Retention Calendar
AllyDVM Retention Calendar Best Practices
Download our Retention Calendar best practices guide today. If you have any questions or need additional training please email support@allydvm.com. *For practices within a corporate group, please follow your group's support instructions.
Satisfying Retention Calendar Alerts
Alerts are satisfied if the conditions that caused the alert are resolved and synced by midnight on the day they appear on the Retention Calendar. Satisfied alerts turn blue and will count in the numerator of the Retention Calendar statistics. Once ...
Appointment details
Appointment details and notes can be found by clicking on the magnifying glass to the left of the appointment time on the Retention Calendar. If you click on the smaller magnifying glass within the Appointment Details window you can view ...
Retention Activities and alert colors
By clicking the Retention Calendar Activities (), you can manually change the color of the alerts to notate internal conversations. This can be used for interoffice communication. If an alert is satisfied, it will still turn blue to count towards ...
Appointment confirmations
Clients can confirm their appointments from your AllyDVM communications either by text message or email if this is set up within your platform. When a client confirms an appointment, you will receive an email to your general practice email address ...
Tips on accessing your Retention Calendar
Dual-monitor: Attach a second monitor to your workstation so that the Retention Calendar is always up. If not applicable you can split your screen. Split Screen Windows 10 Users: With one of the windows open on the screen hold the windows key on your ...
When to use the Retention Calendar
Receptionists calling to confirm appointments should always have it up. If a client is already on the phone then it requires very little extra time to address the items on the Retention Calendar. Check-in is another great time to bring up any other ...
Filtering the Retention Calendar
Applying a filter on the Retention Calendar allows you to select certain columns or appointment types that are of interest. These filters can be applied to each workstation. For example, if a technician only wants to view the surgical appointments ...
Working ahead on the Retention Calendar
If you are going to work ahead there are a few things to keep in mind: A pawprint alert () represents any pet with reminders past due/coming due within the next 30 days. If an appointment is scheduled for Fluffy for a year from now and Fluffy ...
About the Retention Calendar
The Retention Calendar (RC) is a tool that works with your PIMS (Practice Management System) to highlight any missing or inaccurate data such as medical reminders and client contact information. The RC will help you clean up your database and ensure ...
Retention Calendar alert descriptions
Alert Type Icon Purpose Paw Print There are other active pets in the household that are past due or coming due for services in the next 30 days. These pets do not have an appointment within the next 7 weeks. Bell There are active pets in the ...