Next Gen -Plan Item Triggers

Step 1: Go to "Step up"

Step 2: Under plan Items Check for

• Category
  
• Sub Category
  

Step 3: Category: This is divided into 5 parts ( You need to check if the options are selected accordingly)

• Communication Form
  
• Diagnosis
  
• Drug
  
• Education Form
  
• Operative
  
  
  
  
  
  

Step 4: Sub Category: This is divided into 11 parts ( You need to check if the options are selected accordingly)

• Anesthesia
  
• Antech Lab Item
  
• Boarding
  
• Change Gender
  
• Change Gender
  
• Deceased
  
• Gribbles Lab
  
• Idexx Lab
  
• Manufacturer ID
  
• Microchip ID
  
• Vaccince Identification #
  
• Vaccine / Rabies
  

  

How to check if the Category & Sub Category is set correctly ?

Step 1: Go to “Inventory & Plan Items”

Step 2:  Under “Plan Item Management” select “Plan item”

Step 3: Search for the plan time (Ex: Canine Anesthesia Large) and under Actions click on “Edit”

Step 4: Click on the Icon besides Category & Sub Category which says (View Properties) and also you can see the Category and Sub Category.

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