PremVet 5 - Features
as of May 2000Introduction
- PremVet 5 is based on Vet3000 for Unix which has been running for 14 years in over 500 practices which gives us a solid reliable base for the product.
Hardware and OS
- You can use PremVet 5 with any intel processor, from the basic 486 to multi-processor Xeon's.
- You can use any display type: the basic dumb terminal, Windows PC, X terminals even the Nokia mobile phone.
- It can be accessed via third party utilities and has cgi-bin scripts for web servers giving read access from a browser.
- There is support for up to 26 printers of any type (except Windows GDI) Printers directly attached to terminals and Windows PC can be utilised. The public domain NROFF filter package is supported so client handouts can take advantage of the better print quality. Using 'Windows Overlays' Logos and Images can be included on handouts.
- As many terminals as the hardware supports.
- Pseudo print devices are supported: automatically sending a report via e-mail or passing it off to another application for processing. A print spooler is included allowing the reports to be filed and printed/re-printed at will.
- Each screen can be configured for 3 default printers: main; label;. and Point of sale The printouts are routed to the correct printer automatically. The manual selection of printers is via a function key.
- Branch links are supported via any connection method, from full kilostream to basic dial up access. No-one is using net access at present but it is possible. The cross updating module allows the remote branch sites to mirror the main server.
- Data mirroring, is possible with additional third party software (1 installed), or using the supplied 'rdist' utility local servers (3 installed), can mirror the data periodically to a backup server.
- Runs under SCO Unix 3.2v5.0.x (and the older 3.2v4.2).
- The software takes full advantage of the O.S. with common commands on one easily accessible menu including: e-mail; communications; cd player; spreadsheet; and web browser. With E-Mail all staff have their own e-mail address with the machine routing all Internet mail through PremierVet's mail gateway.
- The Shifted function keys can be programmed to allow access to any other command, the common use being a web browser pointed to NOAH, Henston and the BSAVA formulary. While the normal function keys are set with the vet system features: change printer; clock; help; calendar etc.
- The software is licensed on a per screen basis. The licence manager attempts on all connections to ensure it only counts users and not screens. This allows "virtual" screens (on supported hardware) to be used without affecting the number of licences.
- Multiple vet systems are supported, These are an exact copy of the main system. Ideal for 'play' areas - training staff and trying out the options to see what they can do before running it on the main live system. It is also useful for practices that run an out-of-hours service - they can keep the systems separate but still share stock and pricing codes.
- Scheduling software is included to allow administrative tasks to be run at times when they will not restrict access to the system for users e.g. Backup, Financial reports, Data Validation, Duplicate checking, Sort by date.
- Windows connectivity is included to allow you to use the popular
Microsoft Office products for example to handle mail merging and
analysis of the financial data.
- PremVet 5 includes a monitor module. This runs reports nightly giving the system a 'health check' including the status of the backup. Any warnings or failures are notified to support who can take remedial action before the system crashes. Included with the monitoring is an automatic upgrade option so, if needed, the vet software can be upgraded remotely without the practice needing to take action.
The software
- PremVet 5 is 100% character based. It is designed for speed of input
with many shortcuts:
- Date completion e.g.:
+1 - in one day
t - for today
10 - 10th of current month
1.5 - 1st of may current year etc. - One character: Recall of last client; add to waiting room; get from waiting room or to-pay list; emergency case etc.
- All menu's allow one character selection without scrolling the options.
- Clinical Edits/Deletions have been made
- New clients added
- End of year resets
- Financial period resets + amounts
- Administration tasks carries out.
- What option screens are using
- Full user audit of all events they have used.
- There is a different record type for Small, Farm and Equine records
- Over 16 Million animal records.
- Support for up to nine surgeries.
- New clients are added via a customisable set of questions allowing the practice to configure the system for their needs. The system will also adjust the case of the name and address so all addresses look professional, without the usual mixture of case that occur.
- As no one practice uses the system in the same way, there are a number of options that can alter the way the system works allowing the system to be customised for your practice.
- Access permissions: each user either has permission to do something or not. At present there are 113 different options that can be protected. If the protected item is a menu option, then that option will not be visible when a user without permission logs on. This makes it easy for new staff and locums as they have fewer options to choose from and it looks less fearsome.
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Two different styles of menus, one based on Vet3000 and the 'new' style
which is more like 'PracticeMaster' and these can be set on a per user
or per terminal basis to suit the individual.
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The day-day operations e.g. adding work, taking payments, pricing,
operation list and status are all accessed from the record card which makes
it easy to train up new staff as you don't have to jump around different
menu options.
The Breed/Sex/Species and colour of the animal are all selected from pop-up menu's. This makes sure the correct information is added to the system and you don't have multiple abbreviations appearing in statistical reports relating to the same breed etc. - Common abbreviations are scanned for as required: e.g. cat is translated to feline, K9 & dog to Canine. Other text macros can be set up and are checked for by pre-fixing the macro with a ~ allowing, e.g. ~vd to be set to Vomiting and diarrhoea.
- Loyalty scheme - Points are gained based on the amount the client
spends - these can be accumulated and redeemed at a later date. The
ability to have 'specials' has been incorporated to allow increased
points on specific products.
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Clients can be given a classification type so that: the VAT on Guide dogs,
PDSA work, Insurance schemes pricing can all be handled automatically.
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Also available on the record card you have space for:
- The client's E-Mail address
- How the found out about your practice e.g. yellow Pages, a friend etc.
- The Veterinary Surgeon they prefer
- When the card is accessed you are advised if:
- the animal has not been seen for xx weeks;
- there is current medication logged;
- If any of the recalls are due or overdue
- If overdue for 'status' checks e.g. still on benefit, Follow up checks
- there are any warnings e.g. bad debt, allergic reaction, vicious animal etc.
- Clients/animals can be accessed by a few methods:
- Identification Chip Number
- Record number
- Client name
- Animal name
- Address line
- ANY text on the record card.
- The system can suppress the display of animals that are deceased to avoid embarrassing situations but still make them available to the appropriate staff.
There is full security logging, which shows:
Animal Record Card
From the animal record card you can access:- Laboratory screen - full details of the lab tests (covered later)
- Condensed history - you can set up the system to 'post' events to this screen which will give a quick summary of treatment, e.g. major operations, drug reactions etc.
- Repeat Prescriptions - stores what medication the animal is currently taking, if it can be repeated, if repeated how many repeats has it been prescribed and can any more be issued. When used to issue drugs, it is priced automatically and any required label will be printed.
- Event Screen - whenever an invoice, bill or recall is sent an entry is added here. This allows a simple summary to be accessed quickly.
- Protocols - in the specialised practice, or for referrals, (but it can be used locally) the system can prompt the user by means of a customisable set of questions for items in a specific order. The results are stored and can be printed/reviewed at a later date. These protocols files are compatible across all practices so they can be exchanges with other practices using PremVet 5
- Graphics - tooth charts/lesion viewing and editing (covered later)
- Bills - various bill options are provided depending on the printers installed to produce a range of bill and receipts. The default options are configurable based on the practices needs.
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Pre-Set reports - Twenty four pre-set reports can be created that will
scan the clinical records and produce a display, printout or graph of the
details required. These can show all payments, print a referral report
(no prices), show drug usage easily and quickly, generate an Insurance
claim form..
- Specific animal treatment / details
- Runs over ALL animals belonging to the client for a global report
- Weight Graphs - a graphical representation of weight gain/loss over a period of time. The graph also shows the optimum weight for the breed in question. The time scale can be set to show a 31 day/week/month.
- Glucose Graphs - similar to the weight above except it shows the glucose levels. Again records have a time scale.
- Misc graphs - any other clinical event can be graphed, this is mainly for farm practices where it is used for cell counts in dairy herds, used by SA sites for temperature.
- Tombstone - if the client has more than one animal, the tombstone shows all the related animals and the amounts due. From this screen global payments can be made, client bills printed and global reports run
- Forms - There are a wide range of forms that can be produced. Preset are:
- Operation consent
- Recovery form
- Euthanasia
- Vaccination Certificate
- Letter
All the forms are customisable by the practice (20-30 samples provided). These can range from the basic consent form to a detailed multi-page sheet explaining diabetes. Because the forms can include calculation many people are using them for fluid loss/replacement. Support for: .IF and .ELSE compound statements date calculations; number of copies; and which printer to send to, are included.
Lifelearn handouts can be directly printed, customised for the practice and animal.
- Pricing - see later
- Transfer option - If duplicate records are found or the animal re-homed you can transfer the records between cards to ensure nothing is missed or has to be re-typed.
- Text - freehand text can be entered and freehand pricing on an optional basis can be used. There is no limit to the amount of information added to any card.
- Editing - while discouraged, full editing (controlled via access permissions) of any record can be carried out. Including deleting the clinical lines altogether. (Mandatory logging of this is enabled)
- Lookup - the system maintains two look up tables that can be accessed directly from the card. These are Breed data (average height, weight, inherited diseases) and Poison/Antidote data.
- Payments - payments are recorded directly onto the clinical record card. When making the payment any discounts and/or surcharges applicable are taking into account along with last billed dates and amounts allowing the payment to reflect the last invoice rather than current balance. In addition, an absolute or percentage discount/surcharge can be added at this time.
- Colour Events - Each sales category can be allocated a colour, this can be used to great advantage to highlight specific events. Because the colours are based on a per screen AND per user basis different members of staff can have their attention drawn to lines applicable to them e.g. accounts see payment, surgeon see operations and POM drugs, lay staff see diets and weight.
- Diary - link directly to the appointments diary for future appointments.
- Waiting Room - short cut keys to indicate: the animal has arrived:, if it is an emergency case or not ; and for the surgeon consulting a simple way of retrieving the next client to see.
- Estimates - up to 999 can be generated and stored. These use the standard pricing module to ensure the correct figures are quoted. The estimate shows a full breakdown of the procedures and stock used. The ability to enter upper limits and authorised amounts is included..
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Letter screen - For correspondence, notes, estimates, protocols
letters , scanned in reports etc. these can be attached directly to the
animal record and can be added, edited and renamed from a secondary menu.
These attachments can include PDF files and Audio / Video clips.
Automatic attachment of Lab Results that have been received via E-Mail. Command line attachment option to incorporate into your own scripts for scanned in documents etc.
- Hidden screen - A simple pop up text is available for any additional information that the staff may wish to add. This screen is not usually visible so 'sensitive' information is usually stored here.
- User defined screen - Used in conjunction with a definition file notes can be added for whatever purpose. (Not commonly used as it has been superseded by the text screens).
Pricing module
This is one of the more powerful options within the vet software and is central to the pricing of clinical work.- Access to all stock item, AP procedures and macro's by code
- Manual/Automatic help option is you are unsure of the code
- Automatically force a consultation code to be entered.
- System can increase/decrease prices automatically based on the time of day e.g. add 15% if after 7pm
- Base the price of a procedure on how long you have spent on it or with the client.
- Check for any possible drug interactions with other medication or against the species/age of the animal.
- Add Temperature lines with conversion to/from Deg C and Deg F
- Add 'Weight' lines suitable for the graphing option
- Access 'standard' text from 26 user defined files.
- Checks for barcode scanner and accepts input (great for Diets)
- With macro's you can enter a whole consultation with one code.
- Charity cases where you do not charge vat on drugs
- Staff discounts where fees are free and drugs are at cost
- VAT content of the line altered is a discounted VAT scheme is in use.
- Dispensing fee can be hidden with the stock item or shown as a separate item.
- Minimum stock floor limit, e.g. cannot sell anything less than xx pence/pounds
- With both the Auto priced lines and text lines, the date, time and user are recorded on every line.
- Access the data sheet of the stock item you are dispensing.
- Jump to Uniform Record Locator (URL)
- Advise on the dose based on the animal's weight.
- Pop-up box to calculate the number of tablets to supply based on the dosage regime.
By using 'meta characters' along with the code (or within a macro) you can:
- discount the item
- surcharge the item
- credit (and re-stock) the item
- add a dispensing/Injection fee
- generate a (multiple) labels
- give the item free of charge
- override the price and set a fixed fee
- base the price on the mileage to the farm
- base the price on the weight of the animal
- alter the de-stocking levels
- print a customised letter
- add dose and warning messages
- ask for Batch or Reference number
- transfer information to the condensed history screen
- update the animal record with:
- Show the age of the animal at the time of the transaction:
- Recall Dates
- Weight
- Insured
- Sex and Status
- set added text to:
- Include the animal name
- Add Pre/Post text e.g. Inject, (OAP Disc)
- Increment a counter e.g. Ref: 123
- Handle plurals e.g. ml and mls, calf and calves
- Change colour
- Change sales analysis code
Status logging: if the code being used alters the status code for the animal this can be logged in a merge compatible file allowing sympathy letters to be generated automatically, or see who has been flagged as a bad debt etc.
Analysis logging: The time a member of staff spends with a client can be recorded by Sales category. This can then be exported to a spreadsheet so analysis of time can be carried out.
Reports
Preset client/animal reports:
- client list
- labels
- farm/Mileage list
- simple name and address list
- insurance breakdown
- export Certificate
- search for code - list clients who have had some specific treatment
- outstanding accounts
- aged debtor
- control debtor
- vatbook: Session Resets to balance the till after each surgery as well as Period Resets to give daily/weekly figures. Shows: work done; vet breakdown; payments received by payment type; work done by sale category; credits issued.
- income by client
- pareto report, identify the top 20% of your client base
- average transaction fee
- monthly sales figures broken down by Fees, Drugs, by Staff member
- graphs to allow easy comparison.
- breakdown of all analysis codes by all/specific vets
- comparison of vets
- detailed comparison with previous month based in key sales criteria
- historic vatbook - re-generate monthly figures for any month/year.
Using the 'Windows Export Option' the system will display all the saved reports and AUTOMATICALLY call up a Microsoft Application e.g. excel to look at it - No need to transfer files via floppy disks.
The financial Monthly/Yearly reports have an export to CSV option to allow import into any spreadsheet.
Operation List
- automatic processing results from IDEXX vettest machine
- specific screen on all animal records just for laboratory work
- percentage indication of High/Low results
- reports to show specific test results over a period of time
- juvenile and geriatric as well as adult normal ranges
- profiles to recall a series of tests
- bacteriology sensitivities
Invoices: more advanced than the fee notes. There are five different bill types available ranging from the basic, where the work is broken down into 128 categories, to the full invoice showing all the transactions for animals. Invoices can be on a per animal basis or a per client basis. There are over 30 possible options to alter the layout and presentation of the invoice to suit your needs.
Translation of text is supported to allow: e.g. all drugs to just be shown as 'Drugs supplied'; to hide text lines and suppress comments.
The 128 itemised categories used for the summary bill are definable so the practice can tailor these for they own speciality.
List/Edit billed clients: this creates a report of who has been billed, showing the amount of the invoice as well as any discounts and surcharges that may apply. Changes can be made to adjust any figures manually.
Discount / Surcharges: the system includes a very flexible Discount/Surcharge structure. Both surcharges and discounts are separate and handled in an identical manner. Each can be based on a combination of figures allowing the amounts to be fine tuned. You can have a global setting that applies to all clients which can be overridden by animal specific settings to allow clients to have up to 26 different discounts and surcharges in use at any one time for any combination of clients.
You have up to 5 split discounts where the fees and drugs component are discounted separately.
Drug discount: with farm clients in particular, the system can work out the drug spend for the invoice period and automatically offer a discount (in addition to the standard discounts) based on the spend.
Recalls
'Pseudo' recalls are supported that allow you to be prompted when the record card is displayed if the recall is overdue. This can be used to great advantage for clients who are on Benefit and you need to check the status.
Current recalls:
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Report and generate reminders for specific recall types or all
recalls that are due in the following user defined period.
- Output to: label printer, laser labels, plain paper, mail-merge file
- Species specific, The recall period, client type, surgery location are all configurable.
- Standard definition files allows the system to alter the wording based on species/breed/age of animal.
Diary & Waiting room:
Diary:
Events/Rota's can be applied globally to individual, or a range of, diaries making it easy to block out days/periods at a time. Each diary has it's own set of block booking and is applied automatically whenever the diary is expanded or changed.
In addition to examining the individual days a weekly summary is given showing which slots are free, block booked and used.
A report (with optional update of clinical history) can be run to show which clients did not attend their appointment. When appointments are cancelled the user is asked to enter the reason for the cancellation. This is logged allowing the practice to see if there is any underlying trend.
Clients can be added to the system directly from the diary, records are created with the minimum information and when the client attends they are automatically prompted for the rest of the details. This reduces the time spent on the phone when the appointment is made.
At the time the appointment is made either a label or printout of the appointment details can be generated for the client to keep.
- One is based very much on the diary page (it is the diary page for the day) and has specific time slots.
- The other deals only with who is in the surgery waiting to be seen.
Stock and Pricing
Stock
There are lookup tables for: category; supplier; and manufacturer. The markup can be tied to the category so the initial set up can be done automatically. Up to nine different stock files can exist at any one time to allow remote branch sites to use their own prices and maintain their own stock levels. The questions and order in which they are asked is configurable.
Each item can be allocated an easily remembered practice code along with the supplier code and a barcode. Items can be tagged as seasonal so the order quantities are altered automatically when the seasonal period starts/finishes..
VAT rate and sales analysis codes used are on a per item basis.
The usual: year to date sales; minimum; maximum; and re-order levels, are supported along with a breakdown of sales and purchases for a three year period. These figures can be displayed graphically in addition to the actual figures.
The labelling side of the stock card is quite powerful with the automatic inclusion of dose details and warnings when sold. The item can be flagged so labels are printed automatically. The dose can be set so it can be based on the animal weight. In the case of vaccination, the system can prompt you to enter batch numbers. Where the dose regime is complicated a letter can be generated automatically and customised for the animal giving more details.
Batch Numbers: All batch numbers used are recorded on the client card and in the history file for that product making finding who has had a specific batch a trivial task. You can automatically get the system to prompt the user for a batch number or select from a pop-up box the batch numbers in stock.
Reports are available to list when products are due to expire, what has expired.
When receiving stock you will be prompted for Batch Number and Expiry date which is then logged in the history file. You can then recall at the touch of a button all the purchases of an item and what batch it was.
Data Sheets: these can be local data sheets that were created by the practice or if the NOAH cd has been installed can access those directly. Because this accesses the standard URL, the data sheet could point to a web server anywhere on the net. This also allows pseudo stock cards to be created say 'Hamster Consult' with the data sheet pointing at the 'Hamster Home Page'. Because these data sheets can be accessed from the consulting room it allows the surgeon to locate the required data quickly and easily.
Interactions: each item can be associated with a drug class, so if the item is used in conjunction with another that may cause a reaction, the user will be flagged straight away. Interactions are not restricted to other drugs. Animal classes may be set up to provide a warning based on the species, breed and age of the animal. Once the interactions are in place the checking is automatic.
Preset reports
- Valuation
- Price list
- Vital few - 80/20 rule - top 20% best sellers
- Cost via RRP list
- Bar code list
- Monthly figures either numerically or graphically.
- provide full support for Vetdrug Multi-line 2
- process orders electronically with reply files to: Vetdrug; NVS; Dunlops.
- send orders electronically to centaur
- generate an order fax that can be sent directly from the server.
- allows manual order lists to be created easily.
- provides a quick report to show goods on order. The files are maintained to allow easy recognition and processing of an order.
- includes price update disk support from all the wholesalers.
- there is a quick lookup option for products not held in stock direct from the disk.
- ability to switch suppliers by changing automatically supplier codes.
- Global price increase
- Set minimum amounts based on sales history.
- History logging: Items can be flagged, so that in the case of poisons, a full history of, to whom and when the item was sold can be recorded. Batch numbers used are automatically recorded/
- alter the sex of the animal e.g. M -> MN
- alter the status field, e.g. set Bad debt, Dead Animal, Allergy
- flag the system to say which of the recalls has been given and alter the data/interval for the next due date.
- make an appointment in the diary for xx days in advance
- destock up to five stock items that were used.
- VAT rate and sales category set on a per item basis.
Sales both numerically and financial on a per month basis for the previous three years kept. These can be shown graphically for either the current year of a comparison of the previous years.
An 'extras' field can take advantage of any of the pricing characters to, for example: set the animal weight; ask for a batch/Ref number; transfer to condensed history etc.
Global price increases for prices can be updated quickly and easily..
Preset reports include:
- Price list, basic description and selling price.
- Detailed list
- Listing showing all the procedures in the appropriate categories.
- Bar code list
- Monthly figures either numerically or graphically.
Others
Unattended Operation:Statistics:
Scan and Update:
Bad Debt write off:
Archiving:
Print Spooler
Quick Search:
Over and above the basic Client/Animal features already mentioned there are some other utilities including:
Address book:
Editors:
Misc:
- Automatic popup when new E-Mail (or group mail) has arrived.
- Group mail (not related to full e-mail) for internal staff.
- Personal calendar - a small calendar specific to each user to allow a quick look at 'things to do'.
- On-Line (Context sensitive help) - F1 will access the help page for the screen you are on. - A different menu option can be used to read the full manual and any release notes. A HTML version of the manual is also available on line.
Other utilities included:
Counter Sales:
Add On Modules
Postcode: postcode lookup uses data derived from the Royal mail postcode database for your area. This allows you to obtain the minimum information from the client to enter the correct address on the system quickly and accurately.
LifeLearn: the lifelearn handouts can be incorporated into PremVet 5, allowing you to customise the handout and print it out for the client. This takes full advantage of the nroff filter package if installed to give a very high quality printout.
Cross Updating: this module allows up to nine machines to talk to each other and update their records so all machine are the same. This is done by using standard dial-up modems at off peak times. Because all the work is compressed before sending it is a very quick procedure. Only clinical, management and laboratory work is cross updated allowing you the flexibility to maintain different stock and pricing levels to suit you.
A complete menu driven interface into the O.S. command/files that control the cross updating is available. This allows staff to see if things have worked, and what is waiting to go. Built in options to compare the sites for balances and name differences.
Purchase Ledger: the Premvet purchase ledger is an optional module designed to allow flexible control of purchases. Up to 65535 suppliers and 9999999 invoices can be handled by the system, disk space permitting. The system is open item and permits analysis by up to 255 analysis codes (and up to 9999 sub-analysis codes if required).
Herd Fertility: these programs will allow you to record and analyse fertility information for up to 99 herds of 340 animals in each herd. This is aimed at the veterinary surgeon rather than then farmer.
In addition to the standard reports: