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 ..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.

2 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 ..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 ..60 Print a Travel Sheet ..60 CHAPTER 4: INVENTORY up Your Inventory Categories.

3 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 ..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.

4 111 View or Add Notes about the Client ..111 Add Client Alerts ..112 Add File Attachments ..112 Enter Special Invoice Instructions ..114 Attach Client Photos ..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 ..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.

5 132 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 ..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.

6 157 Refilling Prescriptions ..157 Adding File Medical History Forms ..157 Using History Mode ..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 ..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.

7 173 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 ..185E-Mailing 12: DIAGNOSIS LIST ..187 Add a New Diagnosis Category ..187 Add a New Diagnosis ..188 Undo and Redo Options ..192 Use Diagnosis List Shortcut Menu ..193 Create Doctor s Instructions ..195 Include Tag-A-Long Instructions ..195 Specify Doctor s Notes ..195 Enter Recommendations ..195 Sort Your Diagnosis List ..196 Enter a Treatment Protocol ..196 Enter Diagnosis Notes ..196 Sort the Selected Diagnosis ..196 Customizing Columns ..197 Using the Speed Bar Buttons ..197 Changing Multiple Entries ..197 Previewing Text ..197 CHAPTER 13: PROBLEM LIST ..199 Creating your Problem List.

8 199 Adding a Duplicate Problem ..201 Selecting Problems ..202 Editing Changes ..202 Sorting and Printing the Problem List ..203 Attaching Diagnostic Protocols ..204 Changing Quantity Values ..204 Entering Rule-Outs ..204 Customizing Columns ..205 Using Problem List Speed Bar Buttons ..205 Changing Multiple Entries ..205 Previewing Text in the Problem List ..205 CHAPTER 14: MEDICAL CONDITION RECORD ..207 Medical Condition Options ..207 Work with the Objective Area ..211 Work with Client Instructions ..211 Work with the Assessment Area ..211 Work with the Plan Area ..212 Work with Attachments ..213 Print Patient Report Card ..213 Create Additional Data Fields ..214 Print Medical Condition Record ..214 Graph Vital Signs Data ..214 CHAPTER 15: PRESCRIPTION LABELS ..215viPrinting a Prescription Label ..215 Use the Drug Label Wizard ..216 Type and Save a New message ..216 Automatically Display Saved Messages ..216 Choose a Linked/Saved Message ..216 Choose from all Saved Messages.

9 216 Delete a Saved Message ..217 Refill Prescriptions ..217 DVM Dispensary Services MyVetsMeds ..218 VetCentric Home Delivery Interface ..219 CHAPTER 16: ESTIMATES ..225 Set Up Your Estimates for Patients ..228 Save a Patient Estimate as a Canned Estimate ..232 Select a Canned Estimate for a Patient ..232 Print the Estimate ..232 Post an Estimate ..234 Customize Columns ..234 Sort the Estimate Entries ..234 Change Multiple Entries ..234 Preview Text in the Estimate List ..235 CHAPTER 17: APPOINTMENT CALENDAR ..237 Displaying the Appointment Calendar ..237 Setting up the Appointment Calendar ..241 Making Appointments ..241 Link Appointments ..242 Grouping Appointments ..243 Use the Appointment Openings Feature ..243 Working with the Appointment Window ..244 Appointments for New Clients ..246 Appointments for New Patients ..247 Working with Stacked Appointments ..247 Locating an Appointment ..247 Adding Appointment Notes ..247 Recurring Appointments ..247 Sizing Appointment Rows and Columns.

10 249 Checking In an Appointment ..249 Confirming an Appointment ..249 Deleting an Appointment ..249 Return to the CID ..250 Scheduling Next Appointment ..250 Moving Appointments ..250 Rescheduling Appointments ..251 Printing the Appointment Schedule ..251 Out of Office Block-off Exceptions ..255 CHAPTER 18: BOARDING CALENDAR ..257 Charge for Boarding ..257 Change Boarding Calendar Views ..258 Add and Define Facility Groups ..259 Add New Facilities ..261viiMake and/or Change a Reservation ..261 Make a Reservation using the CSD ..262 Make a Reservation for a New Patient ..262 Work with the New Reservation Window ..263 Check-In with a Reservation ..264 Check-in an Out-Patient ..265 Add Services to a Check-In ..265 Change a Check-In ..265 Delete a Reservation or Check-In ..266 Check-Out ..266 CHAPTER 19: WHITEBOARD ..267 Accessing the Whiteboard ..267 Patient Check-In ..267 Add Services to the Schedule Tab ..268 View Patient Activities ..268 Post Services from the Schedule Tab.