LEGACY
Legacy - emailing the customer run time
Closed loop email communications with the customer Email the client 1.) Plug in the body of the message and fire away the email 2.) Log of communication done previously with client
Legacy - Adding an image to a document in with the inline editor
Find the image icon in the editor Images must be IMAGES! jpg, jpeg, bmp, gif, png... To upload image click on browseand then upload you can see image path once the image is upload. Images must be IMAGES! jpg, jpeg, bmp, gif, png... 1)Image path ...
Legacy - Why are my reminders from my past services not showing up?
Please Check the relevant Plan-Items. They Should have reminders set for them. You can view/set reminders for any plan-item if required in the Add/Edit plan-items. Medical Record SOAP Setup Select a plan item and set the Reminder Select a plan item ...
Legacy - Patient Query - Communicate with clients with reference to specfic patients
PATIENT QUERY MANAGER VETport offers different ways to search patients e.g on birth date, active or inactive and on master problem so that the user can send marketing emails, print postcards, labels or print address lists as reports Search patient ...
Legacy - Setting a Sub Category to Capture City / County License Information
Click on Add Modify Category Set the appropriate flags. 1. To have the Sub Category show up in the city License Form the City License flag must be set. Sub Category set 1. City License Set 2. New Sub Category Set. Ready to add plan item to this Sub ...
Legacy - Creating address links (URL) with inline editor
1) Click on Setting and report 2) Click on Libraries and Research Click on Clinic Libraries Click on Edit Type the text you want ot create a link to 1Highlight the Text 2)Click on the link icon. 3)Highlight the url of the document - in this case a ...
Legacy - Plan Item Marked to Populate in City License Report
VETport allows you to configure plan items for city licensing. Once you have added appropriate subcategory and selected the city license flag, you can simply add the plan item with the appropriate sub category. Verify the sub category to be ...
Legacy - How do you Modify or delete Reminders
Pending Reminders (Reminder History)- Located in Patient Pop up Menu 1) Select Items if you want them deleted - not reminded. OR 2) Select Items(Or Select All) and print a boarding / gender certificate 3) Modify the due date - the trigger for ...
Legacy - How to use Tag tool
Go to settings to make changes in template by using tags Select any template to change or in which you want to make changes Select any template in which you want to make changes. Click on Tag tool to check available Tags for template List of Tags ...
Legacy - Certificate access and duplication.
Viewing all certificates for client by accessing the popup menu from client 1.Clicking on patient drop down box will bring up the above information. 2. To create another certificate, click on this. 1. Click on the 'copy' checkbox for the one to be ...
Legacy - Bulletin board showing previous week's messages
Bulletin Board will now display one week's messages. Scroll down the arrow to view to see previous day's messages up to a week. 1. Currently you are viewing same day messages. 2. Scroll to view previous messages. 3- Alternately, there is calender ...
Legacy - Creating a wellness plan using group plan feature
Medical record SOAP setup Complaint, History, Exam, Assessment Grid 1. Add New Wellness Plan 2. Search Wellness Plan 3. Modify Plan 4. Reorder the items in plan Basic idea of creating a wellness plan is: 1. One time cost of the plan should be ...
Legacy - Extracting data from vetport
1. client patient demographics 1. Select appropriate options like First Active from date, Active / Inactive / Deceased patient etc 2. Clicking on "Search", It will open the Patient list 3. Click on "Export Mail Merge File" button 2. Reminder files 1. ...
Legacy - Encounter follow-up message to Bulletin Board.
Follow Ups can be set for a an encounter. These follow ups post messages to the assigned Clinic Doctor/Staff. Set an Encounter Follow Up 1. Click on the master problem drop down list. 2. Follow up can be toggled to make it 'on'. This window will be ...
Caravan Database Reporting Tool
This example shows how to produce a CSV file from the reminder table including relational fields from client and patient tables. in this example we will ask the question. "What Vaccination Types were given between 1-1-11 and 1-1-13. We will include ...
Legacy - Recommended Services Setup
Recommended Services helps create a custom reminder with the manual due date & for this reminder e-mail will be triggered automatically, If a reminder is setup for that specific plan item How do I add a recommended service ? To Add recommended ...
Legacy - Encounter Lists / Case Lists
Encounter Lists/ Case Lists Encounter / Case List is found under the Work Lists menu. It gives us a list of all the patient encounter that have taken place in a specific hospital for a particular Provider
Legacy - Task Manager
Task Manager is a special kind of Treatment Tracker. It helps the doctors/Staff to set track on certains tasks. Task Manager 1) You can Add a Task using this button. 2) To search and modify a particular task you can put the details of hospital and ...
Legacy - Discharging the Patient
Today's Admission / Reservation To view the details of admitted patients 1) Click here to discharge the specific patient To discharge the specific patient Click here to discharge the patient.
Legacy - Show Held Checks
Held checks shows a list of checks held by the clinic. IT shows when its due. Once a check is cleared it can be marked as cleared and taken off. Show Held Checks
Legacy - Extending Admission for a patient
Today's Boarding / Reservation To view the details of admitted patients 1- - click here to Extend Admission For the specific patient To extend admission 1- Insert date value to extend admission 2-Click on "submit"
Legacy - Transfering bed for a specific Patient
Today's Boarding / Reservation Case Summary Report To view the details of admitted patients 1- - click here to Extend Admission For the specific patient To transfer the bed Proceed to tranfer 1- Need to select type of cage by its cost 2- Then ...
Legacy Vetport - Patient Portal Access
VETport is a full featured enterprise resource management tool for veterinarians. It empowers the veterinary team to connect with the client, other team members and the patient. A common login screen 1) A single access point on the web for both ...
Legacy - Statements (Balance -)
Here we can see the clients who have credit with us. They can view the report in pdf and email to directly from here. If the payments are cleared then they can click on the refund now button to settle it. Statements (Balance -)
Legacy - Add Client
Registering a Client Navigation Registration Like to Adding a Client Add Client 1) Enter client information • The text boxes lined with red are required fields • When entering information in text fields avoid &, ', ". ^ symbols. 2) Entering zip code ...
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 - Client requesting for an appointment with reason
1. Request for Appointment 2. Type the reason for appointment and then submit the request.
Legacy - Basic Client Access
The Client can login into the vetport login widget using their email address and their default password as sent in the email to them when they had registered as a client at the hospital. 1 - The Client can go in change the password and then has basic ...
Legacy - Client's Initial Welcome and Login Email
Welcome letter email automatically sent to new clients. Please go to Settings and Report /Settings / Email Templates to edit these emails. Login email automatically sent to new clients. Each time a New Clients is entered they receive an email with ...
Legacy - Client accessing online clinic / VETport library via patient portal
Patient portal access screen Enter the login details and password and login
Legacy - View of registrations for Patient Portal access
Check when they are expiring etc... Report One gets an idea of their usage and when it will be up for renewal. If they forget their passwords "reset password" resets and send them an email
Legacy - Giving access for Pet Portal Online access
At the Hospital Press the switch and it is done.Payment can be taken for the same at the hospital
Legacy - Controlling display on the Patient Portal
Navigation Settings and Reports Settings Patient Portal seup What portion of EMR to be shown to be clients Setup
Legacy - How to flag a Plan Category to mark Patient as deceased?
Flagging a Plan Category to flag a patient as deceased - Edit Plan Category Flagging a Plan Category to flag a patient as deceased - Edit Plan Category Click Edit Flagging a Plan Category to flag a patient as deceased - Edit Plan Category 1) Setting ...
Legacy - Marking a Patient as deceased or inactive
A patient can be marked directly as deceased in the patient file TIP: or a plan item when performed can mark the patient as deceased. Both are described here in the following screen steps. Marking the Patient Record Directly - Open the patient Link ...
Legacy - Adding a Photo to the Patient File
Adding Photo to Patient File 1. Click on Edit File 1.Choose File 2. Search for the file you uploaded to your computer from your camera and click on the jpeg file. 3.The name of the file will appear.
Legacy - Batch Processing of Microchips
After a Microchip plan item has been performed, it will get in the microchip registrations queue to get registered. One will have to navigate to Microchip Registrations and select a vendor for which he needs to post the registrations as shown below. ...
Legacy - Encounter Follow Up
Follow Ups can be set for a an encounter. These follow ups post messages to the assigned Clinic Doctor/Staff. Set an Encounter Follow Up 1. Click on the master problem drop down list. 2. Follow up can be toggled to make it 'on'. This window will be ...
Legacy - Filling out an Exam
Complex data input made simple. VETport's fully customizable forms can be rapidly completed at the same time collecting an immense amount of information. Simple to train staff to fill out with powerful results. A Physical Exam Sample 1) Select form ...
Legacy - Viewing / Editing the Plan
How to View and Edit the Plan that is connected to your complaint. 1. Here you can edit the plan attached to your complaint or add to the plan 2. Add to the plan items the client want. 3. Edit Item the client do not want by clicking on the x to ...
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