PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Expand]Guide for PANTHEON
  [Expand]Guide for PANTHEON Retail
  [Collapse]Guide for PANTHEON Vet
   [Collapse]Desktop PANTHEON Vet
    [Expand]Settings
    [Collapse]Veterinarian
     [Expand]Registers
     [Collapse]Reception
       Tab view
      [Expand]Calendar view
      [Expand]Filters settings
      [Expand]Toolbar
     [Expand]Treatment
     [Expand]Animal History
     [Expand]Treatment Cost
      Medicines Verification - NOT IN USE
     [Expand]Online medical reports
      Hospital
    [Expand]Goods
    [Expand]Analytics
    [Expand]Others
   [Expand]Mobile Application - mVE
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
[Expand]User Site

Load Time: 1703.152 ms
"
  1005790 | 218190 | 353871 | Updated
Label

Calendar view

Calendar

  

Select the tab   calendar view to navigate to calendar mode preview. On reception beside the calendar view, we also have an option to open different functionality with a right click on the mouse in the calendar:

Table of contents

  1. Calendar pop-up menu
  2. Right-click on the appointment
  3. Timer bar popup
  4. Tab Task
  5. Tab Billing

 

On the calendar view, we have a few pop-up menus - when we make a right click on a mouse button on Calendar, Appointment, or Time Bar.

1. Calendar pop-up menu

The calendar pop-up menu enables you to work with the calendar and has the following options:

 

New Appointment  Opens a window for entering a New Appointment
New task Open windows for entering a new task.
Show 7 days Shows tasks for one week.
Show 14 days Shows tasks for two weeks.
Reset Appointments Resets the view back to the view when opening the form of Reception

        

2. Right-click on the appointment

With a Right mouse click on the grid, the same pop-up is opened then when you make a right mouse click on an Appointment in Calendar View.

The task pop-up menu enables you to work with tasks and has the following options:

New appointment Opens a window Appointment for adding an Appointment. 
Procedure consent form Print out the report for the Procedure consent form.
Anesthesia Report Print out the Anesthesia report.
Open appointment Open already created task.
Close appointment With this functionality, we can close an appointment without opening it.
Cancel appointment With this functionality, you can cancel an appointment without opening it.
Animal Owner Opens window for Owner/animal Entry Register
Treatment
  • If treatment isn't opened for an appointment, then the next information is shown:                                                    if you click OK, then a window for  creating treatment is opened

           

  • When you choose the treatment document type and click Confirm, and treatment document is created. But if the Treatment document is created, then clicking on this menu opens the treatment document.
  • Finish treatment -> It changes the treatment status to the first status that has the setting Approved check in Document Type Settings
  • We can also change the veterinarian; we choose one from the dropdown list
Repeat after

We can repeat the treatment after:

  • Week
  • Month
  • Year
The owner is waiting When the owner comes to the clinic with a pet and has a pre-order, we can use this option to move it to the waiting room.

3. Time Bar Popup

In a time bar popup, you can choose the time span shown in the Time bar - Default is set on 15 minutes.

 

4. Tab Task

Functionalities for the tab Task you can read here.

 

5. Tab billing

In the billing data are shown all treatments that are finished and for which a billing document wasn't created. For unbilled treatment next data is shown:

Treatment Key Treatment document ID
Owner  The owner specified on the treatment document
Veterinarian The veterinarian specified on the treatment document
Amount Due Billing value

  If we took this option, we would also see documents that were reversed.

With the 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, then you have to create a delivery document, and when the treatment is finished, you create a Collective Invoice.

By clicking on the button  or  a window for creating a document or create consolidated document is opened.

 

There are also some messages that are appear if we want to do:

If you try to make for Canceled appointment treatment document, the next error is shown:

 

000001.gif

You can only edit appointments with status Open or Canceled

 

 

 

 

 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!