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Operation forms

Using Premvet 5 you can print off common forms which your clients may require from time to time. The range of forms include:

Like the other documents which can be customised within Premvet 5, you will need to edit definition files and place reserved words according to your needs.

These forms CAN use documents prepared for Microsoft Word. Word documents can be merged with animal details and printed automatically. Additionally, ANY Microsoft document type can be added to the Windows menu option for easily printing Maps/Handouts etc. This process is described fully in Chapter 10.

Their are various standard defaults for each of the forms you may require, but you may find your system manager has set up additional forms for you to use. You will need to consult your system manager about the operation and contents of these practice-specific documents.


Chapter contents

  • Operation form prompt line Options available
  • Default files What files are available.
  • Form Index creating an index
  • Operations lists Scheduling and recording operations
  • Alter the default Set Premvet 5 to skip to your most used form
  • Lifelearn How to access the Lifelearn Handouts
  • Using both Windows and Text Files
  • Full list of reserved words

  • Operation form prompt line

    When you select 'O'peration from a client's management record card Premvet 5 will offer the following choices:

    Mail List Consent Euth General Text Handout Recovery Xpand Windows

    With the default being highlite (this default) can be changed to reflect the form you are producing frequently.

    The options are:

    Mail

    Send any form or message to a specified E-Mail address, the default mail address being taken from the Management Record. This option will be explained in a later section.

    List

    Jump to the full operation and hospital list.

    Consent form

    This is the form the client can sign when bringing their pet in for an operation. This option will also add the appropriate details into the operation list. Note: If there is a current operation outstanding for the animal you will not be allowed to generate another Consent form - if you need a copy use the General Form.

    Enter the name of a form you have created, a '?' for the index or press RETURN, to use the system default.

    Premvet 5 will then prompt you with the following questions, to which you should reply accordingly:

    Pre-med .....
    Operation/Procedure .....
    Phone in time ...
    Operation date [??.??.??] .......
    Quoted price ....
    Number of days stay ....
    Number of forms to be printed (0-9) [1]
    
    If you do not require any forms to be printed, but you do want the animal to be placed on the operation list, enter '0' at the 'Number of forms to be printed' prompt. Alternatively, enter the number of copies you wish to print. Premvet 5 will return you to the management prompt line.

    Sample (1) Consent Form
    Sample (2)
    Sample (3)

    Euthanasia

    Will generate a euthanasia form. You will be prompted for a quoted price, and the number of copies you wish to print. Generating this form does NOT affect any details on the management card.

    Sample - Euthansia Consent Form

    Recovery Form

    Choose the 'R'ecovery option to generate detailed instructions of post operative care for the pet. If there is no operation outstanding for this animal, you cannot generate a recovery form and, should use the General Form instead.

    When this option is selected you will be asked to enter a form you have created or press RETURN to use the default file. Of course, you may have any number of different files set up for different operations, and so select whichever one you want, or press a '?' to show you the index.

    Premvet 5 will prompt you for details of special notes:

    Special notes (1) ......
    Special notes (2) .....
    Special notes (3) .....
    
    These notes will appear on the recovery form according to your design, and can be used to append specific instructions to a generic recovery form designed to be used with many operations.

    Sample (1) - Recovery Form
    Sample (2)
    Sample (3)

    Once the details have been entered the recovery form will be printed and the operation details removed from the animal's record and operation list. You are then returned to the main menu.

    If you would rather the operation was left on the list, you may for example print the recovery forms before the animal is discharged. Set the option Recovery_Reset_Operation to No in params.txt. The operation list does have a limit of 255 entries, you should ensure the animal is removed manually or via AP Metatcharacters or the list will fill up rather quickly.

    Text

    The 'Text' option allows you to send letters to a specific client, using a standard lay-out (template). The system will use the template and add any details such as client name, address etc. and then call up one of the editors to allow you edit as required. If the letter default ends with .doc then it is assumed this is a Word document and word will be called to allow you to edit it.

    As these templates may be of a different nature to the normal forms used, you can specify that a different index is used - see Letter_Def_Index in the defaults section.

    Sample - Letter template

    When you have finished your letter, it will be sent to the default printer (if it is not a Windows document), and you will be offered the option to save it. If you indicate that you would like to save your letter, Premvet 5 saves it to the animal's record as an attachment and can be recalled any time by using the 'W' option on the management prompt line.

    General Form

    The general purpose form may be used to generate any other forms you might require (see the samples below for examples). Like the previous forms, they are set up using reserved words and the layout may be altered to suit your practice.

    When this option is selected you will be asked to enter a form you have created or press RETURN to use the default file. Of course, you may have any number of different files set up for different operations, and so select whichever one you want, or press a '?' to show you the index.

    Tip: Use the General_Def_Default option, if this is set to a ? then the question is not asked and the index will be displayed.

    Setting up the General definition file

    As there are many features within the definition file processing section of the software you are advised to look over the specific section dealing with the General Definition File for details so you can take advantage of them.

    Sample - Flea Control
    Sample - Abscess
    Sample - Anaesthetic Information
    Sample - cast
    Sample - Dental Advise
    Sample - Treatment of Diabetes
    Sample - Advice on FLV
    Sample - Fluid Therapy - Calculations
    Sample - Inpatient Chart
    Sample - Laboratory label
    Sample - Veterinary Prescription
    Sample - Info on going to RVC
    Sample - Appointment Reminder
    Sample - Client survey
    Sample - Unlicensed Product
    Sample - Vaccination
    Sample - Xray Label

    Handout

    If you have the Lifelearn 'Information by Prescription' client handouts these can be accessed and customised with client and animal details then printed.

    Windows

    The Windows option will allow to to recall / print any Microsoft Windows document type that is on the system. This is limited to those running on a PC and is explained under Windows Integration.

    eXpand
    If the client's management record card indicates there is an operation waiting to be performed, you can display the details.

    A pop-up box will also appear where you can read (or add to) any notes that the theatre staff may have added against this animal.


    Available Definition Files

    With most the options you will have a choice of the form (definition file) to print, with the default set to suit the option you have chosen. You can:

    You can also add a clinical line (analysis code 211) every time one of the forms is generated. See Log_Ops_Form in params.txt.


    Form Index

    If you enter a ?, when asked for a definition file the system will list all the files ending with '.def' in the text folder (sub-directory), you can scroll up and down the selection box to select the one required.

    This however, will list ALL the definition files on the system, not just those concerned with generating the option you have selected. This can become a little complicated if you are using many forms. As an alternative, you can create your own 'index' containing the forms you want your users to see and use.

    Use a text editor (vi, pico or ste - DO NOT use the text editor supplied with the system as this will not work). You can then associate your own descriptions with each form, for example:

    	consent.doc    Operation consent
    	diabetes.def   Diabetes handout
    	euth.doc       Euthenasia consent form
    	recall.def     Vaccination recall definition
    	recovery.doc   Recovery definition file
    
    As you can see, your document should contain the form filename (relative to the text sub-directory) followed by at least one space, then the description. Save this document as 'def.idx' in the text sub-directory, this becomes the 'top level index' for your forms. Premvet 5 will now use this file to list available definition files whenever you use the index (?) option.

    If the 'index' document contains any other .idx files, and one is selected then that index will be displayed. This allows you to sub-divide your definition files and let the users select from shorter menus.

    For example, here is a sample def.idx (The starting point):

    labels.idx            Labels
    card.def              Animal details
    oper.idx              Operations  
    forms.idx             Letters / Forms
    export.idx            Export
    info.idx              Information sheets for clients
    word/progress.doc     Additional Progress Charts
    
    You will see some of the entries are for other index files (ends with .idx), so looking at oper.idx this contains:

    def.idx            RETURN TO MAIN INDEX
    b3recover.def      Post op recovery form
    b3dental.def       Dental Post op recovery form
    b3opapD.def        Operation Instructions (RECEPTION)
    b3opapB.def        Operation Instructions (Ducks room)
    b3opapG.def        Operation Instructions (Pigs room)
    b3euth.def         Euthanasia consent form
    b3consent.def      Operation consent form
    

    And here is info.idx:

    def.idx            RETURN TO MAIN INDEX
    b3repeat.def       Repeat prescription -instructions for clients.
    b3hydro.def        Hydrotherapy handout.
    
    As you can see this makes it easy to 'group' related forms together. You can have as many 'levels' as you want. The index files can also call Word documents (ending with .doc) if they are available.

    If the index file is present, premvet 5 will use it, this means you cannot get the listing of all files. You can circumvent this by adding to (one of your) index files one (or more) 'wildcard matches'. If the system detects an '*' in the form name, this will be used to list all files matching the criteria e.g.

    def.idx            RETURN TO MAIN INDEX
    *                  All .def files
    b3*def             All .def files starting b3
    *.doc              All Word documents
    

    Note: As the Text option may contain different forms, e.g. bad debt chasing, credit control etc., this option can use a separate index file. You should set Letter_Def_Index to point at it's own index file e.g.

    def.idx             Main forms
    admin/debt.def      FINAL reminder - Bad debt letter
    admin/student.def   Students -work experience - no spaces
    admin/job.doc       Jobs - no vacancies
    ribbon.def          Printer ribbon order forms.
    labord.doc          Label order form 
    


    Default Files

    The following are the default files for each form:

    consent.def Consent form default file
    recovery.def Recovery form definition file
    euth.def Euthanasia form definition file
    gen.def General form
    lifecard.def Lifelearn handouts, accessed from the record card

    You can change these by adding an entry in params.txt. An entry here will over-ride the built in defaults. The options relating to definition files and forms are:

    Entry Description Sets the
    Consent_Def_Default = default for the Consent Form
    e.g. Consent_Def_Default = consent.doc
    Recovery_Def_Default = default for the Recovery Form
    Euth_Def_Default = default for the Euthanasia Form
    Letter_Def_Default = default for the Text/Letter Template
    Letter_Def_Index = default index for the Text/Letter Template option
    General_Def_Default = default for the General Purpose Form
    If you set this to a '?' then the system will NOT prompt for a form name to use, rather, it will default to bringing up your Index.


    Changing the initial option

    You can alter Premvet 5 so that whenever you select the 'O'ps option, the form you use most is displayed automatically. Use Setup -> Parameters option Misc -> 22

    You should enter the letter of the option you want to set. The available options are: CEGTRXQW (where C stands for Consent, E for Euthanasia, etc.)


    Using both Windows and Text Files

    The definition files used in this option, by default, can either be .def files created with one of the Text Editors OR an Microsoft Word document (.doc). The system will use the file suffix to automatically select the method used to print it:

    filename.def Assumes to be a Text file and will be processed by premvet
    filename.doc Assumes to be a Windows Word document and will be processed by Word.

    Note: You must be accessing Premvet 5 from a Windows PC (with Word on it) and using Anita (version 5 or higher) as a terminal Emulator. The systems should also be setup to allow Sharing with Microsoft Office applications.

    If you specify a Word document (.doc) and the screen you are using does NOT support it the system will try to use text version of the document automatically. e.g. you try to use consent.doc on a Wyse Terminal the system will detect this and try to use consent.def instead.

    You can take advantage of this feature by setting up two copies of your forms - the word one (ending .doc), and then a text one (ending with .def).

    Tip: Use the 'Save as' option in Word and save it out as a 'text file' ending it with .def. You will need to alter the Reserved words as the text version uses an ampersand (&) at the start of the name.

    By specifying the default filename to be the Windows version (.doc), the system will automatically process the correct form for the screen you are using.

    Details of Creating a Word Merge Document is given in a separate section.

    As mentioned earlier, the default Windows document is assumed to end in .doc, there are many other Windows document types e.g. .pdf for Adobe Files, .xls Excel Spreadsheets. It may be you have a spreadsheet set-up to generate diets and what to give that to the client.

    The system will check params.txt for an entry Def_Windows_Files, if this is found then any file extension will be matched with it, if found, the system will assume a Windows file. e.g.

    Def_Windows_Files = .doc .pdf .html .htm .xls In this case if your definition file ends with any of these extensions the appropriate Windows application will be used.

    One other option in params.txt that may be of interest.

    Win_Open_No_Print = .html .htm The system will, when, Consent, Recovery, and the General Purpose forms are used, try to print them straight away. This may give you a problem if you are bringing up, say a Web page pointing to other documents. If you enter the file extension in Win_Open_No_Print then the system will open the document allowing you control.


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