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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 a Client with an Existing Account
  • How To: Enter New Patient for Client that does NOT have an Existing Account
  • How To: Enter a New Patient Account from a Referral
  • How To: Book an Appointment for an Existing Client and Patient
  • How To: Make an Appointment for a Brand New Patient
  • How To: Archive an Appointment
  • How To: Cancel an Appointment
  • How To: Admit a Patient
  • How To: Assign a Case Number
  • How To: Print an Appointment Schedule per Service
  • How To: Access Inter-Service Transfers
  • How To: Search for an RDVM
  • How To: Search for a Clinic
  • How To: Submit a VMIS Issue to the CVM Help Desk
  • How To: Access Scheduling History
  • How To: Reserve an Appointment
  • How To: Update Client Information
  • How To: Add Alerts to a Patient Account
  • How To: Add Alerts to an Owner/Client Account
  • How To: Entering Client Communications
  • How To: Entering Referring Vet Communications
  • How To: Cancel an Appointment from the Appointment Scheduling Screen
  • How To: Add/Delete a Note on the Appointment Scheduling Screen
  • How To: Add/Delete Appointment Times from Appointment Schedule Screen
  • How To: Set Up a New Rotation
  • To: Set Up/Edit/Delete an Appointment Rotation Template
  • How To: Change the DVM of an Admitted Patient
  • How To: Search for Types of Documents Within the Medical Record Tab
  • How To: Change/Add 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