{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/996162c18e4f4101abc12ddd75d6c5f4\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/996162c18e4f4101abc12ddd75d6c5f4-67b34d7adff19e56.gif","duration":139.3,"title":"Attachment Workflow (Vet)","description":"In this video, I walk you through how to efficiently send the right attachments to clients, eliminating the need for manual sending from medical notes or profiles. By setting up attachment actions in the Infantry Module, you can automatically upload documents like drug instructions or post-op care when an item is used. I also explain how to configure appointment types to include default checkout documents, ensuring that attachments populate the checkout screen seamlessly. Finally, I demonstrate how to select specific attachments to send home with clients, which is particularly useful in cases like surgery. Please take a moment to implement these enhancements in your workflow for a more streamlined process."}