HappyDoc

🛠️ Custom Document Builder

❓FAQs: Custom Document Builder

🗝️ Advanced Custom Document Settings

Custom Fields

Troubleshooting and Refining Document Output

HappyChart turns your dental dictation into a dental chart with a tooth-by-tooth diagram, a Summary of Findings, and a Procedure Report..

Generating a HappyChart Dental Chart

Want to bring your existing forms and documents into HappyDoc? Learn how to easily drag and upload PDF files into Scout to create custom templates for your visits in just…

Upload PDFs To Create Custom Documents In Scout

Need to send a pet owner home with a printed copy of their visit documentation? Learn how to use HappyDoc to easily print clean, professional visit documentation for pet owners…

Print Documentation Easily in HappyDoc

Documents and Templates

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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

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

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