LEGACY
Legacy - How do I return an item (Return Item Process)
Launch the dashboard Select the invoice with which plan items need to be returned Select the item and define the quantities Enter the remarks and return the item
Legacy - Make an appointment for a new Customer
Taking an appointment for a new customer 1- Click on Make an Appointment 2- Click on Add New Client. Add New Client / Patient Enter your details and click on Add Client Selecting a Provider / Day for the Appointment Click on the date when you want to ...
Legacy - What do I do if I have invoiced the wrong customer?
One will have return the items for the specific invoice and then use the return item credit to settle the incorrect Invoice All Invoices Return Items Crediting Return Items Refund Credits After settling the credits, the plan item can be invoiced to ...
Legacy - Make an Appointment for an existing Customer
To make an appointment for an existing customer on Dash Board search the customer. 1) Search the existing patient, e.g In this case I am taking an appointment for Kiva. Click on the patient name and then click on @ Another way to make an Appointment ...
Legacy - Special Appointment Notes to be sent as part of Appointment email
Now special notes can be configured against each appointment type and which will be sent as part of the Appointment email. Appointment notes can be inserted in the Appointment email via a special tag $$Appointmentnotes$$ How to configure Via Settings ...
Legacy - Moving a customer from Check-in - Waiting - Attending - Admitted - Hospitalized - Completed
How do I set attending to clinical boarding Status View of appointment at any point of time By clicking on Check in the status will get converted to waiting, from waiting to attending, from attending to admitted and so on Fill the details and say ...
Legacy - How do I just change the payment mode?
Payment History Choose from drop list the right payment type Refund Payment will reverse the transaction Mode of payment changed successfully
Legacy - Adding Referral clinics and Referral Staff
If your clinic also functions as a Referral Practice Clinic, then please follow these steps to make the changes in 'Settings' You will need to inform us that you wan to set your practice up as a referral practice as we will then throw a ...
Legacy - How is the interest calculated on delayed payments?
1) Click on setting and Reports 2) Click on Setting 1) Click on Organization Details & Other Settings 2) Click on Clinic Details Enter the details and modify
Legacy - How do I apply a credit?
Assume we have a client that has an outstanding on their account Add credit... Choose the Client Credit can be applied via the following modes If the Advance payement is taken then the deposit report will reflect the charge. The amount and the ...
Legacy - How to follow up on appointment
How do you follow up on appointment Step1: Click on calender icon. Step2: then select the appoint which you want to modify click on this icon to do the followup. Step3: Enter the followup detail here and save followup
Legacy - How does one delete a plan from cart but not invoiced ?
Select a Patient and Add Plan 1- Check it 2- Then give reason for deleting Plan Item 3- Then click on "Delete Plan Item"
Legacy - How to schedule Availability of provider and Block & Unblock for the days
How do you schedule Availability of provider and Block & Unblock for the days? Step1 Step2 Step1: Search the provider name to which you want to block or unblock for the day. Step2: click on edit Step3 Once you click on edit scroll down you can see ...
Legacy - How to attach patient photo waiting in the queue
How do I attach patient photo waiting in the queue Step1: Click here to see the client patient in queue Step1: Click here to upload the photo of patient. Step2: Click on choose file. This will pop up a window. Step3: Browse photo from pop up window. ...
Legacy - How to edit /delete appointment.
How do you edit /delete appointment. Step1 Step1: Click on Calender Icon. Step2: Select the appointment which you wat to modify click on pen. Step3: If you click on this can icon then that appointment will get delete. Step2 Step1: Once you click on ...
Legacy - At the time of performing the plan, how do we change the price of a plan item?
Select a Patient and Add Plan Save the plan Click on modify and change the price of an item. Price changed, Save and invoice.
Legacy - What is "Record a Plan", "Active Plan", "Cart", "Checkout / Invoice" stages
-- Plan Active or Active Plan >> Treatment Plan containing Plan Items which have not yet dispensed / performed -- Plan is Put in Cart >> Create a partial invoice of Treatment plan items. It comprises of Plan items which are Performed (Dispensed). A ...
Legacy - How to check in direct without any appointment
How do I check in direct without any appointment Step1 Step1:Search for the client patient. Step2: Select the patient name click on running man icon in that click on check in Step2 Step1: Select a complaint for check in. Step2: after then click on ...
Legacy - How do i reverse a plan which is in the Cart?
Only certain domains get to delete the plan which is in cart 1. Delete the item required 2. Invoice the Cart Items.
Legacy - Client gave a post dated check
1) While accepting the post dated cheque please select the payment type as By check 2) For Post dated check click on Hold this check and put up the date across the date of check.
Legacy - How does the client confirm an appointment
1- Click here to Check in the Patient 2- It Shows the Client Patient Information 3- Click here to edit the appointment and then modify 4- Click here for google Maps Driving Directions 5- Click here to add additional Appointment Notes 6- Appointments ...
Legacy - How to check appointment list of the day
1. Click on icon to see Client/Patient Queue list 2. You can also check back dated appointments list by changing date
Legacy - How to add appointment in past
In order to use appointments in the past date, all you need to configure VetBuddy to allow appointment in the past. You can then start using the appointment schedule in past mode also Navigation to all parameters setup Make sure the flag "User can ...
Legacy - How to give driving instruction on google map
User can also give driving instruction on google map if client is not able to reach or unable to find clinic. Go to calender to see appointments list of the day. Click on Map icon under patient name 1. Driving Direction From - By default client ...
Legacy - How to Configure VETport appointment calendar to Google Calendar
Configure VETport appointment calendar to Google Calendar 1) Go to VETport appointment Calendar 2) You Can see all of your today's appointment. (Please note at the time of configuration of Clinic or Provider's VETport calendar with Google calendar at ...
Legacy - How to see appointment of a pet
Activate Patient 1. Search patient name 2. Click on patient name to activate it on dashboard. You can see appointment details under Appointments header
Pargon (Direct Connect) - Refund
Direct Connect - Refunding from the View All Past Invoices Page 2 invoices were processed against this example charge. Items can be returned from one or both invoices. Select Items to Return 1) Check items to be returned A credit note is created ...
Legacy - Setting up reminders for a plan item
Reminders are setup at the plan item level Getting to the plan item for which reminders need to be set or edited 1. Click on Settings & Reports 2. Click on Medical Record / Plan items Setup 3. Click on Add/Modify Plan Item<<<< Plan Management 1. ...
Client Complians that emails are being sent when they have just recently go their shots
The reminder has not been setup properly. A new plan item was used and it has not been setup to delete the older one if it is used. Please review the setup of the new plan given.
Legacy - What is time intervals when the email goes out on reminders?
Settings and help --> Medical Record SOAP Setup --> Plan management List of plan items having reminders Click to modify and set the time interval. Reminder setup It indicates the time period when to remind client for the same Setting up reminder, Go ...
Legacy - How to remind clients who don't have email?
Reminder can be sent through mail for client with invalid email id Choose reminder's follow up Select the date range click "Prepare postcard" Postcard This is also used to remind the client who don't have email
Legacy - Bulletin Board
The Bulletin Board has 3 containers: My Memo, Bulletin, and Pending emails. My Memos display bulletins which have been directed to the user who is logging in - that would be you. Bulletins are public and may be related to a client, patient and master ...
Legacy - How to write private message OR public message
How to write private message OR public message Step1 Step1: To write private message click here.Private message is a mode of communicaition between Hospital / Clinic staff for e.g if one doctor wants to do follow up on one recent surgery then he can ...
Legacy - How do I extract reminders to excel?
In the compliance Tab choose any type of reminders Choose the date range and then Export mail merger file option Download XLS File
Legacy - Work List - Task Manager.
TASKS 1. Adding a task to a plan item 1. Click on the fork lift truck 2. Write your task for the staff member 1. Set the date 2. Write the task 3. Set date and time 4. Assign to staff member 5. Email or/and text to staff member 6. Add this task 3. ...
Legacy - E-Sign on Communication Form
How to add Communication form to Plan Item ? For help Click Here After Adding Communicaition Form to Plan Item When ever that particular plan item is performed it wil asked you for e-sign After Click on Save this will get record in Patient Medical ...
Legacy - Master Problem Follow Up list
One wishes to create a follow up list when treating a patient Here is where you set a follow up for a master problem. Follow up notes are entered Enter the comment and save the follow up 2. if the encounter has past followups then the screen popup ...
Legacy - Patient Online Access emails
Patient Online Access registration email This mail can be edited and personalized in the clinic under the settings section in email settings as shown below. To create a Email template for Patient Access email 1- Go to Settings and Reports 2- Click on ...
Legacy - We need to send an email to all our customers
We need to send an email to all our customers You could search the database from the compliance section as shown below 1 - go to compliance 2. - click on Even More 1. Here you can search the data base by City, Zip or Street, Active / Inactive Client, ...
Legacy - Client Query Manager - Communicate with a cross section of clients
Get in touch with your clients - send emails, sms, postcards, letters to your clients Vetport offers different ways to search clients e.g demographic search, Active / Inactive or First Active. The user can send the selected clients marketing emails, ...
Next page