PDSA PetAid Work
This guide explains how to setup and Use Premvet to record PetAid work. This assumes you are using version 2.19.07 (or higher) of Premvet.
Setup
(This only needs done once)Before you start, you should look over the analysis codes you are currently using. The system will use these in deciding whether the work being entered qualifies for PDSA treatment. That is, all you normal consultation work should be through one code but out of hours consultation should be on a different one as these do not qualify. The same applies to stock items, some stock e.g. Pet Food, toys do not qualify where as drugs such as Synulox do. You must, if not already done so, be able to split PDSA eligible work out by analysis code. If you make changes to your analysis code setup you should re-visit the options below to make sure the PetAid configuration reflects these changes.
Create a Record card if one does not already exist on the system for the PDSA make a note of the number. This will be used to store the monthly work done and any payments received from the PDSA.
Enter the record number for the PDSA card via
Check that no-one has switched the PDSA screen (3) over to be user defined via the option:
Setup Classification 12 to be PetAid via
Scroll down to classification 12 and enter PetAid as the description.
Under related analysis codes you need to enter all the analysis codes that are eligible for PDSA treatment. Enter these as individual codes, a range or combination e.g. 1-10 20 240-244 for codes 1 to 10 inclusive, 20, 240 to 244 inclusive. These codes all relate to work that could be done to registered PetAid animals.
Answer 'Yes' to 'Do you want to offer a Discount?'. The screen will change and display the selected analysis codes and you will be prompted for 'Enter analysis code(s) to change' - you could do them one at a time but if you enter 1-254 it will do them all. Enter 100 as the discount amount e.g. Free of Charge.
In addition to telling the system the range of codes you also need to split these codes into categories for the End of Month reports.
The system will display the 7 categories. You should enter beside each category the analysis codes that fall into each.
Allocate an Analysis Code for 'PDSA Admin' - you can use more than one if needed, but at least one should be setup. Replace the 'XX' below with the analysis code you selected.
Create three Automatic Pricing Codes
| Code: | PDR |
|---|---|
| Description: | Registered with PDSA |
| Analysis | XX |
| Extra | ^20=12 |
| Code: | PDC |
| Description: | PDSA Cert. |
| Analysis | XX |
| Extra | ^29=1 ^20=12 ^30=1 |
| Code: | PDD |
| Description: | Donation Received - ## |
| Analysis: | XX |
| Extra: | {!Amount Received?} ^26=1 |
Registering the Animal
All that needs to be done is change the classification the animal belongs to. This can be done in two ways:
- Manually edit the Additional screen and enter PetAid as the
classification.
- Enter the AP code 'PDR' on the clinical screen.
PetAid Certificate Number
If you wish to record the certificate number you can either
- Edit the Additional screen (Ref 1 for Number and Date 1 for the expiry
date).
- Use the 'PDC' AP code we created earlier.
The 'PDC' code will automatically set the classification to 12, ask for the certificate number and expiry date.
If the certificate is about to expire (or expired) the management card will show days to go on the left of the status line.
Adding work to PetAid Animals.
Work for PetAid animals is entered in the same way as you would for any animal - via Auto on the main clinical screen. There is no difference in work entry.
When you are finished with Auto Pricing the system will check the work entered against the eligible Analysis Codes - all eligible work will be copied over to screen 3 and a line entered on the main clinical screen to 'credit' the financial work. This will keep one set of history and the financial figures for the client will reflect what they have to pay (if anything).
Donations towards the work.
Use the Auto option on the clinical screen and enter the AP code 'PDD'. You will be prompted for the amount and a text entry will be added showing the amount. The PDSA screen (screen 3) will be updated as well. Donations can be entered directly via the 'Donation' option on screen 3 but if done this way you cannot use DataMajor to report on donations received and these donations will not be available on the standard set of clinical reports.
Displaying PetAid Work
The full treatment history is available on the main clinical screen, all the existing reports can be used to list what has been used, diagnosis etc. If you want to look at just eligible work press '3' on either the management or clinical screen - this will display a COPY of just that work along with any donations.
PDSA Record
There is a record card on the system for PDSA work - this is updated when the monthly report is run (see below). This will show the total amount the practice has spent in treating animals under the PetAid scheme. If you log all payments received from the PDSA on this card it will give you a running total.
End of Month
You can run
This will generate a summary page for each animal seen in the period, break the work down into categories with totals. An entry will be added to the PDSA record for the work done. The report will use the certificate number if it is available, otherwise will print the client's postcode. If an animal is flagged with a chronic condition the condition number will be in the column 'Ch' on the report.
Financial Breakdown
All PetAid work is on the clinical screen and as such will be itemised and broken down by the Vatbook and in DataMajor. The 'Contra' entry that is used to keep the financial figures correct has a unique analysis code (213). You can look at analysis code usage (in Monthly/Yearly Summary) to see the amount of PetAid work done on a monthly or yearly basis.
There is a section in DataMajor -> Stored Report relating directly to PetAid work. These reports will give you additional management information.