1. Go to
BUSINESS -> VACCINATIONS -> REMINDERS
2. The form
that appears shows when the past first and second
vaccination reminder processing has been done.
3. To run
first vaccination reminders, press the FIRST REMINDER
button. A dialog box will appear showing the past
parameters for the first reminders, and this period's
parameters.
4. The user can change the due date range
for the reminders, but it will default to the logical
periods from the previous processing.
5. Press the
OK button to start the first reminder processing.
6.
Press CANCEL to discontinue the process.
7. The AHMS
will process all pets/animals for vaccinations due.
8. After completion, it will prompt the user to print the
vaccination reminders, which will automatically appear after
pressing OK. The Small Animal reminders default to
printing on the popular post cards (laser format, 3 per
page), but can be fully customized.
9. The report
will then be previewed, showing the first page of Small
Animal reminders. On the menu, go to REPORT -> PRINT,
then select the range to print. Continue until the
reminders are printed. Go to REPORT -> CLOSE to
complete the Small Animal vaccination reminders.
NOTE: It is advised for large or multiple
reminders, that a minimum of pages are first produced
and reviewed for accuracy and correct type of reminder
sought. In order to print a minimum of pages, go to
REPORT -> PRINT, then select PRINT PAGE RANGE and enter from
1 to 5 pages, then PRINT. This will provide the first
five pages for review. Once you are sure this is the
reminder you are seeking, you can request a complete
printing of the reminder.
10. The user will then be
prompted to prepare for Large Animal vaccination reminders.
These reminders default to printing on standard letter
paper, with the address set up to appear in windowed
envelopes.
11. The report will then be previewed,
showing the first Large Animal reminder letter. On the
menu, go to REPORT -> PRINT, then select the range to print.
Continue until the letters are printed. Go to REPORT
-> CLOSE to complete the Large Animal reminder letters.
12. Now, press the SECOND REMINDER button to process second
reminders.
13. Second reminders are sent to all
clients that have not had their pets/animals vaccinated and
are past due.
14. It is recommended to run second
reminders with the same period (either weekly or monthly).
15. The second reminders are set for vaccinations that
were due either the week or month in the past.
16.
Allow some lag time for mailing and appointments. For
example, if you sent the second reminders on the 1st of
October, set the past due dates from August 16 to September
16.
You can also now process Third and Fourth Reminders!
The REMINDER COMMENT button allows the user to type a
message that will appear at the bottom of every reminder.
The PETS DUE button will display the pets/animals that were
found due by the process.
The DETAILS button allows the
user to look up the clients and their pets/animals to see
which reminders were sent, and how often.
After setting up
vaccination/preventative names and periods, it's necessary
to designate which items will be included in First, Second,
Third and Fourth Reminders.
Setting
Vaccination/Preventatives For First Reminders
Designate a
'Yes' in the First Reminder field for vaccinations to be
included in First Reminders. Set the field to 'No' to
exclude that vaccination/preventative.
Setting
Vaccination/Preventatives For Second Reminders
Designate
a 'Yes' in the Second Reminder field for vaccinations to be
included in Second Reminders. Set the field to 'No' to
exclude that vaccination/preventative.
Setting
Vaccination/Preventatives For Third Reminders
Designate a
'Yes' in the Third Reminder field for vaccinations to be
included in Third Reminders. Set the field to 'No' to
exclude that vaccination/preventative.
Setting
Vaccination/Preventatives For Fourth Reminders
Designate
a 'Yes' in the Fourth Reminder field for vaccinations to be
included in Fourth Reminders. Set the field to 'No' to
exclude that vaccination/preventative.
First Reminders are sent to remind all clients of ensuing vaccinations due on their pets/animals for some period in the future. Allow some lag time for mailing, so that the client receives the reminder just before the vaccinations are due. This method has been proven to be most successful in encouraging the client to call immediately for an appointment. If sent too far in advance, the reminders are generally set aside, and forgotten or lost. It is recommended to run reminders either weekly or monthly, and that first reminders are set for vaccinations due the week or month ahead.