Search/Edit Medical (PetPoint 4.0 - Released on July 18, 2011)

In this topic

 

Important Note Before Starting

Only use this section once setup has been completed.

Note: This section is completely customizable; as a result this section will have to be setup by your PetPoint administrator before it can be used.  Read about the Medical Setup Tables here; where you can configure the setup of items that will be imported into your database for you.  Once the import is done, you can customize those items here and the Add/Edit Item setup here.

 

If your organization records Spay/Neuter surgeries in PetPoint, but not exams, you may want to print out the Spay/Neuter Walkthrough which will take your users through the basic functions they could previously do on the Spay/Neuter screens.

Introduction

Care Medical can be setup by administrators and utilized daily by shelter staff to record and keep track of an animal’s medical history, and create many medical reports and vaccination, exam and surgery certificates for animals automatically.  

Changes as of July 18th, 2011

The existing Exam and Spay/Neuter screens are combined into the new Medical screen that supports many new features.  Some specific examples are multi-animal functionality, and updating of the Animal details directly within the Exam/Surgery.

 

Main Changes:

1. The main thing you will notice is that the Care Exam screen has been replaced by Care Medical, and provides the options for both Care Exam and Care Spay / Neuter on one combined screen.

2. Exams & Surgeries, Tests, Vaccinations, and Treatments all have a Status, with the following choices:  Pending, Scheduled, Completed, Historical, Cancelled.  Status will allow you to schedule or pre-design medical records for completion later.

3. Any medical item can be created as Pending or Scheduled.  This will allow organizations to create “to do’s” for new animals without any prior medical history.

4. Review Dates throughout Medical can now automatically trigger a pending or scheduled Exam, Surgery, Test, Vaccine, Food, Medication, Procedure, or Task.  Administrators may also default item choices to include specific animal body parts, routes, symptoms/diagnoses.  

5. Exams & Surgeries can be duplicated onto several animals at once, which is helpful when entering litters.

 

Based on user input, here are some highlights of the new features:

Changes as of July 28th, 2011

The Care Medical screen has been renamed Care Search/Edit Medical.  It also has undergone a change where the drop down menu for Exam or Surgery is no longer an option, but the search screen has been updated with two button choices:

 

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Also from the home screen you can click Add Exam and Add Surgery.

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Search

Under Care Medical, the Search tab will be used to pull up an existing exam or surgery record, or you can create a new one.

 

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On the search tab you have the option to search by Exam/Surgery Details or Number.  A very helpful way to utilize the search is to search by scheduled exams or surgeries by searching by Exam/Surgery Details for records with the status of scheduled or pending. In this example, we can see our scheduled surgeries and what kind of surgery they are due for.
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Other Search Options

You can also search by Pending/Scheduled Items, Animal Number, Reference # (ARN), or Last 10.
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New - Advanced Animal Search within Operations
 
When Medical Search Criteria: Animal is selected, a new "Animal Search" button appears in the search field. Clicking on this button will bring up a popup window allowing users to search for the animal using additional animal search parameters:
 
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When an animal is selected, the pop-up window will go to the background, and the selected Animal ID# appears in the Animal # Search on the original screen:

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Pending/Scheduled Items
 
The Pending/Scheduled Items search option can also assist you in discovering medical records that contain pending or scheduled Tests, Vaccinations & Treatments.  This allows you to access the animals who need items updated to "Completed" and click to their exam information from the Search Results Grid.
 
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Search Results Grid

The Search Results Grid will allow the user to be able to select the medical record by clicking on the record number link.   You can also access the Consent Form, Certificate and MVR from here.  Read more about the reports here.

Add a Medical Record

A medical record consists of everything that was done to the animal medically that day.  

 

When you need to create a new medical record, simply click on the Create New Exam or Create New Surgery button.  

 

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After clicking Create New Exam or Create New Surgery, the next tab available will allow you to search for an animal.

Animal

Use any of the standard search options to locate the animal record you want to work with. You may add a medical record to an active or inactive animal.  

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Once the animal record is selected you are shown the Express tab of the animal's record embedded within the medical record.  You have the ability to make changes to the animal's record from here, making it convenient to update the animal's stage & location, add or update a hold or create a new voucher, waiver or medical memo.

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After updating any details, click Save or Update Animal if you wish to save the any changes on the Animal’s record.  

Details

The details tab must be completed before any further tabs can be accessed.  These are the overall details of the exam.

 

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The details tab contains these sections:  Details, Animal Vitals, Notes, Save/Lock Record Options, Status Date/Time/Login & Status History.

 

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The required fields within this tab must be completed before a medical record can be saved or submitted.  

Details

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Record #:  Medical record numbers are generated when the record is saved for the first time, after completing the Details tab.  New medical records will have a prefix of M, historical records will have a prefix of E

Status:  The animal's medical record will need a current progress assigned from the options:  Pending, Scheduled, Completed, History and Cancelled.  The status allows you to categorize  this exam based on it's status and use that to search for surgeries or exams that are "to be completed."  Your options here are defined as:

Pending = Needs to be completed or is in the process of being completed.

Scheduled = Needs to be completed at a specific Date/Time.

Completed = Treatment, or first treatment, has been given.

History = Completed prior to animal's visit somewhere else and is being entered as a historical value.

Status Date/Time:  When entering a Medical record, your Status Date/Time can be updated  depending on which Status was chosen.  Pending and Scheduled records must have a  Status Date/Time that is in the future.  Completed and Historical exams must have a Status  Date/Time that is in the past.

Provider: This drop down will show which of your medical personnel performed the examination on the animal.  To include people or Veterinary Hospitals in this drop down add them into PetPoint through the Edit Person screen and add the 'Medical Personnel' association to the record.

Assistant:  Shows the same list as Provider.  Not required.

Site:  Site will be enabled if your organization currently implements "sites" or satellite locations as set up on the Add/Edit Site Info screen.  If the default providers have been setup per site on the admin screen, they will then populate the Provider and Assistant.

Record Type:  Shows what type of medical record you are creating for the animal.  Choices are Exam or Surgery.  Already has been pre selected.

Record Subtype: Choose from your list of Exams or Surgeries.  The selection here will determine which tabs are able to be accessed, and which parts of the medical record will be entered based on the setup in Admin Medical.  

Review Date:  Review dates for exams & surgeries are helpful in knowing when the animal will need to be seen again and also scheduling upcoming to do's for the animal.  This can be manually entered here or setup by the administrator as a default.

Recorded By:  The person who is logged into PetPoint will be added to this exam as the Recorded by.  Login name only will show here and is read only, unable to be changed.

Vitals

Not required, but can be tracked through this page.

Weight:  This optional field records the animal’s weight at the time of exam in ounces, grams, pounds, kilograms, or tons.

Body Temp:  This field records the Animal’s temperature at the time of exam in Celsius or Fahrenheit.

Pulse: This field records the Animal’s pulse in beats per minute.

Respiration: This field records the Animal’s respiration in breaths per minute.

Body Condition Score:  This field records the Animal’s BCS (Body Condition Score). The system‐defined choices are: Emaciated, Moderate, Obese, Stout and Thin.

Notes

Either exam or surgery template notes will be accessible from here, depending on what type of record you are creating.  

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Add as many templates as needed, and your own notes.  Click Override to write over notes that are currently present - note that you will lose your work if you click Override.  Append will add a template to the end of your current notes.

 

Exam Saving Controls

Once you click on Save Details, that will allow you to continue to work on other parts of the exam, such as Conditions and Treatments.

 

You can also click Submit Exam to close the record and take you to the Summary tab immediately.

 

When you are working with an exam that is already created your save options show like this:

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Conditions

We have modified the conditions tab to record onset and resolution date and time for all symptoms and diagnoses.  The conditions tab contains the following sections:  Unresolved Conditions, Condition Details, Record Created/Last Updated Date/Time & By, Exam / Surgery Conditions Grid

 

 

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Unresolved Conditions

When using this section of the screen, the animal record you select could have past unresolved conditions.  If so, they will all appear in the Unresolved Conditions grid, and any new conditions you add to the animals record will display here unless resolved.  The unresolved conditions grid will display all conditions for that animal that do not have a resolution date/time, regardless of which past medical record they belong to.  

 

The search grid has the ability to filter the results by Symptom/Diagnosis or by Record#.  Grid columns available are Condition, Condition, Type (Symptom or Diagnosis) Diagnosed Date/Time, Body Part, Onset Date/Time, Resolution Date/Time, Review Date/Time, Record #, and Delete. “Condition” is a link to select the record and load it into Condition Details for editing.  Record # is a link to select that Medical Record and navigates the user to the Details Tab of that Record (so the user is actually switched from the current Medical Record to that Medical Record but an auto-save of the current Medical Record occurs as part of the switch).  

 

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Condition Details

This is a modified version of the Symptoms/Diagnosis data entry sections on the Care Exam - Conditions Tab.    Use this section of the screen to modify unresolved conditions or create new conditions and notes.

 

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Record #: Is the PetPoint enerated number with the prefix of “MC”

Type: Symptom or Diagnosis

Condition: is required, drop-down of all Symptoms or Diagnoses based on the value chosen for Type

Body Part: is optional

Diagnosed Date/Time: is a new required date/time field, It defaults to the “Status Date/Time” from the Details tab.  The diagnosed date/time cannot be in the future.  For historical records, this value will be populated with the Exam Completed Date/Time.

By: is a drop-down of all Person records with the “Medical Personnel” Association.  The default value is Medical Record “Provider” from Details tab.

Onset Date/Time: is a new optional date/time field, and it defaults to the current date/time when a value is selected from Condition.  The onset date/time cannot be in the future.  

Resolution Date/Time: is a new optional date/time field, the default is blank, and can be entered by the user as any date after the Onset Date/Time.

Review Date/Time: is optional, and follows the same rules as the current Condition Review Date field except if the Admin has enabled the optional Review Date Triggers Setup for the selected Condition.   When a Condition Review Date/Time is filled in, PetPoint will check the Condition’s optional Review Date Triggers Setup and if appropriate, automatically create the appropriate scheduled Item.

Condition Notes: is a new memo field, specific to condition details.

 

Enter any information and click Add Condition for a new condition, or Save to update your conditions.

 

When you select your Unresolved Condition it will show in the Condition Details, where you can update the Resolution Date/Time box and click Update Condition or Save.  When you add a resolution date/time you will remove this symptom or diagnosis from the Unresolved Conditions list.

 

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Exam or Surgery Conditions

The bottom section of the screen will contain this exam's conditions.  It contains the same grid of information as the unresolved conditions, but will only contain conditions that belong to this exam.  To add a condition to this section, choose the Type & Condition.  Record the Diagnosed Date/Time.  Onset, and Review Dates and Body Part are not mandatory when adding a new condition.  The person diagnosing must be selected and notes can be added.  Click Add Condition when you are done, you may also edit conditions from this section of the screen, just click Save to save your work.  Anything new you include will show in the Exam or Surgery Conditions Grid.  This Grid displays all Conditions linked to this current Exam or Surgery record.  The Grid otherwise follows the same rules/functionality as the Unresolved Conditions Grid described above.

 

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Test

We have modified your current version of the Exam Tests Tab.   The Tests Tab contains the following sections: Scheduled & Pending Tests Grid, Test Details, and Exam / Surgery Tests Grid.  

 

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Scheduled & Pending Tests Grid

When using this section of the screen, the animal record you select could have scheduled or pending tests.  The Scheduled & Pending tests grid will display all tests for the animal that do not have a result, regardless of which medical record they belong to.  They will appear in the Scheduled & Pending Tests grid, and any new tests you add to the animal's record will display here until results have been entered.  

 

This search grid actually displays a row for each “Test For”, so each actual Test can appear more than once if a given Test is for more than 1 Result.  Grid columns are Test, Test For, Product/Manufacturer, Status, Status Date/Time, Result, Result Date/Time, Re-Test (X if Re-Test box is checked), Re-Test Date/Time, Provider, Record #, and Delete.  “Test” is a link to select the record / load it into Test Details for editing.  Record # is a link to select that Medical Record and navigate user to Details Tab of that Record (so the user is actually switched from current Medical Record to that Medical Record but an auto-save of the current Medical record occurs as part of the switch).  

 

 

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Test Details

This is a modified version of the current Test Details section of the Care Exam Test Tab.  

 

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Record #: is the PetPoint generated number for the Test with a prefix of “MS”

Status: Available statuses are Pending, Scheduled, Completed, History

Status Date/Time: if the status is Pending or Scheduled, the status date/time must be in the future. If the status is completed or history, the date can be back-dated.

Site: If default providers have been setup in the admin screen, they will then populate the Provider and Assistant.

Provider & Assistant: populated with person records with the  association of Medical Personnel.

Test is required, it is the drop-down of all active Test Items

Dose: (Unit & Unit Type.  Can be populated with defaults from Item Setup.  

Body Part: is optional, lists the Animal Body Part list from Add/Edit Field Values.

Re-Test Check Box: optional, can be checked by the user or can be automatically checked by PetPoint based on Test Setup when a Test For/Result combination is selected.  

Re-Test Date/Time: is optional, it is automatically populated based on Item Setup (if Re-Test Date is filled in) or it can be edited by the user.  However, the Re-Test Date/Time field can actually be left blank, indicating a Re-Test should be done, but is not yet scheduled.  If populated, it can be modified by the user, but Re-Test Date/Time must after the Status date/ time.

NOTE:  when a Re-Test Date/Time is filled in, PetPoint will check the Test Item’s Review Date Triggers Setup and if appropriate, automatically create the appropriate scheduled Item

Manufacturer/Product:  Read more about mapping the Manufacturer/Product on Admin Options Add/Edit Item.

Serial/Lot #: optional, but can be set as required by the administrator.

Expiration Date: optional, but can be set as required by the administrator.

Test Notes: is a new optional memo field – one per Test Item.

Tests Results Control

This is a new section that does not currently exist for Tests.  Test Results have been expanded to support multiple results per Test.  At least 1 Result per Test is required for Tests that have a Status  of Completed or History. Fields are:

Test For: optional, list of all Conditions, the default is “--Select--” unless populated by Test Item setup.  Only 1 Result per Test For is allowed within Test Results.  

Result: if Test Status is set to Scheduled, then set Status to “Pending”.

Result Date/Time: required for each Result added/updated.  The result date/time is populated when Result is selected with current date/time, but can be backdated.  Date/Time must be greater than or equal to Test Status Date/Time.

Comments: new optional text field, 30 characters long.

Tests Results Grid  

The Test Results Grid of the existing results for the selected Test is shown.  Columns are Test For, Result, Result Date/Time, Comments, and Delete.  All columns except Comments & Delete are click-to-sort, and records are sorted by result date/time newest to oldest. “Test Result” is the link to the select record for editing.  

SPECIAL NOTE – Administrators can setup all “Test For” choices as a part of each Test Item’s Setup. They will be populated with Status = Pending & Result Date/Time = Test Status Date/Time.  

When a new Test Result is added/updated, PetPoint will check the values of “Test For” & “Result” against the Test Item Setup for 2 possible triggers that need to happen:

1.  If the Test For/Result combination should trigger a Re-Test (based on “Require Re-Test” box being checked), then PetPoint should automatically check the Re-Test box and automatically populate the Re-Test Date/Time based on the Item’s Default Re-Test Date – which is calculated against the Test Status Date/Time.  If the Re-Test checkbox is already checked, do nothing.

2.  If the Test For/Result combination should trigger adding a new Condition (based on “Automatically Add Condition” having a value selected), then PetPoint should add a the Condition listed in Item Setup to the currently selected Medical Record, setting the Onset Date/Time to match the Test Result Date/Time, and using the Test’s Agency/Provider/Assistant values for the Condition.  This auto-add of the Condition should occur even if that Condition is already listed for the animal from any existing Medical Record.

 

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When a test is set up to have a specific test for & default result, they will also have the option to add a medical condition based on the test result.  This generally corresponds with the "test for" but doesn't have to.

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Exam or Surgery Tests Grid

This Grid displays all Tests linked to the current Exam/Surgery record.  

 

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Vaccinations

This is a modified version of the current Exam Vaccines Tab.   The Vaccinations Tab contains the following sections: Scheduled & Pending Vaccinations Grid, Vaccination Details, and Exam / Surgery Vaccinations Grid.  

 

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Scheduled and Pending Vaccinations

When using this section of the screen, the animal record you select could have scheduled or pending vaccinations.  If so, they will appear in the Scheduled & Pending Vaccinations grid, and any new vaccines you add to the animal's record will display here until they are marked as completed.  The Scheduled & Pending vaccinations grid will display all scheduled and pending vaccines for that animal, regardless of which medical record they belong to.

 

Grid columns are Vaccine, Product/Manufacturer, Status, Status Date/Time, Re-Vac Date/Time, Provider, Record #, and Delete.  "Vaccine” is a link to select the record / load it into Vaccination Details for editing.  Record # is a link to select that Medical Record and navigate user to Details Tab of that Record (so the user is actually switched from current Medical Record to that Medical Record but an auto-save of the current Medical record occurs as part of the switch).  

 

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Vaccination Details

Record #: is the PetPoint Generated # with prefix of MV

Status: Available statuses are Pending, Scheduled, Completed, History

Status Date/Time: if the status is Pending or Scheduled, the status date/time must be in the future. If the status is completed or history, the date can be back-dated.

Select Site:  if default providers have been setup in the admin screen, they will then populate the Provider and Assistant.

Provider & Assistant:  populated with person records with the  association of Medical Personnel

Type:  killed or live

Dose (Unit & Unit Type): can be setup as a default

Body Part: is optional, can be setup as a default

Route: is optional, can be setup as a default

Length (Unit & Unit Type): optional, can be setup as a default

Re-Vac Date/Time:  Status has to be completed or history, to be populated. Has to be greater than the status date/time, so can be in the past. Can be setup to trigger another scheduled Item.

Manufacturer & Product: Read more about mapping the Manufacturer/Product on Admin Options Add/Edit Item.

Serial/Lot #: optional.

Expiration Date: optional.

Container #: optional.

Full Pet ID control:  ONLY appears if “Enable Pet ID’s” box is checked in Item Setup, otherwise is hidden.  This is for recording Rabies Tags or other Pet IDs associated with vaccines.

Vaccination Notes: new optional memo field – one per Vaccination record

 

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Exam/Surgery Vaccination Grid

This grid displays all vaccinations linked to that current exam or surgery record.


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Treatments

This new tab will contain 4 types of treatments: Medications, Procedures, Food, and Tasks, which is a new item type.   The Treatment Tab contains the following sections: Scheduled & Pending Treatments Grid, Treatment Details, and Exam / Surgery Treatments Grid.

 

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Scheduled and Pending Treatments

This Grid displays all Pending & Scheduled Treatments for the selected Animal regardless of which Exam/Surgery they are linked to. The Grid can be filtered using the Control above the Grid.

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Treatment Details

Record #: is the PetPoint Generated # with prefix of MT

Status: Available statuses are Pending, Scheduled, Completed, History

Status Date/Time: if the status is Pending or Scheduled, the status date/time must be in the future. If the status is completed or history, the date can be back-dated.

Select Site: if default providers have been setup in the admin screen, they will then populate the Provider and Assistant.

Provider & Assistant: populated with person records with the association of Medical Personnel

Treatment Type: is required, it is a drop-down of the 4 Treatment Types; default is “--Select--”.

Treatment: is required, it is a drop-down of all Items within the Item Type selected

Dose (Unit & Unit Type): can be populated with defaults from Item Setup.  Dose is required for Food & Medication, optional for Procedure, and hidden for Tasks.

Body Part: is optional, can be setup as a default.

Route: optional, can be setup as a default.

Review Date/Time: is optional, existing date/time field.  A default Status of Completed or History. It can be modified by the user, but the Review Date/Time must be after the status Date/Time

NOTE:  Review Date Triggers Setup can be enabled- so that when a Review Date/Time is filled in, PetPoint will check the Treatment Item’s Review Date Triggers Setup and if appropriate, automatically create the appropriate scheduled Item.   

Method: is required, radio buttons for Treat/Script/Fill: default is Treat, which will create multiple instances of the Treatment per the Recurrence settings if Recurrence is enabled for the Treatment.  

For: is an optional- drop-down of all Conditions on the Animal’s record that do NOT have a Resolution Date in the past (including those without a Resolution Date).  

Special Instructions: is optional, text field, 75 characters long.

 

Recurrence

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Recurrence Check box: this is an optional checkbox, and is unchecked by default (unless populated from Add/Edit Item setup).  Recurrence Control is hidden unless Recurrence box is checked.  

As-Needed checkbox: is optional, and can be checked in addition to the other values within the Control

How Often: Times per day.  Set this up and it will Auto Calculate the time of day.  (See Time of Day definition below.)

Frequency: List is system-defined. Choices are now: hours, day(s), week(s), and month(s).

Time of Day: The values for time of day is set up on the Admin Options - Medical screen.  Here, there is a new required drop-down indicating the time of day for Treatments that are either AM or PM for one time a day, or Auto Calculated.   If field becomes enabled where you are able to choose, you must select either AM or PM.  

Duration: Select how long the Treatment Series should last, both fields are required, and click the arrows next to this field.  

Treatments Count: this is a read-only calculation based on the quantities/units specified.  Must be greater than zero in order to save Treatment.

Remember that the Recurrence details can be defaulted by the administrator on Add/Edit Items.  This is a good starting point in saving time to fill out fields.  If you make a change, just save and it will recalculate your total and remaining Treatment Count.

 

Manufacturer & Product:  Read more about mapping the Manufacturer/Product on Admin Options Add/Edit Item.

Serial/Lot #: is optional.

Expiration Date: is optional.

Container #:  is optional.

Treatment Notes: is a new optional memo field – one per Treatment record

 

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 Prescription Form

Selecting Method: Script allows a prescription form to be printed for the treatment. This is only available for Status: Complete. When selected, the Script details fields appear. All fields are mandatory:

 

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  1. Substitution: Choices are “Generic Equivalent Permissible” and “Dispense as Written/Brand Medically Necessary”

  2. # of Refills Authorized: Enter the number of refills.

  3. Prescription Expiration: Enter the date/time that the prescription expires.

On the Treatment tab, the new Prescription Form can be accessed when a Treatment that has been marked as “Script” has been added, then selected.  

 

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When Treatments have Method: “Treat” or “Fill” the Prescription Form button will not appear.

 

Custom text for the Prescription Form can be added through Add/Edit Contract Text.

 

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Exam/Surgery Treatment Grid

This grid displays all treatments linked to that current exam or surgery record.

Marking Treatments Complete

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The Summary Tab

The Summary tab is new.  The tab will have the animal controls at the top and the animal exam or surgery record for each animal.

 

There are several actions you can take from this screen:  

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When working with a multi animal medical record, this menu will have all animals present on that exam.  

 

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The remainder of the Summary tab has a section for Animal Info and one for Exam or Surgery Info.  This information is only for review.

 

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Edit an Exam

Users may Edit exams at any time.  

  1. Select the exam to edit from the search tab.

  2. Choose which portion of the exam to edit by clicking the tab (eg. Condition, Vaccine etc.)

  3. Make the change, and click the Save Details or Submit Exam button.

Delete an Exam

To delete an exam from an animal's record,  select the exam from the search tab, then click the Delete Exam button in the bottom right corner of the Details tab.  The exam is now deleted.  

 

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Note: Only those with the user role of Medical - Manager or Administrator can delete Medical Records.

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Lock Record

Lock Record is highly requested new feature, that will allow you to lock a record so that it cannot be modified or deleted by medical staff.  Simply check “Lock Record” – You can lock the record if it has the status of Completed, History, or cancelled, and click Submit Exam.  Only Administrators and Medical - Managers will be able to lock/un-lock the medical records.

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Multi Animal Exams & Surgeries

A new feature in the 4.0 Medical Redesign is the Multi-Animal Exam which will allow the user to create multiple medical records at the same time.  This medical update can simplify the process of having the same exam, or similar exams on a group of animals.  This ability is enabled when you create new Medical Record – Exam or Surgery.  The first thing you will do differently is select a group of animals on the Animal tab.  You can search for them individually by any search criteria, Animal Group is used in the example below.

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Select the first animal, click the Animal Search Tab to return to the search results and select the second animal.  Repeat this process as many times as needed.  Each new selection will appear in the Animal Detail Grid at the top of the screen.

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To select the animal in the animal grid, select the animal record, and Apply Selection.  From this area of the medical record, the grid will only allow you select one animal at a time on the Animals Tab because you can only update the details of one animal record at a time.  If you accidently add the wrong animal to the grid you can remove it by checking the appropriate box and clicking on the Remove Selected button.

 

Once you have selected all animals for this exam, move to the Details Tab.  On the Details tab the user will be creating the same Exam or Surgery record for each animal. By default all animals will be selected. After saving, the user will not be able to add any other animals to the grid.

 

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Fill in the top details, the required fields in red.  The user does not need to fill out the Vitals section until after you create the exam or surgery for all animals, then you can update each animals vitals separately. Click on Submit or Save Details.

 

Then the user can then update each animals vitals individually or together, by selecting the animal in the grid.  The user will be able to work on either one or multiple animals by selecting the animal and then by clicking “apply selection.”

 

For conditions, test, vaccinations, and treatments the user will be able to add medical items to all animals, or work on one animal at a time.

 

When you submit the Multi-Animal Medical Record you will be taken to the Summary Tab

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In the animal grid you can select which animal’s record you want to work on:

Jump to Edit, Care and either Intake or Outcome depending on the animal’s status for animal selected.

There is a drop down menu also containing all animals in the animal grid, which is used to print the Medical History and Medical View Report.  Use the other drop down menus to print kennel card, documents, medical documents for the animal selected.

Then on the bottom of the summary Tab will show the exam or surgery records created for each animal.

Duplicate Selected Record

Duplicate Selected Record replaces what was previously known as repopulate previous exam.  To start, search for the exam or surgery record that you would like to be duplicated.  Make sure to view the exam to see that it is the right one.  On the Details tab first click Save Details, then click on the Duplicate Selected Record button that becomes active. Pop up “Are you sure you want to repopulate the new medical record with details from the previous one? Click on ok.

On the animal tab – search for the other animal or animals that you want to apply the exam or surgery to.  This is similar to adding Multi-Animal Medical Records, as was explained in the previous section.

 

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Reports & Forms


The Medical Record redesign has many new reports.  See examples of these Medical Record Reports here.

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Last updated for Professional (formerly PetPoint SMS) & Lite October 2011 - Jeremy Blodgett

http://sms.petpoint.com/help/care_medical.htm