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MULTI-LINE ROUTINES

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

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

To Set Up a New Routine

  1. Click the Add Routine tile and type in a Code and Description for the routine.

  2. Click the tick to Save. The new routine header will then be displayed.

  3. Click the header and click the Edit Routine tile to add the required work lines.

  4. Items can be added at zero charge, click the box to the right of the quantity box to do so.

  5. There is no need to save the entries; they are automatically saved as they are added.

To Edit an Existing Routine

  1. Click the routine and click the Edit Routine tile to display any existing entries for that routine.
  1. Click on an existing line and click the Edit Line or Delete Line tile and/or add any new lines required.

To Delete an Existing Routine

  1. Click the routine and click the Delete Routine tile.

To Add Work Using a Routine Code

  1. Click the Routine tile on the treatment toolbar.

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

  2. Each line can be edited/deleted if required.

  3. Stock lines will need to be edited so that stock levels can be checked, labels can be printed and batch numbers specified, if required.