General Information
NextGen - How to add a custom reminder ?
1) Navigate to the patient's account and click on the Add custom reminders icon as shown below in the reminders widget. A > Click on the + icon. 2) Fill in the necessary information and click on save and a custom reminder will be generated as per ...
NextGen - How to print reminder list of a specific patient ?
1) Navigate to the patient's account and click on the reminders icon as shown below. 2) Use the check boxes to select the reminders to be printed and click on the print option. A > Click on check boxes to select the reminders. B > Click on Print.
NextGen - How to delete a patient reminder ?
1) Navigate to the patient's account and click on the reminders icon as shown below. 2) Use the check boxes to select the reminders to be deleted and click on the delete symbol. A > Click on the check boxes to select the reminders. B > Click on ...
NextGen - How to add a recommended service for a pet ?
1) Navigate to the patient's account and click on the add symbol under the recommended services widget. 2) Type in the plan item recommended for the patient and click on save.
NextGen - How to check expired reminders for a specific pet ?
1) Search for the patient > Navigate to the patient's account and click on the reminders icon as shown below. 2) Here you can see all the expired / Current / Due in 45 days / overdue reminders. 3) Navigate to the patient's account and look under the ...
NextGen - How to add a new patient EMR ?
1) Navigate into the patient's account and click on the Add Encounter button as shown below. 2) Add the information and click on save. A > Create a new Encounter as per your requirement. B > Description. C > Select the provider and click on save.
NextGen - How to assign a patient EMR to a different provider ?
1) Go to the client file >> Navigate into the patient's EMR and click on the provider's name as shown below. 2) Select the provider and click on save and it will be assigned to the selected provider.
NextGen - How to activate a Follow up for a patient EMR ?
1) Navigate to the patient's account and under the Widget EMR Encounters, click on follow up against the EMR you need a follow up on. 2) Fill in the information and click on save to get the follow-up activated.
NextGen - How to print the information Information Label of a pet ?
1) Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "information label". > Reports/logs > Information label. 2) Click on the print option on the top right corner.
NextGen - How to see the complete Estimate History of a pet ?
>> Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Estimate history". >> Reports / logs >> Estimate history. >> Under this you will find all the estimates created till date including if there are ...
NextGen - How to find a Transfer Log of a patient if the patient is transfered to a new owner ?
>> Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Transfer Log". >> Reports / logs >> Transfer log. >> Under this Log > You can find the Patient / old patient >> Old client /new client and transfer ...
NextGen - How to find a Cage / Information Sheet of a pet ?
1) Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Cage / information Sheet". > Reports / logs >> Cage / information Sheet. 2) Here you can download by clicking on PDF or you can also print it.
NextGen - How to print a Neutered Certificate for pet ?
1) Search and Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Neutered certificate". > Reports /logs > Neutered certificate. 2) Click on print to print the certificate. You can also use the other ...
NextGen - How to print a client /Patient data sheet ?
>> Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Client / Patient Data Sheet(Report Card)". > Reports / logs > Client / Patient Data Sheet(Report Card ).
NextGen - How to see the Vaccination history of a pet ?
>> Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Vaccination history". > Reports / Logs > Vaccination history > It will show up the complete history for references.
NextGen - How to find specific patient reminders on the patient dashboard ?
>> Navigate to the patient's account and look under the widget, "Reminders". All the reminders set for the particular patient will be shown here. A > Due in next 45days. B > Current. C > Over due. D > expired.
NextGen - How to update the Species, breed, sex and color of a pet ?
1) Please navigate to the patient's account and click on the edit symbol. 2) Update or add the necessary information as shown below and click on update.
NextGen - How to assign a pet to patient tag ?
1) Search and Navigate to the Patient's account and click on the edit option. 2) Type in the tag and click on the enter key to add the tag.
NextGen - How to apply a default discount on a pet ?
1) Search and Navigate to the Patient's account and click on the edit option. 2) Click on the apply discount checkbox and select the discount for the patient and save it.
NextGen - How to add a Rabies tag ID on pet's record ?
1) Search and Navigate to the Patient's account and click on the edit option. 2) Add / Edit the Rabies tag ID and click on update.
NextGen - How to add a microchip number on pet's account ?
1) Search and Navigate to the Patient's account and click on the edit option. 2) Add / Edit the Microchip ID and click on update.
NextGen - How to make a pet Taxable ?
1) Navigate to the Patient's account and click on the edit option. 2) Enable the toggle switch under Taxable to "YES" and click on save.
NextGen - How to assign a preffered provider for a pet ?
1) Navigate to the Patient's account and click on the edit option. 2) Add/ change the preferred provider by selecting in the drop-down menu and click on update.
NextGen - How to update weight of a pet ?
1) Navigate to the Patient's account and click on the edit option. 2) Add/ change the weight and click on update.
NextGen - How to add date of Birth date of a pet and how to make the Birth date option mandate ?
1) Navigate to the Patient's account and click on the edit option. 2) Add/ change the date of birth and click on update. 3) To make the date of birth mandate click on clinic settings restricted. Navigate to general and click on Make patient date of ...
NextGen - How to inactivate a patient ?
1) Please navigate to the patient's account and click on the edit symbol. 2) Select the relevant radio button under status and click on update and status will be updated accordingly.
NextGen - How to add Alternate care giver details for Client ?
>> While registering or editing a client's profile please click on "Add Caregiver " under Alternative Caregiver Details and fill in the information required. ...
NextGen - How to tag a client to a specific group ?
>> While registering or editing a client's profile please click on "Tag for Client Groups/Category " and type in the information. If the information is not shown on the suggestion list, simple press the enter key after the word has been typed.
NextGen - How to enroll client for Loyalty reward ?
>> While registering or editing a client's profile please click on the checkbox of "Enroll Loyalty Reward " save it.
NextGen - How to enable discount for the client ?
>> While registering or editing a client's profile please click on "Apply Discount " option and select the discount for the client.
NextGen - How to enable interest for the spefic client ?
>> While registering or editing a client's profile please click on "Apply Interest?" option. Once you click on the checkbox option it will be added accordingly.
NextGen - How to choose " How did you hear about us " on client's page ?
>> While registering or editing a client's account Use the drop down against "How did you hear about us" to choose the options. 2) Select the options accordingly:
NextGen - How to stop client from getting SMS from VETport ?
>> While registering or editing a client > Click on the option that reads "Client declared to decline text messaging". By doing this clients will not receive any SMS. Don't forget to save it.
NextGen - How to make a number default number on client's profile ?
1) Navigate to the Client's account and click on the edit symbol as shown below. 2) Under the phone numbers tab click on the radio button against the number to be set as default and save it.
NextGen - How to add contact numbers to client's profile ?
1) Navigate to the Client's account and click on the edit symbol as shown below. 2) Select the phone type and type in the phone number then make sure to click on Add Phone and then save it.
NextGen - How to edit or modify client address ?
1) Navigate to the client account >> Click on edit symbol as shown below on the client's account. 2) Edit the address and click on update to save the changes.
NextGen - How to enable client for announcements, Remiders and statements ?
>> While registering the Client or while editing their profile click on the check boxes against Statements, Appointments, and reminders. By doing above steps clients will receive reminder or statements to their registered email address.
NextGen - How to reset password for patient portal ?
1) Navigate to the client's profile and click on the paw to send a reset password link to the client. Once clicked on the paw icon an email will be sent to the clients registered email address for him/her to reset it.
NextGen - How to add an photo or image of a client/patient ?
>> While registering or editing the patient's profile you can add images under the patient's profile option. 2) Once clicked on Head ( Browse ) you can select photo saved on you r device and upload it and save it. Once saved please see below on how ...
NextGen - How do we transfer a patient from one owner to another ?
1) Navigate to the patient's account and scroll down to the widget that reads Reports / Logs and click on Transfer Patient. 2) Search and select the client name you want to transfer the patient. After the selecting the client >> Click on save.
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