User's Guide

Setup >> Customize Paperwork

Customizing Paperwork

There are two avenues for customizing printed paperwork:

  • Custom Documents feature. This is a central location where, using a very basic word processor, you edit content that can appear in several locations around the system.

    At minimum, you should have three documents: surgical release, as well as pre- and post-op instructions. Additionally, you may want to create any number of client education documents covering any topics you see fit. You can have this content appear automatically where appropriate:

    • For standard release document and pre- and post-op documents, go to the Appointment Documents page and create an entry for the Surgery visit type selecting these three documents.

    • For post-op instructions that vary by the type of patient, create the content here, then go to Appointment Profile and select Special Post-Op Instructions for the select profiles as needed. Special post-op instructions appear with the patient summary. Your standard post-op instructions always appear at the top of the Discharge document.

    • If you want content to appear whenever a specific Item is added to a patient, use the Item Paperwork feature.

  • Custom Fields enable you to capture a wide variety of information in your data entry. There are three flavors of custom field:

    • Client fields apply to people, and typically include fields like a "How did you hear about us?". If you need to track grant eligibility requirements for individual clients, client custom fields are the best approach.

    • Patient fields apply to a patient, and represent information that doesn't change over time.

    • Patient-Appointment fields apply to a patient in the context of a specific appointment. Use these fields for information that can change for the same patient from one appointment to the next--such as heartworm test results.

      These fields have the ability to trigger custom content additions to the patient summary. For fields you create as a Drop Down List, you can associate an HTML document with each selection in the dropdown list. For example, if you have a "Has Fleas", you can make custom content appear when the answer is Yes.

      In this example, the "Fleas" document looks like this. Note that variables may be inserted by using a special syntax--built-in keywords surrounded by curly braces. For a complete list of usable keywords, check with Pethealth Tech Support.