Visionvpm Clients Module User Guide
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VisionVPM Clients Module User Guide Copyright Notice Copyright © 1997-20012 Provet I.T. Pty Ltd ("Provet IT") All rights reserved The software contains proprietary information of Provet IT; it is provided under a license agreement containing restrictions on use and disclosure and s also protected by copyright law. Reverse engineering of the software is prohibited. Due to continued product development this information may change without notice. The information and intellectual property contained herein is confidential between Provet IT and the client and remains the exclusive property of Provet IT. If you find any problems in the documentation, please report them to us in writing. Provet IT does not warrant that this document is error-free. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of Provet IT. This document is version 344 compliant. Provet IT PO Box 6026 BHBC Baulkham Hills NSW 2153 Australia 1300 650 468 Website: www.provet.com.au http://www.provet.com.au/ Contents Copyright Notice 4 Client Module 4 Client Details ................................................................................................................................................... 4 Search for Client ........................................................................................................................................ 4 Client Details window .............................................................................................................................. 7 Client button descriptions ........................................................................................................................ 9 Permanent edit mode or edit lock down? ............................................................................................ 10 Clients Details sidebar ............................................................................................................................ 10 Settings tab ............................................................................................................................................... 11 Balances tab .............................................................................................................................................. 12 Reports tab ............................................................................................................................................... 13 Creating a Client record ......................................................................................................................... 14 Working with Syndicates ....................................................................................................................... 16 Inserting a Write Off ............................................................................................................................... 20 Dealing with duplicated client records ................................................................................................ 22 How to print a statement for the client ................................................................................................ 23 How to print an address label for a client ............................................................................................ 24 How to record equipment on loan ........................................................................................................ 24 Animal Details ............................................................................................................................................... 28 Search for Animal .................................................................................................................................... 28 Animal Details window ......................................................................................................................... 30 Main tab .................................................................................................................................................... 32 History tab ................................................................................................................................................ 32 Activity tab ............................................................................................................................................... 34 Photo tab ................................................................................................................................................... 35 Reports tab ............................................................................................................................................... 37 Creating and editing an Animal Record .............................................................................................. 37 Creating and editing an Equine Record ............................................................................................... 39 How to mark an animal as deceased .................................................................................................... 47 How to mark an animal as inactive ...................................................................................................... 49 How to reactivate an inactive animal ................................................................................................... 50 Inserting animal reminders .................................................................................................................... 51 Working with lab results ........................................................................................................................ 52 Importing and exporting clinical records ............................................................................................ 61 Animal Analysis Groups ........................................................................................................................ 64 Transferring Animal Activity ................................................................................................................ 66 Transferring an animal ........................................................................................................................... 67 Dealing with duplicated animal records .............................................................................................. 69 Referral Vets ............................................................................................................................................. 71 Appointments ................................................................................................................................................ 74 The Multi Appointment Book ............................................................................................................... 74 Tab Appointment Book .......................................................................................................................... 76 Appointment Button Descriptions ........................................................................................................ 77 Appointment Book Navigation ............................................................................................................. 77 Appointment Book Setup and Configuration ..................................................................................... 78 Making Appointments ........................................................................................................................... 85 Editing and Moving Appointments ...................................................................................................... 92 Adding or changing a note on an appointment .................................................................................. 96 Entering vet code on appointment........................................................................................................ 96 To view client's appointment information ........................................................................................... 97 Finishing a large animal appointment ................................................................................................. 97 Rescheduling an appointment ............................................................................................................... 97 Lost and Found Register ........................................................................................................................ 98 Daily Reminders from the Appointment List ................................................................................... 100 SMS Texting from the Appointment List ........................................................................................... 102 Appointment Searches .......................................................................................................................... 105 Appointment Reports ........................................................................................................................... 107 Diary ............................................................................................................................................................. 110 Diary button descriptions .................................................................................................................... 111 Inserting a diary note ...........................................................................................................................