Next Gen -Plan Item Triggers

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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