Using HappyDoc
Step by step instructions
17 articles
🗓️ The Calendar View
🐾 The Patient ViewView, edit and export your documents
🛠️ Custom Document BuilderBuild your own Custom SOAP
🗝️ Advanced Custom Document Settings
Custom Fields
❓FAQs: Custom Document Builder
HappyDoc's Insights DashboardView key metrics for your clinic!
📝 Consent to Record VisitsWhen and how to get consent to record visits
Troubleshooting and Refining Document Output
Uploading AppointmentsImport Visits from your PIMS to HappyDoc
Updated Model - May 8, 2025Tips and tricks for adjusting your custom instructions and custom fields with the new model
Retirement of Advanced Documents
📞 How to Make Calls Directly from HappyDocHere's everything you need to start calling clients directly from HappyDoc using our built-in phone feature.
Upload PDFs To Create Custom Documents In ScoutWant 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…
Print Documentation Easily in HappyDocNeed 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…
Configure Call Capture in HappyDocIn this guide, you’ll learn how to set up the Call Capture feature in HappyDoc. Call Capture lets you add and verify phone numbers that will appear on your client’s…
Use Call Capture in HappyDocIn this guide, you’ll learn how to use the Call Capture feature in your HappyDoc account. Call Capture lets you search for patients, initiate calls directly from HappyDoc, and generate…