Legacy - Equine Help File with Split Billing

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



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.


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


Navigation


Select Patient Name

 

5. Plan Item Consumed Report


Navigation


6. Trainer wise Statement Report


Navigation


7. Owner Wise Statement Report


Navigation




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


Navigation


Travel Sheet



Select Plan items and click on "Record & Go To Plan" button.



Those plan items will be added to the plan.


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