Clinical Templates

VisionVPM has functionality which allows you to insert clinical notes, add drugs/services, print drug labels, print adhoc reports, all in one easy step, called Clinical Templates.

To create a Clinical Template.

1. Go to: Main menu > Maintenance module > Maintenance menu > Lookup Lists > Clinical Related Lists > Clinical Templates.
2. From the Clinical Template List window, click Insert.
   • A blank Clinical Template window will be displayed.
3. In the Clinical Template Name field, enter a description for the clinical template.
4. Click the Optional Species arrow and double-click to select a species.
   • Please note, selecting a species is optional.
5. Click the Use Clinical Description arrow, and double-click to select an existing clinical description.
   • Please note, selecting a clinical description is optional.
6. Select the Prompt for drug quantities/fee options check box.
   • Please note, this is an optional feature which allows you to change the drug quantities and stock fees when selecting this template.
7. For each stock item to be entered:
   • Click the Stock Code or Description arrow to select the required stock items to be invoiced.
   • In the Qty field, enter the amount of the stock item to be dispensed.
   • Click the Label Code arrow and double-click to select a label warning.
   • Click Add.
   • To remove a stock item, select the required stock item, and then click Remove Product.
8. Click the Clinical Groups arrow, double-click to select a clinical group and then click Add.
   • To remove a clinical group, select the required group, and then click Remove Group.
9. Click the Reports/Forms to Print arrow to select a consent form to print, and then click Add.
   • To remove a report/form, select the required group and then click Remove Report.
10. Click Save.

To use a Clinical Template

1. Go to: Clients menu > Animal Details > select animal > Record.
   • A Templates button has been added to the Clinical Record window:

   

2. Ensure the cursor is positioned where you want VisionVPM to enter the template details in the Clinical tab.

   

3. Click Templates and then double-click the required template.
   • The Clinical Template Drug Qty Adjustment window will be displayed.
   • Please note, this window will only be displayed, if the Prompt for drug quantities/fee options check box has been selected on the template.

   

4. To change the stock fee, click the Stock Fee arrow and select the required fee.
   • Please note, this option is only available if the stock item has a stock fee attached.
5. To change the quantity, enter the required quantity in the Qty field.
6. To add a label description, enter the required label details in the Label Desc field.
7. Click Continue.
8. Click OK to the following message:

   

   • Please note, this message will only be displayed if you have selected a report/form on this template.
   • When the report/form has printed, VisionVPM will display the clinical description details and the stock items.
   • Please note, the clinical description will only be displayed if you have selected a clinical description on the template.

   

9. You would then complete your notes.
   • If you are using the Drugs tab, VisionVPM will automatically enter the stock items on the Drugs tab:

   

   • If you are not using the Drugs tab, VisionVPM will automatically display the stock items on the client invoice.
10. Click Save and then click Invoice.