Summary
The Card List is used to manage the process of sending sympathy cards to owners. A diary column must be created in order to use this daylist.
Details
The Card List can be accessed from the 'Daylists' menu:
Once selected, the Card List will display:
There are multiple ways to add a patient onto the Card List.
Adding a Patient to the Card List
Add to Card List - From Treatment Screen (Send to)
- From the Treatment Screen, select 'Send To' from the top toolbar menu and select 'Card List'.
- This will send the patient to the Card List for today's date.
Add to Card List - Dispensing Treatment
From the Treatment Screen, when adding a treatment, certain treatment codes can be configured to display a prompt to 'Send To Card List'.
Selecting 'Yes' to this prompt will send the patient onto the Card List for today's date.
Add to Card List - From the Diary Screen
In order to use this option, you will need to have a Card column setup in the Diary screen. Once this has been setup, you can add to the Card List via the Diary screen.
- Navigate to the Diary screen and locate the 'Card column'.
- Specify a 'reason' for the action and Save the 'appointment'.
- The entry will display in the Diary screen and on the 'Card' Daylist.
Using the Card List
When selecting a patient from the Card List, right-clicking provides you with six options:
Function | Description / Function |
Set Priority | Priority levels 1-10. If set, this block of colour will show in the first column in the Card List. |
Set Card Created | Updates the status of the card to display progress of card creation. (This can also be done by selecting the patient and using the icon in the top left). |
Set Card Sent | Updates the status of the Card to display card has been sent. (This can also be done by selecting the patient and using the icon on the top left). |
Edit Appointment | Allows the user to edit the ‘Appointment Reason’. |
Delete Appointment | Allows the user to remove the appointment. This will remove from the Card List and Diary screen. |
View Appointment Trail | Displays an audit trail for the selected ‘appointment’. |
