Calendar
Calendar
On reception beside the calendar we have also option to open different functionality with right click on mouse in calendar:
1. Calander popup menu
2. Right click on appointment
3. Timer bar popup
On the right side of calendar we have:
4. Appointment data
5. Billing data
On calendar you have few popup menus - when you make right click on a mouse button on Calendar, Appointment or Time Bar.
1. Calendar popup menu
Calendar popup menu is enabling you to work with calendar and has next options:
| New Appointment |
Opens window for entering New Appointment |
| New event - General |
Open windows for entering new event such as: vacation, sick day, ... |
| Vet Appointment - 7 days |
Shows whole week for Veterinarian that a right click was made |
| Vet Appointment -14 days |
Shows two weeks for Veterinarian that a right click was made |
| Reset Appointments |
Resets view back to a view when opening form of Reception |
2. Right click on appointment
With Right mouse click on grid the same popup is opened then when you make right mouse click on Appointment in Calendar View.
Task popup menu is enabling you to work with tasks and has next options:
| Owner |
Opens widow for Owner/Animal Entry Register |
| Print Procedure consent form |
Print out a consent form for procedure for Owner to sign. |
| Appointment |
Opens window Appointment for editing Appointment
 You can only edit appointments wits status Open or Canceled
|
| Duplicate appointment |
Duplicates appointment that you clicked on with status open -> this can be usefully when animal have to come back on check up. |
| Cancel/Activate Appointment |
Changes status of appointment to Cancel, if you click on Canceled Appointment then it change it to open |
| Treatment |
- if treatment isn't opened for appointment then next information is shown:
 if you click OK then a window for creating treatment is opened
- Where you chose treatment document type and click Confirm and treatment document is created. But if Treatment document is created then click on this menu opens treatment document.
- Finish treatment -> It changes treatment status to first status that has setting Approved check in Document Type Settings
- We can also change the veterinarian, we choose one from dropdown list
|
| Finish treatment |
If appointment is linked to the treatment that we can close appointment with this option.
If appointment is not linked to treatment than we can not close appointment and we get this message
|
3. Time Bar Popup
In a time bar popup you can choose time span shown in Time bar - Default is set on 15 minutes.
4. Appointment data
Shows detail data of Appointment that you have clicked on. It shows next data:
Owner:
| Subject |
Owner ID |
| Name |
Owner's first and last name |
| Address |
Owner's address |
| Tel. 1 |
Owners 1st telephone number |
| Tel. 2 |
Owners 2nd telephone number |
Appointment:
| Note |
Note from appointment |
Animals:
| Animal ID |
Id of animal |
| Name |
Animal name - it can be different on appointment then in register |
| Sex |
Sex of The animal |
| Type of Animal |
Animal Type |
| Category |
Animal Category |
| Breed |
Animal Breed |
Click on button 
we can print out Appointment.
5. Billing data
In billing data are shown all treatments that are finished and for which billing document wasn't created.For unbilled treatment next data is shown:
| Treatment Key |
Treatment document ID |
| Owner |
Owner specified on treatment document |
| Veterinarian |
Veterinarian specified on treatment document |
| Amount Due |
Billing value |
if we took this option we will see also documents that were reversed.
With option 
you can choose which type of document you want to create - Invoice or Delivery document. If you want to charge multiple treatments on one invoice than you have to create delivery document and when treatment is finished then you create Collective Invoice.
With click on button 
or 
a window for create document or create consolidate document is opened.
There are also some messages that are appear if we want to do:
When you try to move appointment that it isn't in open status between Veterinarians or try to make any other change next Error is shown:
If you try to make for Canceled appointment treatment document, next error is shown:
|
You can only edit appointments wits status Open or Canceled |
Related topic: