Reminders can be inserted automatically through the clinical records and use of stock items. Reminders can also be inserted manually for example, for patients new to the clinic with an existing vaccination history.
Inserting Manual Reminders
After you have inserted a new animal, from the Animal Details window, click the Reminders tab and then click the Pencil button.
VisionVPM will display the Client Reminder window and will automatically populate the Date Given field with today's date and populates the Animal Name field with the selected animal's name.
From the Client Reminder window, click the Reminder Code arrow, and select the type of reminder you wish to insert.
In the Date Due field, type the date that the reminder is due.
In the Qty field, type the quantity of the selected reminder for which the animal is due.
VisionVPM will default the Qty field to 1.
In the User Code field, type your user code.
The Reference and Status fields can be left blank.
When a reminder has been generated automatically from an invoice, VisionVPM defaults the Reference field to the invoice number.
The Status field can be used, for example, when you are phoning clients regarding their reminders and you cannot contact the client. You could enter a date of when you wanted to call the client again, enabling you to follow up at a later date.
Click Save.
Results
The reminder for the selected animal will be displayed in the Client Reminders window with the specified due date.
Automatic Reminders
Reminder Codes can be attached to stock records and the reminders are automatically generated whenever you invoice a stock item with an attached reminder.
For further information regarding setting up reminders refer to the Stock User Guide.
