To track out of town work

In VisionVPM you can set up Clinical Records Analysis Groups. These could be used to track the details of out of town visits to a certain area.

To do this, you need to set up a clinical analysis group for this area and assign a clinical analysis group to the clinical records. You would then be able to do a marketing search by Clinical record, by Clinical Analysis group to produce a list of patients seen by a particular vet, for a specific period.

To Set up a Clinical Analysis Group

1. Go to Maintenance > Lookup Lists> Clinical Related > Clinical Analysis Groups > Insert
2. Type the name of the area.

   

3. Click Save

To attach a Clinical Analysis Group to an animal record

1. Go to Clients > Animal Details > Select Animal > Record

   

2. Click on the Groups tab.

   

3. Select the appropriate Available Group and double click. This will add the Clinical Analysis Group to the record.

   

4. Enter the detail on the clinical record.
5. Click Save.