In this topic
This screen is used to setup items. Items are used in several areas throughout PetPoint but are primarily used on Receipts, Care Medical, and Inventory. Any product or service for which an organization might charge a fee can be setup as an item. Some items that you set up will not have fees. Occasionally there will not be a fee attached to an item, but you will setup those items to track usage through the newly redesigned Medical module.
Searching for items may vary depending on your set up of the items in PetPoint. If you have separate sites, the search will include a site drop down menu as well. You have the ability to have items kept at different sites be tracked in inventory.
You can refine the item list search not only by the group, but also the item category as well as the site. If you are an organization that will use the multi-site inventory controls, please make sure you complete the instructions on the Add/Edit Site Info page prior to setting up your items.
There are many types of items within PetPoint which are described in further detail below.
Item Type |
Where Used |
Definition |
Example / Setup Tips |
Intake Operation |
Receipts and various “by item” Reports |
This list will appear on the Receipt screen under the item type Intake Operation. |
List all miscellaneous fees that might be collected when an animal arrives under Intake Operation. This is best used when there is an item added to all intakes that will be charged to the person dropping off the animal, such as flea preventative or a processing fee. |
| Intake Stray, Owner/Guardian Surrender, Return, Transfer, Wildlife, Clinic, Seized, and Service | Receipts and various “by item” Reports | List all items, per intake type, that might be collected when an animal arrives. Example - Intake Owner/Guardian Surrender Fee. | It may be helpful to your organization to Enable Multi-Priced Items, or have certain items be marked as Auto-Populate. This helps to automate your receipts so that your end users can expect the correct fees on the receipt automatically. |
Outcome Operation |
Receipts and various “by item” Reports |
List all miscellaneous fees that might be collected when an animal departs. |
Adoption, Euthanasia. Return to Owner |
| Outcome Adoption, Return to Owner/ Guardian, Transfer, Wildlife, Euthanasia, Clinic, Service, Died and DOA | Receipts and various “by item” Reports | List all items, per outcome type, that might be collected when an animal arrives. Example - Outcome Adoption Fee. | It may be helpful to your organization to Enable Multi-Priced Items, or have certain items be marked as Auto-Populate. This helps to automate your receipts so that your end users can expect the correct fees on the receipt automatically. |
Food
|
On the Care Search/Edit Medical screen and Receipts, various Medical Reports and Receipt Reports |
List all prescription diets provided to animals by your organization to track feeding in PetPoint. |
Use the Medical Setup Tables to import these areas of PetPoint with your group’s own lists. Then come back and update this list with more customized information, such as revaccination dates and prices. |
Medication |
On the Care Search/Edit Medical screen and Receipts, various Medical Reports and Receipt Reports |
List all medications provided to animals by your organization to track medicating in PetPoint. |
Use the Medical Setup Tables to import these areas of PetPoint with your group’s own lists. Then come back and update this list with more customized information, such as revaccination dates and prices. |
Vaccine |
On the Care Search/Edit Medical screen and Receipts, various Medical Reports and Receipt Reports |
List all vaccines provided to animals by your organization to track vaccinating in PetPoint. |
Use the Medical Setup Tables to import these areas of PetPoint with your group’s own lists. Then come back and update this list with more customized information, such as revaccination dates and prices. |
Test |
On the Care Search/Edit Medical screen and Receipts, various Medical Reports and Receipt Reports |
List all tests performed on animals by your organization to track testing in PetPoint. |
Use the Medical Setup Tables to import these areas of PetPoint with your group’s own lists. Then come back and update this list with more customized information, such as revaccination dates and prices. |
Procedure |
On the Care Search/Edit Medical screen and Receipts, various Medical Reports and Receipt Reports |
List all procedures performed on animals by your organization to track in PetPoint. |
Use the Medical Setup Tables to import these areas of PetPoint with your group’s own lists. Then come back and update this list with more customized information, such as revaccination dates and prices. |
Euthanasia Substance |
Receipts, Outcome Euthanasia and Care Final Euthanasia, Euthanasia Reports and Controlled Substance Report. |
List all euthanasia substances used on animal by your organization to track amounts used when performing euthanasia. |
Use the Exam Setup Tables to import these fields with your group’s custom lists. |
Exam |
On the Care Search/Edit Medical screen and Receipts, various Medical Reports and Receipt Reports |
List the exam types needed to define medical records in your PetPoint database. |
Use the Medical Setup Tables to import these areas of PetPoint with your group’s own lists. Additional setup is done on Care Medical. |
Task |
On the Care Search/Edit Medical screen and Receipts, various Medical Reports and Receipt Reports |
List all tasks performed when caring for animals. |
Use the Medical Setup Tables to import these fields with your group’s custom lists. |
Surgery |
On the Care Search/Edit Medical screen and Receipts, various Medical Reports and Receipt Reports |
List the types of surgeries performed, including but not limited to spay & neuter, needed to define medical records in your PetPoint database. |
Use the Medical Setup Tables to import these fields with your group’s custom lists. You may want to move some procedures or exam types to this list. Make sure and check “Is S/N Surgery” if you wish to have the surgery update the animal's record to Altered. Additional setup is done on Care Medical. |
Retail Sales |
Receipts, Receipt Reports, Shelter Utilities: Inventory & Order |
List anything that would classify as a retail sale. |
You can track the cost and price of your retail items. You may also Inventory items. Examples include items you would sell in a gift shop or in a pet supply area such as a leash, food bowl, T-shirt, etc. |
Donation |
Receipts, Receipt Reports |
List donations you may want to issue receipts for. |
You can list different levels of donations, and fill in a price when appropriate. Examples are Cash Donation, In Kind Donation, Membership Fees. |
Common |
Receipts, Receipt Reports, Shelter Utilities: Inventory & Order |
List all other “miscellaneous” fees charged that do not fit into any other category. |
These items appear on the Receipt screen & in Inventory only. |
License |
Receipts, Services License, License Reports |
List the Licenses you will be issuing / renewing in the Licensing module. |
Please see the Online Help for the Licensing screens for further information. |
Violation |
Receipts, Case |
List the fines & penalties that are charged to defendants / suspects in the Case module. |
Please see the Online Help for the Case screens for further information. |
Rent Equipment |
Receipts, Equipment Rental, Equipment Return |
List all rental equipment fees. |
Live Trap, Carrier, etc. You can learn how to track rented or loaned out equipment using Equipment Rental and Equipment Return. |
| Gift Card | Receipts, Receipt Reports, Shelter Utilities: Inventory & Order | List the types of gift cards available for purchase. | Additional gift card setup can be done on Add/Edit Contract Text and Setup Certificate. |
| Voucher | Receipts, Receipt Reports, Shelter Utilities: Inventory & Order | List the types of vouchers that are available for services provided both at your shelter and other animal organizations in your community. | Additional voucher setup can be done on Add/Edit Contract Text and Setup Certificate. |
The variety of options available on the Add/Edit Item screen allow you to use it for inputting many trackable items, both items you charge money for and those you don't. Below is a list of definitions of the various fields and drop down menus, and also an outline of all of the different options per item type.
Reference #: Your organization’s item numbering system can be entered here. The Reference Number is also a helpful way to link a number or combination of numbers and letters to a specific item. This allows for easy entry during the creation of a receipt. The end user would simply need to know the Item Reference Number, enter it into the IRN# box, and click the two arrows to automatically select the item linked to that reference number.
UPC Code: Search for any item by its UPC barcode if entered. Functions the same was as the Reference # in the Receipt Items search (shown above).
Item Type: The item type list is a system defined list that is the first step in recording items for use in the various PetPoint screens. Group your items & fees within the appropriate Item Type choice to display the additional options which vary greatly by type.
Item Category: For groups that rely on other terms or phrases to group their fees, there is an option called Item Category. Item Category can only be selected for items you create if categories have first been added on the Add/Edit Field Value page. Once setup, you can run various reports by Item Category, and also use the Category selection to search for items, both on the Add/Edit Item page and while creating a receipt. Some examples would be Medical, Food & Treats, Grooming, Toys. This is a way to further categorize your items. Think of it as an item subtype.
Show in Receipt Items: This box MUST be checked if you need to be able to add this item to any Receipt. By checking this box, those items will appear in the drop down list shown to the user when they are creating a receipt. items that do not have the “Show on Receipt” box checked will not appear in the drop down list shown to the user when creating a receipt, but may still appear in other portions of the program.
Auto-Populate on Receipt: This box is checked if you would like the item to appear on each instance of clicking "Create Receipt." It will only appear if the animal has been processed through that operation or had one of the items selected in another screen (example: animal has had Spay added on the Care Search/Edit Medical screen and you are creating a receipt after the fact.)
Enable Multi-Priced Items: See below for more information on using this check box.
Inventory Item: See below for more information on inventory items.
Container # Required: Check this box if you would like the container number to be required for all entries of this item.
Serial / Lot # Required: Check this box if the serial or lot number must be entered for all entries of this item.
Expiration Date Required: Check this box if the expiration date for the item must be recorded.
Controlled Substance: Check this box if the item is a controlled substance and you wish to include it on your controlled substance report printouts in PetPoint.
Inactive: If an item has been added to any Receipts, it can no longer be deleted from the setup. However, if the item should no longer be used, it may be marked Inactive so it does not show up in the item Name list on Receipts.
Item Name: Enter the text you want to appear in the drop-down menu and on the receipt and order form.
Manufacturer: There are two instances where the manufacturer might be entered.
For Retail Sales: When entering retail items, you may choose a manufacturer from the drop down list based on what you set up in Add/Edit Field Value.
For Medical Items: You will set up linked Manufacturers and Products for each medical item. See below for information on setting up your medical items. There are two ways to accomplish this task.
1. Select a Manufacturer. The Product drop-down is populated with available items. Select an item from the Product drop-down.
2. Enter name of a product in the blank textbox. Click the green button. The drop-down located next to the button is populated with matching products. Select a product from search results. This will automatically populate the Manufacturer field.
Dose: Amount of substance, vaccine, medication etc that would be used. Enter the default dose and unit of measurement for that item, if applicable.
Default Review Date: (Previously called "Length") Enter the amount of time between when the item is recorded and when it should be provided again. Record this for Food, Medication, Vaccine, Test, Procedure, Euthanasia Substance, Task, Exam or Surgery, and also for Common items, License, Violation, Rent Equipment, Gift Card, Voucher or S/N Voucher in years, days, weeks or months. This unit will be used to calculate the Expiration Review Date of the corresponding Vaccine, License or other applicable item.
Default Body Part: This refers to the animal’s body part that the item would most often be applied to / through. Set up a default body part for the Food, Medication, Vaccine, Procedure, or Task item being set up. The choices in this menu are based on your setup in Add/Edit Field Values.
Default Route: The manner in which the item is most routinely given. Choices are Intramuscular, Intranasal, Intraperitoneal, Intravenous, Oral, Subcutaneous and Topical. The item types this is available for are Food, Medication, Vaccine, Procedure and Task.
Default Method: Choices are Treat, Script & Fill.
Enable Recurrence: Check this box if this item will recur.
Type: Used when setting up vaccines. Choices are Killed, Modified Live, Recombinant, Combination, Modified Live + Killed, Modified Live + Avirulent Live.
Enable Pet IDs: Use this check box on rabies vaccines to make the following default fields to be set up: Pet ID Type, Pet ID Issuer, Issuer Phone, Issued, Expires.
Is S/N Surgery: Check this box to separate surgeries from spay/neuters - when this box is checked it allows the S/N surgery types to automatically update the animals record from unaltered to altered, and impacts spay / neuter reports.
Class: Available for surgeries, use this drop down menu when setting up surgeries to indicate if it is an elective or non-elective surgery.
Default For (Symptom/Diagnosis): Drop down menu links to the "Medical Conditions" field value list so that you may indicate a medication, procedure, or task is related to a specific condition the animal is presented with.
Special Instructions: This free form text box can be utilized on medications, procedures and tasks for easy entry into the animal's medical record on a per item basis.
Item Cost: Enter the cost your organization paid for the item – not what your organization charges for the item – if applicable. This does NOT show up on receipts but is designed to provide cost vs. profit information.
Markup %: Calculate the final price based on a markup percentage and the original cost of the item.
Item Price: Enter the price your organization charges your clients for the item. This will be the default price on any Receipt. The default price can be modified before it is added to the Receipt.
Account Code: Enter the any bookkeeping or other internal number (such as from your Accounting software) for tracking the money collected for this item.
TIP: EACH ITEM NAME CAN HAVE A SEPARATE ACCOUNT CODE, BUT SINCE PETPOINT’S FINANCIAL REPORTS CAN SEPARATE / GROUP THE MONEY BY ITEM NAME OR ACCOUNT CODE, IT MAY BE USEFUL TO GROUP SIMILAR ITEM NAMES ALL INTO THE SAME ACCOUNT CODE. FOR EXAMPLE, GIVING EACH OF YOUR SEPARATE ADOPTION FEES ALL THE SAME ACCOUNT CODE WILL ALLOW YOU TO REPORT ON EACH ITEM NAME SEPARATELY OR AS A GRAND TOTAL.
Tax Code: If the item is taxable, select the appropriate Tax Code from the drop down. PetPoint will then calculate the appropriate Sales Tax on the item when it is added to a Receipt.
Print Labels: The inventory system will allow you to print labels for your items (like a shelf tag), and the field “Print Labels” on this screen indicates how many shelf tags to print by default. By default the printed labels are to be printed on Avery 5163 size labels for a printer.
Item Notes: While details can be added for any Item Type, this field is primarily used on Inventory Management and Order Management. As an example, you can indicate that the vendor prefers to ship this item with other items, or that a particular item sold well during a certain season, etc.
Test For & Results Setup: Please see below for more information about Test For & Results Setup.
Review Date Triggers Setup: Please see below for more information about Review Date Triggers Setup.
To fully utilize Multi Priced items, and organization must charge different prices either at different sites (see site setup Add/Edit Site Info) or there must be in place a hierarchy of item prices set by the factors of Animal Type and Animal Age Group. (i.e., adoption fee differs for dogs & cats, or price for a vaccination exam is different for puppies than for dogs.) Since PetPoint already knows how the animal is defined as regarding their type and age group, it can pick the appropriate cost as long as it has been set up. Please see the examples below to determine if Multi Priced items will work for your group.
If your organization charges various fees for incoming animals based on type, you will need to add an overall item and a multi price item for each different animal type.
Example 1:
Surrender Fee - Dog = $30.00
Surrender Fee - Cat = $20.00
Surrender Fee - Small Animal = $10.00
Example 2:
Adoption Fee - Puppy (Juvenile) = $40.00
Adoption Fee - Dog (Young Adult/Adult) = $30.00
Adoption Fee - Senior = $20.00
Don't forget to Save the item after adding your multi priced tier.
Inventory Item (Optional): This checkbox is only available on Items within the Common or Retail Sales Types. Checking the box is required to enable inventory tracking on a particular Item, as well as allow placing orders for that Item.
The following fields appear when the “Inventory Item” box is checked for Retail Sales & Common Items or Gift Cards, Vouchers & Spay/Neuter Voucher Item Types:
Default Vendor: this drop-down allows you to choose which Vendor you typically order this Item from. It is populated with Agencies where Agency Type is set to “Vendor”.
Vendor Part #: this field tracks the vendor’s # for an Item.
Qty/Package: indicates the # of Items contained in a package from a given vendor. As an example, Pethealth sells Dog-Eared as 24 / box.
Package Type: the type of packaging (box, bag, carton, pallet, etc.) a vendor sells Items in.
Package Cost: what your organization pays for Items based on the package sold quantity.
Note: Item Cost, Qty/Package, and Package Cost will update automatically if the value of any of these fields is changed.
Reorder Threshold: used to indicate when your organization should place an order for the Item. As an example, you can enter “3” here to indicate you should place a new order for Dog-Eared when you only have 3 bottles left in inventory.
Default Reorder Qty: used to indicate how many Items you want to re-order by default. As an example, you may get better pricing by reordering 96 of an Item instead of 12 and want to reorder that amount by default.
On Order: this checkbox is automatically checked by PetPoint if there is an Open or Pending Order containing that Item (and is unchecked if not).
Current Inventory: this field automatically adjusts to reflect the current quantity on-hand for a given Item, based on updates from the Edit/Receive Order, Receipt, and Refund. This quantity can also be updated manually if needed.
Change (button): this button allows you to manually update the inventory quantities for an Item as-needed (such as deducting for theft or damage, etc.).
This section is used to update the on-hand quantities for Items and appears when the “Change” button is clicked.
Current Inventory: same as above.
Change Qty: the quantity of inventory you want manually add or subtract from the Current Inventory value.
Add or Subtract: used to indicate whether this is an increase or decrease to the Current Inventory Value.
Updated Inventory: the new value Current Inventory will become once your manual change is applied.
Inventory Change Reason: used to indicate why you are changing the Current Inventory value.
Important Note: to apply the addition or subtraction, you will need to Submit the update as well as click the Update Item button.
IMPORTANT UPDATE - July 2011
Many changes have taken place in the medical screens, which provide you with a variety of additional options as we have outlined below.
During the entry of the medical items in the Medication, Food, Vaccine, Test & Euthanasia Substance item type groupings, a standard Manufacturer and Product must be selected by administrators on the Add/Edit Item screen or by end users on the medical screens. The best scenario requires the administrator to set these up based on what is available for use at the shelter or rescue, prior to end users entering exam information. We’ve gathered Products lists from 300+ Manufacturers of Medications, Vaccines and Tests across the United States and Canada, and have created a standard list of Medical Products.
There are several reasons we have standardized Medical Items:
Standardization will allow us to expand the Inventory & Ordering Module to include Vaccines, Medications, Tests, and Food. This will happen following the Medical Redesign and we will add in other Foods beyond prescription diets at that time.
Standardization will allow us to update PetPoint Transfer functionality to actually transfer Medical records into destination databases.
Care: Medical – the current “Manufacturer” fields are now replaced with the “Manufacturer” field from Item Setup. It’s now a required field, and is populated with the default from Item setup. This can be changed by the user. Previously, this was only on the Vaccines tab, but has now been added to the Tests and Medications tabs.
Care: Medical – users can now record prescription Food / supplements on the Treatments tab of Care: Medical, similar to how Medications are currently tracked.
Care: Final Euthanasia – “Manufacturer” & "Product" drop-downs (see above) are added to the Final Euthanasia screen.
New Fields: “Manufacturer” and “Product” – these are new system-defined drop-downs with values from the list referenced above. Both fields are required and will be populated with the choices from Admin Setup, but can be changed by the user.
Add/Edit Item: Two new mandatory fields to Item Setup: “Manufacturer” and “Product.” These are system-defined lists that are populated with values compiled from multiple industry sources by our team. “Manufacturer” is dependent on Item type, and Product is dependent on Manufacturer. Each will have an “unknown” choice at the very bottom of the list for shelters to be able to record historical records where the Manufacturer / Product are truly unknown, but will not be available for new Items going forward.
Your Item Name will remain the same, and there will always be an “Item name field.” Just because you call it “puppy shots” doesn’t mean that changes, or goes away, or has to be added to the standard Product list. The admin needs to know what to map that to (the specific Product name), but your staff doesn’t have to learn new terminology / locations of Items. This is really a behind-the-scenes change for management, that allows accurate recording of Product usage, regardless of what it is called.
List all foods currently used by your organization or veterinarians who provide care to your animals. This list will appear in the "Food" drop down on the Care Search/Edit Medical screen on the Treatments tab. When Food items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of a food item setup to utilize the available options is shown below:
As shown, this food is set up with a useful Reference # (IRN) and UPC code, making it easy to search for when creating receipts, and also a cost, price, account code and tax code to assist in tracking the fees associated with this item. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for "Inactive," since this item is still in use by end users. Default choices have been selected in all cases for this particular item, saving the end user time when selecting this item on Care: Medical. Multi-Price Items, Inventory and Review Date Triggers are set up as options on this food, also. Click here to learn more about printing labels.
List all foods currently used by your organization or veterinarians who provide care to your animals. This list will appear in the "Medications" drop down on the Care Search/Edit Medical screen on the Treatments tab. When Food items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of a medication item setup to utilize the available options is shown below:
As shown, this medication is set up with a useful Reference # (IRN) and UPC code, making it easy to search for when creating receipts, and also a cost, price and account code to assist in tracking the fees associated with this item. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for "Inactive," since this item is still in use by end users. It has been marked as a controlled substance to have it appear on the controlled substance reports found on the Reports Website. Default choices have been selected in all cases for this particular item, saving the end user time when selecting this item on Care: Medical. Multi-Price Items and Review Date Triggers are set up as options on this medication, also. Click here to learn more about printing labels.
List all vaccines currently used by your organization or veterinarians who provide care to your animals. This list will appear in the "Vaccine" drop down on the Care Medical screen on the Vaccinations tab. When vaccine items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of a vaccination item setup to utilize the available options is shown below:
As shown, this vaccine is set up with a useful Reference # (IRN) and UPC code, making it easy to search for when creating receipts, and also a cost, price and account code to assist in tracking the fees associated with this item. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for "Controlled Substance" and "Inactive," since this item is still in use by end users. "Enable Pet ID's" has also been selected so that the rabies vaccine will automatically have the rabies tag information filled in (except for the animal's individual rabies tag number.) Default choices have been selected in all cases for this particular item, saving the end user time when selecting this item on Care: Medical. Multi-Price Items and Review Date Triggers are set up as options on this vaccine, also. Click here to learn more about printing labels.
List all tests currently performed by your organization or veterinarians who provide care to your animals. This list will appear in the "Test" drop down on the Care Medical screen on the Tests tab. When test items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of a test item setup to utilize the available options is shown below:
As shown, this test is set up with a useful Reference # (IRN) and UPC code, making it easy to search for when creating receipts account code to assist in tracking the fees associated with this item. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for "Controlled Substance" and "Inactive," since this item is still in use by end users. Default choices have been selected in all cases for this particular item, saving the end user time when selecting this item on Care: Medical. Multi-Price Items and Review Date Triggers are set up as options on this test, also. Click here to learn more about printing labels.
List all medical procedures currently performed by your organization or vets who provide care to your animals. This list will appear in the “Procedures” drop down on the Care Medical screen on the Treatments tab. When these items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of a procedure item setup to utilize the available options is shown below:
As shown, this procedure is set up with a useful Reference # (IRN), making it easy to search for when creating receipts, and also a cost, price and account code to assist in tracking the fees associated with this item. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for those that do not apply such as "Controlled Substance" and "Inactive," since this item is still in use by end users. Default choices have been selected in all cases for this particular item, saving the end user time when selecting this item on Care: Medical. Multi-Price Items and Review Date Triggers are set up as options on this procedure also. Click here to learn more about printing labels.
List all substances used when performing euthanasia by your organization or vets who provide care to your animals.. This list will appear in the “Euthanasia Substance” drop down in the Care Final Euthanasia screen. When these items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of an euthanasia substance item setup to utilize the available options is shown below:
As shown, this test is set up with a useful Reference # (IRN) and UPC code, making it easy to search for when creating receipts. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for "Inactive," since this item is still in use by end users. Click here to learn more about printing labels.
You can learn more about recording an Outcome Euthanasia and Care Final Euthanasia in Online Help.
List all exams currently performed by your organization or vets who provide care to your animals. This list will appear in the "Exam Subtype" drop down on the Care Medical screen on the Details tab. When these items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of an exam item setup to utilize the available options is shown below:
As shown, this exam is set up with a useful Reference # (IRN), making it easy to search for when creating receipts, and also a cost, price and account code to assist in tracking the fees associated with this item. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for "Inactive," since this item is still in use by end users. Multi-Price Items and Review Date Triggers are set up as options on this exam also. Click here to learn more about printing labels.
List all tasks currently performed by your organization or veterinarians who provide care to your animals. This list will appear in the "Task" drop down on the Care Medical screen on the Treatments tab. When task items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of an task item setup to utilize the available options is shown below:
As shown, this task is set up with a useful Reference # (IRN), making it easy to search for when creating receipts. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for "Enable Multi Price Item" and "Inactive," since this item is still in use by end users. Default choices have been selected in all cases for this particular item, saving the end user time when selecting this item on Care: Medical. Review Date Triggers are set up as options on this test, also. Click here to learn more about printing labels.
List all surgeries currently performed by your organization or vets who provide care to your animals. This list will appear in the "Surgery Subtype" drop down on the Care Medical screen on the Details tab. When these items are set up in PetPoint you can utilize the drop down menus, selections and check boxes. An example of a surgery item setup to utilize the available options is shown below:
As shown, this surgery is set up with a useful Reference # (IRN), making it easy to search for when creating receipts, and also a cost, price and account code to assist in tracking the fees associated with this item. The item is categorized as "Medical," making it easy to access from this and other search tools. The check boxes are activated across the board, except for "Inactive," since this item is still in use by end users. Multi-Price Items and Review Date Triggers are set up as options on this surgery also. Click here to learn more about printing labels.
This new options appears only on the setup for Tests. It allows for the automatic addition of conditions based on test results, and the requirement to schedule re-tests based on the test results also.
To set up your Test For & Results, simply select from the drop down lists which provide you the current list of Medical Conditions found on Add/Edit Field Values. Also select which result triggers the following condition, and select if a re-test should be required. Then click Add.
This new option appears in the setup for Test, Vaccine, Medication, Procedure, Food, Task and Medical Condition (on Add/Edit Field Values). Skipping this section is an option, and allows the review date to act as it always has. Review Date Triggers allow the administrator to control the behavior of a Review Date (such as a retest or revaccination date) when the item is completed during an exam. If a review date is automatically entered by the default set up in Add/Edit Items or Add/Edit Field Value, or if it has been manually entered by the end user during the exam, the item selected on the Review Date Triggers Setup will be scheduled in the future for that animal. This is helpful when needing to schedule revaccinations, retesting, or any series of medical procedures or treatments the animal must have.
To set up Review Date Triggers - first create your item, and the item that will be triggered as a result of completing your item. Select the initial item and move to the Review Date Triggers Setup section of the screen. Then select the checkbox for "Auto-Schedule Item based on Review Date/Time." Select the Item Type and Item Name for the future scheduled item, and decide which provider and assistant it should be scheduled with (Medical Personnel). The option <<User Logged into PetPoint>> will assign the person who is logged in at the time, rather than a default person.
The "Disable trigger on recurrences" checkbox is available for items that can be set up to recur, such as Medications. This prevents auto-scheduled items from being generated based on the recurring instances of the item.
On the Add / Edit Items screen, you will see several fields that you will need to populate.
First, fill out the required required fields, Item Type & Item Name. These need to be decided upon before any additional features are determined, and you may click Add Item at any point after that.
You may also edit your item later on to include one or more of the many features, and decide whether this item will be included on receipts or tracked in the inventory program.
Only administrators may delete items from the database, the process is also quite simple.
1. Select which item you wish to delete by clicking on Delete
2. An alert will open asking you if you want to confirm this deletion, click OK
3. The screen will read; item deleted upon a successful deletion.
4. Once an item has been used in a receipt it can no longer be deleted, but it can be inactivated to stop it from appearing on the receipts list.
Last updated for Lite & Professional (formerly PetPoint SMS) July 2011 - Melissa Wainscott