Summary
The Treated List shows all appointments with the status 'Treated' for the current day's appointments (unless another date range is specified).
Details
The Treated List can be accessed via the main toolbar or via the 'Daylists' menu.
Once selected, the Treated List will display showing any appointments with the status 'Treated'.
Appointments that have been treated are displayed in BLUE, and this provides a visual reference to show any appointments that the practice needs to take a payment for. Any appointments that have been paid will display in GREEN.
Using the Treated List
Filtering the Treated List
All appointments for the dates specified will display. You can change the date range by using the date filters provided. It is also possible to filter by Surgeon, Site and/or Client Category.
Appointment Memos
You can create a Memo for any of the Daylists. To do this, select the required appointment and click the Memo button.
When a Memo has been saved for an appointment, an M will appear in the Memo column of the day lists.
To view the previous Memo or to create a new one, click on the client, then click on the Memo tab, or right click the appointment and select ‘Appointment Memo’. To write a new Memo, write in the white area of the window and click Save.
Right-click Options
Select a patient from the list and right-click to display the below options:
Function | Description / Function |
Set Priority | Priority levels 1-10. If set, this block of colour will show in the first column in the Treated List. |
Set Unarrived | The appointment will be change back to its previous status. |
Set Failed to Show | Appointment will change to BLOCK GREY. |
Set Cancelled | Cancels the appointment and the appointment will change to NEUTRAL BROWN. |
Set Paid | The appointment will change to GREEN to indicate the client has paid. |
Appointment Memo | An 'M' will appear in the fourth column, indicating there is an additional note against this appointment. |
Edit Appointment | Allows the user to edit the Appointment Reason and Note. |
Delete Appointment | Allows the user to remove the appointment. This will remove from the Treated List and Diary screen. |
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 | Opens the Add Weight window. |
Payments | Opens the Payments window. |
Show Referrals | Shows the patient's registered referral details. |
Consent | Opens the Consent form window. |
View History | Displays the Patient's Treatment history in a pop-up window. |
View PACS | If the practice makes use of a cloud-based PACS system, selecting this option will show any uploaded images in a new tab. |
Exporting the Treated List
The Treated list can be printed, emailed or exported to CSV file
