Calendar view
Calendar

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

On calendar view we have few popup menus - when we make right click on a mouse button on Calendar, Appointment or Time Bar.
1.

Calendar popup menu is enabling you to work with calendar and has next options:
New Appointment |
Opens window for entering New Appointment |
New task |
Open windows for entering new task. |
Show 7 days |
Shows tasks for one week. |
Show 14 days |
Shows tasks for two weeks. |
Reset Appointments |
Resets view back to a view when opening form of Reception |
With Right mouse click on grid the same popup is opened then when you make right mouse click on Appointment in Calendar View.

Task popup menu is enabling you to work with tasks and has next options:
New appointment |
Opens window Appointment for adding Appointment. |
Procedure consent form |
Print out report for Procedure consent form. |
Open appointment |
Open already created task. |
Close appointment |
With this functionality, we can close a appointment without opening it. |
Cancel appointment |
With this functionality, you can cancel a appointment without opening it. |
Animal Owner |
Opens widow for Owner/animal Entry Register |
Treatment |
- if treatment isn't opened for appointment then next information is shown:
if you click OK then a window for creating treatment is opened

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

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

Functionalities for tab Task you can read here.

In billing data are shown all treatments that are finished and for which billing document wasn't created.For unbilled treatment next data is shown:
Treatment Key |
Treatment document ID |
Owner |
Owner specified on treatment document |
Veterinarian |
Veterinarian specified on treatment document |
Amount Due |
Billing value |
if we took this option we will see also documents that were reversed.
With 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 than you have to create delivery document and when treatment is finished then you create Collective Invoice.
With click on button
or
a window for create document or create consolidate 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, next error is shown:

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You can only edit appointments wits status Open or Canceled
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