Dealing with duplicated animal records

If you find that you have duplicate patients in your database the following steps can be undertaken to merge the patients, their clinical records and financial activity.

1. Rename the duplicate patient
2. Transfer clinical records
3. Transfer clinical activity
4. Delete duplicate animal record.

Step 1: Rename the duplicate patient

1. Go to: Clients menu > Animal Details > select one of the duplicated animals and rename it. For example, Fluffy1.
   • You will now have two animals called Fluffy and a Fluffy1. This will help to distinguish between the two animals.
   • If there are reminders on this animal, click No to "Do you want to update the reminder information…"

Step 2: Transfer clinical records

1. Go to the Animal Details window of the animal that you want to transfer from and then click the History tab.
2. Select records to transfer.
3. Click the More Commands menu and then click Transfer History.

   

4. Click Yes and Ok to prompts.
5. Find animal to transfer history to, in this example, Fluffy.
6. Double-click the animal's name to complete transfer, in this example, Fluffy.

Step 3: Transfer clinical activity

1. Navigate to Fluffy1's Animal Details window > Activity tab.
2. Select transactions to transfer.
3. Click Transfer Activity.

   

4. Click Yes and Ok to prompts.
5. Find animal to transfer activity to, in this example, Fluffy.
6. Double-click animal's name to complete transfer, in this example, Fluffy.

Step 4: Delete duplicate animal record

You can now check that all Fluffy1's records and activity have been transferred to Fluffy. If they have been transferred correctly you can now delete Fluffy.

Go to the Commands menu > Delete Animal.

1. Click Yes to the warning message.
   • Fluffy1 has now been deleted.

Referral Vets

In VisionVPM you can attach a referring vet to an animal. You would do this, for example, when you have referred an animal to another veterinarian or when another veterinarian has referred an animal to you.

To use referral vets, they must be created in the Maintenance module.

Creating a referral vet

1. Go to: Main menu > Maintenance module > Maintenance menu > Lookup Lists > Animal Related Lists > Referral Vets.
2. From the Referral Vet List window, click Insert.

   

3. Enter the details for the referral vet and click Save.
   • You can now attach the referral vet to an animal.

To attach a referral vet to an animal

1. Go to: Clients menu > Animal Details > select animal.
2. Click Referral Vet.
   • A list of referral vets will be displayed.

   

3. Select the required referral vet and then click Referral.
4. Click Yes to the prompt, similar to the one below:

   

5. Click Close.
   • VisionVPM will attach the selected referral vet to the animal and will display the Referral Vet button with blue text.

   

   • When you click Referral Vet again, the referral vet that was previously selected will be displayed with red text with a dog icon to the right.

Referral Vet details on Admission List window

Go to: Clients menu > Admission List.

VisionVPM displays the Referral Vet's details on the Admission List window. You need to scroll to the right of this window to see these details, as displayed in the screen shot below.

You can also run Marketing Searches on referral vets. Please refer to the Marketing user Guide for further information.