Complete the case

The case document can be assigned different statuses, through which we know whether the case of the animal is still in process or has already been completed. The status of the case allows for easier communication among various employees in the veterinary clinic or between the reception and the clinic. 

In this chapter, we will present an example of how to change the status on the case document when the entry on the document is completed. The functionality is available through the button  (Complete the case) and is located in the case documents, which we access in the menu Veterinary | Case.

TIP For more detailed information about the program forms, read in The PANTHEON VET Guide, in the chapter Main taskbar.

CASE DESCRIPTION The veterinarian took a blood sample from the dog and sent it to the laboratory. There, certain parameters will be checked, based on which the veterinarian will more easily determine the diagnosis of the disease. The data about the animal and the blood sample collection was entered by the veterinarian on the case document when the animal was examined in the clinic. The laboratory analysis results were returned to the clinic after a week. The veterinarian entered the findings, the final diagnosis, and completed the case document. This was done by following these steps.  Creating the document and entering data Searching for an open case Entering data about the received findings Changing the status of the case document

1. Creating the document and entering data

The responsible person creates the case document, where they select the owner and the animal that is in the case process. They then record the details of the anamnesis, diagnosis, and other data. 

The detailed procedure is described in the chapter Entering the case (general).

In our case, the responsible person creates Case: 23-CLI3-000006.

2. Searching for an open case

The responsible person searches for the owner of the animal or the animal for which they received the laboratory findings. The detailed search procedure is described in the chapter Searching. 

The list of open cases for the owner can be found in the tab list Open cases. The detailed procedure is described in the chapter Open matters.

3. Entering data about the received findings

The responsible person received the blood count findings from the laboratory and attached them to the case document, further specifying the diagnosis. 

• The detailed procedure for adding the findings document is described in the chapter Documentation.

In our case, the responsible person added the document, as shown in the picture.

• The responsible person also completes the data about the diagnosis. 

4. Changing the status of the case document

The responsible person has completed the treatment of the animal and informed the owner about the condition of the animal over the phone. To indicate that the case document is completed and that an invoice can be prepared at the reception, the responsible person will mark it by changing the status of the document. 

On the document, the responsible person clicks the button  (Complete the case). 

• The program returns the notification: 'The case has been successfully completed.'
• The responsible person clicks the button Confirm.

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TIP The button Complete the Case becomes inactive (grays out), while the button Open casebecomes active.