Upload a Document to a Vet Visit

Uploading a document for a vet visit is easy with BARRK! These may include receipts, financial statements, and other records.

To upload a document, open the VET VISITS category from the Main menu - or - by using the Vet Visits icon on the top of your screen.

ADD A DOCUMENT

• Locate the vet visit and click on the Edit icon .
  
• Select the "Documents" tab on top of the details box, and then click the “Add Document” button.
  

1. Enter the name of the document.
2. Set the access level.
3. Click "Choose File" and select the file from your computer.
4. Enter the type of document (receipt, etc) in the category.
5. Description of the document and notes if required.
6. Click "Save."

REQUEST A DOCUMENT

• Click on the vet's name.
  
• Select the "Documents" of the details box, and then click the “Request Documents” button.
  
• Enter in the name of the document and set the access level. (Repeat if more documents)
  
• Click "Save."

When the document is available to upload, return to the vet visit's page and select the "Documents" tab on the details box.

1. Click the "Upload" button on the requested document's row, and select the file from your computer.
2. Enter the type of document (receipt, etc) in the category.
3. Description of the document and notes if required.
4. Click "Save."
   

Once saved, uploaded documents can be viewed, downloaded, then shared from your computer.

Guidelines to perform the main functions in the VET VISITS category

• Methods to Add a Vet Visit
• Edit or Add a Comment to a Vet Visit
• Vet Visit Notifications
• Vet Visit Filters
• Upload a Document to a Vet Visit
• Vet Visit Reports