SYSTEM CONFIGURATION

Name of Practice: Existing System:

Configured By: Date:

1. Check and update Practice Details

2. Number of users:

3. Users and User Groups

4. Update Admin login name, remove Power Users group and Add Vets > Group

5. Update User Permissions Select all except:

Process Other Servers Batched Work	None
Edit Consultations Entered on Another Server	None
Default to Not Print Label	None
Enter Work in LA Mode	None
Allow to Set Other Users’ History Preference	A only
Cash up Other Branches	A only
Use KPI Pack	A only
Maintain Tax Details	A only
Maintain Users	A only
Maintain Abaxis Fuse Fees	A only
Maintain Mail Groups	A only
Maintain SMTP Settings	A only
Override Control Messages	A only
Can Override On Hold Accounts	A only
Make Audit Amendments	A only
Maintain Account Terms	A only
Create Account Terms	A only
Set Accounting Period	A only
Set Up Card Terminals	A only
Allow Change Invoice Terms	A only
Allow Overdue Discounts	A only
Maintain Schemes	A only
Use Scheme Control Centre	A only
Post Scheme Bulk Invoices	A only
Allow not Charge Scheme Enrolment	A only
Retro Change Payment Branch	A only
Retro Change Payment Method	A only
Edit Payment Dates	A only
Change Payment Branch	A only
Process Stock Transfers	A only
Rename Stock Items	A only
Maintain Service File	A only
Create Service Items	A only
Rename Service Items	A only
Transfer Figures to Sage	A only
Transfer Figures to Xero	A only
Transfer Figures to QuickBooks	A only
Edit Agreed Price List	A only
Default Current User to New Consultation	Vets only
Set Prescribe Until	Vets Only
Jump to Account Screen Following Completed Consultation	Rec only

1. Branches and Stock Locations

2. Remove stock locations from Branches and update descriptions and > branches in Stock Locations

3. Stock Settings

4. Install supplier’s catalogue. Supplier:

5. Check Vial in sub-units

6. Appointment Book

7. If not Ventana, customise Views and Rooms if more than one > branch

8. Add Not Available Category – colour bisque

9. Add Emergency Appt Slot

10. Remove unnecessary Categories

11. If not Ventana, customise Waiting for Vet list if more than one branch

Add the following fields:

• Ticked

• Room

• Start time

• Category

• Surname

• Common Name

• Breed Name

• Time on List

• Detail

Select the following options:

• Navigate to Animal

• Delete after navigation

• Receive Apps

• Branch

• If not Ventana, customise Waiting to Pay List if more than one branch

Add the following fields:

• Ticked

• Time on List

• Surname

• Common Name

• Balance

• Detail

Select the following options:

• Navigate to: Account

• Delete After Navigation

• Tick Sort Descending

• Set up Ops List per branch, if not already there.

Add the following fields:

• Ticked

• Time Added

• Time on List

• Surname

• Common Name

• Category

• Detail

Select the following options:

• Navigate to Animal

• Receive Apps

• Branch

• Copy text to history on delete

• Set up list groups if more than one branch – one per branch

• Set up Uncommitted Work List (per branch) – Add Ticked, AnimalRef, CommonName, Surname, TimeAdded and Detail tokens.

• Set up new stored procedures for the 4 stock and fee reports by consultation branch if more than one branch.

• Update Month End Reports - rename reports and set branch and dates.

• Update Consent Forms and Templates from USB. Check today’s date is in the correct format.

• Link Prescription template to prescription fee.

• Check XML Folder exists – rename if necessary.

• Install training notes on A1 and Administrator desktops – Training Handouts folder in network PPNAS1 folder

SQL Management Studio:-

1. Set Branch Mapping table for all users per server.

1. Update System Details table –

2. Set Waiting to Pay list and default Branch (if applicable)

3. Default terms code (00) – also set saving options to not print > invoice in Assisi.

4. Remove invoice message

5. Set correct branch on customer screen if only one branch and currently defaults to Branch

6. Turn off dispensary feature in the Application Preferences table – Prevent Dispensary

7. If Midshire conversion, initially set Maintainlevels to 0 (except for traceable options) and application preferences to load only products in stock when searching from the work entry screen. Reset before they go live if they decide to carry out a stocktake on, or just before, their live day.

Application Checks

1. Update Crossbreed breed – remove (mongrel, batard) and correct spelling of Draft and Draft X and Irish Draft and Irish Draft X horse breeds. Should be Draught. Also Mastiff – Belgium Draught in the Canine BreedGroup.

1. Check update weight field is set in weight observation

2. Check Terms Code 00 account limit isn’t set to stop work on limit when limit is set to zero and Charity not ticked.

3. Check Mrs option is included in Titles

4. Check that client label defaults to ClientLabel and not ClientLabelLayout, otherwise they won’t print.

5. Add a test client with the name and address of Practice Point and a test animal.

6. Add an item of stock with Print Label ticked.

7. Install drug label layout from USB and update with practice name, address and telephone number. Set drug labels to print to Bullzip for SQL Admin.

8. Add a consultation on the test client record, with the item of stock included, and check label layout, ready for training.

9. Update Payment Methods – remove Credit and Debit card options and add a generic Card payment to be used for either type of card. The majority of practices record card payments this way and don’t want to differentiate.

Also remove DD (Direct Debit) payment type and add SO (Standing Order) in its place.

1. Record a payment and check the Receipt layout.

2. Raise a credit for the invoice and a refund for the payment.

LAYOUTS

Set up branch default folders for each branch if more than one branch and check:

• Label layout – see item 6 above.

• Default Invoice layout – may be A4 layout or they may want Ticket > layout. Check address and contact fields.

• Receipt layout.

• Check Summary Receipts - A4 and Ticket

• Check Detailed Receipts – A4 and Ticket

• Statements – Default layout and Detailed layout.

• Check that consent forms print with Today’s Date token on > consent forms.