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Stock Letters

These letters can be customised to include animal and client fields. They should be attached to a stock item and automatically generated when the stock item is sold. For example:

Note: Currently there is no text formatting available in these letters.

Procedure

  1. Check settings in Maintenance.
  2. Create a stock letter.
  3. Attach the letter to a stock item.

Check settings in maintenance

  1. Go to Main > Maintenance > Maintenance > System Defaults.
  2. Select the Prompt for stock letter printing checkbox.
  3. Click Save.

When a stock item with an attached after surgery care letter is sold, VisionVPM will prompt the user to print the letter.

Create stock letters

  1. Go to Main > Maintenance > Maintenance > Lookup Lists > Stock Related > Stock Letters.
  2. From the Stock Letter List window, click Insert, and in the Code box, type the code for the after surgery care letter.
  3. In the Letter Title box, type the description of the letter.
  4. In the Letter box, type the details of the letter.

    Optional: Merge fields can be added to the letter. Double-click the required field in the Merge Field area to insert the field into the letter.

  5. Click Save.

Attach letter to a stock item

  1. Go to Main > Stock > Stock > Stock Details.
  2. From the Stock List window, type the particulars of the stock item that you are searching for and click Go.
  3. Click the Letter Code arrow and then double-click to select the stock letter you wish to attach to the stock item.
  4. Click Save.

When the stock item is sold, VisionVPM will prompt you to print the after surgery care letter.

See Also

Setting up Documents

Clinic Documents

Word Option for Stock Letters

Adhoc Reports