If you didn't assign business lines to your clients as part of your initial practice setup, no problem! VetLogix makes it easy to do this straight from the desktop admin app (app.vetlogix.io).
Assigning business lines is especially helpful for large, multi-practice businesses to help separate their clientele. The main benefits of grouping your clients into business lines are:
Enhanced Herd and Farm-Specific Care
Categorizing clients by species or farm type allows for more precise health management plans, such as herd health programs, vaccination schedules and nutritional advice tailored to their unique needs.Optimized Farm Visit Scheduling
Grouping clients geographically or by farm size helps streamline logistics, ensuring efficient travel routes and better time management for on-site visits.Targeted Communication
Practices can provide species-specific updates, ensuring communications are relevant and actionable.Inventory and Resource Allocation
Knowing the breakdown of client categories ensures the practice stocks appropriate levels of medications, vaccines and other supplies.Financial Insights by Segment
Analyzing revenue streams by client categories (e.g., small vs. large herds, dairy vs. meat producers) helps identify high-value clients and focus resources on profitable services or programs.
This short video will walk you through how to add a business line and then assign it to a client.