The Reconcile tab in VetSnap is designed to help you maintain accurate controlled drug records by comparing logbook entries with invoice data pulled from your practice management system. Its main purpose is to identify and resolve discrepancies, ensuring all controlled drug usage is accurately logged and properly matched to corresponding invoices. Below is a breakdown of each section within the Reconcile tab and how to use them effectively.


Pending

Log entries appear in the Pending section as soon as they are created. They remain in this state for up to 7 days while VetSnap attempts to automatically match them to an invoice.

If no match is found within 7 days, manual reconciliation may be required.

Available actions while in Pending:

  • Edit

  • Match to Invoice*

  • Ignore

  • Archive

  • Waste Log

*Matching to an invoice is only available if an invoice is available within VetSnap.


Fix Needed

Entries move to the Fix Needed section when they are matched to an invoice, but the details don’t align closely enough to allow automatic archiving. This typically means VetSnap needs you to confirm or correct the log entry.

Available actions in Fix Needed:

  • Edit

  • Unlink Invoice

  • Archive

  • Ignore



Open/Available Invoice

This section contains invoices pulled from your practice management system that do not have a matching log entry in VetSnap.

When items show up here, it’s important to review them to determine if a corresponding log entry needs to be created.

Available actions:

  • Record Log

  • Ignore



Filtered Results

The Filtered Results section displays entries based on any filters you apply at the top of the Reconcile page. This helps you narrow down specific entries by drug, date, user, or status to quickly find what you need.



Additional Support

This webinar recording can further assist you in learning more about the reconcile section.


Mastering Controlled Substances Reconciliation 


You can also email us at support@vetsnap.com if you have specific questions.



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