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User Documentation

Part 1: Intro and Basics
Part 2: Walkthroughs and How-To's

• Chapter 1 - Basics
• Chapter 2 - Client Services
  • How To: Search for a Client or Patient
  • How To: Enter New Patient for Client that does NOT have an Existing Account
  • How To: Enter New Patient for a Client with an Existing Account
  • How To: Assign a Case Number
  • How To: Change an Owner
  • How To: Add/Delete Appointment Times from Appointment Schedule Screen
  • How To: Make an Appointment for a Brand New Patient
  • How To: Book an Appointment for an Existing Client and Patient
  • How To: Schedule an Appointment from an Archive
  • How To: Access Scheduling History
  • How To: Admit a Patient
  • How To: Un-Admit a Patient
  • How To: Cancel an Appointment
  • How To: Archive an Appointment
  • How To: Search for a Clinic
  • How To: Create a New Clinic Account

  
  
  
  * [[userdocs:how-to:ch2:Print_an_Appointment_Schedule_Per_Service|How To: Print an Appointment Schedule per Service]]
  * [[userdocs:how-to:ch2:Access_Inter-service_Transfers|How To: Access Inter-Service Transfers]]
  * [[userdocs:how-to:ch2:Search_for_an_rDVM|How To: Search for an RDVM]]
  * [[userdocs:how-to:ch2:Create_New_Veterinarian_Account|How To: Create a New Veterinarian Account]]
  
      * [[userdocs:how-to:ch2:Submit_a_VMIS_Issue_to_the_CVM_Help_Desk|How To: Submit a VMIS Issue to the CVM Help Desk]]
      * [[userdocs:how-to:ch2:Reserve_an_Appointment|How To: Reserve an Appointment]]
  * [[userdocs:how-to:ch2:Update_Client_Information|How To: Update Client Information]]
  * [[userdocs:how-to:ch2:Add_Alerts_to_a_Patient_Account|How To: Add Alerts to a Patient Account]]
  * [[userdocs:how-to:ch2:Add_Alerts_to_an_Owner/Client_Account|How To: Add Alerts to an Owner/Client Account]]
  * [[userdocs:how-to:ch2:Enter_Client_Communications|How To: Entering Client Communications]]
  * [[userdocs:how-to:ch2:Enter_Referring_Vet_Communications|How To: Entering Referring Vet Communications]]
  * [[userdocs:how-to:ch2:Caccel_an_Appointment_from_the_Appointment_Scheduling_Screen|How To: Cancel an Appointment from the Appointment Scheduling Screen]]
  * [[userdocs:how-to:ch2:Cancel_an_appointment_from_the_appointment_screen|How To: Cancel an Appointment from the Appointment Screen]]   
  * [[userdocs:how-to:ch2:Add/Delete_Note_on_the_Appointment_Scheduling_Screen|How To: Add/Delete a Note on the Appointment Scheduling Screen]]
      * [[userdocs:how-to:ch2:Setp-Up_New_Rotation|How To: Set Up a New Rotation]]
  * [[userdocs:how-to:ch2:Set-Up/Edit/Delete_an_Appoitment_Rotation_Template|How To: Set Up/Edit/Delete an Appointment Rotation Template]]
  * [[userdocs:how-to:ch2:Change_the_DVM_of_an_Admitted_Patient|How To: Change the DVM of an Admitted Patient]]
  * [[userdocs:how-to:ch2:Search_for_Types_of_documents_Within_the_Medical_Records_Tab|How To: Search for Types of Documents Within the Medical Record Tab]]
  * [[userdocs:how-to:ch2:Change/Add_rDVM_on_the_Main_Screen|How To: Change/Add rDVM on the Main Screen]]
  * [[userdocs:how-to:ch2:Add_a_Secondary_rDVM_on_the_Main_Screen|How To: Add a Secondary rDVM on the Main Screen]]  
* [[userdocs:how-to:ch3:home|Chapter 3 - Human Resources]]
* [[userdocs:how-to:ch4:home|Chapter 4 - Medical Records]]
* [[userdocs:how-to:ch5:home|Chapter 5 - Referring Veterinarian Portal]]

Part 3: Reference
Appendix: Glossary