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
- 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…
- Call Capture: Setup, Calling, and TroubleshootingEverything you need to use Call Capture: set up and verify your caller IDs, place client calls through HappyDoc, and troubleshoot common issues. Call Capture rings you first, then connects…
- 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…
- Generating a HappyChart Dental ChartHappyChart turns your dental dictation into a dental chart with a tooth-by-tooth diagram, a Summary of Findings, and a Procedure Report..