Creating a therapeutic follow-up by email or scheduled medical service

This Video will teach you how to create and send reminds (by emails, sms, postal mail or phone calls), in a therapeutic follow-up context,
from two different ways :

  • By using acts models
  • creating a remind from the owner’s details

 

Producing a quote

To create a quote

Open the animal’s file and click on NEW ESTIMATE

Select the different medical services and products that you wish to add to your quote.

By clicking on the product / medical service concerned, it will be possible to modify the quantity, the price, or to add a comment, which you wish to see appear next to the service/product, on the quote and the future invoice.

You can also add a comment at the end of your quote :

Either by using one of your text models previously created in MODELS / TEXT MODELS

Or by adding a new comment in COMMENT AREA

You can then SAVE, PRINT or SEND the quote to your client by email and even create a visit based on this quote should it be accepted by the client.

Create a down payment linked to a visit

To create an advanced payment for an animal during a visit (for example if it needs to be hospitalised), click on PAYMENTS

 

Select DEPOSIT, choose the PAYMENT TYPE and enter the AMOUNT of the DEPOSIT

 

You can now SAVE and PRINT a RECEIPT for the owner

 

Then, input any additional treatment carried out during the hospitalisation in INVOICING

 

Once this is completed, you can create your final invoice 

To do this, click on PAYMENTS,

Then, on YES (under DEPOSIT)

 

 

Now click on CLOSE DEPOSIT 

 

You will now see that your deposit is considered a real payment

Then, click on ADD A SETTLEMENT to obtain the overdue balance.

 

Input PAYMENT TYPE and SAVE or PRINT RECEIPT for the owner

 

 

Create an alert regarding an owner or an animal

You can add a comment to an owner’s or animal’s sheet.

To do that, open the owner’s page,

Click on EDIT in the owner’s or animal’s box (depending on whether you want to add your note for the animal or the owner)

 

 

 

 

 

 

 

 

 

 

 

 

 

Click on MISC (miscellous) and add the text of your alert

 

 

 

 

 

 

 

 

 

 

 

 

 

This alert will now appear on the animal’s sheet

You can specify in SETTINGS whether you want alerts to be automatically readable or whether you want them to be readable only when you place your pointer over them.

To do this, click on SETTINGS / GENERAL SETTINGS / DISPLAY and specify whether you want a pop-up window for alerts to appear each time you open a page and whether you want the alerts to be directly visible or not.

Edit a list of your reminders

To print the list of your reminders,
Click on MEDICAL / REMINDERS 

Select:

  • If you want to edit this list according to the sending date or the reminder date
  • The period concerned,
  • SMS, email, letter or phone call depending on what you want to see appear on your document
    and click on EXPORT TO EXCEL

This will automatically produce a .csv list that you will be able to change to a .pdf list using your editing programme.

 

Colour coding for appointments

Each type of appointment can be colour coded, which will give you an overall picture of what type of appointments you will have on a specific day.

To do that,

Click on SETTINGS / APPOINTMENT TYPES

Then, click on NEW and create as many types of appointments as necessary, colour coding them at the same time.

Now, if you click on « COLOUR BY APPOINTMENT TYPE » in your diary, each appointment will appear in its designated colour.

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