Description

How do you get your veterinary business growing financially, while improving patient care, AND easing the team’s workload? One of the most exciting aspects of cloud-based practice management software is the plethora of powerful tools you can integrate to improve efficiencies across the business.

Join us as we look at the best integrations to help veterinary practices drive more value from their day-to-day operations, while easing the team’s workload. Learn what the best parts of your practice to integrate are, for maximum efficiency and reward. 📈

Together with the team at Pennard Vets, the world’s largest employee-owned vet group, we look at some of the most useful cloud-based integrations to “plug and play” – from integrating directly with product suppliers, to sending purchase orders straight from the PMS, to automatic price updates, and more.

Since going cloud-based, UK-based Pennard Vets uses ezyVet, in conjunction with a suite of integrated specialised tools, to push the boundaries of innovation and unify communications across its rapidly growing seven sites.

Learning objectives of the Session:

• Learn how to improve patient care at the practice leveraging the integrated functionality available to your cloud based PIMS.
• Learn how to grow business revenue, leveraging the integrated functionality available to your cloud based PIMS.
• Learn how Patient Management Software (electronic whiteboard) can work in tandem with your PIMS, freeing up time for the team.
• Gain an understanding of the best integrations available to help veterinary practices with their day-to-day operations.
• Support the team in better managing heavy workloads, by making integrated tools do the heavy lifting.

About the Speakers:

Ciaran Milford is the EMEA Sales Manager at ezyVet, one of the world’s leading practice management solutions. During his career, Ciaran has worked with veterinary clinics at just about every stage of the business lifecycle, from aspiring practices right the way through to established universities and corporate groups.
Ciaran is passionate about helping practices find the right solutions for their needs. Drawing on his extensive experience in the veterinary technology space, he plays an instrumental role in helping UK veterinary professionals achieve their business goals.

Gemma Horton King is the London-based Commercial Business Partner in Partnerships at ezyVet, one of the world’s leading practice management solutions.
Gemma a proven track record when it comes to helping customers fully utilise the partner integrations that a software holds. She is passionate about empowering users of ezyVet to improve their patient care, market their practice and grow their clinic in conjunction with ezyVet partners.

Transcription

Good evening everybody and welcome to the webinar vet this Tuesday evening. My name is Bruce Stevenson and I have the honour and pleasure of chairing tonight's session. We have an interesting array of speakers for you who I will hand over to in a little bit.
But just first, a big thank you to our sponsors, Easy Vet. The sponsorship has allowed us to bring this to you, in the form of education and product information. So thank you to Easyet.
For those of you that are new, to the webinar, just a little bit of housekeeping, we will be keeping all the questions over to the end. If you want to ask a question, move your mouse over the screen. You'll see a little Q&A box pop up on a, normally, a black line at the bottom of your screen.
Just click on that, type the questions in there. They will come through to us. And, we will address all of those at the end.
It is my pleasure now to welcome, our panel here tonight. And I'm gonna hand over to Kieran, and he's going to introduce. Kieran, welcome to the webinar vet.
Over to you. Thanks, Bruce. I appreciate the introduction.
Hi, everyone. My name is Kieran. I'm going to be hosting today.
I've got a couple of people who will be introducing to you very shortly. But basically, today, we're going to be driving a conversation around, driving better patient care and revenue through integrations. So without further ado, we'll start to introduce who your panellists are going to be today, and, we'll get things started.
So I'll introduce myself first. I'm probably the least important person on this webinar. But my name is Kieran.
I work at Easyet. I've been with Easy Vet for coming up 6 years. I'm currently the Emir sales regional manager.
I've been through a number of roles here at Easyet. I've been in our support team. I've been in our implementation team.
Kind of installing the software globally, whether it's back home in New Zealand, over here in the UK where I live now, or even over in the US. So, you know, Easy does service global, and I've been through that process, and now I'm kind of over here as, as a sales manager. So I do know a little bit about the software and, and a few of the integrations that I will be speaking to today.
But more importantly, we've got Gemma Horton here today, who is our, commercial partner manager. She is amazing and she knows a lot more about the integrations than me, so I'll let her do a little introduction of herself. Well, thanks, Karen.
Hi everyone. Yeah, I'm Gemma and commercial business partner here in London. Similar to Karen, I've been an easy bet for about 6 years now.
I just help our customers, you know, try and utilise as many sort of integrations as they can to help streamline their business and all their processes and you know, help them save as much time as possible and also see what other important interesting integrations are out there to sort of help our customers. Just improve improve their workflows and save time. So yeah, I'm very excited to talk to you all today.
Thanks, Jemma, pleasure to have you. And our next guest, our next panellist, probably the most important person we could get today, is Matt from Pinard. He, he's going to be our powerhouse with a lot of industry knowledge.
So Matt, if you want to just introduce a little bit about yourself and who you are. Yeah, so, I'm a vet by training, I graduated in '99 and I joined Penards as my, as my first job and I've stayed, . I ended up, enjoying it here and it's obviously a lovely place to work.
I ended up running it with some colleagues, from about 2011 onwards, and that was when the business was probably, you know, 25, 30% the size it is now, and it's growing it. And, I'm now, after being a managing director, previously we reported an MD and I'm now a commercial director and helping lead the business to greater things. So that's kind of me at the moment.
Awesome, thanks, man. It's kind of interesting like I'm the UK regional manager, but I've only been here 6 months, and you're probably one of our key clients, and this is only the 2nd time we're chatting and the 1st time was earlier today. So I do really appreciate you connecting hopefully this is going to go smoothly.
Thank you. I guess if you can, Matt, just give us a little bit of a backstory on who Penards is, what your journey as a practise has been, just to give everyone I guess some insight into your journey and where you fit into the market. Yeah.
So, Panets, we've, we've been around a few years. We, we're about 130 years old at the moment. And, and, yeah, so we, we've got a lot of legacy, got a lot, a lot of history, which is fantastic, and there's, there's, there's a big base to, to build upon.
Certainly at the moment, the, the way, the way we are now is that we would certainly. Want to, we, we, we basically, the care we offer is proactive and personalised and power to innovation, and that's kind of how we see ourselves now and that's what we do. We are one of the UK's lead independent veterinary practises.
I, I, I would say I might be a bit biassed there, but that's, that might be to say that. Well done. And, and we are employee owned.
So we're the, I think the world's largest veterinary employee owned business, which is, which is brilliant. And, we did that, I think, 22 years ago now, and it's fantastic. And on top of being employee owned, we're also the first vets in Europe to become a B Corp business.
So we have that B Corp er certification as well. And from a practical point of view, we're 7 sites, we're based in like West Kent, and we're growing, and we're looking forward to the future. Thanks, man.
That's that's pretty epic that you guys on 4. We were talking about that earlier today internally. I was, you know, quietly saying maybe we should talk to some of the upper management about how easy that should be owned by the rest of us, and we'll get in there.
We can talk. I think it's also like just insane to me, you guys have been around for I think you said 130 years. Like when I think back to New Zealand where Gemma and I are from.
You know, we're a much younger country than the UK. There's basically nothing that's 130 years old. Like to me, that's just insane that there's a foundation, a vet that's that well established for me running that long.
It's really cool. Yeah. I think, I, I, I think technically it was 1890, but 130 is fine.
It does. I've noticed, I've noticed on the sliders there's 1, 1895, I think it was actually 1890, but that we've miscredited you. We'll blame marketing for that.
You can't blame us. Well, what we've got next for everyone, is a little video, I guess, just about, it's actually staff from Pinard vets, and if you look very closely, you might be able to pick out a familiar face. But basically their journey with Easyet and their experience.
So just, just a little bit of content for you before we jump straight into the integrations and the full content of this session. Here at Pennard Vets we're unique in the UK for a number of reasons. We are multi-site, we are independent, so we're quite a large independent, most uniquely we are employee owned, so we are the biggest employee owned practise in the UK.
And actually in the world at this stage, efficiency is a real focus for us here at Pennard Vets, and Easy Bet really helps us to optimise that in a number of ways. A couple of the key ones that we use a lot are bundles and templates, both for the vets in clinic as pick lists and dropdowns for recording history, particularly clinical exam findings, and then bundles and templates for pricing just makes that whole process so much quicker and easier for the team, certainly cuts down. Missed billing and makes life much more straightforward when estimating and invoicing for the clients as well.
One of the things that we really value with Easyett is the fact that we can go to them and ask for improvements or changes that would make our functionality of the system better. But they also come to us with new services and new offerings that we can then evaluate and look at how we can use them to the best ability that we can so that we can continuously keep that evolution going. So we see a world where veterinary care in the future is delivered in a multi-parameter way as a blend of in-person and remote access.
The fact that Easyett's cloud-based and also integrates with other current apps and future apps will help us achieve this goal. We benefit to practise from Easy Bet because it's cloud-based. I think that's really important.
We have remote workers who can access it when they want to. We have people working all over the country in all honesty to help the practise run and be efficient on a more local level from a cloud perspective, again, we can do remote appointments as and when we need it. So when we were looking at changing our practise management system, we looked at several.
And Easyet stood out to us because of the fact that it meant that we could have instant communication between the branches. The nice thing is that we share amongst the sites all our phone calls, which means that any site can answer for any of the branches and therefore can book for any of the branches as well, so it stops double booking. The wellness plans on Easy Vets are set up really well, so we have 7 different plans depending on the species and the the age of the animal, and it enables us to make sure that the patients receive what they need when they need it.
The client isn't surprised by any unforeseen costs because it's all there. They know what they're gonna receive and we don't have to worry about making sure that the system is updated. Easyet knows that client isn't due to pay for that and the discount is automatic.
We have around 70% of our clients on our wellness plans that could save us anywhere up to 2 hours a day and 10 hours over the week at just any one site. I think in this day and age, you should certainly look for a cloud-based system and one that integrates easily and freely. With other applications in an efficient manner, without any bureaucracy, without any fuss, and with minimal charge.
So any other veterinary practises out there that are looking at changing their practise software, I would definitely recommend Easyett. I think it is the practise management system that can evolve with you so that you can make your offering to your clients and your team work flow a lot better. If another practise was to ask me, I'd genuinely put my hand in my heart and say it's working for us and it could work for you as well.
Awesome. I think I have to apologise to Bruce there at the beginning. He, he asked me to warn all of our attendees that there might be a bit of lag on that video, and I completely forgot to set that expectation.
So I apologise if anyone was, experiencing a bit of delay between, between the audio and the, and the video, but I hope it was OK. I guess moving on into the rest of the session, and kind of what we're going to be covering. So the, the main topic of today is integrations, and really what we're looking into is how integrations can drive efficiency.
So, from Easy's perspective, from a practise management system perspective, I guess we want to do as much as we can for you, but to be experts at practise management systems, we can't be experts at everything. So within a vet practise, within a vet clinic, within a business, there are always going to be third-party systems, and you've got to recognise that there is an ecosystem that needs to work together. So what we're trying to do our best to do.
Is link in with these third-party systems you have and make that a seamless process so that every part of your business and every part of your hospital integrate seamlessly, saves you time, and creates efficiencies. Because the last thing anyone wants to do is double entry. We don't want you to have to go over to a, a payment system and record a payment, and then do the same thing in Easyet, or run a diagnostic test and come back into Easyet and record the exact same result again.
So, What we're going to be covering today through these 9 topics is some of the third party partners out there that exist that that you kind of could potentially benefit from, and why integrating is so beneficial, where those integrations can help your practise. And between myself, Gemma, and Matt, Matt, we're going to, kind of speak to them, speak to our experience with them, the benefit and, and what they're like in practise real time. So that's what we're covering today.
The first one is product suppliers. So, Why did that happen? Product suppliers, like product distributors, I guess in America, depending where you're based and what you term them, but basically, where you get your medications from, where you get your inventory from.
A lot of systems that I speak to are not even aware that there's such a thing as a product integration. And the idea of it is You might be tracking inventory with your practise management system. You might be tracking it outside of your practise management system, which might be a manual process, but once you figure out what you have to order, you have to log into your distributor portal.
Make a purchase order, place it, receive the inventory, and then manually either update your practise management system or manually update whatever other process you have that's tracking inventory for you. With integrations with distributors, what it allows is Easy to signal when you're low on inventory of a certain product. It allows you to customise purchase orders.
Submit purchase orders directly to your supplier through the software, so that it's not a manual process. And then when inventory comes back into the clinic, you don't actually have to update the software yourself. Through the integration, your distributors will tell Easybet what inventory is being sent back.
So it's automating a lot of those manual processes, and it just takes out that individual work hours of inputting inventory. The other part I guess down the bottom, that final point, which is, is, you know, I, I know clinics and staff that every 6 or 12 months have to spend hours comparing an online price to what they have in their local database. You can receive automatic price updates.
So you'll still have your markup in the system, so that you're selling at an appropriate price level, but it means you don't have to manually update those cost prices yourself for your profit and loss reporting for making sure you're making your margins. So that terrific integrations for really cracking down on some of that admin time that goes along with the whole inventory management process and pricing management process. And Matt, I'm probably going to pass to you here.
I believe you currently use NVS as a product distributor or supplier, and that's currently integrated. Is that right? Yeah, yes, it is.
And so I'm just listening, listening to you describe not having the integration. It just sounds like, it just sounds like a nightmare. Sorry.
Sorry, everyone out there, if you're still doing that. But honestly, offend our attendees, man. You gotta be careful.
I, I just said you're gonna offend our attendees. You've gotta be careful. Yeah, so it, I mean, the, the, the, the integration we have with MBS is, well, we, we personally use MBS.
But the integration works really well. We have, we have minimal kind of like ordering levels on the computer system, so whenever somebody, you know, dispenses or pres, you know, you know, some drugs and it falls below that criteria level, it automatically gets ordered and is in the next day. And it, it never touched a human at our ends until it comes through the door.
So, you know, I, you know, we, we have to, like, you know, make sure it's OK when it goes off and stuff, but that's absolutely fine. And as far as the price updates go, nowadays, with the integration you guys have with MBS, the price updates come in automatically and also, you know, come in daily and automatically, as and when they occur, we don't have to wait for a monthly file that we have to upload or anything like that. So it, you know, the like you said, the fewer people at our end they get involved with it, the better.
Yeah, that's epic. That's epic. And I mean that's the goal.
Let's save you guys time where we can. Yeah. I think what we've got next here is just a little snippet of how things work in Easy.
So this looks like we're creating a purchase order for MBS. You can either have this auto generated, which is what Matt was referring to, where depending on your inventory levels, it will actually create a wish list or a want list for you. In this case, this is a manually created purchase order.
And then you can actually order via B2B, so business to business, to NBS and place that order. And it's as simple as that little process there. It's picking your supplier, picking your product, how much you want to order, and at the click of a button, it's ordered through your account.
So it's not multiple portals, it's not multiple places to work. You're just working out of your practise management system. Alrighty.
Take 2, diagnostics. So to me, this is probably One of the most important integrations a vet clinic can have, I think that there is really a bigger area or a larger area where you can find more time efficiencies. So I guess to, to, to best set this up, or put this in the frame of mind for our attendees, if we look at the way things are historically done.
It is, you log into an account with Antech, IDE, whoever your reference lab is, you request the test, you print out a requisition form, you put a sample out, and they send the results back to your email, or you dial it in. There's multiple ways you might request it, but it's a manual process, and the results come back to your email or fax. And then it's your job to put that in the paper file, to put that back into your practise management system, whether you're scanning or manually entering.
With an integration, we remove every single manual step in there. Within your practise management system, you request the diagnostic. You say, we want to run a CBC with IDE.
It generates your request form inside the software, so it prints straight out of the software. You're not going anywhere else for that. You put that with your sample and send it out, and when the results are ready, they automatically land back in the clinical record.
So there's no staff actions to get that information into the system. And that's not just going to work with your external labs, like reference labs, that will also work with your in-house blood machines. It means you request an in-house test, a canine wellness profile, a K 15, and fluffy will go as a request into your worklist on those machines.
You run your blood test and the results come back into the clinical record. Again, no staff interaction on the admin side. Unfortunately, at this point, we can't run the tests for you.
You do still need start for that. But in terms of the manual admin, we just want to remove that entirely for you. I guess the other big point in there, which I I accidentally brushed over, is the billing triggers.
So when you're requesting this blood work, within easy there's automated billing. So the idea is, if I'm requesting a chem 15, I'm putting that into the workplace for my technicians or nurses to run. It's automatically putting a chem 15 on my invoice.
So there's no chance of Fluffy and Fluffy's owner walking out the door, and the invoice being wrong, and that charge being missed. So we're just kind of closing that gap, closing that circle to make sure your billing's right, your results are in, and there's more time for you guys to focus on what you need to, which is fine and patient care. And Matt, again, sorry, you're going to be the person I'm leaning on today.
I believe you guys have some diagnostic integrations with Easy at the moment. Is that correct? Yes, it is.
Yeah. Who are you currently integrating with? So we, we use VBG for our external reference lab at the moment, and we, we have obviously looked at others and looking at others as well, so the.
And again, I, I think your point about billing and, and not missing those, that, that billing is, you can't underestimate that in, in a vet practise where it's busy, and the focus is on patient care. Sometimes, you know, we're so involved with, with that, that, you know, through no one's fault, sometimes that billing side of it gets missed. So to make it easy to automate it and take it out of.
The realm of human error is actually, you know, very positive, and obviously saving the vet's time, saving the, the technician's time and the admin time, but manually putting it all on is, is, is, is fantastic. Awesome. What do you do with all your time, man?
I know, I, I just drink coffee all day. Nice for some, for some. All righty.
And again, I think we've got a little clip here. So this is the process. I want to do a 17.
So on my in-house IE equipment, . Oh, it doesn't look like it give us everything, but, we hit add, and that would literally trigger Dale here going into the work lists. We run the results and the results come back.
So it's that easy. There's no manually creating Dale, there's no going to the IDEX machine and pulling the results out and entering them. It's as simple as picking the test and hitting add, and easy and the integration will take care of the rest.
All righty, you guys are going to get sick of me speaking soon, but I promise very soon I'm going to pass it over to Gemma. I'm going to have a little a little chat about packs and digital imaging integrations. So, to be honest, I, I probably don't need to go into too much, too much depth here, because this integration is actually very similar to your blood blood machine integrations.
When you request imaging and easy, that you're going to do in-house, it will push that patient into the imaging modality workplace. You run the imaging, and the imaging actually automatically comes back into the clinical record. It does the same thing with, billing, automated charge capture.
But the, I guess the one point of difference here I would make is if you have an integration like this, it makes the patient record a complete patient record. Historically, if you were to have a non-integrated imaging system, and you wanted to send a patient report, you're going to send some information from Easybet, and then you're going to run over to your imaging server, and you're going to need to grab the images out of there. With the integration, everything's in that patient record, you generate a patient report, it's going to be a true complete history.
So this just shores up that gap where you know you've got a doctor running around the hospital carrying a USB because they need to plug it into a computer in the consult room to show the client. Everything is available everywhere because of the cloud and the integration. And Matt, I don't know if you've got this integrated yet, but I believe you're looking to set up with this asterisk or Asteris, so which will be an integrated, pack system, is that right?
Yeah, so we, we are looking to, push the button on that in I think June, July time, so the team's already looked at it, everyone's happy. It we're just pausing it before we push the button soon, so everyone's very excited to that. And your comment about a vette running around with a USB stick in the hand.
I've been there, I've done that. Right. So I guess from your perspective, what, what, what is the major benefit of this?
Is it, is it the, you know, you no longer have to get your steps up by running to the server out the back to, to bring it to the front? Or like, where, where does the benefit come for the most part with the, the imaging integrations? I think, I think, I think several fold.
I think you've got a really safe, secure area to store everything. Cause if your ultrasounds in one place and you're, you know, you're son's neck is one place, and your X-rays are another, your digital X-rays, your, your, your, your, your dental X-rays are in another place, and CTs and so on and so forth. They're all kind of dispersed.
And each, each data source is liable to fail, if that makes sense. So, if you have one secure place that's backed up or, you know, connected and, and, and, not in the building and stuff like that. So, that's very reassuring.
It's also at hand for the pay for For clinicians to look at all those modalities at once, rather than just looking at perhaps a JPEG of it attached to the notes. So you can actually see the X-rays in, in, in detail. Yeah.
And, and the fact that all the patient data's there, there can't be any errors with the patient ID number, the, how someone's spelled their surname or whatever. It's dig it's digitally, you know, transferred from one system to the next without any human error. I, I think that's sometimes a little bit scary to say, you know, we're, we're avoiding human error.
We don't want humans to touch it. But I think that's one of the big points of all these integrations is humans mess things up now and there. We're not infallible.
Whereas in integration, it just makes things work seamlessly, and, you know, we don't give people the chance to get it wrong. Yeah. And it's, and, and, and it's the one in the 100, it's the 1 in 10,000 thing, isn't it?
It's, but if, if you, if you, if you can eliminate that, then that's, you know, even better. Absolutely. And again, I think we've got just a little clip here.
So this is just an example of within Eye, the results come back, as Matt said, as a JPEG, so you can preview it, whether that's on an iPad, in the consult room, even at the front of the house, because we're cloud-based, literally any workstation will bring up the JPGs, and then there's actually live links to the Dicom viewer. So directly out of EasyB, you can up the Dicom viewer, if you need to take it a step further. And when you're sending out these reports to other practises, referral practises, even if you just wanted to generate a patient report for the client, they will get a copy of these JPGs.
They'll get a copy of the link to the DCO viewer, and they can actually view those if you so choose. So it's a pretty neat way of just, again, having the information on hand at your fingertips at all times. Alrighty, we finally get to hand over to Gemma.
Fantastic. Thanks, Karen. No worries.
Cool. So, yeah, obviously moving on to our payment solutions. So we have two payment partners, so we've got Pay Junction in the US, and then we've got Win Cave who are available in New Zealand, Australia, Canada, and the UK.
Ah, so obviously there are heaps of benefits to having a payment integration. I think it's one of our most widely or very high percentage of our customers use the payment integration. It's really a no-brainer.
So firstly, What about reconciliation and no double entry, so you can imagine the time savings here, no need to do sort of manual reconciliation at night, no need to enter the payment amount into the terminal first or manually type it in. So again, removes that . Chance of human error, like Karen mentioned before.
So a lot of the time that already sort of that time saving overcomes any sort of cost to a solution of this sort. Then of course there's all the different payment options. So with our payment integrations, we have remote payments, so there's Sort of the ability to send a payment link via email or SMS to your customers, so you can get sort of take a prepayment for a surgery or take a curbside payment and they can make payment after the procedure or however you want to operate that.
And, and we've got tokenization now, and with Wing Cave as well, so you can save those cards on file to To take a pre-pay or just to speed that sort of time at checkout, and these just in general probably lead to a better customer experience, so and just increasing your productivity and efficiencies, . Yeah, just removing repetitive tasks, really, no sort of double entry between Eye and your payment provider, so you don't have to log into say your pay junction portal or your Wage portal to enter that payment again. At the end of the day, it's just comparing the two totals and yeah, that's basically it for the for the payment side of things.
Karen, do you have anything to add? No, that's great. Matt, am I right in thinking you guys are about to pick up Wind Cave as your merchant service provider to integrate with EasyB?
Is that right? Yeah, that's true. We're, we're in the process of onboarding.
So it, it's just taking some time to go through, but we are excited about it, in, in all honesty, for, for all, for all the things Jemma was saying, you know, I, I, I don't mean to go on about human error, but You know, when you are, if you do have the key in the wrong numbers at the end of the day, you know, it just causes more delay in time for everyone. So, it makes, it makes the work flow at the end of the day, much easier. And, it just reduces key, keystrokes for the, for the team on the, on the front desk.
So. And, and also, just on top of that, Matt, you, you, you guys do wellness plans from Easyet, correct? We do, we do do well, we do, we, a, a big bit of our business is, is, wellness plans, yes.
Yeah. And I'm assuming at the moment to reconcile that, you have to manually look at payments and then tell Easy when those bills are paid, like to kind of track the subscriptions and you know, who's keeping up with their wellness payments. Is that kind of the process at the moment?
Yeah, so at the moment we actually maintain the well well the the financial element for the wellness plans, we actually keep outside of Easy bets completely. So it's, it's a zero value transaction with an Easy bet and we don't allocate. A, a fee on a monthly basis to those clients, but we, we, we control that externally.
And, but I think it's just the way it was when we set up with you guys. Makes sense. Without integrated payments, that's probably the right way to do it.
I guess, I guess the reason for my question is, with something like this, when you're managing payments out of, sorry, wellness plans out of Eye, and you have cards on file, it's very much a process of Someone owes money, we have the card on file, we charge it directly and it automatically reconciles. So it kind of makes it easy to become your, your one port of call. Yeah, at one click you can charge 100 cards at a time or 1000 or whatever you like at you know, one point during the month.
So does a lot of time. Yeah, I mean, to be fair, it's been one of the things we've we've talked about for a very long time, and I'm sure the whole profession has, that if we can take the financial. Transaction away from the vetting new practise, if, as it were, and away from the front desk, then I think that would just, it would just help a lot.
And it will allow the vets to focus on being vets and stuff. So, the tokenization, the prepayment stuff looks really, really interesting. And then if there's any outstanding balance, you just say to the client, look, you know, we have your card on record, should we just use that.
Yeah. And, and it's done, and it's, and it's, it's, it's easy. There's no.
There's no messing around the front desk with the dog going crazy or the cat, you know, not being happy. Yeah. It, it's, it's, it's, it's a happier, it's a happier human transaction.
Awesome. I look very much looking forward to see how that installation goes, and I guess getting you feedback, we're always open to to improving things, so it'll be pretty epic to see how P goes with it. Cool.
And we probably do, yeah, as we've got a little little demo here. So I guess this is someone manually typing in to a terminal, whereas with Easy, we say we use one cave for pay straight to the terminal. So there's no chance of a human entering anything in wrong.
It's just kind of, again, automating that process, removing human error, making lives a little bit easier. Perfect. Thanks, Karen.
Yeah, and so now we'll move on to a few of our other sort of finance-related integrations. So we have X, which I'm sure you're all familiar with. So with that, the code cost items strictly to generally just for easy that sort of automatically flow through 20, so it'll just pop into there.
So again, no sort of double entry between the 22 systems and then is there anything else you can match your transactions to the outstanding invoices as well? And yeah, anything else about Xero that's massively beneficial? Yeah, I think it's just the automation of accounts payable and receivable go from easy bit straight into your accounting system, so that there's not any manual journal entries, no manual upload of data.
It's just kind of a seamless process so that you keep the tax man happy, and you don't have to do that every month or every day or how often you're reconciling. It's kind of a live integration. In some ways removed sort of having to have an accountant as someone who's previously an accountant to say that out of a job sort of bulk matching statements to invoices, things like that.
So yeah, just a big time saver there. And then profit diagnostics, so I don't know if everyone's as familiar with this one, but one of our partners has been around for a while, so it's basically a piece of software that analyses all your sort of costs, expenses, wages, revenues, and then you can sort of dashboard them into different Different graphs and shows you all your sort of metrics, KPIs, benchmarks you against other clinics in your area, things like that, and basically all the data is pulled from easy into profit diagnostics, so . Just fairly useful as a fantastic add-on to improve your business efficiencies and see where you can do better and where you're doing extremely well versus sort of other.
Clinics around you. So proper diagnostics, to my understanding is in APEC, Australia, New Zealand, Asia, I believe they might have dipped the toe in the UK. I could be wrong about that.
But for any of our US attendees, you might be familiar with vet success. They actually rebranded, and I can't remember their name, which is terrible of me. But it's just a nice way of getting business insights.
It'll pull out all of your data, so you've got that benchmark and you understand how you're performing in the market, how you're progressing over time. And there are other tools out there. These are certainly not the only two, but this is a way that EasyB just gets that data automatically pulled out for you.
And I believe here we've just got a little clip of Xero. So this is the 0 management dashboard on Eye, and it just allows you to have that visibility again all from one area, rather than trying to work between multiple systems and logging into your accounting software to see your details, you've got the ability to Access what's syncing over to Xero from Easy directly in the dashboard. So it just closes the loop.
And again, we understand there's an ecosystem. We understand you're using more than just your practise management system, but we also don't want you to have to jump around multiple systems. So as long as we can make that information available from our system, it's to make your life easier.
Fantastic. Yeah, and then Tech Collect as well. So we integrated with Tech Collect, I think it must have been about 18 months ago now, so relatively new integration, but basically you can send your accounts receivables via the client directly to Tech Collect, and they will chase those debts for you.
So we've seen up to about 75%. Of cost savings of other agencies through this. So that's really great, and it will just help you to reduce your accounts receivable balances and reduce your debted days as well.
And of course, time saving for your staff, no longer sort of having to sit on the phone and ring up your clients and chase those debts. So yeah, just another time saver. With that one.
Yeah, for sure. Maybe, maybe you can speak to this. I hope that PR is doing a terrific job, and we talk about having no aid receivables and no one owes you money and you're all up to date.
But my, my experience in implementation when we're moving people over from legacy or historic systems is, you know, they've gotten debt from 2010 that's they've never wiped, they've never kind of gotten rid of, and they've never collected, and they're never going to see that client again. It's just Saves that, you, you, you, you get rid of your debt and you pass it on to someone else so that you don't have to manage it, and you're going to reap the rewards from that. So it's just a way of Making that less of a stress on your business and your staff.
Are you doing anything like this, Matt? Do you guys chase it yourself? Do you guys pass on to collections?
How are you managing it? We do, we've, we've managed to get our debt down quite significantly over the last couple of years, and, and, but we do still use a debt collection agency for a bit of it, and, and yeah, that that does happen. We don't have, to my knowledge, we don't have one that's integrated and that is quite interesting.
The, the irony is that some of the previous, slides and options we've been talking about will massively reduce your debts. In, in the first place, generation, things like the Wind Cave and everything else will, will just help with all that. So, and at the end of the day, there's always gonna be a bit of debt.
It's just part of life, isn't it? So, unfortunately, unfortunately, perfect world, we wouldn't even need this integration, but All right. Great.
So moving on to our insurance partners, so I mean, why have an integrated insurance solution. So you can submit your clinical notes and invoices directly sort of to the claim teams, completely streamline the claims process and saves time, eliminates all paperwork and Basically, you can just send everything directly to the insurer for them to sort of handle it. Another one of the largest benefits would be for the pet owner as well.
So where they may spend a lot of time sort of filling out all that paperwork, but now a lot of that would be automated through Easy bet and through the integration, and yeah, it just provides a better experience for your customers. What are the sort of sorry, benefits are there. Oh yeah, so, another benefit for the clinic is that if your pet's insured, then you can recommend treatments that are best for the animal, rather than trying to sort of recommend treatments that may just like cut costs for the owner and .
Yeah. Anything else you can think of in terms of the insurance integration? No, I think you've had on the benefits, but I think it's really important, like the insurance industry is a bit of a tough one, I understand, for clinics, especially depending on the market you're in, but they are an avenue for you to provide the best care, without the concern of, am I going to get paid or without the, you know, Concern of, you know, the client being unprepared to provide that care.
Like our, our vets and our technicians and our nurses, you, you care about animals. So this is that opportunity to not have to worry about the money as much. And, and integration, for, for the example I use is through Panion.
They, they have a trial where it's a first consult trial and they will pretty much fund the first point of care of something gone wrong. As a trial, and whether the client signs up and has ongoing insurance with Trepanion or not, they still get that first initial coverage. So if you've got upfront treatment that this client can't afford, it's just a way to help and make sure that that patient is looked after.
I just think like, I understand that it's not always the most fun conversation talking about insurance or promoting insurance, but they are a way for you guys to provide care. Matt, I don't know if you, again, you're a doctor, veterinarian, you've got industry knowledge. How do you feel about insurance?
Oh, yeah, I mean, the, it, it, it, it, without doubt, if a patient's insured it, it's can make conversations easier. It, it, it, it'll never change the, the care that we offer, or the options that we offer. But, if for a client, the, the cost was, the cost of the treatment was, or treatment plan was, part of the deci their decision making, it removes that, doesn't it?
So, it's, it, it is a no-brainer. It, it just depends on the clients and whether, whether they want to do it or not. And actually having it integrated and quicker and easier and actually us getting paid quicker, is, is again, is, is all, is all good news.
It's, it's not bad at all. Awesome, thanks mate. What is it not working?
Oh, of course, sorry. There is a little demo of how the integration works from Easy. So, it's gone quite quickly, but you can, once you've read a clinical record, you've raised your charges directly from that clinical record, you can raise a claim, save that claim on record, send it through the integration to the insurance provider.
And once it's submitted through Easyet, they will also It be a dashboard where you can manage claims, so you can see what status they're in, whether they're pending, whether they've been accepted, whether you've had the coverage paid. So again, it just goes back to that same old story I've been harping on about everything in one place. You can, of course, log into your insurance portal and track the patients through there, but through here, it just gives you visibility in one place.
All righty, looks like it's my turn again. So drug storage. To be honest, in the UK market, I realised Cubex is just, just, dipping the, the toe in the pond.
They they've not necessarily gotten as big over here as they have in the United States and in Australia and New Zealand, but, Cubex is an electronic medication dispensing machine. So the idea is being able to track your control drugs. If someone needs to pull a controlled drug out of the cabinet, they have to sign in with a PIN that's linked to them.
So it's really ensuring your controlled drug tracking is up to standard. With the integrations, where things kind of get a bit better is the second I'm prescribing or using a medication that's controlled, it will link to the user that is trying to pres prescribe or use that medication and automatically get it ready for dispense from the cabinet. So you're not having to manually go and enter your PIN into a vending machine and pull out the information.
And this also goes back to what we alluded to with diagnostics and imaging, there's charge capture built in. So in an emergency, we're not expecting you to go in the practise management system and prescribe medication so that you can pull it out of the dispense cabinet, so you can give it to the, the patient who, you know, needs medication urgently. You can go into that dispense cabinet and pull it out, but by doing that action, it's also going to push the charge onto the invoice.
So it is, it is about patient care, but it's also about business care and charge capture. It's about accountability. It's about inventory management, control drug management.
And with the integrations, again, it's all about automation. It's making every step of that process, something that is not at risk of human error, and is as concerning as it is to say it, it's not about anyone that might be like have nefarious intentions, there's no way for them to not be tracked as to what they're pulling out of those cabinets. And man, I know you don't use Qex, but I think you know something about it.
I don't know if you want to say anything here. You're more than welcome just to say no. We can move on.
Yeah, we don't, we don't use it, but in principle, it's a good idea. Yeah, appreciate it. So, VSA and Snap, these are not dispensed cabinets like Qex.
However, they are electronic drug registers. So Again, they're automated, they're integrated to Easyet. And basically, what it means is when you use a, controlled drug in Easyet in your your medical record or in your invoice, it automatically tracks it on the registry.
And these will integrate, appropriately with your, your government policies, your state policies as to what a controlled drug registry should look like, so that you don't have to keep the paper logbook anymore. I'll be honest, I do find clinics still like to keep the paper log book because it's a security blanket. And this is, you know, it's nice to compare and kind of make sure things are on track.
But we do actually have clinics that do not keep a paper logbook for controlled drug registry at all anymore, because every single controlled substance they use in Eye, whether it's invoiced or clinical, will be tracked electronically through these and they're viable to submit, and viable to have on record if you're audited. Online pharmacy integrations. Ah, it's another one you're going to have to get from me.
We're going to spare Gemma and Matt on this one because I don't think we actually have pharmacy integrations in the UK, but A lot of things are kind of moving towards clients going to external pharmacies, and there's a couple of reasons, but there are reasons where it can benefit you as a clinic. First, it means you don't have to keep all of your kind of stock on hand. Like having all your money sunk in inventory can be difficult, and this gives you the opportunity to still refer on a prescription or refer on for inventory when you don't have it in stock, so you don't have to spend money on stock, but you will get a rebate from, from that pharmacy.
And integrations with these pharmacies just make that seamless, where you prescribe a medication that you don't hold, and the client automatically is able to get that from the shop, the online shop, but you still get, you still get a rebate for that because you've kind of referred them on. And then the opposite is true. If they go onto these websites under their account and they want to, you know, buy parasite control.
That will read back to your practise management system, so that you have a record of what they're purchasing, so that your reminders are up to date, so that your records are up to date. And it just means, you know what's going on with your patients and your clients, even if they are going external to you, which is not the ideal situation, because it does mean business kind of leaving your building, but at least there's a way for you to get credit for that, and there's a way for you to keep track of it. Great.
And we'll move on to a few of our sort of marketing focused integrations. I'll work through these quickly just sort of in the interest of time as well. So et story, more of a recent integration as well, real online booking, so that your pet owners can.
Sort of see exactly what you know spaces are available and they can go on and sort of book an appointment. This will reduce phone calls and keeps, you know, staff in the clinic more free as well. And Matt, I believe you're using Vet story at Penarve, is that correct?
Yes, we, we started, we integrated them maybe 2 months ago, 3 months ago, and it's going well so far, so, all very good there. Fantastic. And then Review Tree as well, which is, sorry, Kerry, you didn't want to mention anything about the story that you think is important as well.
Cool. So Review Tree, so automatically surveys. At the end of their appointment or throughout their journey at the clinic, which is great.
And then you can sort of share that to whatever sort of social media platforms or Google or whatever sort of platforms you wish. Harnessing client feedback and utilising it for business growth and of course, boosting staff morale, which is very important, and it's just great to see some real feedback from clients as well, somewhere where you can track that and sort of share your reputation and all that great feedback that I'm sure many of you are getting. And what's the last one?
Oh, Karen, do you want to speak to that one? Yeah, for sure. Soy is basically a library or like a content library of educational resources for aftercare, discharge instructions, rehabilitation plans.
Basically what it allows is It gives you access to a library of content, so you don't have to build every single template for yourself from scratch because If, if any of you have ever started a vet practise or you've ever moved from one practise management system to another, you probably know the pain of having to recreate or create from scratch, your own documentation, your own recommendations, your, your, your own resources. So Wey provides all that. And you can customise what's in there.
You can like it's kind of like Lego blocks. You can pick out the things you want and create your own care plans and build your own educational content. And the benefit of the integration is, once you've got your personalised templates based on the WII content, you can literally, from Easyett trigger your patient to go to Whiy, pass a link from Whiy to your Client, and they will be able to access that kind of interactive content from home.
Like there'll be videos, there'll be discharge forms, behaviour handouts. It's about just getting content across without you guys asking to build it from scratch, and giving you very easy access to that content. So I guess, you know, this, this slide here is just to demonstrate that we have probably talked to just one very small portion of everything we could do.
We've kept it quite high level, and I would suggest, whether you use Easy or you use another practise management system, to go and do a bit of research, go on their website and see who their partners is. Every system should have a partner's page. It's very likely you'll find some integrations you didn't know exist.
There, there's plenty of times I talked to clients, like existing Easy clients, and that they had no idea the in-house labs could be integrated, or they didn't know we integrated with their reference lab, or they didn't even know they could have integrated payments, and they didn't understand how much time that could save. So I, I guess use this, this session as a jumping off point and get inquisitive. Find out what you can automate, what, what systems are you currently manually handling between that might be able to speak to each other.
Because if that's, if there is any take. From this session, that's the takeaway. What are you doing manually at the moment that a system could be automating for you through an integration?
So I challenge you to go after this webinar, go have a bit of research, see what systems you're using currently, seeing what might piece together. Kieran, if I can just jump in here quickly, I think this would be a great time for us to run that poll. And, if I can just launch the poll.
Folks, it's quite easy. When do you or are you planning on upgrading your software? There are a whole lot of options there.
If you just click on the one that is relevant to you, and, these are anonymous, so don't, don't feel worried about, divulging secrets or anything like that. Just, give us a click on the, the one that is relevant to your practise and your current situation. You may not have been planning on doing anything, but after the fantastic presentation tonight, and, just seeing how great Ey that actually is.
Personally, I've worked on it a lot, and, I've learned, quite a few things tonight with the extra integrations that I wasn't aware of, Kieran. So, Yeah, you, you're right. When you talk to people, they didn't know.
And, I was sitting here having used it for many, many years, thinking, oh, there's one I would like. I didn't know that one. So yeah, I'm.
Yeah. That's good. Come on, folks, give us a click on the answer that, that best suits where you are.
Remember, as I said, it, it is anonymous. And, yeah. Just click on where you are.
I'm gonna give you another 15 odd seconds or so, and then we will end the poll. Remember, you get splinters from sitting on the fence. So pick one.
I might have to steal that one. Right. I think we're going to end that poll now.
Thank you to those of you that have voted. Karen, it's back to you guys. Awesome.
So, I guess just with the last few minutes, I think, yeah, we've got about 4 minutes left. We just wanted to open the floor. If you click into your Zoom dash bar or kind of bar down the bottom, there's a Q&A section, and you can post questions directly to Jemma Matt and I, and, and we can address them on this meeting and see if there's anything either we've missed, you're still interested in, and then we can wrap it up from there.
Yeah, the chat function is also open for those of you that prefer the chat. You are welcome to, to use that function as well. Just a question coming through for you guys.
Terran, how, maybe, maybe for Matt as well. I know you're doing this as a phased integration from what you said to me, but how long does it take, to actually switch if somebody is on a different PMS and they want to change over to you guys? What are we looking at from a time frame point of view?
Yeah, look, that's a great question. Thanks, Bruce. In terms of transition, we usually, it always varies based on clinic, but usually you're talking about an 8 to 10 week process.
And I guess during that 8 weeks, we're not really touching what you're doing in practise. We want you to keep using the current system the way you're using it now. We don't want you to change work flows.
We want you to just keep being you. And during that 8 weeks, we are converting your data. We're making sure that's accurate and easy bet from your previous system.
We're remotely trained staff. We're putting them through a learning academy. They get access to a trial site, so they're practising.
Easyet. And then we're also working with your team to get your Easyet software ready, because Easyet's very configurable. You're going to have different integrations to the clinic down the road.
So we need to set up your Easyet the way your clinic needs to work. So across that 8 weeks, we're getting your data ready, we're getting the software ready, and we're getting your staff ready. And then at the end of that 8 weeks, our team can actually come out on site, in clinic.
We'll be there in person for the first time you use Easyett. So, when front of house is having trouble checking out for the first time in Eye, they can grab someone from Easyet by the collar, and bring them in, and, and make sure they get help. Or if an integration isn't Working the way we thought it was going to work.
They've got someone there to kind of fix it in the background. So it's, it's just all about making sure that it's a smooth transition, making sure you're supported every step of the way, and making sure also, it's not necessarily a rip the band-aid off, which, you know, has its place, but we want to make sure we're, we're doing it in steps and phases, as you said, Bruce, to make sure it's done safely. Yeah, I think that's an important thing because, it is scary.
I've worked in quite a few practises over my years as a vet. And, it's quite scary when you convince a practise owner to, to change PMS or to go from the old steel cabinet with pieces of card in them, onto a practise system. You, you guys were also great in, in the sort of training beforehand.
And, I think that's also a, important thing for, for people to know. I appreciate it, Ruth. If I, if I'm right, we're, we're pretty much at the end of time.
It doesn't look like there's more questions coming through. So I guess we can kind of wrap it up here. I guess, on my side, I'd like to thank Gemma first of all, because, this is not her usual job.
And she's here at 9 p.m. Now, our time.
So I appreciate you joining. Matt, exact same deal. He's in the, he's a client of ours and he's in the same time zone.
So he's up till 9 p.m. Helping us out with this demo.
So really appreciate it, Matt. And then Bruce, to your team for, for helping us host this. It's been a pleasure, and we hope all of our attendees have got something from us.
So thank you to the attendees as well. Yeah. Thanks, Kieran.
Thanks to all of you guys, and a big thank you to everybody who attended tonight. Thank you for your time, and I hope you have learned and benefited from this. As always, the recording will be available up on the website if there's something you want to go back and look at.
Otherwise, contact the great team from Easyett, and they will be more than happy to help you. To Dawn, my controller in the background, thank you for making everything run seamlessly. And from myself, Bruce Stevenson, it's good night.

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