In some rural areas vet clinics offer a farm worming programme. At regular intervals worm treatment is sent out to the clients for their animals. In VisionVPM, you can set this up using the Custom fields on the Animal Details window.
There are 7 stages to setting up this search.
Set up two animal Custom Fields. One each for your canine and your feline species.
Create a reminder code for your Worming Program.
Attach the reminder code to the stock items you will be using to send out to your clients.
Run a Marketing Schedule search for your Worming Programme marker to add the custom field and reminder.
Run the Reminder Schedule to send client worming reminder letter or email.
Set up a Custom Report.
Invoice your clients for the worming treatment.
Step 1: Set up animal Custom Fields
The example below sets up a custom field for dogs.
Go to Maintenance > Lookup Lists> Animal Related Lists > Custom Fields.
Click Insert.
In the Field Name box, type WormPG Dogs.
Select Animal Field.
In the Field No box, type the number of the custom field.
Note: You can use any Animal custom field not in use.
Click the Species box and double-click to select your canine species code.
In the Add to list box, enter the type of worming treatments you are going to supply to your farming clients.
Click Save.
Step 2: Create a reminder code for your Worming Programme
Go to Stock > Stock Reminders, and click Insert.
In the Code field, type a code for the worming program.
In the Desc field, type a description for the program.
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Click Save.
Step 3: Attach the reminder code to the stock items you will be using to send out to your clients.
Go to Stock > Stock Details > select your stock item.
From the Stock Details window, click Reminder, and then click Insert.
Click the Code box and select the reminder for your worming programme.
In the Months box, type the frequency for the worming programme.
Click Save.
Step 4: Run a Marketing Schedule search for your Worming Programme marker to add the custom field and reminder
Go to Clients > Marketing Schedule > Insert.
From the Marketing Search window, click the Marker arrow and select the client marker for the worming programme.
Click Run.
Once you have your list double-click each client and then select each animal on the worming programme.
From the Animal Details window, select the appropriate Custom Field option.
Click the Reminders tab and add a manual reminder for the next due worming treatment date.
In the Qty field, type the quantity of drug required for this animal.
Step 5: Run the Reminder Schedule to send client worming reminder letter or email
Go to Clients > Reminder Schedule.
From the Reminder Schedule window, select the reminder code for the worming programme.
In the From and To boxes, type the date range for the reminders.
Click Run.
You can then merge to either an Adhoc, Email, MS Word or SMSTxt
Step 6: Set up a Custom Report
Once you have completed your merge, you can set up a custom report to assist with invoicing clients for their worming treatment.
From the Marketing Search Results window, click Custom and add the following fields to your report:
Reminder Animal name
Animal Custom Field 3
Animal Custom Field 4
Reminder Qty.
This report can be sent to Excel, as displayed below:
Step 7: Invoice your clients for the worming treatment
Go to Client > Client Details > select client > Invoice.
From the Client Invoice, to select multiple animals to be invoiced, click the Animal arrow and then press CTRL and click on each animal that is to appear on the invoice.
Click Add Selected.
To attach the correct reminders to the animals, add the stock item for the first animal on the invoice, and continue adding the drugs in order for the other animals on the invoice.
Click Save.
If you have selected the Display the reminder window when new reminders are created check box in Maintenance > System Defaults > Financial tab, the Client Reminders window will be displayed, similar to the screen shot below.
Outcome
Worming treatment reminder notification has been sent to clients.
