Animal Hospital
Management System
World Class Veterinary Technology with Onsite Support
1.
Go to Business -> Reminders/Letters -> Referral Letters.
2. You can now perform a Referral Analysis or Process
Letters as you choose:
It is
advisable to run the Referral Analysis. This allows the
review of the list of referring sources, and an analysis of
their contribution: number of referrals, number of pets
referred, gross revenue from the new clients, total paid by
new clients.
1. Press REFERRAL ANALYSIS button on
lower left to assess the list of referrals.
2. You
will be asked if you wish to proceed. Answer YES to
select a date range. Answer NO to quit.
3. The
DATE RANGE SCREEN will be viewed. Select an item from
the left column - any Quarter, YTD, Month, Date Range or
Last Year.
4. If month, date range, or last year are
selected, select the appropriate month OR enter the date
range beginning and ending dates OR enter the year date for
the time frame for this referral analysis.
5. Press
OK when the dates have been chosen.
6. It may take
some time to process. A REPORT will be visible which
is the summary of all referrals in the selected range.
After reviewing the list, press X in the upper right corner
to close.
7. You will be returned to the Referral
Letters Screen and continue to process Referral Letters.
1. To
start a new run, click on PROCESS REMINDER button on lower
left.
2. You will be asked if you want to process
First Reminders today. Press YES to run reminders,
Press NO to enter a different date.
3. You will be
prompted with the last date that reminders and asked if you
wish to continue processing reminders? Press YES to
proceed. Press NO to quit.
4. It may take a
few minutes to process all the reminders. Then you
will be prompted that the first reminders are now ready to
print and will be displayed in the preview mode.
Before you agree, be sure that you are connected to the
printer and that the carrier is filled with the appropriate
paper or post card stock. When paper and printer are
ready, press the OK button on the message screen.
5.
A preview sheet will appear on the screen. You may
press the X in the upper right corner on each preview page
that you view. (NOTE: If no pets have reminders during
this time frame, you will be prompted with this information
and should press OK to continue)
6. When all
preview sheets have been reviewed, a prompt will come up
asking if all letters were printed? Press YES to end.
Press NO to locate the missing letters. Follow prompts to
print additional letters.
7. Once all reminders are
complete, you will be back at the Referral Letters Screen
and the most current update just run will already occupy the
field data across the page. Press CLOSE to end this
session.