Add package

In veterinary clinics, services are often charged to clients (owners) as a flat fee, in the form of a package. During the procedure, various quantities and types of materials are used: medications, gauze, needles, ointments, gloves, etc., which are precisely tracked in inventory, while the service price remains unchanged. 

In this chapter, we will present an example of adding a package for a service that also uses materials. The functionality of adding a package is executed via the button  (+Add). The fields are located on the treatment document in the sub-tabOperformed service . We access the tab in the menu Veterinary | Treatment, tabTreatment

. TIP For more detailed information about the program forms, read in thePANTHEON VET Guide , in the chapter

Invoicing. CASE DESCRIPTION In the operating room, the veterinarian will perform the sterilization of the cat Simba. The quantities of medications or materials used are related to the weight of the animal and based on the needs during the operation process.On the treatment document, the consumption of all medications and other materials in the operation process will be recorded. This will be done by following these steps: Creating the treatment document and entering data in the Owner/Animal entry tab Entering data in the Treatment tab Adding a package and entering quantities in the Performed service tab

1. Creating the treatment document and entering data in the Owner/Animal entry tab

The responsible person creates the treatment document, where they select the owner and the animal that is being treated. 

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

In our case, the responsible person creates Treatment: 23-CLI1-0000002.

2. Entering data in the Treatment tab

The responsible person enters the data about the condition of the animal in the Treatmenttab. 

The detailed procedure for entering data is described in the chapter Treatment. 

In our case, the responsible person enters the data in the fields on the treatment, as shown in the image. 

3. Adding a package and entering quantities in the Performed service tab

The responsible person wants to record the consumption of materials and medications used in the surgical procedure of sterilizing the cat. 

• They click on the tab Performed service. 

• Then the responsible person sets the toggle field Calculate by: Packages.

• In the field Package , they select from the dropdown list, in our case, the package: Sterilization - cat. 

Tip Prepare packages in advance in the Ident code list. The detailed procedure for creating package items is described in the chapter XXX. The field Ident is automatically filled.  In the field Quantity , the value 1 is automatically filled, which can be changed if necessary.

• The responsible person clicks the button +Add.

• The package Sterilization - cat is added to the position with a quantity of 1. Below it, the identifiers that are pre-prepared in the package item list are displayed. 

WARNING Identifiers from the item list turn red if they have a value of 0 in the field Quantity : 0. Enter the consumed quantities for each identifier.

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The responsible person continues to enter the quantities of individual identifiers in the item list. 

•  For the Identifier Comfortan, the responsible person clicks in the field Quantity and enters the consumed quantity in the specified unit of measure. In our case, they enter: 1.

• They repeat in the same way for all other identifiers in the item list for the package sterilization - cat. 

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TIP You can now freely add other identifiers to the position. The detailed procedure for adding identifiers in the Performed service tab is described in the chapter XXX.