LEGACY
Legacy - Create Group plan for a Complaint
1. Type the complaint 2. Click on Add and add the group plan Type the plan item and select from the drop down, clicking on the plan item will add to the group plan. You can add a new plan item by clicking on the arrow shown above. Add the required ...
Legacy - Marking Plan Item to show in Recording Past Services
Recording of Vaccinations and Past Services Load up the customer into the dashboard Click on past vaccination & service Log the services rendered to the patient in the past To have plan items appear on the Past Vaccinations & Services page you need ...
Legacy - Adding a services/SOAP data, which was performed few days back
Change Current Date to Service Date Current Date is 21-Dec-19 Service Date is 27-Feb-12 Add the plan item Add the plan item, save and invoice it 1) Current Date 2) Date when the procedure was performed. 3) Reset to get back to the ...
Legacy - Receivables / Billing - Statements ( - Balance)
Objective of Report Used to present advance payments / Credits of client / patient with the capability of sorting on Specific column Viz. "Balance", etc. One can activate the refund process from this report Phone number and email details are blurred ...
Legacy - How to Create an Estimate (Method 1)
After building a plan at the Active Plan reviewer stage 1: If you want to remove Any Plan Item from List then just click on Cross mark. 2: Then Select Estimate. Once you Click on Estimate. when we create Estimate it is the projection of Low Qty and ...
Legacy - How to select Multiple Doctors/providers while building an Active Plan
In a multi-doctor practice one can now select multiple doctors while building a plan list from the "Plan" link on the dashboard. Each plan item in the list will have a corresponding drop down provider list to select a doctor/provider who has ...
Legacy - Adding a Microchip Plan Item
To perform a microchip registration, you'll to add the microchip plan item in the Active Plan list as shown below. Add the Microchip Plan Item 1) Each Microchip Vendor has a special plan item that is created in Web Services setup. Contact your ...
Legacy - Telephone / Email / Mail reminders
- For a date range create a list of clients for which reminders need to be sent out ( via. telephone, email and mail ) for a specific plan item. - This list will only be for over due reminders and expired reminders can be added to this report by ...
Legacy - How to add Premium for Plan Item
Navigate to System Settings --> Personnel - Access Rights & their Scheduling --> Staff Click On Add/Edit to add Premium for Plan Category Click on Add Select Plan Category and Setup Premium 1. Select Plan Category 2. Select Sub Category 3. Add ...
Legacy - Master Problem follow up
Creating a Master Problem Follow Up Click on Follow up Toggle and now this Master Problem for the patient is added to "Master Problem Follow Up " Report. Here One can update about master problem follow up, and save it. Compliance From here we can ...
Legacy - How to update the Refills for Plan Item
Activate patient on Dashboard Search Client/Patient and click on Client/Patient name to activate it on Dashboard. Click on Refills link 1. Click on Refills link to update the Refills Count 2. Click on Plan Item for which you want add Refills Update ...
Legacy - How to make tax applicable to plan items
Navigate to settings & reports >> Settings >> Organization Details & Other Settings >> Clinic Details Click on Tax/Discount/Interest/Pyment Type Setup link of your clinic Click on Add to add tax Add tax details Add tax details and click on Add button ...
Legacy - Adding National Drug Identification numbers to Prescriptions Labels
Some countries require by law that a national drug identification number appear on all prescription labels. For example the DIN(Drug Identification Number) is required on all labels in Canada. Modify Drug Details for the Plan Item 1) Go to Settings & ...
Legacy - What do I do if I have entered the plans under the wrong provider
Changing The Provider After the Plan Has Been Preformed up to 24hrs or During The Plan 1.You can change the provider by clicking here After entering the plan the provider's name appears to the right of the plan item To change the provider on all the ...
Legacy - Client Queries - By City, Zip or Street or Geography
By city, zip or street or geography Creating a list of clients that belong to a specific geographic area for Email blast , Post card printing , Data extraction for Migration or further analysis By city, zip or street or geography
Legacy - Patient Queries - By Birth Date
By Birth Date
Legacy - Creating a Template for Report card email
Emails Templates and forms Make the changes, check the preview and update
Legacy - Patient Queries - Search by Gender status
Compliance Search By Sex Status Select the proper filter and and click on Search as shown below
Legacy - Till when can I modify the data in the Medical Record
VETport allows you to edit the data in medical record till a time frame [Configure at clinic details page] View the current time to change the medical record data Scroll down to Default Clinic Settings. Here we can see that the medical record data ...
Legacy - Patient Report Card emails
This is the way the report card looks when you email the same. In the lesson 'Creating a Template for Report card email' we will show you how the templates can be created and stored in the system Preview of Patient Report Card email View / Select ...
Legacy - Viewing Notes, Report Card
Adding and Viewing Notes, Report Cards Entering Notes or Adding notes to a Report Card for a Plan Item Click and select the plan Click on the blue text to enter the notes 1. Enter notes under Hand Written Rx / Notes, which will appear on the EMR ...
Legacy - How to setup Library
Step:1 How to create a document in the clinic Library Step:2 Step:3 1:Select the library type. 2:What title you want to give your library. 3:Here you can write your library content. 4:you can use tag tool to personalize the document. 5:if you want to ...
Legacy - Clinic Staff Accessing online library
1- Go to Settings and Reports 2- Click on Libraries and Research 3- Go to VETport Libraries Type the word and click on Clinic Library Type the text and click on the clinic library
Legacy - Inventory Control
Settings And help --> Business Intelligence --> Inventory Control Analysis - view In Hand Quantities for all Plan Items 1- search for plan item 2- Click on "Show In-Hand Plan Item" Analysis - Stock Valuation Stock Valuation Analysis - Stock Consumed ...
REQUIRED(Abaxis, Heska) Drivers & DCU
Please install any necessary drivers or Diagnostic Capture Utilities(DCU) for your equipments from this list before contacting VETport support for assistance in installing the local software for communication with VETport on the Cloud. Abaxis VS2 ...
NextGen - Configure Gribbles into VETport
Register Email and Clinic URL(website address) First you need to configure Email and Clinic to integrate Gribbles in VETport to receive gribbles reports Please contact VETport support team with email and clinic url(website address) to configure ...
NextGen - Gribbles Report Receiving process
Once Sent TRF file to Gribbles - Go to --> Gribbles Lab Report to view and map received report 1. Click on Labs & Reports 2. Click on Gribbles Lab Reports Mapping the Report to the appropriate medical record. You will see the list of reports received ...
Legacy - Serial port connections
Simple steps can be followed by the Clinic/Hospital to trouble shoot the problem of why analyzer data is not being received by VETport Uploader application running on your local machine and capturing and transferring lab reports to online VETport ...
VETray complete Process
Step1: Perform the X-ray planitem in VETport and put in Cart or Invoiced it. Step2: Click on Medical Record and you can see the" Requisition Id " Next to the plan Performed. Copy this Requisition Id and enter the Requisition Id in VETray ..... In ...
Next Gen - How to set the clinic type
Navigation : Go to - Clinic Settings restricted >> Clinic This will help you setup the type of Clinic you are. Please select all that are applicable. ie: If you are have a Mobile clinic and also a Brick and Mortar, please select both and click on ...