends notes into your practice system but doesn't bring your calendar into HappyDoc, so you start a visit by typing the patient name. 👉 Watch the Shepherd walkthrough
For Pulse, everyone who sends notes installs the HappyDoc Chrome extension and uses it on the Pulse exam form. Your Pulse appointments still come into HappyDoc, so you can pick the visit from your schedule. 👉 Watch the Pulse setup video
For Vetspire, there's nothing to install at all.
Troubleshooting / FAQs
Q: Do notes include charges or billing codes?
A: No. HappyDoc writes the medical record. Charges stay in your practice system.
Q: Can I change the date a note was filed under?
A: The note files under the date it was sent across, and that can't be changed afterwards. If the visit date matters, put it in the document title.
Q: Two pets in one appointment. Can both notes export?
A: Yes, one at a time. Name the visit with both pets, such as Bella and Max. Under Generate for, leave both pets selected and click Generate. You'll get a document for each pet, and you export each one separately. See Multi-Pet Visits: Recording Two Patients at Once 🐾.
Q: Nothing is syncing and nothing is exporting.
A: Both directions failing together usually means one connection problem rather than two, and it's ours to fix. Just send us a message, no need to work through settings.
💬 Need a hand? Chat with us in the app (bottom right corner) or email [email protected]. We're always happy to help.
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