updating a client history
Contents
1. Prints the clinical history from the most recent bill 6 History All Bills Prints all the clinical histoies 7 History Last 3 Bills Prints the clinical histories from the last three bills Animal History Prints histories with more advanced options These Advanced include Print current selected history Print last history Print all histories Print histories between date range The number of histories to print HAIRLINKS User Manual v4 5 Updated 01 05 2012 CLIENT VISIT HISTORY Rei 1am BY History Browser The history browser will list all clinical histories in chronological order in one list The browser is spilt into 3 sections the left hand side has the display options for viewing and selecting the histories to show the middle section will show the written clinical history while on the right hand side you will see the bill items and scripts that are attached to the history Visits From Bill 2 33620 Date 28 02 2007 28 02 2007 Consult Staff Qty Name 1 5 1 iso History Bad teeth needs dental Mild heart Murm Burst absecess on face RA12 To not connected with teeth RAI2 fasoia010 EB 28 02 2007 Teeth Feline Dental Chart RA12 RA12 5 Clavulox Tablets 250mg Directions For Clavulox Tablets 250mg Give HALF a tablet TWICE daily for 5 days Bill 2 16834 Date 29 09 2005 29 09 2005 Lumps Staff Qty Name Price basen Kg 10 00 AM Consultation 35 00 Product Class istory Clin Exam S2. taken to a history screen that will list all the bills for that day You can then choose the bill you want to update history for and be taken directly to the history that is attached to that bill and client If you search by client you can then find the bill you want to update history for and be taken directly to the history form too 1 2 6 Click on the Bill button on the main toolbar Click on the Update History button The Update History menu will open Select the day which the bill you want to add clinical history to was created If you do not know the day or it is older than 7 days click on the Find Client button to search by client and bill A new form will open that will display all the bills that were made for that day Double Click on the bill you wish to update the history for Depending on your setup and if a history already exists three things may happen d A blank history page will open You can select your favourite history form to open in setup e A history creation form may appear i Enter your staff ID ii Enter the type of history page you wish to create iii Enter the template which you wish to use iv Enter the date for the history v Enter a summary of the history you are creating vi Click F12 Accept to create the blank history page f An existing history will open Update the clinical history as needed HAIRLINKS User Manual v4 5 Updated 01 05 2012 CLIENT VI
3. CLIENT VISIT HISTORY elii a Be CLIENT VISIT HISTORY CONTENTS OVERVIEW aces arta oa re Gece ganes A EE UPDATING A CLIENT HISTORY ccsccccsinnnscnnssnnssnstcanssereveneenstssnrcencennes Updating a Client History from the Diary ccccsesssseeeeeeeeeeeeeeeeeees Updating a Clinical History from Billing ccccceeeeeeeeeeeeeeeeeeeeeeeeee Updating Client History from the Update History Menu History Templates icc cscestcncecaccsacccascctecsessnncucesanncnectaneeseseeecnacananexkentensces Creating a History Template cccccccsscesseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeees 5 Using a History Template wicsciistcsatiunintementsiedineiiticameteaedianbnininsniontacwantoiaiauncnans 5 Deleting a Clinical History sssaasnunnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnan 6 History Abbreviations 2 ccececeeeseeseeeeeeeeeeeeeeeeeeeeeeeeenenseeeeeeeeeeeaees 6 Copy Previous History sesaasannunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 7 Copy L st FUSION Y ciucciata eaa aa aaa a eae Riaan 7 Copy Any History sieges since cnnecsanncesnauneednntinnsiunenoneaencimnsnenniehennneiuntinctiiussunaiuisiey 7 VIEWING amp PRINTING CLIENT HISTORY c ccsssssseeesesssesseeees 8 Printing Animal History From the Diary ccccssseeseseseeeeeeeeeeeeeees 8 History Slide ShOW ssasssnssssnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnna 9 Features of t
4. M 0 7 Clavulox Injection RTU 2 26 now Possibly just wood jamed into teeth was the problem Given high AM 02 Drug Fee 1 00 dose of clav as a precaustion and sent home AM 07 Clavulox Injection RTU 1 26 Bill 2 2043 Date 16 04 2004 16 04 2004 Lame Staff Ow Name Price Fig 19 3 Features of the History Browser Flexible Date Select the start and ending dates to view histories for Selection Note An intelligent note will display if histories are being hidden because of the date selection Filter Options Allows you to selectively view relative entries in a bill You may select any combination of Retail Drug Service Fee and Materials Search You can easily look for a keyword in your list of current histories enter a keyword in the Find Text box then click the Find button To find the next instance of the keyword click Find repeatedly HairlinkS will step you through all matching words until it reaches the last one HAIRLINKS User Manual v4 5 Updated 01 05 2012 A ETAGE CLIENT VISIT HISTORY Accessing the History Browser From the Diary Right click an appointment click on History and select your preferred browser From the Billing Change to the History tab click on Prev History and Screen select your preferred browser From the History Press Shift F8 on the keyboard Page of the Billing Screen From an Client Click Actions and select your preferr
5. SIT HISTORY eiT G am BY History Templates Hairlin SQL can save your most common clinical histories as a template These templates can be used to quickly create a clinical history for a client with some default information filled out The histories can then be edited to add any extra details specific to the client Creating a History Template There are two methods used to create history templates Method 1 1 Create and write up a client history as normal 2 Click on the Actions menu and select Add Current History to Templates 3 The template is now ready to be used and will be identified by the name in the Summary field Method 2 1 Go to Options menu and then Picklists setup 2 Select History and then History Templates 3 Click on the button and a history creation form will open i ii iii iv v vi Enter your staff ID Enter the type of history page you wish to create Enter the template which you wish to use Enter the date for the history Enter a summary of the history you are creating Click F12 Accept to create the blank history page 4 Type the notes you wish to use for the history template Using a History Template 1 From the bill click on the History tab 2 Depending on your setup the Create New History form will open or your blank default history form will open If your default form automatically opens you wil
6. begin a new client history directly from the Diary 1 Right click on the client s appointment and select History 2 Ifa bill has already been started for this appointment you will be taken straight to the clinical history form If a bill has not been created for the appointment you will be prompted with a message to create a new bill click Yes to this question 3 If there are any open bills for this client you will be asked to start a new bill or add to an existing bill a Select Yes to use an existing bill b Select No to start a new bill 4 Depending on your setup and if a history already exists three things may happen a A blank history page will open You can select your favourite history form to open in setup b A history creation form may appear i Enter your staff ID ii Enter the type of history page you wish to create iii Enter the template which you wish to use iv Enter the date for the history v Enter a summary of the history you are creating vi Click F12 Accept to create the blank history page c An existing history will open 5 Update the client history as needed HAIRLINKS User Manual v4 5 Updated 01 05 2012 CLIENT VISIT HISTORY Rei 1am bY Updating a Clinical History from Billing HairlinkSS allows you to record the clients visit history directly from a bill The bill is split into two tabs The bill tab lists bill items payment methods etc while the h
7. ed browser Also Record while in the Client Record press Shift F8 on the keyboard Printing From the History Browser Through the HTML browser advanced print options are made available The printed report is formatted as seen on the screen all images and letters are printed in line with the remaining history content Several print options are available making it flexible and easy to use The screen below shows the available print options including ability to include or hide prices and exclude certain type of histories Print History All Bills Print History between From Date 24n 1 2010 z To Date 31 01 2012 Print Last B gi Histories Print Price Yes Include these Product S F RMD z Classes l Remember My Settings Y F12 0K JE Esc cancer Fig 19 4 HAIRLINKS User Manual v4 5 Updated 01 05 2012 CLIENT VISIT HISTORY eiT 1am bY Emailing From the History Browser 1 Open the client record and select History Browser from the Actions menu in the bottom right 2 Click the Email button in the sidebar This will open the email options window 3 Select the options to narrow what is sent including showing hiding prices and date ranges etc 4 If you tick Remember My Settings this will save the current settings as the new default for future emails 5 Select F12 OK once you have selected your settings 6 The HTML editor will open to allow formatting o
8. everal skin lumps and one midline subcutaneous lump under AM raga Neado may jaw Otherwise in good health with no temperature Chest lump FNA Syringe 3ml very difficult to get sample then contaminated with blood Only blood seen AM Needle 20g x 1 F12 View under microscope RHL FNA of small lump revealed again nothing but AM In house cytology blood This lump appears to be irritating the dog which made me suspecious of mast cell tumours Jaw lump deeper lump rather mobile in amp Print nature and not firmly attached to anything palpatable Discussed the fact that it might be a blocked saliva gland or possibly the very early stages of Find Text a grass seed abcess _ Treatment The owners are keen just to keep an eye on them all Not very Consultation Clavulox Tablets 250mg Dispensing Fee 3 keen to do surgery at her age but don t want her suffering am most concemed about the neck lump but have discussed with the owners the various skin tumours including mast cells and there effect nature 29 09 2005 Referral Letter Bill 11154779 Date 26 09 2004 26 09 2004 Locked jaw Staff Qty Name Price History Hx of locked jaw for 1 hour Unable to open jaw Small amount of AM 1 Consultation 29 00 wood jamed between canines on one side No abnormalities in facial 1 expression etc Otherwise healthy DDX tetanus but while getting jia gece scm treatment ready she started barking Mouth looks fine and able to open it A
9. f the email 7 Click Send Now to send the history HL HTML History Browser Visits From 20 11 2008 To 20 11 2008 Type z Product Class Y F12 View A Print 7 Email Find Text m R F11 Find Print History All Bills Print History between From Date 2011208 x ToDate 20 11 2008 gt PrintLast 3 S Histories C Form Exclude T Image these HistoryTypes m a L Audio Video Print Price No Include these Product S F R M D z Classes M Remember My Settings Fig 19 5 Name Mini Pedicure 30 mins Microderm Addon To Facial No Time Skin Diagnosis Name Baby Cakes Mini Pedicure 30 mins Mini Manicure 30 Name Baby Cakes HAIRLINKS User Manual v4 5 Updated 01 05 2012 A ETAC CLIENT VISIT HISTORY Print History Menu The history menu provides quick and easy access to animal clinical history no matter how your system is configured this menu system will always behave in the same manner From this menu you may view and print client visit history 1 Click on the Bill button and then on the F2 Print Hist button 2 Aclient search window will appear search and select the client record 3 The history toolbar will now open a Click on the Print 3 button to print the last 3 histories b Click on the Print All button to print all histories 4 Depending on your system configuration a The clinical history will aut
10. he History Slide SHOW cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 9 Accessing the History Slide SHOW ccsseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneeeeeeeeees 9 Printing From the History Slide SHOW ssccssseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 9 History BOWSER cscs pecdecececececesrennncenctteuscaceaevancabeeetansmnnncacecenesecwens 11 Features of the History BrowSel cccccssssssseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeenenees 11 Accessing the History Browser cccccccsssseseeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeseneeees 12 Printing From the History BrowSet cccccccsssssssseeeceeeeeeeeeeeeeeeeeeeeeeeeeeseeees 12 Emailing From the History Browser ccccsssseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 13 Print History Meny ssecitiics csc ccitencsecteed teccnmdennetnntencdaseanmexetbercnanndexeecines 14 HAIRLINKS User Manual v4 5 Updated 01 05 2012 OET Ce CLIENT VISIT HISTORY OVERVIEW The Clinical History is used to manage client s visit details Information such as notes and products used can be recorded in the animal visit history A new visit history page is used for each individual visit There are several methods of recording updating and looking up visit histories in the following sections we will discuss the most efficient and most frequently used methods UPDATING A CLIENT HISTORY Updating a Client History from the Diary If a history has not already been started you can
11. istory tab is where you can write a detailed history of the clients visit 1 Open anew existing or finished bill 2 Click on the 2 History tab 3 Depending on your setup and if a history already exists three things may happen a A blank history page will open You can select your favourite history form to open in setup b A history creation form may appear i Enter your staff ID ii Enter the type of history page you wish to create iii Enter the template which you wish to use iv Enter the date for the history v Enter a summary of the history you are creating vi Click F12 Accept to create the blank history page c Update the clinical history as needed 4 Edit the History as needed Date 27 01 2012 Num 1 140459 Rast Staft es amikan wWa viewan oam mise ma S Comments 4 Lab Rpt Template 5 Chart ip Add Page Z Photos 3 Del Page d aas 8 Vidoes Prev Hist Hist Menu Summary for this History Page Tax Receipt s InDiary 125 5 Fig 19 1 HAIRLINKS User Manual v4 5 Updated 01 05 2012 ETC ae CLIENT VISIT HISTORY Updating Client History from the Update History Menu The update history menu is used as a quick method for finding and updating previous day s histories The update history menu will list each of the last seven days and have a client search function By clicking on one of the days you will then be
12. l need to click on the Add Page button 3 In the bottom right hand corner of the Create New History form click on the F9 Use Template button 4 Search for the template by its summary field name 5 Choose the template and click F12 Accept 6 The history will now be loaded and can be edited to suit each case HAIRLINKS User Manual v4 5 Updated 01 05 2012 ETC CLIENT VISIT HISTORY Deleting a Clinical History If a clinical history has been added by mistake you can delete the page Just open the clinical history you wish to delete so it is being viewed for updating on screen and click on the Del Page button History Abbreviations History abbreviations are used to quickly enter words sentences or phrases When you type in an abbreviation and press the spacebar it will enter the word sentence or paragraph in full For example you could use this feature for an abbreviation of the words leg wax Just type Iw then press the spacebar and the words leg wax will replace Iw You can use an abbreviation for a word phrase sentence or paragraph up to 256 characters long 1 Login with the highest rights you have 2 Click on the Options menu and then select Picklists Setup 3 Click on History 4 Double click on History Abbrs 5 Click the button 6 Click Ok to the insert new record prompt 7 Type in the abbreviation you would like to
13. ll items that are attached to the history selected Displays any scripts that are on the bill Lists a summary of all histories for the animal selected Client Joe Staff Comment Comments Bloggs AC Bill Total 60 31 Date Bill 25 01 2012 1 140405 AC 17 01 2012 1140393 AC BLANKA 17 01 2012 1 140391 AC BLANKA 3 03 2010 1 140087 ADD BLANKA Staffld Template Comment BLANKA Summary Accessing the History Slide Show From the Diary From the Billing Screen From the History Page of the Billing Screen From an Client Record Right click an appointment click on History and select History Slideshow Change to the History tab click on Prev History and select your preferred browser Press F8 on the keyboard Click Actions and select your preferred browser Also while in the Client Record press F8 on the keyboard Printing From the History Slide Show HAIRLINKS User Manual v4 5 Updated 01 05 2012 ETC CLIENT VISIT HISTORY The history slide show allows you a number of options to print the clinical histories To print clinical histories from the history slide show click on the button at the bottom of the window and choose one of the options outlined below 4 History Current Bill Prints the clinical history you currently have selected in the history slide show 5 History Last Bill
14. omatically print out b The clinical history will open and preview on screen You can click on the print icon at the top of the page to print the history and then click the Close button to close the preview Cin Jane Bloggs HAIRLINKS User Manual v4 5 Updated 01 05 2012
15. use eg Ib 8 Type the word or pharse out in full eg leg wax or leg wax full 9 Click the tick symbol in the bottom right hand corner 10 Click Ok HAIRLINKS User Manual v4 5 Updated 01 05 2012 CLIENT VISIT HISTORY elti 1am BY Copy Previous History In a number of situations clinical notes may be repetitive such as revisits with similar appointments HairlinkS enables users to quickly enter similar client notes with the Fi1 Copy Last and F10 Copy any functions These buttons are found on the history creation form Depending on your set up the history creation form will open the first time you create a history or by clicking on the Add Page button Copy Last History Selecting this option will simply copy all text from the previous history to the current new page You may then edit the contents as required Copy Any History Selecting this option will simply bring up the History browser so that you may select the history that you wish to copy over The history browser has a button at the bottom of the form when called from here called Copy Simply select the history you wish to use and select Copy HAIRLINKS User Manual v4 5 7 Updated 01 05 2012 ETC CLIENT VISIT HISTORY VIEWING amp PRINTING CLIENT HISTORY Printing Animal History From the Diary 1 Right click on the clients appointment and choose Print Form History 2 Select the history you
16. wish to print from the bottom of the menu Print Last History Print All Histories Print Last 3 Histories Print History HTML Print History Advanced Prints the last history for the client on the appointment you have selected Prints all histories for the client on the appointment you have selected Prints the last 3 histories for the client on the appointment you have selected Prints histories in the same format as the HTML History Browser You have more advanced options to choose which history to print as well These include Print all histories Print histories between date range The number of histories to print Types of histories to print Exclude product prices Include histories linked to items of particular classes Prints histories with more advanced options These include Print all histories Print histories between date range The number of histories to print HAIRLINKS User Manual v4 5 Updated 01 05 2012 CLIENT VISIT HISTORY eiT G am BY History Slide Show Features of the History Slide Show The history browser is divided into four parts which are separated by black lines The black line is adjustable By dragging the line with the mouse each section can be made bigger or smaller depending on the user s preference Top Left Top Right Middle Right Bottom Displays the details of the history that the user has selected from the list in the bottom screen Displays the bi
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