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Reception

Module Reception is intended for managing client appointment reservations and reviewing the availability of employed veterinarians or branches/departments.

TIP

You can read technical instructions and field descriptions in the technical manual chapter, Reception.

The chapter consists of the following subsections:

Calendar view We can review the availability of employed veterinarians or branches/departments and manage client appointment reservations in the calendar view. Below is an example of setting up the calendar view.
User absence For each task, a responsible person is designated to carry it out. However, it may happen that the person who should perform the task is absent. In this case, the tasks are redirected to the user who replaces that person. 
Perform date check The functionality allows for reviewing completed tasks.
New appointment In the Reception module, we add various appointments and tasks. By right-clicking we enter the data needed to create a new appointment. The following section describes an example of creating a new appointment and other functionalities related to appointments. 
New task The functionality for entering a new task into the reception timeline or calendar is simple and quick. This way, users are reminded of the content they need to complete within a specified timeframe. Below, we show you an example of entering a new task.
Display 7 days The functionality displays tasks for one week. Below, we show you an example of displaying appointments for the selected week.
Display 14 days The functionality displays tasks for one week. Below, we show you an example of displaying appointments for two weeks.
Reset display Below, we show you an example of resetting the display.
Consent for intervention The functionality allows for printing written consent for the intervention. In the following section, we show you an example of printing written consent for the intervention.
Open task The functionality opens a window with an already created task.
Close task Using this functionality, we close the created task without opening it.
Cancel task Using this functionality, we cancel the created task without opening it.
Animal owner By selecting the functionality, we open Owner and animal registry. Below, we show you an example of using the functionality.
Case handling By selecting this functionality, if the case document has already been created, it opens, or we create a new case record. Below is an example.
Repeat in The functionality allows us to repeat the created task in a week, month, or year. 
Other filters We can freely filter the display of tasks or appointments using various filters in the Other filters tab.
Invoicing The Invoicing tab allows for creating a document or summary document from the Reception module. Below are examples of creating a document, summary invoice, and displaying canceled documents as well.
Show by users/branches We can customize the overview of tasks and client appointments by choosing to display data by users or by branches. Below is an example of using different checkboxes on the Reception form.
Show SMS list

The button opens a new window with data about SMS messages that still need to be sent. To display the data, it is necessary to set all the settings required for successful SMS sending.

Print The Print button allows us to print the order for treatment or vaccination, which we can hand over to the owner personally or send via email.
Reset The Reset button returns the selected filters to their initial state and displays the current day. Below, we show you an example of resetting filters and display.
Printouts By clicking the button in the command bar  (Printouts), the print window for Reception Reports opens. Reception Reports are divided into three categories: task overview, work schedule, and orders.
Wizards The Wizards button in the Reception module toolbar allows for the initiation of two business processes, namely sending SMS or email and sending SMS for vaccination. Below are the relevant user cases.

 

 

 

 

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