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Open cases

Owners (clients) can pay for services with a certain delay depending on the duration of treatment or other agreements. The responsible person in the veterinary clinic has an easy overview of which treatments have not yet been completed and of the unpaid bills of the client.

In this chapter, we will present an example of how to easily check the list of open treatments and open items. The functionality is located in the menu  Veterinary | Codes |​ Code of owners and animals, tab Open cases.

TIP

For more detailed information about the program forms, read in the PANTHEON VET Guide, in the chapter Open cases.

 

CASE DESCRIPTION

The responsible person in the veterinary clinic wants to check which treatments for the animal owner have not yet been completed and how many or which bills the owner has not yet paid1. The procedure will be carried out with the following steps:

  1. Open treatments
  2. Open items

1. Open treatments

The detailed procedure is described in the chapter Open treatments.

2. Open items

The detailed procedure is described in the chapter Open items.

 


 

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