Summary
The Operation List displays all operation appointments for the current day.
Details
The Operations List can be accessed via the 'Operations' button from the main toolbar or from the Daylists menu.
Once selected, the Operation List will display, showing any patients that have an operation appointment booked.
Adding a Patient to the Operations List
From Treatment Screen
- From the Treatment Screen, select 'Send To' from the top toolbar menu and select 'Operations List'.
- This will send the patient to the Operations List for today's date.
Dispensing Treatment
- From the Treatment Screen, when adding a treatment, certain treatment codes can be configured to display a prompt to 'Send To Operations List'.
- Selecting 'Yes' to this prompt will send the patient to the Operation List for today's date.
From the Diary Screen
In order to use this option, you will need to have a Operations column setup in the Diary screen. Once this has been setup, you can add to the Operations list via the Diary screen.
- Navigate to the Diary screen and locate the 'Operation column'.
- Specify a 'reason' for the booking and save the appointment.
- The entry will display in the Diary screen and on the 'Operations' daylist.
Using the Operations List
Selecting a patient from the list and right-clicking will display the below options:
Function | Description / Function |
Set Priority | Allows you to set a priority against an appointment. |
Set Arrived | The appointment will change to RED within the diary screen, the waiting list and Full list. |
Set Failed to Show | Sets the patient as failed to show. This will appear grey in the Hospital List and the Diary. |
Set Cancelled | Sets the patient as cancelled. This will appear in a neutral brown colour in the Hospital List and the Diary. |
Set Treated | The appointment will change to BLUE to indicate the client has been treated. |
Set Paid | The appointment will change to GREEN to indicate the client has paid. |
Appointment Memo | Adds an 'M' to the third column on the Hospital List, to indicate there is a memo attached. |
Edit Appointment | Allows the user to change the appointment reason & note. |
Delete Appointment | Removes the appointment from the Hospital List and Diary. |
Print Appointment Label | Prints an Appointment Label to the practice's label printer. This details the appointment date, time, reason and surgeon. |
View Appointment Trail | Displays an audit trail for the selected appointment. |
Send to Kennel | Sends the Patient to a Kennel. |
Clipper | Add the Patient and Client Details to the Clipper. |
Add Weight | Allows the user to add the patients weight. |
Payments | Triggers the Payments workflow |
Show Referrals | Shows any referral practice information. |
Consent | Opens the Consent form window. |
View History | Displays the Patient's Treatment history in a pop-up window. |
View PACS | Navigates to your practice's PACS system. For more information, see PACS. |
Exporting the Operating List
The Operations list can be printed, emailed or exported to CSV file.
