Account and first use
Learning paths by role and task
Map reception, clinical care, inventory/finance and administration tasks.
Platform · Last verified:
This table is a learning path, not a promise that a named role has every permission. A clinic may use custom roles and per-person access.
| Work | Learning path | Access to check separately |
|---|---|---|
| Reception | Patient registration, appointments, visit | Viewing, creating, editing and cancelling |
| Clinical care | SOAP, treatment, vaccines | Clinician choice, actual administration, stock consumption, signing |
| Inventory | Products/stock, invoice import | Product creation, cost/price access, stock intake/adjustment |
| Finance | Sales, collection, returns | Payments, credit use, discounts, returns and account adjustments |
| Administration | Team/settings, subscription | Membership/roles, settings, plans and payments |
| Mobile clinic work | VetConnect | The actual mobile screen and record conditions |
Missing action
First check the clinic/record and current state. Ask the administrator for access to the specific action; do not use another person's session. Completed or signed records may require a dedicated correction path. Assigning a usage plan does not grant every clinical permission.
Example: someone can view a sale without being allowed to return it. They can learn from the guide, while the real action requires return access and an eligible sale. Veti Full Access does not remove that boundary. Action review.