QuickHelp
A. ARRIVALS
1. Walkins
→ Searching information on all clients. Locate Client
by typing client last name and clicking locate. After client is located you
can then:
a. Arrivals
→ Shows arrival status of all clients. May search departure by either
Visit Number or Last Name.
a. Visit Info
→
Once client has been highlighted. All visit information on client
visits, Visit Details, Billables, Objects & Data, Pictures,
Accounting.
b. Close �
Exit back to arrivals
b. Departs �
Takes you to the Departures screen.
c. Appt �
Takes you to the Appointment Scheduler
d. Address �
Used to search clients by their address. Enter the address and then
<Tab>. All clients with that address will be listed.
e. Phone � Used to search clients my their phone number. Enter the telephone number
and then <Tab>. All clients with that telephone number will be listed.
f. Pet �
Search by pet number. Type pet name and locate.
g. New � To
add a new client.
h. Modify �
You must first select a client. This will give you Clients & Animal
window. Information about the client � account number, name, address,
home phone, employment place, and list of pets.
a. Delete Client-
For deleting client. Only use if a client has
been duplicated.
b. Modify Client-
Client Information window any change to the
client information can be done.
1. Activity Summary-
2. Activity-
3. Delete Number-
4. Add Number-
5. Endedit
6. OK
c. Add New Client-
Adding a client
d. Sales-
List of sale for the select client. Procedures- Drugs- Stock
1. Visit Access-
My access information about any visits.
Highlight visit number and click
2. Print Receipt-
Highlight visit number and print a reciept
3. Clear Refill-
clear refill
4. Drug Label-
Make a drug label
5. Refill Prescription-
refill a prescription.
6. Close-
Back to Clients & Animal window
e. Report-
highlight a pet click ok and you will get the Summary Report
Generator window. You my then print any of the reports.
f. Delete Animal-
Delete a pet. Use only if a duplicated pet.
g. Modify Animal-
Select a pet and click. This will give you the
Pet Modification window. Listing the Pet Name, Species, Breed,
Color, DOB, Sex. There are eight tabs in the center of the
window and four buttons at the bottom.
1. Main Data-
List Vaccination, dates done, length, date
due, Contact.
1. Delete Vaccination-
Hightlight vaccination click delete
vaccintion then select Yes or No
2. Add Vaccination-
click add vaccination � selecting
Vaccination window � click arrow and list at vaccination �
select vaccination and then length of vaccination � then
click ok
3. Delete
Lab Test- hightlight lab test
click delete lat test
4. Add Lab Test �
click add lab test � Test Lookup
window � select test and click ok � current date will appear
in the run column this can be change by click date and enter
new date.
5. Status-
This is the status of the pet � Alive,
deceased, gave away, lost, and moved. It is best to us this
than to delete pets.
2. Misc Data-
List
1. Comments
2. Abnormalities
3. Personality
4. Microchip Numbers
5. License Date
6. License Number
7. DOB
3. History-
Basic History on the pet
4. Pictures-
Picture of the pet.
5. Objects/Data-
6. Wt Chart-
Show weight graph
7. Feed Guide-
Feeding information
8. Owners-
information if the pet is owned by more
than on owner and if the bill is to be divided.
9. Report �
Give you the Summary Report Generator.
10. Kennel Profile-
Give you information on the pet being
kenneled � Medication-Diet-Special Instruction - Belongings -
Temperament of pet.
11. Edit-
click to edit information
12. Ok-
Take you back to the Clients & Animal
window.
h. Add Animal-
Give you the Pet Modification window
i. Close-
Back to the arrivals window
j. Sales �
List of sale for the select client. Procedures- Drugs- Stock
1. Visit Access-
My access information about any visits.
Highlight visit number and click
2. Print Receipt-
Highlight visit number and print a receipt
3. Clear Refill-
clear refill
4. Drug Label-
Make a drug label
5. Refill Prescription-
refill a prescription.
6. Close-
Back to Arrivals window
i. Invoices �
Shows invoice for the selected clients. Highlight Visit number �
Procedures-Drugs-Sales for that visits will be showing in the bottom
half of the screen.
a. Print receipt-
print a receipt for selected invoice
b. Close-
back to Arrivals window
j. Billing �
Shows Accounts Billing
a. Add Reminder-
Will add a reminder to the client.
b. Delete Item-
Highlight item and click button item will
be deleted
c. Visit Access-
Will access Visit details.
d. Statement-
Will print a billing statement
e. Multiple Letter-
For print a multiple bill letter
f. By Date-
Billing Letter by choicing a date range by
select edit and change dates or selecting quarters or YTD or
Month.
g. By Pet-
Billing letter by pets
h. Billing Letter-
Printing a billing letter.
i. Adc
j. Calculate
k. Edit-
l. Return to Table-
m. Close-
Back to Arrivals
k. Remind �
Select a client and attach a reminder to them
l. More Info �
Show more information on client.
a. Activity-
b. Summary-
c. Reports-
d. Remind-
e. Sales-List
of sale for the select client. Procedures- Drugs- Stock
1. Visit Access-
My access information about any visits.
Highlight visit number and click
2. Print Receipt-
Highlight visit number and print a receipt
3. Clear Refill-
clear refill
4. Drug Label-
Make a drug label
5. Refill Prescription-
refill a prescription.
f. Invoices-�
Shows invoice for the selected clients.
Highlight Visit number � Procedures-Drugs-Sales for that visits will
be showing in the bottom half of the screen.
1. Print receipt-
print a receipt for selected
invoice
2. Close-
back to Arrivals window
g. Add Pet-
This will give you the Pet Modification
window. Listing the Pet Name, Species, Breed, Color, DOB, Sex.
There are eight tabs in the center of the window and four
buttons at the bottom.
1. Main Data-
List Vaccination, dates done, length, date
due, Contact.
1. Delete Vaccination-
Hightlight vaccination click delete
vaccination then select Yes or No
2. Add Vaccination-
click add vaccination � selecting
Vaccination window � click arrow and list at vaccination �
select vaccination and then length of vaccination � then
click ok
3. Delete
Lab Test- hightlight lab test
click delete lat test
4. Add Lab Test �
click add lab test � Test Lookup
window � select test and click ok � current date will appear
in the run column this can be change by click date and enter
new date.
5. Status-
This is the status of the pet � Alive,
deceased, gave away, lost, moved. It is best to us this than
to delete pets.
2. Misc Data-
List
1. Comments
2. Abnormalities
3. Personality
4. Microchip Numbers
5. License Date
6. License Number
7. DOB
3. History-
Basic History on the pet
4. Pictures-
Picture of the pet.
5. Objects/Data-
6. Wt Chart-
Show weight graph
7. Feed Guide-
Feeding information
8. Owners-
information if the pet is owned by more
than on owner and if the bill is to be divided.
9. Report �
Give you the Summary Report Generator.
10. Kennel Profile-
Give you information on the pet being
kenneled � Medication-Diet-Special Instruction - Belongings -
temperament of pet.
11. Edit-
click to edit information
12. Ok-
Take you back to the Clients & Animal
window.
h. Modality Pet-
Give you the Pet Modification. See Add pet.
i. History-Clinical
History window
j. Inv. Hist.-
History By involve
k. Client-
Client Information window
l. POA-
Payment on Account
m. Quick Consult-
For quick entry. Select pet by double clicking
on the pet or highlighting one pet and clicking Select One animal
or Select All Animal. Then click
OK.
n. Sales Client-
Give you the Data Entry for Billables.
Enter the Stock or Drug and then Finish. This will
give the Final Billing window
o. Sales Single-
Give you Data Entry for Billables. For
entry with only one pet.
p. Sales Mulit-
Used for entry involving for then one pet.
After click button select pet then Data Entry for Billables
window.
q. Process Arrival-
Select pet by double clicking on the pet or
highlighting one pet and clicking Select One animal or
Select All Animal. Then click
OK.
r. Edit-
s. Ok-
m. Advice Log �
Give you the Visit Information window.
a. Reports-
Select a pet then you will get the
Summary Report Generator.
b. New Visits-
To add a new visit to a pet. You will then get
the Detailed Visit Information window.
c. Access Visits-
Access visit information at the Visit
Details window.
d. Modify Visits-
Modify any visit.
e. Modify Pet-
Choice a pet and you then get the Pet
Modification window.
f. Print-
Print Visit.
g. Edit-
h. OK-
Return to Arrivals window
n. Refund Return �
o. Sale OTC � Used for over the count sale.
p. Sales Client-
Select clients then click you will get the Data
Entry for Billables window
q. Pay Account �
Select client for pay on account. Enter payment
method Cash, Check, etc. Amount pay
a. Add reminder-
For adding a reminder to a client account
anytime the client is access this reminder will appear.
b. Delete Item-
delete hightlighted item
c. Print Receipt-
print receipt.
d. Add-
e. Calculate-
f. Edit-
g. Close-
r. Process Arrivals �
For processing a pet coming to the clinic for
treatment. Select pet by double clicking on the pet or highlighting one
pet and clicking Select One animal or Select All Animal.
Then click OK. Arrival Summary window. Fill in Wt. Doctor,
Assisting, and complaint. Click OK. Arrival Report will be
printed
s. Close � Returns to BWC
2. Appointments
� Give you the Appointment Scheduler. From this window you can make
appointment, check appointment, search clients, move to Arrivals, and move
to Departs.
3. Kennel -
a. Boarding
b. Grooming
4. Grooming -
B.
DEPARTURES
1. Hospital
� Show the clients to be departed
a. Arrivals-
Takes you to the Arrivals window
b. Appt-
Takes you to the Appointment Scheduler window.
c. Deposit- For use when a pet is
hospitalized or boarded and a deposit is required. Gives you the
Payment On Account window.
d. Cage Card- Use for print cage card
for hospitalize or boarded pets
e. Invoice-
f. Arr Rpt- Prints an Arrival Report
for a pet already arrivaled
g. Call Back- To add a call back
reminder for a select pet.
h. Billing- Give you Accounts Billing
window.
i. History- Give you the Clinical
History window.
j. Inv. Hist.- Give you the History
By Invoice window.
k. Visit Details- Give you the
Department window (The is usually the details entry by the
Veterinarian using the VET ENTRY option.
l. Receipts Note- Adding note to client
receipts. Give you the Invoice Comments window.
m. Quick Depart- Give you the Final
Billings window. For use if Invoice has already been enter.
n. Process Pet- For use if client has
only arrival one pet or only one pet is to be departed at one time. Give
you the Data Entry for Billables window. You may enter in any
space in white. Enter under Procedure, Drug Name or Stock. Question mark
allows you to choose from the list for each category. For drugs enter
Prescription Information window.
i. Add Code/Item-
For Add a code/item number not already in the
system
ii. Quick Sale-
Allow you to do a quick sale for a pet not
arrived. Click yes � Animals window will appear select
addition pet they OK � Data Entry for Billables
window. Fill in window and click Finish.
iii. Call Back Reminder-
Adding call back reminder.
iv. Drug Labels-
Printing drug labels Stock Labels-
Printing stock labels
v. Home Instruction-
Add home instruction to receipt.
vi. Edit- Editing
vii. Update-
Will save invoice entry to be finish at a
later time.
viii. Finish-
Will give you the Final Billing window.
Enter information in all white area.
1. Work By-
Employee process invoice
2. Method-
Payment method to be used.
a. Cash-
For cash sale
b. Check-
For check sale. You will be ask later
for check number.
c. Charge Cards-
You may specify which charge cards you
take and list them separately. You will be ask later for
card number.
d. Split-
For use if payment is split between
two or three methods. You will be asked the amount to be
place in each method.
e. Account-
For use is payment is on account.
3. Amount Tender-
Amount given and enter.
4. Appt-
Give you the Appointment Scheduler.
5. Quick Sale-
Process a sale for another pet.
6. POA-
Pay on account
7. Remove Credit-
remove credit.
8. Billing-
bill information
9. Discount/Gift Certs-
For adding discounts or gift certificate.
This button should be select before payment method. You may
choice a Discount percentage. For a Dollar amount. Remember that
is more that one pet is being department this amount will be
deducted form each invoice. You may also select to be applied
for Future Only, Apply Now Only, Apply Now & Future.
10. Home Instruction-
For home instruction to be printed on
invoice.
11. Edit-
to edit
12. Cancel-
Cancel
13. Back-
To go back to Data Entry for Billables
window to make changes or to add.
14. OK-
Will complete transaction and not print a
receipt.
15. OK receipt-
Will complete transaction and print a
receipt.
o. Process Client- Works the same as
Process Pet, but for use is more that one pet has been arrived. Each pet
will appear separately before Final bill window appears.
p. Close- Return to BWC window.
2. Kennel -
a. Boarding
b. Grooming
3. Counter Sales
� For counter sales. This will not attach sale to at client.
4. Grooming -
5. Daily Invoices
� Will give you Daily Invoices window.
A. Access Visit-
Highlight invoice click and Daily Invoice
Details window.
B. Hospital Daysheet-
C. Drug Label-
Print a drug label.
D. Print Invoice-
Print a invoice
E. Completed Invoices-
Will preview Completed Invoice Daybook Report.
F. Finalised -
G. Today Only-
Will list only today invoices.
H. Close- Will
return to BWC window.
C. CLIENT/PET
1. BY ACCOUNT NUMBER
- SEARCHING FOR CLIENT BY THEIR ACCOUNT NUMBER
2. BY LAST NAME -
SEARCHING FOR CLIENT BY LAST NAME - CLIENTS MAY BE MODIFY AT THIS TIME
3. CLIENT REMINDER
- TO ADD REMINDER FOR CLIENTS -
SEARCH CLIENTS NAME -
TYPE LAST NAME
CLICK > ADD REMINDER -
ADD REMINDER WINDOW CLICK > YES - FILL IN - REMINDER DATE - DUE DATE -
ORINGENTORY - PRIORITY - HELP - COMPLETED - AND SPECIAL INSTRUCTION
CLICK > REVIEW REMINDER -
FROM THIS WINDOW YOU CAN VIEW ALL REMINDERS FOR EACH CLIENT OR ADD,
MODIFY REMINDER, OR RETURN TO TABLE. THIS WILL ALLOW YOU TO SEARCH
REMINDER FOR OTHER CLIENT WITHOUT CLOSE UP FIRST.
4. ANIMAL TRANSFER
- TRANSFERRING A PET CAN ONLY BE DONE AT THE SERVER.
THE PET TO BE TRANSFER CANNOT HAVE ANY OUTSTANDING BALANCES. PLEASE VERIFY
EACH VISIT THAT THERE IS NO BALANCE DUE FOR THE VISITS ASSOCIATED WITH THIS
PET. IF NEW OWNER IS A NEW CLIENT THE NEW CLIENT MUST BE ADD BEFORE PET CAN
BE TRANSFER.
TYPE THE NAME OF THE
OWNER OF THE PET TO BE TRANSFER. HIGHLIGHT PET TO BE TRANSFER.
TYPE THE NAME OF THE NEW
OWNER HIGHLIGHT AND CLICK TRANSFER PET.
5. CONSUMABLES
-
6. RABIES CERTIFICATES
- FOR SEARCHING TAGS NUMBER, EDIT RABIES CERTIFICATE.
SEARCH TAG #
- CLICK BUTTON TYPE TAG
NUMBER AND OK
PRINT
- CLICK BUTTON AND PRINT
RABIES CERTIFICATES
PRINT ONE
- CLICK BUTTON AND PRINT
SELECT RABIES CERTIFICATE
EDIT
- CLICK BUTTON TO EDIT
SELECT RABIES CERTIFICATE
CLOSE
- CLICK BUTTON ANC CLOSE
7. MAIL MERGE
a. CLIENT/PET QUERY
- CLICK > WILL GIVE YOU A LIST OF CLIENT AT A FIX
CERITIER YOU LIST. FILL IN THE SPACE YOU WISH AND CLICK RUN
b. PET/CLIENT QUERY
- CLICK > WILL GIVE YOU A LIST OF PET AT A FIX
CERTE YOU WANT. FILL IN THE SPACE YOU WISH AND CLICK RUN
c. PET/CLIENT VISIT QUERY
- CLICK > WILL GIVE YOU A LIST BASE ON VIST
INFORMATION YOU FILL IN
d. PET/CLIENT INVOICE QUERY
- CLICK > WILL GIVE YOU A LIST BASE ON INVOICE
INFORMATION YOU FILL IN
D. Vet Entry -
This section does require special authority
1. Present Visit Information
� Each Client can be search by last name, address,
account number, or pet name. You may Add Reminder, Modify Client, or check
Visits information by clicking the buttons at the bottom of the window.
Delete Visit
Reports
� to print any of the
preexisting reports.
Visits button
� Will allow you to:
New Visit
- to record any visit
information for the pet. Fill in symptoms weight, temperature, doctor,
summary, finding, treatment, notes, comments, fees, and payments. Add
reminder.
Access Visit
� click on yellow visit
day to access that visit information
Modify Visit
� modify visit
information for highlighted visit
Modify Pet
� modify any of the pet
information.
Edit
� to edit information on the
screen
Ok
� to closes screen
2. Complete Visit Details
- Each Client can be search by last name, address,
account number, or pet name. You may Add Reminder, Modify Client, or check
Visits information by clicking the buttons at the bottom of the window
Delete Visit
Reports
� to print any of the
preexisting reports.
Visits button
� Will allow you to:
New Visit
- to record any visit
information for the pet. Fill in symptoms weight, temperature, doctor,
summary, finding, treatment, notes, comments, fees, and payments. Add
reminder.
Access Visit
� click on yellow visit
day to access that visit information
Modify Visit
� modify visit
information for highlighted visit
Modify Pet
� modify any of the pet
information.
Print
� to print an arrival
report, invoice receipt, or clinical history.
Edit
� to edit information on the
screen
Ok
� to closes screen
3. Visits View
� By Account number or by Visit number
4. Call Back List
�List all callbacks. Whether their have been done and who to call.
5. Estimates �
Entry and Standard Estimates
a. Entry �
Search Client click> Estimates > New Estimates > Yes. Add code for
estimates and click print.
b. Standard Estimates
� These are estimates that you have already given
a description and Codes. These may be Updated or Edit at any time.
6. Prescription �
This is all prescription drug listed in inventory
Delete Item
� Highlight item and
click button
Labels
� A label will be printed
for this drug
Print Lists
� A complete print list
of all drugs in inventory. Click yes for all data or No for three
columns empty for documenting
Add New Drugs
� To add a new drug to
inventory
View Item
� To view information on
selected drug
Close
� To exit
7. Specialty Referral
� To list specialist click add Specialist then add
that specialist information. This can then be printed or the client.
8. Lab Test
a. Alerts �
List all lab tests charge but not complete for each pet. When the test
is complete click Modify test and insert the results and click yes for
completed.
b. Complete Listing
� Listing all lab test charge and complete for
each pet
9. Proformas �
List common Proformas done at the hospital.
Delete Item
� Delete Item not or no
longer done.
Print Proformas
� Print the information
on highlighted proforma
Add Proforma
� Add a new proformas
Edit
� edit a proforma
Close
� exit
10. Doctor Activity
� List the activity of each doctor for:
Today
Date Range
Past Week
Week To Date
Past Month
Month To Date
Close
11. Daily Invoice Review
� List invoice for the day
Access Visit
� access the visit for a
client
Hospital Daysheet
-
Drug Label
� Print drug label for
client
Print Receipt
� Pint receipts
Close
� Exit
E. HOSPITAL
1. Price
� Complete price list of Procedures � Pharmaceuticals
� Stock
2. General Data Objects -
3. Pet Care Documents
� List of home care instruction. These can be added
to, printed and edit.
4. Correspondence -
5. Data Entry �
a. Procedures-
Give you the Procedure Entry window
a. Digital
Travel Sheet-
b. Travel Sheet- Travel sheet are to
follow pet through the client and each procedure done to the pet
would be mark on the sheet. Do use this each Procedures must be
assign a number between 1-2. Each Category must be number 1-20.
c. Print Master- This will give you
a list of all procedures.
d. Print- This will print a list
e. Add a Procedures- To Add a
procedures Give the Procedure Entry window
i. Procedures Details- Fill
in all white area
ii. Invoice Note- These are
note that will appear on the invoice.
iii. Screen Note- These are
notes that will appear on the screen.
iv. Consumable- Consumable
that are use with this procedures.
v. Procedure Components-
Components for this procedure.
vi. Delete Item- To delete
vii. Vacc Lots- Assign lots.
viii. Print- Print
ix. Cost analysis- Analysis
cost.
x. Add Procedure- Add a
procedure. You will be asked if weight/size depend. Ask for
a code number. Then you fill in the
Procedure Details.
xi. Edit- Edit entry already
made
xii. OK- Back to
Procedure Entry window
f. Edit by Item- Highlight a
procedure to edit
g. Close- Back to BWC window
b. Pharmacy-
Give you the Pharmaceutical Inventory window
a. Delete Item- Highlight item and
delete
b. Labels- This will be the Label
print. Highlight drug then click. You must first select Label
Format. Then you can choose for all Drugs or only Barcode drug.
c. Print List- This will print a
list all-pharmaceutical. Good for posting list for price check or
for doing inventory. You may print list will all data or with empty
columns. You may select specify department, category, or entire list
d. Add A New Item- To add a new
drug. You will get Input drug code. Then fill in:
i. Details- Fill in all white
area
ii. Supplier- List supplier used
iii. Invoice Note- These are
note that will appear on the invoice.
iv. Screen Note- These are notes
that will appear on the screen.
v. Composition-
vi. Lots- List lots
vii. Instructions- Instruction
these will be print on invoice. Fill in white area
e. View Item- View highlight item.
f. Close- Back to Bwc window
c. Stock- List
all stock item
a. Labels- This will be the Label
print. Highlight drug then click. You must first select Label
Format. Then you can choose for all Stock or only Barcode Stock.
b. Print List- This will print a
list all stock. Good for posting list for price check or for doing
inventory. You may print list will all data or with empty columns.
You may select specify department, category, or entire list.
c. Add New Item- You will be ask if
you know Item number or scan/enter barcode. Then enter
number. Fill in white area.
d. Edit By Item- Edit highlight
item.
e. Edit- Edit
f. Close- Back to BWC window.
d. Supplies
a. Stock- Gives you Stock Item
window
b. Drug- Gives you Pharmaceutical
inventory window.
c. Department- Give you the Stock
Departments window.
i. Add New Item- To add a new
Department. Fill in white item
ii. Edit- Edit Department
already enter
iii. Close- Back to BWC window
d. Suppliers- List of supplier used.
i. Add Supplier- Gives you
Suppliers window. Fill in white area.
ii. Select Supplier- Select
supplier for view information, orders, and comments.
iii. Close- Back to BWC window
e. Purchase Orders-
i. Process Inventory- This will
process inventory to be order.
ii. Print Supplier List- Print a
list of supplier
iii. Select Supplier- Will give
you Purchase Order window.
1. Print Order- Will print
order
2. Modify Order- Second
highlight the order click Modify list of stock and pharmacy.
Enter amount for each item you wish to order in white area.
Then click of
3. View items Ordered- Third
this will allow to view and order that has not been process
4. View Order- Fifth will
allow you to view order already process.
5. Add New Order- First
thing to do when process an order. You will be asking if you
want access to all stock. Then you will be ask to enter a
description
6. Process Order- Fourth you
will be ask if this order number is the one you want to
process. This will allow you to look at what you have order.
7. Process Receiving- Six to
process an order once it has been received. You will be
asking if this is the order number you wish to receive. Add
in the amount of each item shipped, check cost click of.
8. Edit- To edit
9. Close- Back to BWC window
iv. Close- Back to BWC window
f. Purchase Order Status- Show
status of purchase orders.
i. Active- Will show active
order
1. View Order- View
highlight order give you the Purchase Order window.
2. PO Detail- Will give you
Open Purchase Order Status window.
3. Process Receiving- Will
ask you if you will to process a receiving on Order number.
4. Edit- To edit
5. Close- Back to BWC window
ii. All order- Show all order
1. View Order- View
highlight order give you the Purchase Order window.
2. PO Detail- Will give you
Open Purchase Order Status window.
3. Process Receiving- Will
ask you if you will to process a receiving on Order number.
4. Edit- To edit
5. Close- Back to BWC
window.
g. Receive- Give you the
Purchase Order window.
e. Stocks/Drugs-
Will give you a Stocks/Drugs window in a
spit screen you can modify the same as you did in the Stock
Item and Pharmaceutical inventory window.
f. Suppliers �
Give you the Supplier window
g. Past Visits-
Give you Visit information window.
a. Add Reminder- Add a reminder to a
client
b. Modify Client- Modify Client
c. Address- Search by address
d. Pet- Search by Pet
e. Acct- Search by Account Number
f. Phone- Search by Telephone Number
g. New Client- Add a new clients
h. Visits- List Visit information on
highlight client
i. Close- Back to BWC window
h. Doctors-
List of Doctors
a. Delete Item- Highlight name and
click delete item
b. Insert New Doctor- Add a new
doctor. Fill in white areas
c. Edit- Edit
d. Close- Back to BWC window
i. Breeders �
This of breeder
a. Add New Breeder- To add a
breeder. Fill in white area
b. Edit By Item- Edit
c. Close- Back to BWC window
j. Pet Food for Diet Guide-
List of Products, Details of Food, Notes for Diet
Report. Fill in all white area.
a. Print Entry- Print information
for clients
b. Delete Entry- Delete
c. Add Entry- Add entry
d. Edit- Edit
e. Close- Back to BWC window
k. Vaccination Lots-
List Vaccination lots
a. Delete Item- Delete highlighted
item
b. Print- Print information
c. Add lot- Add a lot
d. Edit- edit
e. Close- Back to BWC window
l. Invoice Comments-
Comments to be printed on invoice.
a. Add Comment- Add a comment. Fill
in white areas
b. Edit- edit
c. Close- Back to BWC window
m. Printed comments-
Comments to be printed on receipts.
a. Add Comment- Add a comment. Fill
in white areas
b. Edit- edit
c. Close- Back to BWC window
n. On-screen Reminders-
For on-screen reminders.
a. Sample-
b. Add New Reminder- Fill in white
area
c. Edit- Edit
d. Close- Back to BWC window
6. . Lists
a. Billable Categories-
List Billable Categories.
a. Delete Item- Delete highlighted
item
b. Add Category- To add category.
Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window
b. Breeds- List of breed
a. Delete Item- Delete highlighted
item
b. Add Breed- To add a breed. Fill
in white areas
c. Edit- Edit
d. Close- Back to BWC window
c. CityZip Code-
List of zip codes.
a. Delete Item- Delete highlighted
item
b. Insert New Town-
Add a zip. Fill in white areas
c. Edit-
Edit
d. Close-
Back to BWC window
d. Complaints-
List of standard Complaints
a. Delete Item- Delete highlighted
item
b. Add New Complaint- Add complaint.
Fill in white areas
c. Edit- Edit
d. Close- Back to BWC window
e. Discount- List of discount
a. Delete Item- Delete highlighted
item
b. Insert New Discount- Add
discount. Fill in white areas
c. Edit- Edit
d. Close- Back to BWC window
f. Dosages-
List of dosages
a. Delete Item- Delete highlighted
item
b. Insert New Dosage- Add dosage.
Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window
g. Drug Adm.
Location- List of location to Administered.
a. Delete Item- Delete highlighted
item
b. Insert New Location- Add
Location. Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window
h. Injection Location-
List of injection location
a. Delete Item- Delete highlighted
item
b. Insert New Location- Add
Location. Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window.
i. Injection Anatomy-
List of injection anatomy
a. Delete Item- Delete highlighted
item
b. Insert New Anatomy- Add anatomy.
Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window
j. Pharmacy Methods-
Lists pharmacy methods
a. Delete Item- Delete highlighted
item
b. Insert New Method- Add method.
Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window
k. Patient Location-
List of location
a. Delete Item- Delete highlighted
item
b. Insert New Location- Add method.
Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window
l. Species-
List species
a. Delete Item- Delete highlighted
item
b. Insert New Species- Add species.
Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window
m. Payment Methods-
List of payment method
a. Delete Item- Delete highlighted
item
b. Insert Type- Add type. Fill in
white areas.
c. Edit- Edit
d. Close- Back to BWC window
n. Vaccination Descriptions-
List a vaccinations
a. Delete Item- Delete highlighted
item
b. Insert Type- Add vaccination.
Fill in white areas.
c. Edit- Edit
d. Close- Back to BWC window
o. Vaccination Setup-
a. Vaccination-
i. Delete Item - Delete
highlighted item
ii. Add Vaccination- Add
vaccination. Fill in white areas
iii. Edit- Edit
iv. Close-Back to BWC window
b. Add Code- Fill in white Areas
c. Edit- edit
d. Close- Back to BWC window
7. Controlled Drug Log
� List the controlled drug given to which client and
pet
8. Residents -
9. Summary � List
which cage or run pet are located.
10. Breeders �
List breeder in the area to refer clients
11. Recipes -
12. Pets Lost and Found
� List of lost and fount pets. Detail where the pet
was lost or found can be added and this list can be printed to hang in the
hospital
13. Rentals � List
of equipment rented to client and where it has been returned
14. Report Generator
� To print any report for client or practices.
F.
Scheduling
1. Appointments/Surgery
� Give you the Appointment Scheduler. From here you
can make appointment, search clients, etc
2. Doctors � view
each doctor schedule
3. Scheduler Setup
� for setting up the scheduler
a. Purposes �
setting up common complaint and duration for appointment, Dental, or
Surgery. Items may be:
Delete by
highlighting and click button.
Added �clicking add
fill in reason � duration � comments for needed then close
b. Setup
� To set up appointment time and each of the
appointment room, Dental, or Surgery.
Initialize
Schedule �
Once all times have been add click
Update Schedule
� This will
up date scheduler once changes have been made. You will be ask to
verify date. Click date range. This will erase all appointments
currently entered in to the appointment scheduler.
Extend Schedule
� this will
exited the appointment scheduler
Edit
� This must be click to
make changes to the scheduler
Close
� to exit
G. Business
1. Daily Accounting
a. End of Day Processing-
For processing the end of day reports.
a. View Held Checks- List of all
held checks.
b. View Invoices- View invoice for
day.
c. Deposit Slip- Print deposit slip
for select day for current day
d. Print Daybook- Print daybook for
select day
e. Daybook
Report-
f. Redo Daily- Redo daybook.
g. Current Total- Print current
total for current day. Best to do be for Process daily, so any
change can be make before invoice are arcived
h. Process Daily- Process completed
invoice pre day.
i. Process Cash- Process only cash
for the day
j. Close- Return for BWC window
b. Daily Invoice Access
a. Delete Visit-
Highlight Vist Number and click Delete.
b. Recover Arrival-
To restore arrival
c. Calculate-
d. Drug Label-
Print drug label
e. Billing- Account Billing
window
f. Printing Receipt-
Print a receipt for highlight invoice
g. Edit invoice-
To Edit invoice
h. Close-
Return to BWC windo
c. Invoice for Today-
Show only the invoice for current day
d. Balance Cash Drawer-
Give you the End
of Day Processing
e. Audit- Give
you the Invoice Audit window
f. Access Arrival-
Status of
Arrival
2. Invoice access
a. Access by Client-
Located client and access invoice.
b. Access By Visit
Type visit number and access invoice.
3. Legal archive �
Access only with special access code.
a. By Client
b. By Visit
4. Contacts � For
use for business contact.
a. By Name
b. By Company
c. Add activity
d. Activity Summary
5. Clients-
Add Activity- Clients & Pet
window
a. Delete Client-
For deleting client. Only use if a client has been
duplicated.
b. Modify Client-
Client Information window any change to the client
information can be done.
1. Activity Summary-
2. Activity-
3. Delete Number-
4. Add Number-
5. Endedit
6. OK
c. Add New Client-
Adding a client. Client information window.
d. Sales- List
of sale for the select client. Procedures- Drugs- Stock
i. Visit Access-
My access information about any visits. Highlight visit number and
click
ii. Print Receipt-
Highlight visit number and print a reciept
iii. Clear Refill-
clear refill
iv. Drug Label-
Make a drug label
v. Refill Prescription-
refill a prescription.
vi. Close-
Back to Clients & Animal window
d. Report-
highlight a pet click ok and you will get the Summary Report Generator
window. You my then print any of the reports.
f. Delete Animal-
Delete a pet. Use only if a duplicated pet.
g. Modify Animal-
Select a pet and click. This will give you the Pet
Modification window. Listing the Pet Name, Species, Breed, Color, DOB,
Sex. There are eight tabs in the center of the window and four
buttons at the bottom.
i. Main Data-
List Vaccination, dates done, length, date
due, Contact.
1. Delete Vaccination-
Hightlight vaccination click delete
vaccintion then select Yes or No
2. Add Vaccination-
click add vaccination � selecting
Vaccination window � click arrow and list at vaccination �
select vaccination and then length of vaccination � then click
ok
3. Delete
Lab Test- hightlight lab test click
delete lat test
4. Add Lab Test �
click add lab test � Test Lookup window �
select test and click ok � current date will appear in the run
column this can be change by click date and enter new date.
5. Status-
This is the status of the pet � Alive,
deceased, gave away, lost, and moved. It is best to us this than
to delete pets.
ii. Misc Data-
List
1. Comments
2. Abnormalities
3. Personality
4. Microchip Numbers
5. License Date
6. License Number
7. DOB
iii. History-
Basic History on the pet
iv. Pictures-
Picture of the pet.
v. Objects/Data-
vi. Wt Chart-
Show weight graph
vii. Feed Guide-
Feeding information
viii. Owners-
information if the pet is owned by more than
on owner and if the bill is to be divided.
ix. Report �
Give you the Summary Report Generator.
x. Kennel Profile-
Give you information on the pet being kenneled
� Medication-Diet-Special Instruction - Belongings - Temperament of
pet.
xi. Edit-
click to edit information
xii. Ok- Take you back to the Clients & Animal window.
h. Add Animal-
Give you the Pet Modification window
i. Close- Back to the arrivals window
b. Activity Summary-
6. Boarding Fees-
7. Reminders/Letters
a. Vaccinations
i. Reminders-
For sending vaccination reminders. You may
select First, Second, Third, or Fourth. Select Date Criteria and OK
ii. Calls
b. Dental Reminders-
Reminder for dental
c. Geriatric Reminders-
Reminder for Geriatric
d. New Client Letters-
Letters for new clients
e. Referral Letters-
Letters for referral
f. Birthdays- Letters for birthday
g. Desex Reminders-
Reminder for desexing
h. Sympathy List-
i. Promotional Letters-
Promotional letter
i. Geriatric
ii. Dental
j. Reminders Layout
8. Report Layout- Setup the layout of select reports. Sugery OLE, Surgery Cons, Boarding,
Scratch/Release, or Credit App.
9. Accounts Receivable
a. Data Entry
b. Processing
c. Summary
d. Billing Alerts
e. Billing Alerts List
10. Accounts Payable
a. Data Entry
b. Payment Due
11. Cash Journal
a. Transactions
b. Automatic Transactions
c. Reconcile Account
d. Accounts
e. Budget Categories
f. Payees
g. Reports
h. Accountant Cash Journal
12. General Journal
a. General Journal
b. Accounts
c. Companies
d. Business Accounts
e. Reports
f. Accounting Archive
g. Archive Access Journal
13. Employees
a. Information- Employee Information
window.
a. Employee report- Print an
Employee information Report.
b. Insert New Employee- Add a new
employee
c. Information- Show you employee
information
d. Close- returned to BWC window
b. Task Lists- List task for an employee
a. Task
Item-
i. Report- Print report of task
ii. Add New Item- Add specific
task. Fill in white area-
iii. Delete- Delete hightlighted
item
iv. Modify- Modify list
v. OK- Back to Employee Task
List window
b. Close- Back to BWC window
c. Weekly
hours-
a. Audit Table-
Audit Table
b. Summary-
Summary Table
c. Hours- Highlight employee will show you hours and print a summary.
d. Vacation Hours-
Highlight employee
i. Delete Item-
Delete highlighted item
ii. Add Hours-
iii. Edit- Edit
iv. OK- Back to Employee Hours
e. Work Hours-
Show employee hours
i. Delete Item-
Delete item
ii. Undo-
Undo
iii. Add Hours-
Click a calendar will appear pick date.
Fill in hour in white area
iv. Edit-
Edit
v. Close-
Back to Employee Hours
f. Close-
Back to BWC window
d. Schedules
e. Payroll-
a. Undo
Last Payroll-
b. Payroll
Setup-
c. Process
Hours-
d. Process
Payroll-
e. Report
Summaries-
f. Edit by
Item-
g. Close- Back to BWC window
f. Annual
Payroll
14. Reports And Analysis
H. Window
1. Undo
2. Cut
3. Copy
4. Paste
5. Next Window
6. Previous Window
7. Cascade Tile
I. Utilities
1. Time clock-
Each employee double click on their
name and then enter then password and ok and are sign in for the day. To
sign out double click on name they will then be ask if they have
complete their day if not click no and click on why they are leaving. Repeat
when return and then again at end a day.
2. Reminders-
Reminder list.
a. Open Alert
b. Remind
Date-Today
c. Delete
Reminder
d. Add Reminder
e. Modify
Reminder
f. Close
3. Employee Reminders-
Add reminder for employee
4. Notes- Add
notes
5. Secure Area
6. To do Lists-
a. Client-
a. Report-
b. Add New Item-
Add a new item
c. Delete-
delete an item
d. Modify-
Modify an item
e. Close- Close.
b. QuickVet-
7. Messaging- For
adding message
a. Create-
Create a message window
b. Setup-
Message system window
c. Log- Message Log window
8. Activities-
a. Add Activity Type-
List activity type you may delete, add, or edit.
b. Client Summary- Client Activities
window.
c. Contact summary- Contact window.
9. Printer Assignment-
For assigning printer.
10. Printer Setup-
For setup printer
11. System-
A. Setup-
B. Reminder Alert- Give you the
Reminder and Alerts window. You can then add reminder for Accounts
Receivable, Billing Alerts, Inventory Check, Reminders Check
C. Reminder Layout- Setting up reminder
that are to be mailed. There are Vax, 2nd Vax, Rabbit Vax,
Dental, Geriatric, New Clients, Birthday, Desex, and Referral.
D. Resource- DynArray
E. Data Access- Data Access window.
F. Adminatration- System Administration.
G. Users- Access Table window.
H. Locks- Select File window.
I. Update Data- Update window.
J. Field Update- Field update window.
K. Table Analysis- Table Analysis.
L. Proformas- Proformas window.
12. Quick Help- Quick Help
13. Calendar- Calendar
14. Calculator-
For use as a calcutator.
15. Solitaire-
Game
16. Pinball- Game
17. Transfer-
Transfering to a different employee.
18. Exit- to Window
