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Bookmarks and Colour Indicators on History Screen

Bookmarks and Colour Indicators on History

  • Uncommitted work is a consultation which has not yet been committed (ie saved) and is indicated by a light green band of colour to the left of the transaction type column when viewing this from the history screen.

  • Batched work (ie work that has been saved to a temporary batch file to be processed at a later date) is indicated by a dark red band of colour when viewing this from the history screen.

  • Estimates are indicated by a dark green band of colour when viewing them from the history screen.

  • Clinical and Invoice Text: You can also manually add a band of colour to appear alongside clinical and invoice text.

To do so:

  • In the clinical/invoice text entry box, tick the Colour box and click the red box above it. This will display the colour selection screen. Click on the colour required before adding the text to the work entry screen.

Colour Defaults on Fees

If you select a default colour for a fee, then the colour will be displayed alongside the fee in the history and on the Quick Navigation Toolbar on the right-hand side of an animal’s history screen. This is to enable you to quickly navigate to such entries. If you click on a colour, you will be navigated to the relevant entry.

Quick Navigation Toolbar

If you have linked any of your professional fees to a colour, or specified a colour when entering clinical text, then the presence of such fees/text will be indicated via a colour highlight bar on the right-hand side of an animal’s history display screen, which represents all such entries, not only those currently on display.

Bookmarks can also be added to history to highlight a particular entry (see below) and these are also displayed on the Quick Navigation Bar.

This is to enable you to quickly view selected entries. If you click on a colour, or bookmark, the relevant entry in the history will be displayed.

Bookmarks

When viewing an animal’s history, users can add a bookmark to work displayed in the history – to committed, uncommitted and/or batched work.

Each user can choose a colour in which the bookmark symbol is displayed and a character (letter of the alphabet or numbers 0 - 9) to customise the bookmark for individual users.

To Set up Bookmarks for Individual Users

  1. From the Assisi Desktop, click Settings>Users>History Preferences.

  2. Display the Username.

  3. Select the Bookmark Character and Colour for that user from the drop-down boxes and click Save.

  4. Make sure that the Use History Bookmarks user permission is active for the relevant group/s of users.

To Add a Bookmark to an Animal’s History

  1. Display the animal’s history screen.

  1. Right click on the Type field on the line of history to which the bookmark is to be added and click Bookmark.

  2. The History Bookmark entry screen will then be displayed. Comments can be added to the Comment box. These comments will be displayed if you hover over the bookmark symbol on the history display screen.

  3. The default Bookmark Character and Colour will be selected for the current user but these can be edited if required.

  4. Click Save.

  5. The bookmark will appear on the left-hand side of the relevant line of history to which it has been added.

It will also be displayed on the Quick Navigation Bar on the right-hand side of the history screen, even when the relevant line of history is not currently displayed. Clicking on the bookmark on the Quick Navigation Bar will then display the relevant line of history, if it is not already displayed.

Warning for Flea and Wormer Sales

You can configure the system to warn you if a cat or dog has not had products that have been categorised as worming or flea products in a specified period of time (set by default as 3 months for worming products and 6 months for flea products, although these periods can be customised)

  • If Worm and/or Flea are displayed in red, this means that no such products have been sold to that animal in the defined period.

  • If Worm and/or Flea are displayed in green, this means that such products have been sold to that animal in the defined period.

To Categorise Flea and Wormer Products

On the Stock File, click the KPI Wormer or KPI Flea Treatment boxes (or both) as applicable.