PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Expand]Guide for PANTHEON
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Collapse]User manual for PANTHEON Vet
   [Expand]How to start with PANTHEON VET?
   [Expand]Settings
   [Collapse]Veterinary
    [Expand]Ciphers
    [Expand]Reception
    [Collapse]Treatment
      Input of proceedings (general)
      Copy the data
      History
      Print
      Label printing
      Conclude the discussion
      Open the discussion
      Return of medication
     [Expand]Entry of owner / animals
     [Expand]Treatment
     [Expand]Fertilization
     [Expand]Vaccination
     [Collapse]Insurance
       Use of insurance policy for animals
       Copy the policy to other animals
       Copy the policy in the animal register
     [Expand]Completed service
     [Expand]Wizards
     [Expand]Print
     [Expand]Import/Export of data
    [Expand]Overview of Animal History
    [Expand]Settlement of proceedings
    [Expand]Online health reports
     Hospital
  [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
  [Expand]Old products Archive
 [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
  [Expand]Old products Archive
[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]Archive
[Expand]User Site

Load Time: 421.8732 ms
"
  1000004481 | 223921 | 421503 | AI translated
Label

Copy policy to other animals

    

The use of the functionality allows copying the insurance policy from the case document or animal to other animals addressed in the same case document. Data can be copied from the tab Case, Vaccination, Insurance and Service performed.

In this chapter, we will present an example of copying the insurance policy to other animals, through the use of the button  (Copy policy to other animals). The functionality is located in the case documents, which can be found in the menu Veterinary | Case, tab Insurance.

CASE DESCRIPTION

The responsible person in the clinic created document number 23-CLI3-00014, addressing the poisoning of two dogs owned by the Shelter Mesojedi. The owner wants to use the insurance policy for the treatment of the dogs. The entered data about the policy for the addressed dog Luna wants to transfer to other animals or to another poisoned dog Eliah. This is done by following these steps:

  1. Using the insurance policy for the animal
  2. Copying the policy to other animals

1. Using the insurance policy for the animal

The responsible person on the case document, at the owner's request, uses the policy for the dog Luna, owned by the Shelter Mesojedi.

The process of using the insurance policy is described in the user case Using the insurance policy for the animal.

Continues to copy the policy to other animals.

2. Copying the policy to other animals

The responsible person goes to the tab Insurance, where they filled in the data about the policy of the addressed animal.

To copy this policy to other animals or to the dog Eliah, they click the button Copy policy to other animals.

A new form opens Transfer data.

The window shows the animals that are in the same case document.

The responsible person selects: Eliah by confirming the switch in position.

To transfer the data, they click the button Transfer data.

WARNING

Reverting to the previous state is not possible!

The program displays an informational window: Data has been successfully transferred to the selected animals!

Window Confirm.

Data about the insurance policy is copied to the position of the dog Eliah (as shown in the image below).

 

 


 

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