CONTENTS

1 ICONTENTSCHAPTER 1: HOSPITAL SETUP ..1 Verifying Hospital Information ..1 Entering Demographics and Default Hospital Information ..2 Values for Invoicing ..3 Values for Statements ..8 Values for Documents ..10 Values for Reminders ..12 Appointment and Boarding Values ..16 Miscellaneous Hospital Values ..18 Specify System Information ..21 Set Advanced Hospital Options ..26 CHAPTER 2: SYSTEM TABLES ..29 Working with System Tables ..29 Abnormalities Table ..31 Additional Data Fields/Tables ..31 Allergy Table ..31 Antech Profile Names ..31 Antech Test Names ..31 Appointment Groups ..31 Appointment Type ..31 Audit Trail.

2 31 Body Subsystems and Color Tables ..32 Chemistry Table ..32 Client Discount Classes Table ..32 Client/Patient Relations Table ..32 Clock Out Rasons Table ..32 Contract Prices ..32 County Table ..33 Discount Classes Table ..33 Discount Plan Table ..33 Facility Table ..33 Local Prefix Table ..33 Payment Types Table ..33 QuickBooks Accounts Table ..33 Referral Selections Table ..33 Route Table ..34 Special Fees Table ..34 Species Table ..34 Tax Table ..34 Units of Measure Table ..34 Variance Reasons Table ..34 VetConnect Test Names Table ..35 Whiteboard Categories Table ..35 Work Lists Table ..35 Zip Code Table.

3 35 CHAPTER 3: TREATMENT LIST ..37 Copyright 2011 McAllister Software Systems, LLC All rights up Treatment Categories ..37 Adding a Treatment Category ..38 Undeleting Treatments ..39 Marking up Treatment Prices ..39 The Mark up Analysis window ..41 Adding a Treatment ..42 Working with Attachments ..48 Adding Additional Data Fields ..53 Advanced Tab Values ..53 Contract Prices Tab Values ..55 Documents Tab Values ..55 Whiteboard Tab Tab Values ..56 Treatment Right-Click Menu ..56 View and print the Whogot list ..58 Undelete a deleted treatment ..59 Print the Treatment List ..59 Sort the Treatment List report.

4 60 Print a Travel Sheet ..60 CHAPTER 4: INVENTORY up Your Inventory Categories ..61 Category and Item colors ..63 Inventory Categories Shortcut Menu ..63 Removing an Inventory Category ..63 Moving to Treatments ..63 Undeleting Inventory Items ..64 Add an Inventory Item ..64 Advanced Tab Values ..70 Contract Prices Tab Values ..71 Documents Tab Values ..71 Pharmacy Tab Values ..72 Purchasing Tab Values ..73 Sales Tab Values ..74 Whiteboard Tab List Shortcut Menu ..75 View and print the Whogot list ..82 Inventory Reports and Documents ..83 Update Inventory Sales ..84 Add Vendors ..84 Create Purchase Orders.

5 85 Purge Orders ..87 AVP for Canadian Clinics ..87 Needs List ..88 Intelligent Inventory ..91 CHAPTER 5: CLIENT INFORMATION DISPLAY ..99 CID Speed Bar Buttons ..102 Client Area ..102 Medical History Area ..103 Medical View Tabs ..103 CHAPTER 6: CLIENT AREA ..105 Open a Client s File ..105iiiUse the Client Selection Window ..105 Change Client a Client s File ..106 Add a New Client to Your through Client Files ..111 Delete a Client from Your Files ..111 View or Add Notes about the Client ..111 Add Client Alerts ..112 Add File Attachments ..112 Enter Special Invoice Instructions ..114 Attach Client Photos.

6 114E-mailing Clients ..115 Handle Over-the-Counter Sales ..115 Enter a POA (Payment on Account) ..115 Making Change ..116 View/Print the Client s Accounting ..116 Add Notes to Accounting ..117 Age the Client s Account ..118 View Client Stats ..118 Work with a Closed Invoice ..118 View and Change an Open Invoice ..118 Create a Pre-Invoice ..118 Undelete Accounting ..118 View an Accounting Entry History ..119 Return a Check and Add a Fee ..119 Dial the Client s Phone Number ..119 Print Client Labels ..120 Reprint an A/R Statement ..120 CHAPTER 7: PATIENT AREA ..121 Choosing Patients ..121 Add/Change Patient(s) Information.

7 121 Patient Insurance Tab ..126 Viewing a Patient Chart ..127 Printing a Patient Chart ..127 Additional Chart Advanced Option ..129 Work with the Reminders up a Patient Follow-up ..132 Specify a Patient Estimate ..133 Set up Ownership/Split-Billing ..133 Work with the Schedule Folder ..134 Add Patient a Patient ..136 Undelete a Patient ..136 Move a Patient to another Owner ..136 Access Patient Lab Information ..136 Print Patient ID Collar ..137 View Patient Problem History ..137 Printing Documents for a Patient Alert ..138 Add File Attachments ..139 Viewing Patient Patient Labels ..141 Define a Patient Work List.

8 142ivExport/Import Patients ..145 CHAPTER 8: ENTERING MEDICAL HISTORY ..147 Sorting Medical History ..147 Use the Medical History Search Box ..149 Working with the Attachments Window ..149 Entering Medical History ..150 Change Medical History Information ..154 Adding Medical History Notes ..154 Deleting and Undeleting Medical History ..155 Printing a Rabies Certificate ..156 Declining Medical History Entries ..156 Discounting Medical History Entries ..156 Printing an MS Word Document ..156 Printing Prescription Labels ..157 Refilling Prescriptions ..157 Adding File Medical History Forms ..157 Using History Mode.

9 158 Specifying Inventory Used ..158 Moving Medical History ..158 Changing Medical History Sequence ..159 Linking an Image to an Entry ..159 Entering Vaccination Information ..160 Using the WhoGot List ..160 CHAPTER 9: CLIENT INVOICE ..161 Post Charges to the Client s Account ..161 Choose not to print the client invoice ..162 Invoice Posting Date ..162 Entering a Payment ..162 Using a Cash Drawer ..163 Display and Print an Invoice/Receipt ..164 Modifying the invoice ..164 Using the calculator ..164 Reprinting an Invoice ..164 Return an Item ..165 Payments with X-Charge ..165X-Charge Partial Approval Implementation.

10 166 Payments with MPS ..166 MPS Partial Approval Implementation ..167 Handling Unprocessed Payments ..168 Transfer Invoices ..168 CHAPTER 10: ACCOUNTS RECEIVABLE ..171 Printing Statements ..171 Undo Statements ..172 Reprint Statements ..173 Print the A/R Summary Report ..173 Printing Collection Letters ..174 CHAPTER 11: REMINDERS ..177 Creating a Reminder ..177 Remind As ..178vPrinting Reminder Templates ..180 Applying Reminders Globally ..181 Creating Patient Specific Reminders ..181 Changing a Patient Reminder Template ..182 Purging Reminders ..182 Printing Reminders/Reminder Analysis ..182 Printing Reminders using AVImark or MS Word.