Legacy - Equine Help File with Split Billing
Register a new Patient
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Above 2 fields are given additional for the Equine practices
Add Trainer Name
To add trainer name in this drop down list, It should added to Trainer master
Navigation for Trainer List
Assign Owner
Activate Patient on dashboard.
Click on "Assign Owner" link
Search for Client and click on "Add" button
Enter Ownership percentage, click on "Save Owenership Details" button
Modify Ownership Details
Equine Reports
1. Assign Owner Report (In the case where Owners are not assigned)
To view the Assign Owners Report, user should first activate the patient.
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As the Combined Ownership is not complete 100 %, It will display the "Assign Owner" report for that specific patient
Enter Ownership in percentage and click on "Save Ownership Details" button
Remember that combined ownership should be 100 %, otherwise it will display below message
1. View Owners & Reassign Report (In the case where Owners are assigned)
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2. Patient Treatment Report
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3. Last 15 Day's Treatment Report
Select patient name
Click on Print Report
4. Last 7 Day's Colic Treatment Report
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Select Patient Name
5. Plan Item Consumed Report
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6. Trainer wise Statement Report
Navigation
7. Owner Wise Statement Report
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8. Patient Wise Pending Report
1.Click on Search Patient
2. Upon clicking "Show Details" link, it will display detailed report
10. Search Client Trainer Wise
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Travel Sheet
Select Plan items and click on "Record & Go To Plan" button.
Those plan items will be added to the plan.