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MULTI-LINE ROUTINES

Multiple consultation line entries – ie combinations of stock, fees, clinical and invoice text, observations and see again instruction - can be saved to a single Multi-Line Routine code for common procedures. These routines can then be recalled (and edited if required) in order to speed up work entry by just specifying the routine code.

  • You can include certain multi routines in the results of a fee search so that they are included for selection at that point. These will be displayed in a different colour.

  • Routines can be filtered by Animal Type (not species).

TO SET UP A NEW ROUTINE

  1. Select Settings from the Assisi Desktop and click the Multi Line Routines tile to access the Work Routine Setup screen.

  2. Click the Add Routine tile

  3. Type > in a Code and Description for the routine and click the > tick to Save.

  4. The new routine name and description will then be displayed on the > set-up screen.

  1. Click this and click the Edit Routine tile to add the required work lines using the Transaction Toolbar.

There is no need to save the entries; each line is automatically saved as it is added to the Routine.

  • You will need to edit stock lines after loading a routine to set up > label details and, where relevant, batch numbers and expiry dates. > Quantities can also be edited, if required.

  • You can choose to add stock and fees to a routine at zero price by > clicking the Zero Charge tick box. These prices can still > be edited when the routine is loaded, if required.

  • You can choose to make a line entry optional by clicking the > Optional Item box, whereby you will be prompted whether you wish > to include the line when the routine is recalled.

SETTING PROPERTIES

To set properties for a routine, click on it and click the Properties tile.

Show in Fee Searches: Tick this box if you wish the description of this routine to be included in the search results for professional fees.

Animal Types: Tick the relevant animal types that apply for this Multi-Line Routine. This routine, for example, would not be included in the results if searching from a Large Animal or Equine type record.

TO EDIT A ROUTINE

  1. Click > the routine and click the Edit Routine tile to display any > existing entries for that routine.

  2. Click on an existing line and click the Edit Line or Delete > Line tile and/or add any new lines required.

TO DELETE A ROUTINE

Click the routine and click the Delete Routine tile.

TO COPY A ROUTINE

  1. Click the routine to be copied and click the Copy Routine tile.

  2. Type in the code and description for the new routine and click the tick to Save.

  3. The new routine name and description will then be displayed on the set-up screen.

  4. Click this and click the Edit Routine tile to display the transaction lines which can be edited as outlined above.

TO ADD WORK USING A ROUTINE CODE

You can save a combination of line entries as a multi-line routine and retrieve the routine using this option. Individual lines can be edited, deleted or reordered once added.

  1. Click the Routine tile on the treatment toolbar.

  1. Select the routine to be added and click the tick to load it.

  2. If any of the lines on the routine are optional, you will be prompted to tick a selection box if you wish to include it.

  3. The line will be displayed with the normal price unless it has been configured to charge zero price.

  4. Each line can be edited/deleted, once added, if required.

  5. Stock lines must be edited so that labels can be printed and batch numbers specified if required.