How to add a patient

Click on PATIENTS on the main menu
Click on PATIENTS
Click on ADD PATIENT
Select the client for whom you want to add the patient
Or
Click on CLIENTS on the main menu
Click on EDIT CLIENT
Select the client for whom you want to add the patient
Click on the ADD PATIENT button on your client information window
OR Click on theicon on the toolbar
Nickname and full name
Type the name of the patient in the nickname field. Full names are usually used for horses with long names.

Breed
Click on the BREED button to select the breed of the animal from a list. We recommend that you always use this look-up facility and not just type in any breed description. If the vet entered ‘Siamese X’ and the receptionist uses ‘Siamese Cross’, the program will interpret this as two different breeds.
Also see How to add a breed

Colour
Enter
the colour of the patient in this field. Do not leave this field open, as it comes in handy if someone brings in a stray animal and you have to find the owner. The program can search for the owner of an animal if you know the animal's name, breed, colour, sex, etc.
Also see How to find the owner of a lost animal

Sex
Click on the radio button to change the sex of the animal on the system.

Born on
Enter the date of birth in this field. The format of the date should always be dd/mm/yyyy.  If the specific date is not known, type in an approximate date.

Weight
Enter in the weight of the animal in kilogram.

Age
If you do not know the date of birth you can enter in the age and then click in the ‘born on’ field. Microvet will calculate the date of birth for you.

Patient living
Untick this box when the animal dies. Deceased animals will not receive vaccine reminders.
This field can be automatically updated if the patient is euthanazed, to prevent dead animals from receiving vaccine reminders.
Also see How to add a service item: Change health status

Registered
Tick this box if the animal is registered.

Sterilized
Tic
k this box if the patient has been sterilized.
This field can be updated automatically if the patient comes in for a spay/castration.
Also see How to add a service item: Change fertility status

Pet health member
Tick this box if the patient is a pet health benefit member.
Also see How to set up a pet health benefit plan

Message
A message that has been entered here will appear every time you select a patient to do a transaction. This message can be something like ‘Allergic to penicillin’. It is important to enter only
serious allergies or conditions in the message field, as it will appear each time an item is selected in a transaction. It may get irritating if unimportant messages have been entered here.

Recall type
This is an additional type of reminder, e.g. you can use this reminder to send out letters to all cats that receive monthly program injections or to all animals that need to be spayed within six months or to send out birthday cards to animals. Enter the type of re-call you want to send to this animal. This is simply a code you allocate to each different type of re-call. When you do a mail merge, the program prompts you to supply the type of re-call. If you fill in a re-call type there, the program will scan through the patient table, and generate re-calls for each animal with that particular type of re-call. This field can be automatically updated when the patient comes in for a consultation.
Also see How to print mail merge letters for certain clients
Also see How to add a service item: Update the re-call date and type

Recall date
Enter the date on which you want a recall letter to be sent. This date can be updated automatically when the patient comes in for a consultation, e.g. when you treat a patient for Billiary and you use a method to create the invoice
Also see How to print mail merge letters for certain clients
Also see How to add a service item: Update the re-call date and type

Phone date
Enter the date on which you want to make a follow-up phone call to the owner of a patient. Every morning, you can print a phone back list report of all the clients that need follow-up phone calls. This field can be updated automatically when the patient comes for a consultation, e.g. when you treat a patient for Billiary and you use a method to create the invoice, the phone back date and message can be generated automatically.
Also see How to add a method: Number of days to phone back

Also see Phone back list report

Phone reason
If you want to phone a client a few days after a consultation, you enter a phone date and a reason. This reason can be updated automatically when the patient comes for a consultation.
Also see How to add a method: Phone reason

Also see Phone back list report

Next vaccination date
Type the date on which the patient has to receive its next vaccination. This date can be automatically updated when the patient comes for the vaccination.
Also see How to add a service item: Update next vaccination date

Send vaccination reminders
It is important to remove the tick from all the patients who should NOT receive any vaccination reminders. You can specify the breed that, when selected, would automatically untick this box.
Also see How to add a breed

Scanner code
Type the scanner code of the patient in this field. You can use this code to find the owner of a lost animal.
Also see How to find the owner of a lost animal

Pet health member
Tick this box if the patient is a pet health member.
Also see How to set up a pet health benefit plan

Notes
Any information about the patient can be typed in this space, e.g. deworming information or what type of dog food the patient eats. You can use it as a master problem list.

How to edit or delete a patient

Click on PATIENTS on the main menu
Click on PATIENTS
Click on EDIT PATIENT or DELETE PATIENT
Select the client whose patient you want to edit or delete
Select the patient
Or
Click on CLIENTS on the main menu
Click on EDIT CLIENT
Select the client whose patient you want to edit or delete
Click on the EDIT PATIENT or DELETE PATIENT button on your client information window
Select the patient

OR Click on the icon on the toolbar to edit the patient