Creating Patient and Visit Records

Creating your patient and visit records is quite straightforward. To create a new patient, in the main form (the Patient Visits form), you need only click on the Add New Patient button, and begin filling in the various fields - Name, Address, Phone, etc. - as well as selecting the species of the animal and entering the name, sex and birthdate of the animal. You should note that the weight field in the patients area cannot be modified - this field will contain the latest weight for the animal, which is entered in the visits area.

Important things to Remember

• Input a birth date, sex and species for the animal
• Select the doctor first when creating a new visit record

When you click in the Birth Date field, a popup calendar will appear - you can select a date in the calendar, or you can simply type in a date in dd-mmm-yyyy format. (10-Jun-2008) Selecting a date from the calendar will fill in the field and close the calendar popup. Optionally, a second click in the Birth Date field will also cause the calendar popup to close.

Once you have created your new patient record, you can direct your attention to the Visits area, directly below the Patient area. There, the first thing you need to do is to select the doctor from the drop-down list. The date will default to the current date, and the VisitID and PatientID will be automatically filled in. For a newly created patient, the fields in the visits area will be blank, and you will not need to click the Add New Visit button. Once the doctor has been selected, the visit record will be created, and you can tab through the fields adding information as appropriate.

At this point you have successfully created a new patient record, and a visit record for that patient. You can now create any of the other records - such as vaccinations, health certificate, bloodwork,boarding reservation, etc. for this patient visit. When in fields that contain drop-down lists, you can either scroll down the list, or simply start typing until the item of interest is displayed.

When you click on the Clinic Charges button, you will be able to select from your lists of services, drugs and miscellaneous items. The visits area will reflect your charges automatically, and the invoice number will be updated for you. Please see the Sales and Invoices page for more information.

In the forms that have thumbnail areas for photos, simply click in the thumbnail area, and you will be presented with a file browser window, from which you can select the photo you want. After selecting a photo, the thumbnail is displayed, along with the name of the photo beneath the thumbnail image. Clicking the thumbnail again will cause a larger view of the photo to be displayed. To remove an image, simply delete the filename that is displayed below the thumbnail. Please see the setup page for information about photo storage.