iCONTENTSCHAPTER 1: HOSPITAL SETUP ............................................................................................................. ......1

Verifying Hospital Information .................................................................................................................................... ......1Entering Demographics and Default Hospital Information .......................................................................................... ......2Values for Invoicing ..................................................................................................................................................... ......3Values for Statements ................................................................................................................................................. ......8Values for Documents ............................................................................................................................................... ......10Values for Reminders ................................................................................................................................................ ......12Appointment and Boarding Values ............................................................................................................................ ......16Miscellaneous Hospital Values .................................................................................................................................. ......18Specify System Information ....................................................................................................................................... ......21Set Advanced Hospital Options ................................................................................................................................. ......26

CHAPTER 2: SYSTEM TABLES ............................................................................................................. ......29Working with System Tables ...................................................................................................................................... ......29Abnormalities Table ................................................................................................................................................... ......31Additional Data Fields/Tables .................................................................................................................................... ......31Allergy Table .............................................................................................................................................................. ......31Antech Profile Names ............................................................................................................................................... ......31Antech Test Names ................................................................................................................................................... ......31Appointment Groups ................................................................................................................................................. ......31Appointment Type ..................................................................................................................................................... ......31Audit Trail .................................................................................................................................................................. ......31Body Subsystems Table.............................................................................................................................................. ......32Breed and Color Tables .............................................................................................................................................. ......32Chemistry Table ......................................................................................................................................................... ......32Client Discount Classes Table ..................................................................................................................................... ......32Client/Patient Relations Table ................................................................................................................................... ......32Clock Out Rasons Table.............................................................................................................................................. ......32Company Table .......................................................................................................................................................... ......32Contract Prices .......................................................................................................................................................... ......32County Table .............................................................................................................................................................. ......33Discount Classes Table ............................................................................................................................................... ......33Discount Plan Table ................................................................................................................................................... ......33Facility Table .............................................................................................................................................................. ......33Local Prefix Table ....................................................................................................................................................... ......33Payment Types Table ................................................................................................................................................. ......33QuickBooks Accounts Table ...................................................................................................................................... ......33Referral Selections Table ........................................................................................................................................... ......33Route Table ................................................................................................................................................................ ......34Special Fees Table ...................................................................................................................................................... ......34Species Table ............................................................................................................................................................. ......34Tax Table .................................................................................................................................................................... ......34Units of Measure Table.............................................................................................................................................. ......34Vaccine Table ............................................................................................................................................................. ......34Variance Reasons Table ............................................................................................................................................. ......34VetConnect Test Names Table .................................................................................................................................. ......35Whiteboard Categories Table .................................................................................................................................... ......35Work Lists Table ......................................................................................................................................................... ......35Zip Code Table ........................................................................................................................................................... ......35

CHAPTER 3: TREATMENT LIST ........................................................................................................... ......37

Copyright 2011 McAllister Software Systems, LLC All rights reserved.

ii

Setting up Treatment Categories ............................................................................................................................... ......37Adding a Treatment Category .................................................................................................................................... ......38Undeleting Treatments .............................................................................................................................................. ......39Marking up Treatment Prices .................................................................................................................................... ......39The Mark up Analysis window ................................................................................................................................... ......41Adding a Treatment ................................................................................................................................................... ......42Working with Attachments ........................................................................................................................................ ......48Adding Additional Data Fields ................................................................................................................................... ......53Advanced Tab Values ................................................................................................................................................. ......53Contract Prices Tab Values ......................................................................................................................................... ......55Documents Tab Values .............................................................................................................................................. ......55Whiteboard Tab Values.............................................................................................................................................. ......56Laboratory Tab Values ............................................................................................................................................... ......56Treatment Right-Click Menu ...................................................................................................................................... ......56View and print the Whogot list ................................................................................................................................. ......58Undelete a deleted treatment ................................................................................................................................... ......59Print the Treatment List ............................................................................................................................................. ......59Sort the Treatment List report ................................................................................................................................... ......60Print a Travel Sheet .................................................................................................................................................... ......60

CHAPTER 4: INVENTORY LIST............................................................................................................ ......61Setting up Your Inventory Categories ....................................................................................................................... ......61Category and Item colors .......................................................................................................................................... ......63Inventory Categories Shortcut Menu ........................................................................................................................ ......63Removing an Inventory Category .............................................................................................................................. ......63Moving to Treatments ............................................................................................................................................... ......63Undeleting Inventory Items ....................................................................................................................................... ......64Add an Inventory Item ............................................................................................................................................... ......64Advanced Tab Values ................................................................................................................................................. ......70Contract Prices Tab Values ......................................................................................................................................... ......71Documents Tab Values .............................................................................................................................................. ......71Pharmacy Tab Values ................................................................................................................................................. ......72Purchasing Tab Values ............................................................................................................................................... ......73Sales Tab Values ......................................................................................................................................................... ......74Whiteboard Tab Values.............................................................................................................................................. ......74Inventory List Shortcut Menu .................................................................................................................................... ......75View and print the Whogot list ................................................................................................................................. ......82Inventory Reports and Documents ............................................................................................................................ ......83Update Inventory Sales ............................................................................................................................................. ......84Add Vendors .............................................................................................................................................................. ......84Create Purchase Orders ............................................................................................................................................. ......85Purge Orders .............................................................................................................................................................. ......87AVP for Canadian Clinics ............................................................................................................................................ ......87Needs List .................................................................................................................................................................. ......88Intelligent Inventory .................................................................................................................................................. ......91

CHAPTER 5: CLIENT INFORMATION DISPLAY ................................................................................... ......99CID Speed Bar Buttons ............................................................................................................................................. ......102Client Area ............................................................................................................................................................... ......102Medical History Area ............................................................................................................................................... ......103Medical View Tabs ................................................................................................................................................... ......103

CHAPTER 6: CLIENT AREA ............................................................................................................... ......105Open a Clients File .................................................................................................................................................. ......105

iii

Use the Client Selection Window ............................................................................................................................ ......105Change Client Information....................................................................................................................................... ......106Close a Clients File .................................................................................................................................................. ......106Add a New Client to Your Files................................................................................................................................. ......106Scrolling through Client Files ................................................................................................................................... ......111Delete a Client from Your Files ................................................................................................................................ ......111View or Add Notes about the Client ........................................................................................................................ ......111Add Client Alerts ..................................................................................................................................................... ......112Add File Attachments .............................................................................................................................................. ......112Enter Special Invoice Instructions ............................................................................................................................ ......114Attach Client Photos ................................................................................................................................................ ......114E-mailing Clients ..................................................................................................................................................... ......115Handle Over-the-Counter Sales ............................................................................................................................... ......115Enter a POA (Payment on Account) ......................................................................................................................... ......115Making Change ........................................................................................................................................................ ......116View/Print the Clients Accounting .......................................................................................................................... ......116Add Notes to Accounting ......................................................................................................................................... ......117Age the Clients Account .......................................................................................................................................... ......118View Client Stats ...................................................................................................................................................... ......118Work with a Closed Invoice ..................................................................................................................................... ......118View and Change an Open Invoice .......................................................................................................................... ......118Create a Pre-Invoice ................................................................................................................................................ ......118Undelete Accounting ............................................................................................................................................... ......118View an Accounting Entry History ........................................................................................................................... ......119Return a Check and Add a Fee ................................................................................................................................. ......119Dial the Clients Phone Number .............................................................................................................................. ......119Print Client Labels .................................................................................................................................................... ......120Reprint an A/R Statement ....................................................................................................................................... ......120

CHAPTER 7: PATIENT AREA ............................................................................................................. ......121Choosing Patients .................................................................................................................................................... ......121Add/Change Patient(s) Information ........................................................................................................................ ......121Patient Insurance Tab .............................................................................................................................................. ......126Viewing a Patient Chart ........................................................................................................................................... ......127Printing a Patient Chart ........................................................................................................................................... ......127Additional Chart Advanced Option .......................................................................................................................... ......129Work with the Reminders Folder............................................................................................................................. ......130Set up a Patient Follow-up ...................................................................................................................................... ......132Specify a Patient Estimate ....................................................................................................................................... ......133Set up Ownership/Split-Billing ................................................................................................................................ ......133Work with the Schedule Folder ............................................................................................................................... ......134Add Patient Notes.................................................................................................................................................... ......136Delete a Patient ....................................................................................................................................................... ......136Undelete a Patient ................................................................................................................................................... ......136Move a Patient to another Owner ........................................................................................................................... ......136Access Patient Lab Information ............................................................................................................................... ......136Print Patient ID Collar .............................................................................................................................................. ......137View Patient Problem History .................................................................................................................................. ......137Printing Documents for Patients.............................................................................................................................. ......137Creating a Patient Alert .......................................................................................................................................... ......138Add File Attachments .............................................................................................................................................. ......139Viewing Patient Photos............................................................................................................................................ ......141Print Patient Labels .................................................................................................................................................. ......141Define a Patient Work List ....................................................................................................................................... ......142

iv

Export/Import Patients ............................................................................................................................................ ......145

CHAPTER 8: ENTERING MEDICAL HISTORY .................................................................................... ......147Sorting Medical History ........................................................................................................................................... ......147Use the Medical History Search Box ........................................................................................................................ ......149Working with the Attachments Window ................................................................................................................. ......149Entering Medical History ......................................................................................................................................... ......150Change Medical History Information ....................................................................................................................... ......154Adding Medical History Notes ................................................................................................................................. ......154Deleting and Undeleting Medical History ................................................................................................................ ......155Printing a Rabies Certificate .................................................................................................................................... ......156Declining Medical History Entries ............................................................................................................................ ......156Discounting Medical History Entries ........................................................................................................................ ......156Printing an MS Word Document .............................................................................................................................. ......156Printing Prescription Labels ..................................................................................................................................... ......157Refilling Prescriptions .............................................................................................................................................. ......157Adding File Attachments.......................................................................................................................................... ......157Entering Medical History Forms .............................................................................................................................. ......157Using History Mode ................................................................................................................................................. ......158Specifying Inventory Used ....................................................................................................................................... ......158Moving Medical History .......................................................................................................................................... ......158Changing Medical History Sequence ....................................................................................................................... ......159Linking an Image to an Entry ................................................................................................................................... ......159Entering Vaccination Information ............................................................................................................................ ......160Using the WhoGot List ............................................................................................................................................. ......160

CHAPTER 9: CLIENT INVOICE .......................................................................................................... ......161Post Charges to the Clients Account ....................................................................................................................... ......161Choose not to print the client invoice ..................................................................................................................... ......162Invoice Posting Date ................................................................................................................................................ ......162Entering a Payment ................................................................................................................................................. ......162Using a Cash Drawer ................................................................................................................................................ ......163Display and Print an Invoice/Receipt ....................................................................................................................... ......164Modifying the invoice .............................................................................................................................................. ......164Using the calculator ................................................................................................................................................. ......164Reprinting an Invoice ............................................................................................................................................... ......164Return an Item ........................................................................................................................................................ ......165Payments with X-Charge .................................................................................................................................................................................................................................................... ......165

X-Charge Partial Approval Implementation ............................................................................................................. ......166Payments with MPS ................................................................................................................................................. ......166MPS Partial Approval Implementation .................................................................................................................... ......167Handling Unprocessed Payments ............................................................................................................................ ......168Transfer Invoices ...................................................................................................................................................... ......168

CHAPTER 10: ACCOUNTS RECEIVABLE ............................................................................................ ......171Printing Statements ................................................................................................................................................. ......171Undo Statements ..................................................................................................................................................... ......172Reprint Statements .................................................................................................................................................. ......173Print the A/R Summary Report ................................................................................................................................ ......173Printing Collection Letters ....................................................................................................................................... ......174

CHAPTER 11: REMINDERS ............................................................................................................... ......177Creating a Reminder ................................................................................................................................................ ......177Remind As ................................................................................................................................................................ ......178

vPrinting Reminder Templates .................................................................................................................................. ......180Applying Reminders Globally ................................................................................................................................... ......181Creating Patient Specific Reminders ........................................................................................................................ ......181Changing a Patient Reminder Template .................................................................................................................. ......182Purging Reminders .................................................................................................................................................. ......182Printing Reminders/Reminder Analysis ................................................................................................................... ......182Printing Reminders using AVImark or MS Word ...................................................................................................................................................................................... ......185

E-Mailing Reminders................................................................................................................................................ ......186

CHAPTER 12: DIAGNOSIS LIST ........................................................................................................ ......187Add a New Diagnosis Category ................................................................................................................................ ......187Add a New Diagnosis ............................................................................................................................................... ......188Undo and Redo Options .......................................................................................................................................... ......192Use Diagnosis List Shortcut Menu .......................................................................................................................... ......193Create Doctors Instructions ................................................................................................................................... ......195Include Tag-A-Long Instructions .............................................................................................................................. ......195Specify Doctors Notes ............................................................................................................................................ ......195Enter Recommendations ......................................................................................................................................... ......195Sort Your Diagnosis List ........................................................................................................................................... ......196Enter a Treatment Protocol ..................................................................................................................................... ......196Enter Diagnosis Notes ............................................................................................................................................. ......196Sort the Selected Diagnosis ..................................................................................................................................... ......196Customizing Columns .............................................................................................................................................. ......197Using the Speed Bar Buttons ................................................................................................................................... ......197Changing Multiple Entries ....................................................................................................................................... ......197Previewing Text ....................................................................................................................................................... ......197

CHAPTER 13: PROBLEM LIST ........................................................................................................... ......199Creating your Problem List ..................................................................................................................................... ......199Adding a Duplicate Problem .................................................................................................................................... ......201Selecting Problems .................................................................................................................................................. ......202Editing Changes ....................................................................................................................................................... ......202Sorting and Printing the Problem List ..................................................................................................................... ......203Attaching Diagnostic Protocols ................................................................................................................................ ......204Changing Quantity Values ....................................................................................................................................... ......204Entering Rule-Outs .................................................................................................................................................. ......204Customizing Columns .............................................................................................................................................. ......205Using Problem List Speed Bar Buttons .................................................................................................................... ......205Changing Multiple Entries ....................................................................................................................................... ......205Previewing Text in the Problem List ......................................................................................................................... ......205

CHAPTER 14: MEDICAL CONDITION RECORD ................................................................................. ......207Medical Condition Options ...................................................................................................................................... ......207Work with the Objective Area ................................................................................................................................. ......211Work with Client Instructions .................................................................................................................................. ......211Work with the Assessment Area ............................................................................................................................. ......211Work with the Plan Area ......................................................................................................................................... ......212Work with Attachments ........................................................................................................................................... ......213Print Patient Report Card ........................................................................................................................................ ......213Create Additional Data Fields .................................................................................................................................. ......214Print Medical Condition Record ............................................................................................................................... ......214Graph Vital Signs Data ............................................................................................................................................. ......214

CHAPTER 15: PRESCRIPTION LABELS .............................................................................................. ......215

vi

Printing a Prescription Label .................................................................................................................................... ......215Use the Drug Label Wizard ...................................................................................................................................... ......216Type and Save a New message ................................................................................................................................ ......216Automatically Display Saved Messages ................................................................................................................... ......216Choose a Linked/Saved Message ............................................................................................................................. ......216Choose from all Saved Messages ............................................................................................................................ ......216Delete a Saved Message .......................................................................................................................................... ......217Refill Prescriptions ................................................................................................................................................... ......217DVM Dispensary Services MyVetsMeds ......................................................................................................................................................................................................... ......218

VetCentric Home Delivery Interface ...................................................................................................................... ......219

CHAPTER 16: ESTIMATES ................................................................................................................ ......225Set Up Your Estimates.............................................................................................................................................. ......225Create Estimates for Patients .................................................................................................................................. ......228Save a Patient Estimate as a Canned Estimate ........................................................................................................ ......232Select a Canned Estimate for a Patient .................................................................................................................... ......232Print the Estimate .................................................................................................................................................... ......232Post an Estimate ...................................................................................................................................................... ......234Customize Columns ................................................................................................................................................. ......234Sort the Estimate Entries ......................................................................................................................................... ......234Change Multiple Entries .......................................................................................................................................... ......234Preview Text in the Estimate List ............................................................................................................................. ......235

CHAPTER 17: APPOINTMENT CALENDAR ....................................................................................... ......237Displaying the Appointment Calendar .................................................................................................................... ......237Setting up the Appointment Calendar ..................................................................................................................... ......241Making Appointments ............................................................................................................................................. ......241Link Appointments .................................................................................................................................................. ......242Grouping Appointments .......................................................................................................................................... ......243Use the Appointment Openings Feature ................................................................................................................. ......243Working with the Appointment Window ................................................................................................................ ......244Appointments for New Clients ................................................................................................................................ ......246Appointments for New Patients .............................................................................................................................. ......247Working with Stacked Appointments ................................................................................................................... ......247Locating an Appointment ........................................................................................................................................ ......247Adding Appointment Notes ..................................................................................................................................... ......247Recurring Appointments ......................................................................................................................................... ......247Sizing Appointment Rows and Columns .................................................................................................................. ......249Checking In an Appointment ................................................................................................................... ......249Confirming an Appointment .................................................................................................................................... ......249Deleting an Appointment ........................................................................................................................................ ......249Return to the CID ..................................................................................................................................................... ......250Scheduling Next Appointment ................................................................................................................................ ......250Moving Appointments ............................................................................................................................................. ......250Rescheduling Appointments .................................................................................................................................... ......251Printing the Appointment Schedule .......................................................................................................... ......251Out of Office Schedule............................................................................................................................................. ......252Creating Block-off Exceptions .................................................................................................................................. ......255

CHAPTER 18: BOARDING CALENDAR .............................................................................................. ......257Charge for Boarding ................................................................................................................................................. ......257Change Boarding Calendar Views ............................................................................................................................ ......258Add and Define Facility Groups ............................................................................................................................... ......259Add New Facilities ................................................................................................................................................... ......261

vii

Make and/or Change a Reservation ........................................................................................................................ ......261Make a Reservation using the CSD .......................................................................................................................... ......262Make a Reservation for a New Patient .................................................................................................................... ......262Work with the New Reservation Window ............................................................................................................... ......263Check-In with a Reservation .................................................................................................................................... ......264Check-in an Out-Patient .......................................................................................................................................... ......265Add Services to a Check-In ...................................................................................................................................... ......265Change a Check-In ................................................................................................................................................... ......265Delete a Reservation or Check-In ............................................................................................................................ ......266Check-Out ................................................................................................................................................................ ......266

CHAPTER 19: WHITEBOARD ............................................................................................................ ......267Accessing the Whiteboard ....................................................................................................................................... ......267Patient Check-In ....................................................................................................................................................... ......267Add Services to the Schedule Tab ............................................................................................................................ ......268View Patient Activities ............................................................................................................................................. ......268Post Services from the Schedule Tab ....................................................................................................................... ......269Release a Patient ..................................................................................................................................................... ......269Check a Patient Out ................................................................................................................................................ ......269Print Reservations, Census and Whiteboard Layout................................................................................................ ......269Print Scheduled Activities ........................................................................................................................................ ......270Link a Whiteboard Category to Treatments, Items, and/or Diagnosis ..................................................................... ......270Sort Whiteboard Entries .......................................................................................................................................... ......271Expand a Treatment Group on the Whiteboard ...................................................................................................... ......271Create Additional Data Fields for Whiteboard ........................................................................................................ ......271Access Additional Data Fields from the Whiteboard ............................................................................................... ......272Record Estimate Details on the Whiteboard ........................................................................................................... ......272

CHAPTER 20: PERIOD-TO-DATE REPORTS ....................................................................................... ......273Run the Reports ..................................................................................................................................................... ......273Choose a Report ...................................................................................................................................................... ......275See the Bottom Line ................................................................................................................................................ ......275Account Summary ................................................................................................................................................... ......276Audit Trail ................................................................................................................................................................ ......276Controlled Substance .............................................................................................................................................. ......276Deposit Slip .............................................................................................................................................................. ......276Health Plan Report .................................................................................................................................................. ......276Held Check Report ................................................................................................................................................... ......276Income by Provider Report ...................................................................................................................................... ......276Income by Treatment Summary Report .................................................................................................................. ......276Inventory Used Report (Illinois) ............................................................................................................................... ......277Open Invoice Report ................................................................................................................................................ ......277Patients by Treatment Report.................................................................................................................................. ......277Payment Summary Report ...................................................................................................................................... ......277Period Totals ............................................................................................................................................................ ......277Rabies Report .......................................................................................................................................................... ......277Referral Report ........................................................................................................................................................ ......278Sales Summary ........................................................................................................................................................ ......278Tax by Area .............................................................................................................................................................. ......278Transaction Journal.................................................................................................................................................. ......278Transaction Summary Report .................................................................................................................................. ......278Treatment Control Log ............................................................................................................................................. ......278Unposted Transactions ............................................................................................................................................ ......279K.A.S.P.E.R. (Kentucky All Schedule Prescription Electronic Reporting) ................................................................... ......279

viii

A.S.A.P. (American Society for Automation in Pharmacy) ....................................................................................... ......279

CHAPTER 21: SECURITY ADMINISTRATION .................................................................................... ......281Add Categories and Employees ............................................................................................................................... ......282Completing the Setup .............................................................................................................................................. ......285Change User Information ........................................................................................................................................ ......285Change Passwords ................................................................................................................................................... ......285Specify Doctor Sequence and Location ................................................................................................................... ......285Authorize User Functions ........................................................................................................................................ ......286Specify Security for other User Groups ................................................................................................................... ......288Print the Users and Security Report ........................................................................................................................ ......288On-going Security Administration ........................................................................................................................... ......288Log On to AVImark ................................................................................................................................................... ......288AVImark Compliance with FACTA Red Flags Rule .................................................................................................... ......288AVImark Account Locking Feature ........................................................................................................................... ......289

CHAPTER 22: TIME CLOCK ............................................................................................................... ......293Set up the Time Clock .............................................................................................................................................. ......293Enter Clock out Reasons .......................................................................................................................................... ......294Track Hourly Staff .................................................................................................................................................... ......294Work with the Employee Time Card ........................................................................................................................ ......295Use the Time Card Report ....................................................................................................................... ......295Undo and Redo Time Card Changes ........................................................................................................................ ......296View History of Entry ............................................................................................................................................... ......297

CHAPTER 23: WORD PROCESSING .................................................................................................. ......299Use Merge Words .................................................................................................................................................... ......299Use Merge Words for Additional Data Fields .......................................................................................................... ......307Work with Microsoft Word ............................................................................................................................................................................................................................................. ......307

CHAPTER 24: DISCOUNT PLANS ...................................................................................................... ......309Defining a Discount Plan .......................................................................................................................................... ......309Reminding for the Plan ............................................................................................................................................ ......309Tracking Discount Plans ........................................................................................................................................... ......309Setting Up a New Plan ............................................................................................................................................. ......309Specifying Covered Services .................................................................................................................................... ......310Changing the Discount Rate and/or Quantity of a Selected Service ....................................................................... ......311Putting a Patient on a Plan ...................................................................................................................................... ......311

CHAPTER 25: ADDITIONAL DATA FIELDS ........................................................................................ ......313Define Additional Data Fields for Clients/Patients .................................................................................................. ......313Set Normal Values ................................................................................................................................................... ......317Define Additional Data Fields for Treatments.......................................................................................................... ......317Set up a Data Table .................................................................................................................................................. ......318Define Additional Data Fields for SOAP Records ..................................................................................................... ......319Define Additional Data Fields for Whiteboard ........................................................................................................ ......319Create New Generations of Definitions ................................................................................................................... ......320Enter Information on the CID .................................................................................................................................. ......320Enter Multiple Entries.............................................................................................................................................. ......320Enter Information into the Diagnosis Window ........................................................................................................ ......321

CHAPTER 26: INFORMATION SEARCH ............................................................................................ ......323Access the Information Search Display .................................................................................................................. ......323Utilize New Search Criteria Window ........................................................................................................................ ......325

ix

Create and Run a Search ......................................................................................................................................... ......326Save a New Search................................................................................................................................................... ......331Print and E-mail Results .......................................................................................................................................... ......331Create a Sample Search ........................................................................................................................................... ......333Print the Criteria ...................................................................................................................................................... ......334Omit Information .................................................................................................................................................... ......335Modify an Existing Search ....................................................................................................................................... ......335

CHAPTER 27: FOLLOW-UP LIST ....................................................................................................... ......337Create a Follow-up from the CID ............................................................................................................................. ......337Create an Automatic Follow-up ............................................................................................................................... ......338Work with the Follow-up List ................................................................................................................................... ......338Use the Follow-up List Shortcut Menu .................................................................................................................... ......339Print the Follow-up List Report ................................................................................................................................ ......340

CHAPTER 28: BACKING UP & RESTORING ...................................................................................... ......343Making a Back-up .................................................................................................................................................... ......343Format Zip Disks/CDRWs ........................................................................................................................................ ......344Restoring Data ......................................................................................................................................................... ......344

CHAPTER 29: AVIMARK SIDEKICK ................................................................................................... ......347Installing AVImark on the Laptop ............................................................................................................................ ......347Importing Data ........................................................................................................................................................ ......347Refreshing Data Files on the Laptop ........................................................................................................................ ......348

CHAPTER 30: NOTE GLOSSARY AND Q & A ..................................................................................... ......349Accessing and Setting-up Glossary Categories ........................................................................................................ ......349Edit a Glossary Category .......................................................................................................................................... ......350Create a Note Template ........................................................................................................................................... ......350Add Another Similar Template ................................................................................................................................ ......351Move Note Templates to Other Categories ............................................................................................................. ......351Create Note Templates from a Note Window ......................................................................................................... ......351Print Note Templates ............................................................................................................................................... ......352View Notes Attached to Glossary Entries ................................................................................................................ ......352Refresh the Note Glossary Window ........................................................................................................................ ......352Undo and Redo Changes ......................................................................................................................................... ......352View History of Entries ............................................................................................................................................ ......352Create Notes ............................................................................................................................................................ ......352Use Note Templates ................................................................................................................................................ ......352Copy and Paste Note Templates .............................................................................................................................. ......353Importing Files ......................................................................................................................................................... ......353Printing from the Note Window .............................................................................................................................. ......353Accessing and Create Categories for Q & A ............................................................................................................. ......353Enter a Question ...................................................................................................................................................... ......354Entering an Answer ................................................................................................................................................. ......354

CHAPTER 31: EXPORTING TO QUICKBOOKS ..................................................................................................................................................... ......355Setting Up QuickBooks to Receive from AVImark .................................................................................................. ......355Setting up AVImark to Export to QuickBooks .............................................................................................................................................................................................. ......355

Export to QuickBooks ........................................................................................................................................................................................................................................................... ......356

Exporting for the First Time ..................................................................................................................................... ......356View the Exported File Prior to Importing to QuickBooks ...................................................................................... ......356

CHAPTER 32: CUSTOMIZING COLUMNS ......................................................................................... ......359

xCustomizing Columns .............................................................................................................................................. ......359Adding and Removing Columns ............................................................................................................................... ......359Renaming Columns .................................................................................................................................................. ......360Sort the Columns ..................................................................................................................................................... ......360Change the Width of Columns ................................................................................................................................ ......360Change Multiple Entries .......................................................................................................................................... ......360

CHAPTER 33: LAB INSTRUMENTS ................................................................................................... ......361Instrument Management ........................................................................................................................................ ......361Set up the Abaxis VetScan HMT, HM II, HMV and the VetScan Chemistry .......................................................... ......365Defining Fields and Importing Results for Abaxis Instruments ............................................................................... ......366Set up the Abaxis VS2 ............................................................................................................................................. ......367Interface with the CDC Hemavet .............................................................................................................................................................................................................................. ......368

Interface with the Hemagen Analyst ..................................................................................................................... ......369Interface with the Heska/Scil Vet ABC ................................................................................................................... ......372Interface with the Heska Spotchem EZ................................................................................................................... ......373Interface with the Heska CBC-Diff ......................................................................................................................... ......375Interface with the Heska DCU ................................................................................................................................ ......376Interface with the IDEXX VetTest ............................................................................................................................ ......377Interface with the IDEXX LaserCyte ........................................................................................................................ ......378Interface with the IDEXX LabREXX .......................................................................................................................... ......379Interface with the Forcyte ............................................................................................................................................................................................................................................... ......384

Interface with Antech ........................................................................................................................................................................................................................................................... ......385

Antech XML Result Storage .................................................................................................................................... ......389Work with Requisition Management ....................................................................................................................... ......390Interface with VetConnect ..................................................................................................................................... ......390Interface with VDIC VetMedStat Telemedicine ...................................................................................................... ......392Interface with Vmed Technology ............................................................................................................................ ......395Abaxis i-STAT Integration ........................................................................................................................................ ......395Abaxis VetScan VSpro Integration .......................................................................................................................... ......396Scil Vet abc Plus+ Integration .................................................................................................................................. ......398

CHAPTER 34: AVIMARK SITE SUPPORT .......................................................................................... ......401Set up Site Support .................................................................................................................................................. ......401Set up Users and Security ........................................................................................................................................ ......401Work with Site Manager .......................................................................................................................................... ......402Choose a Treatment and Inventory List ................................................................................................................... ......403Change Site Options ................................................................................................................................................ ......404

CHAPTER 35: PRACTICE ANALYSIS .................................................................................................. ......407Use the Different Reports ........................................................................................................................................ ......407Work with Graphs .................................................................................................................................................... ......408Print, Save, Export, and/or Email Reports ............................................................................................................... ......409

CHAPTER 36: DENTAL CHART .......................................................................................................... ......411Working with the Dental Chart ................................................................................................................................ ......411Record Probing Depths ............................................................................................................................................ ......413Record Gingival Recession ....................................................................................................................................... ......413View Previous Dental Charts ................................................................................................................................... ......414Work with Annotations ........................................................................................................................................... ......414Create Dental Abnormalities ................................................................................................................................... ......415Print the Dental Chart ............................................................................................................................................. ......416AFP Imaging ........................................................................................................................................................... ......416

xi

CHAPTER 37: DIGITAL RADIOGRAPHY ............................................................................................. ......419DragonflyPACS .............................................................................................................................................................................................................................................................................. ......419

IDEXX InterLink Technology for DICOM Imaging .................................................................................................... ......427Radiographs Medical History View Tab ................................................................................................................... ......432Sound-Eklin DICOM Integration ............................................................................................................................. ......434

CHAPTER 38: DOCUMENT MANAGEMENT...................................................................................... ......437Document Management Window ........................................................................................................................... ......437Lifelearn .................................................................................................................................................................. ......441

CHAPTER 39: WORK LIST ................................................................................................................. ......445Accessing the Work List ........................................................................................................................................... ......445Toggling Between Lists ............................................................................................................................................ ......445Manually Assign a Patient to Work List ................................................................................................................... ......445Automatically Link a Patient to a Work List ............................................................................................................. ......446Enter/View Work List Notes .................................................................................................................................... ......446Use the Work List .................................................................................................................................................... ......447Posting Work List Entries ......................................................................................................................................... ......447Renew a Patient on the Work List ........................................................................................................................... ......447Go to the Selected Patient ....................................................................................................................................... ......447Transfer a Patient to Another List ............................................................................................................................ ......447Additional Work List Options ................................................................................................................................... ......448Add Patient to Work List at Check-In ....................................................................................................................... ......448Work Lists More Stuff .............................................................................................................................................. ......449

CHAPTER 40: AVIMARK EQ ............................................................................................................. ......451Client Selection ........................................................................................................................................................ ......451Hospital Setup Advanced Options ........................................................................................................................... ......452System Tables .........................................................................................................................................................