Microvet Users' Guide

Index

Setting up Microvet

Getting started with Microvet
- Recommended hardware
- How to install Microvet
- How to add an icon to start Microvet
- Open Microvet for the first time
- When to do file-maintenance

How to set up your printers
- How to install a dot matrix printer
- How to share a printer
- How to install a desk jet or laser jet printer
- How to add a second printer to your network
- How to change the paper orientation in Microvet

How to set up the backup procedure
- When to make a backup
- How to set up the backup procedure
- How to make routinely backups with Windows 95
- How to make routinely backups with Windows 98
- How to make routinely backups with Windows ME/NT
- How to make routinely backups with Windows XP Professional
- How to backup to other backup mediums than stiffy disks
- How to test the Microsoft Windows backup
- How to restore a backup from the hard drive in Windows 95
- How to restore a backup from stiffy disks in Windows 95

How to set up Microvet defaults

How to set up your local setup

How to add user passwords
- How to edit or delete user passwords
- How to log in again to change the user name

Microvet Functions

How to add a client
- How to edit or delete a client
- How to do a balance enquiry for a client

How to add a patient
- How to edit or delete a patient

How to queue a patient
- How to add a transaction for a client in the queue
- How to add a hospital transaction for a client in the queue
- How to add a quotation for a client in the queue

How to admit a patient to hospital
- How to edit a hospital transaction
- How to delete a hospital transaction

How to add a breed
- How to edit or delete a breed

How to add and edit categories

How to add a service item
- How to edit or delete a service item
- How to markup service prices

How to add a stock item
- How to edit or delete a stock item
- How to reset stock quantities
- How to reset all edit stock
- How to browse stock
- How to view items per bar code
- How to transfer stock
- How to view stock
- How to view stock excluding TAX
- How to print batch labels for a stock item
- How to print a stock inventory
- How to print a stock inventory per location
- How to take stock
- How to print a stock order list
- How to get a list of stock prices
- How to get a list of expired stock
- How to print a list of lost batches
- How to print a stock sales report
- How to print a stock sales report for the last 6 months
- How to print a stock trial
- How to view generic equivalents for a stock item
- How to print a stock audit trial
- How to print a stock reconciliation
- How to add a manufacturer
- How to use batches
- How to add a batch
- How to edit any batch
- How to edit batches from one stock item
- How to delete any batch
- How to delete batches from one stock item
- How to update batch descriptions
- How to sell stock
- How to buy stock
- How to do stock control
- How to work with different stock locations

How to add a method
- How to edit or delete a method

How to add a transaction
- How to edit a transaction
- How to delete a transaction
- How to add a quick cash sale
- How to edit a pending transaction
- How to add a transaction using the patient’s name
- How to add batch transactions
- How to print a condensed invoice

How to add a clinical record
- How to edit or delete a clinical record
- How to setup Microvet to link documents to clinical records
- How to setup Microvet to link images to clinical records
- How to view the clinical history
- How to print the clinical history 

How to add a diagnosis

How to add opening balances for clients

How to add a quotation
- How to edit or delete a quotation
- How to convert a quotation to a transaction

How to cash-up

How to do a month-end procedure

How to add messages to invoices and statements
- How to add pre-typed messages to invoices
and statements

- How to add individual messages to invoices
while in a transaction

How to print vaccination reminders
- Ways to update a patient's vaccination information
- How to print vaccination reminders
- How to set up a mail merge document for vaccination
reminders in MS Word

- How to print a vaccination reminder phone-back list

How to bank client payments to a bank account

How to follow up bad debtors
- Print reminder messages on statements
- Print final reminders
- Setting up your own final reminders
- Writing off outstanding balances

How to use the different discount options
- Discount per invoice
- How to use settlement discount
- How to set up month-end discount

How to change the owner of a patient

How to find the owner of a lost animal

How to find a stud male for breeding

How to print a laboratory request

How to print mail merge letters for certain clients

How to add a document

How to set up a pet health benefit plan

How to remove unallocated records

How to archive old transactions

How to archive deceased patients

Microvet Accounting

Microvet Accounting
- How to set up Microvet’s accounting system
- How to add a ledger account
- How to add a creditor or expense account
- How to add a bank account
- How to add a petty cash account
- How to add an expense
- How to add a transaction
- How to add a transaction to your bank and petty cash accounts
- How to edit a transaction
- Accounting transactions cannot be deleted
- How to return goods
- How to do an accounting month-end procedure

Reports

How to print reports

Client reports

Client reports
-
Client information
- List best clients
- Month-end discounts
- Pet health discounts
- Month-end ages
- Month-end sales
- Transaction listing
- Archived items listing
- Pet health item listing

Client Outstanding Balances Reports

Client Outstanding Balances Reports
- Client balances
- Age analysis
- Debtors telephone
- Final reminders

Patient Reports

Patient Reports
- Phone back list
- View clinical history
- View clinical records of archived patient
- Hospital patient report
- List hospital patients
- Pending transaction list
- Diagnoses per time period
- Patients per diagnosis
- Vaccination reminder phone-back
- Breed listing

Stock and Services Reports

Stock and services reports
- Service list
- Stock list
- Service sales - current month
- Service sales - previous months
- Stock sales - current month
- Stock sales - previous months
- Stock sales - last six months
- Stock inventory
- Stock inventory per location
- Stock received
- Expired stock
- Manufacturer list
- Manufacturer sales
- Manufacturer summary
- Method listing
- Method detail list
- Category list
- Sales by category
- Category sales summary
- Niche sales

General Practice Reports

General Practice Reports
- Cash-up all months
- Cash-up current month
- Audit trail
- Transaction summary
- Summary by accounts
- Debit journal listing
- Credit journal listing
- Skills development levy report
- Unemployment fund contribution levy
- Regional service council levies
- Total records per table

Practice Performance Reports

Practice Performance Reports
- Practice summary
- Income statement
- Cash flow statement

Practice Budgeting Reports

Practice Budgeting Reports
- Weekly payments
- Weekly sales and expenses
- Debit orders

Practice Sales Tax Reports (VAT or GST)

Practice Sales Tax Reports (VAT or GTS)
- Sales TAX reports
- Input Sales TAX report
- Sales TAX summary

Practice Banking Reports

Practice Banking Reports
- List bankings
- Banking detail

Accounting Reports

Accounting Reports
- List accounts
- Creditor balances
- Cheques
- Credit journals
- Debit journals
- Bank debits
- Bank credits
- Discounts
- Goods returned
- Payments
- Summary by creditor
- Transaction item listing
- Supplier invoice summary
- List expenses
- Total expenses
- List ledger accounts