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STOCK AND FEE LINKED DOCUMENTS

Documents can be linked to individual stock and fee codes, so that they are automatically opened as the fee or product is being charged. Tokens can be inserted into the document templates to import and display data from the client/animal screens. The relevant stock or fee code can be configured so that the merged document can be saved in the animal’s Digital folder.

The default editor for linked document forms is OpenOffice. If you do have Microsoft Office installed, however, this can be used as the editor if you prefer. Please ring our Support Department for more information.

Below is an example of setting up a prescription template using OpenOffice and linking it to a prescription charge fee code.

CREATING AND PRINTING PRESCRIPTIONS

Prescription templates can be set up in a similar way to consent forms and can be personalised with client/animal data by inserting field tokens.

Once the document has been opened, you can fill in the prescription details and save the completed prescription in the animal’s Digital folder.

The tokens for fee-linked documents, however, are different to consent form tokens and stock-linked document tokens, even though they make look identical, so make sure that you use the correct tokens for the relevant type of template.

Creating a Prescription Template

  1. There will already be an example of a prescription template in your Fee Information Sheets folder (C:\Users\A1\Assisi Documents\One Drive\ Templates\Fee Information Sheets). This template can be edited as required.
  1. If you wish to add additional tokens, there is also a document called Linked Fee Document Tokens in the Fee Information Sheets folder. This document displays all of the tokens that are available to add to your prescription form. You can open this document at the same time as your prescription template, copy the required token, click in your prescription template where you want the token to be inserted and paste it in.
  1. Display your prescription fee and click the Information tile.

  1. Click the Browse tile to search for and select the template to be linked. Click on the template and click Open.

  2. If you wish to save a copy of the prescription, click on the template name and click the Properties tile.

  1. Personalise: Tick this box – this will ensure that personalised details are imported into the prescription.

  2. Store Copy In: The document will be saved in a sub-folder in the animal’s Digital folder. This field specifies the name of the sub-folder – this sub-folder will then be automatically created the first time that the linked document is generated.

  3. Click the Tick to save.

Generating a Prescription

  1. Charge the prescription fee and ensure that the Produce Info Sheets selection box is ticked as you are adding the fee.

  1. When you click Continue, the prescription template will be displayed (there may be a slight delay before the document opens) with the personalised data included. This basic prescription will be automatically saved in the animal’s Digital folder at this point.

  2. You can now enter the variable prescription details and print the prescription.

  3. Click Save to ensure that the saved document has been updated to include the prescription details before closing OpenOffice.

Viewing a Prescription in the Digital Folder

  1. A link will be created and displayed in the animal’s history. You can double-click this link to view the prescription details.

  2. If you need to access the original document, click the Digital tile on the animal screen and click Browse Linked Folder.

  1. Double-click the Prescription folder and all prescription documents will be displayed for selection.

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CREATING AND PRINTING LINKED STOCK DOCUMENTS

  1. There will already be an example of a linked stock document template in your Stock Information Sheets folder (C:\Users\A1\Assisi Documents\One Drive\ Templates\Stock Information Sheets). This template can be edited as required.
  1. If you wish to add additional tokens, there is also a document called Linked Stock Document Tokens in the Stock Information Sheets folder. This document displays all of the tokens that are available to add to your linked stock template, including a token that automatically inserts the name of the product. You can open this document at the same time as your template, copy the required token, click in your template where you want the token to be inserted and paste it in.

Make sure that you use the correct tokens – the tokens for fee linked documents are not interchangeable with those for consent forms or stock-linked documents.

  1. Stock-linked document templates (eg consent form for an unlicensed product) can be set up in a similar way to fee-linked document templates so that they open automatically each time that the product is charged.

  2. See previous notes for linking a prescription template on page 1. Make sure that the Store copy in field is named appropriately, eg Consent for Unlicensed Products. You could also create a subfolder for the particular product by typing in Consent for Unlicensed Products\TRAM. That way, when viewing the animal’s digital folder you would be able to see for which drugs the consent form had previously been printed. This particular example would product a folder called Consent for Unlicensed Products and, within that folder, a subfolder called TRAM.