Service Providers: For Providers
Set up your service provider account, manage clients across multiple barns, and streamline your mobile workflow with the EquineOps provider portal.
Why Join EquineOps?
As a veterinarian, farrier, dentist, or other equine professional, EquineOps helps you work more efficiently:
- One dashboard for all clients: See all your barns in one place
- Access horse history instantly: Review records before you arrive
- Enter records on-site: Update records from your phone while you work
- Reduce follow-up calls: Complete documentation at the time of service
- Build your professional profile: Showcase your expertise and certifications
Providers using EquineOps report saving 30+ minutes per day on documentation and client communication.
Getting Started
Accepting Your First Invitation
When a barn invites you to connect:
Check Your Email
Look for an invitation email from EquineOps with the subject “You’ve been invited to connect on EquineOps.”
Click the Invitation Link
The email contains a unique link. Click it to begin the setup process.
Create Your Account
If you’re new to EquineOps:
- Enter your name and email
- Create a secure password
- Verify your email address
- Complete your provider profile
If you already have an account, simply log in and the barn connection will be added automatically.
Review Access Granted
See what the barn has shared with you:
- Which horses you can access
- What types of records you can view and update
- Any special instructions from the barn
Accept the Connection
Click “Accept Connection” to finalize. You’ll immediately see the barn’s horses in your provider portal.
The Provider Portal
Your provider portal is designed for efficiency:
Dashboard Overview
When you log in, you see a personalized dashboard based on your specialty:
Dynamic Title: Your dashboard shows “Farrier Dashboard”, “Veterinarian Dashboard”, or similar based on your provider type.
Unified View Across All Farms: The dashboard aggregates your appointments from every organization you serve, so you can see your full schedule at a glance.
Dashboard Tabs:
- Upcoming Visits: Shows your scheduled appointments across all barns with date, horse name, farm name, and notes
- Completed Visits: Historical record of past visits across all organizations
Key Information Displayed:
- Number of farms you’re currently serving
- Quick access to all programs (farrier, feed, health, training) for horse care context
- Visit details including farm name as a badge to quickly identify which organization each visit belongs to
Barn View
Click on any barn to see:
- Horses you have access to
- Recent visit history at that barn
- Any pending requests from the barn
- Barn contact information
Horse Profiles
Click on a horse to view:
- Basic information (name, age, breed)
- Medical history (relevant to your specialty)
- Previous service records
- Special instructions and notes
- Photos and documents
You only see information the barn has chosen to share. Different barns may share different levels of detail.
Completing Visits
The core of your work in EquineOps is documenting visits:
Start the Visit
From the portal:
- Navigate to the barn and horse
- Click “Start Visit” or “Complete Visit”
- Or respond to a visit request by clicking “Start”
Enter Visit Details
Farrier Visit
Farrier Visit Details:
- Service type (trim, front shoes, full set, etc.)
- Hoof condition observations
- Measurements (if applicable)
- Materials used
- Photos of work (optional)
- Next recommended appointment
- Notes for the barn
Quick Entry:
- Use preset service types for common work
- Copy from previous visits when appropriate
- Voice-to-text for notes (mobile)
Add Photos or Documents
Attach relevant files:
- Before/after photos
- X-rays or diagnostic images
- Lab results
- Treatment documentation
Complete and Submit
Click “Complete Visit” to:
- Save the record to the horse’s profile
- Notify the barn of completion
- Update your visit history
- Clear the appointment from your queue
Mobile Workflow
EquineOps is designed for field use:
Using the Mobile App
- Download the EquineOps app (iOS or Android)
- Log in with your provider account
- Access all your barns and horses on the go
Quick Actions on Mobile
- Pull horse info: Review history before starting work
- Start visit timer: Track time spent per horse
- Take photos: Capture images directly into records
- Voice notes: Dictate observations hands-free
- Complete visit: Submit records before leaving the barn
Offline Capability
Working in areas with poor connectivity:
- Download horse information before arriving
- Complete visit forms offline
- Records sync automatically when connected
- Never lose work due to connectivity issues
Pro tip: Review horses before arriving at a barn. Prepare for any special needs or recurring issues you’ve noted previously.
Managing Multiple Barns
As your client base grows, EquineOps helps you stay organized:
Viewing All Clients
Your dashboard shows:
- Total barns connected
- Total horses you serve
- Upcoming appointments across all barns
- Recent activity summary
Scheduling and Calendar
- View all appointments in one calendar
- Color-code by barn or service type
- Set travel time between appointments
- Receive reminders before visits
Barn-Specific Notes
Keep notes for each barn:
- Gate codes or access instructions
- Contact preferences
- Payment arrangements
- Special requests or procedures
Your Provider Profile
Build your professional presence:
Profile Information
Complete your profile with:
- Business Name: Your practice name
- Specializations: Areas of expertise
- Certifications: Professional credentials
- Service Area: Geographic coverage
- Contact Information: How barns can reach you
- Bio: Brief professional background
Showcasing Expertise
- List certifications and continuing education
- Note specialized services you offer
- Indicate breeds or disciplines you specialize in
- Include years of experience
Privacy Settings
Control what barns can see:
- Business contact vs personal contact
- Availability display preferences
- Certification verification sharing
Responding to Visit Requests
When barns request visits:
Receive Notification
Get notified via:
- Push notification (mobile app)
- Email notification
- In-app notification
Review Request Details
See what the barn needs:
- Which horses need service
- Requested date/time
- Urgency level
- Special instructions
- Horse history preview
Respond to Request
Choose your response:
- Accept: Confirm the requested time
- Propose Alternative: Suggest different date/time
- Decline: Unable to fulfill (with optional reason)
Prepare for Visit
Before you go:
- Review horse histories
- Note any special requirements
- Gather necessary supplies
- Confirm arrival time
Communication
Stay connected with your clients:
In-App Messaging
- Message barns directly through EquineOps
- Keep all communication documented
- Share images and files
- Reference specific horses in messages
Visit Notes
After completing visits:
- Leave clear recommendations
- Note any concerns for follow-up
- Set reminders for recurring services
- Highlight urgent items prominently
Professional Boundaries
- Communication is for professional purposes
- Records are visible to barn staff
- Keep notes professional and objective
- Use appropriate clinical terminology
Best Practices
Before Visits
- Review horse history and previous notes
- Check for any updates since last visit
- Note special instructions from barn
- Prepare supplies based on scheduled work
During Visits
- Document as you go (don’t wait until end)
- Take photos of significant findings
- Note anything unusual or concerning
- Communicate with barn staff present
After Visits
- Complete records before leaving when possible
- Ensure all required fields are filled
- Submit promptly for barn visibility
- Follow up on any urgent concerns
Consistent, thorough documentation benefits both you and your clients. Complete records protect you professionally and help barns provide better care.
Privacy and Data
What You Can See
You only see information barns choose to share:
- Horse profiles for assigned horses
- Relevant medical/service history
- Barn contact information
- Special instructions
- Documents (view and upload new documents)
- All programs (farrier, feed, health, training) for care context
What You Cannot See
- Financial information
- Other providers’ contact details
- Horses not assigned to you
- Internal barn communications
- Edit or delete existing documents (upload only)
Your Records
- Records you create belong to the barn
- You retain a copy in your provider history
- Use records to track your own work history
- Export your visit history anytime
Troubleshooting
Can’t Access a Horse
- Confirm the barn has granted you access
- Check that you’re viewing the correct barn
- Contact the barn to verify permissions
- Horse may have been archived
Visit Won’t Submit
- Check all required fields are complete
- Ensure internet connectivity
- Save as draft and retry later
- Contact support if problem persists
Missing Barn
- Check invitation email for correct link
- Verify you accepted the connection
- Ask barn to resend invitation
- Ensure you’re logged into correct account
Sync Issues on Mobile
- Force sync from settings
- Check internet connectivity
- Log out and back in
- Reinstall app if persistent
Frequently Asked Questions
Is EquineOps free for providers?
Yes! There is no cost for service providers to use EquineOps. Barns pay for their accounts; provider access is included.
Can I use EquineOps if only some of my clients use it?
Absolutely. You can connect with barns that use EquineOps while continuing to work with other clients using your existing methods.
How do I disconnect from a barn?
Go to the barn in your portal and click “Disconnect.” Your records remain with the barn, but you’ll no longer have access.
Can I use EquineOps for billing?
Currently, EquineOps does not handle billing or payments between providers and barns. Use your existing billing processes.
How secure is my information?
EquineOps uses bank-level encryption and is SOC 2 Type II certified. Your data and client information are protected.
Can barns see all my other clients?
No. Each barn only sees information about their own horses and your interactions with them. Your client list is private.
Getting Help
Support Resources
- Email: support@equineops.com
- Help Center: Access guides and tutorials
- In-App Help: Context-sensitive assistance
Feedback
We’re constantly improving based on provider feedback:
- Suggest features you need
- Report any issues you encounter
- Share workflow improvements
Next Steps
Ready to streamline your practice?
- Accept invitations from barns you work with
- Complete your provider profile
- Download the mobile app
- Try completing your next visit through EquineOps
The more you use EquineOps, the more valuable your historical records become for providing excellent care.
Need Help?
Questions about using the provider portal? We’re here to help:
- Email: support@equineops.com
- Service Providers Overview - Understanding the system
- For Barns Guide - Share with your clients