Clicking on the ‘Attachments’ button from the “toolbar” will bring up the following screen.
Use this button to link data files to the patient record or view those documents that have been linked to the patient record.
You can automate the process of attaching documents by using RxWorks “Document Integration”.
You can open, print, e-Mail, delete and view the properties of an existing file.
Manually Attaching New Files
Automatic Polling for Attachments
You can automate the process of attaching documents by using the “toolbar”.
When in a Patient Work Area, send and keep track of documents related to a patient by selecting the ‘Docs’ button in the “toolbar”.
The Letters (Docs) dialog box will show:
Before you can send any letters, you first have to add a letter to the list. Once you add a letter to the list in this way, you will always be able to go back to it.
Additional Patient Names and Custom Fields
It is not unusual for a patient to have more than one name. Additional names are very common in equine practice, where patients can be referred to by names such as Barn Name, Stable Name, Registered Name or Racing Name, but may also come about from breeding, or possibly a change of ownership.
Custom Fields for Additional Names
RxWorks lets you have two additional names for each patient by allowing for two special Custom Fields called Additional Patient Name 1 and Additional Patient Name 2 in the Custom Field list.
Set up custom name fields through Task Panel > Options and Setup > Patient > “Patient Species Custom Fields”.
After you have set up these fields, the custom name fields will be viewable under “Area 2” of a Patient’s Work Area.
Additional Names and Patient Searches
When you search by patient name, the program will include both of these new fields in the search, along with the original Patient Name field.
Custom Fields and Deleting
You cannot delete the new fields, but you can rename them. As well, you can delete custom fields you may have been using previously for extra names, and merge the results into one of the new fields.
If a patient is transferred from one client to another, or you added a patient to the wrong client file, you will want to transfer ownership.
Patient Ownership is managed through the OWNERS button in the Toolbar of a Patient’s Work Area.
This is not the same thing as changing Syndication details.
Changing Patient Ownership
Patient Location Details
The Patient Location dialog records the location of the patient if it is not with the client. Location allows tracking of income from sources such as stables, kennels, referral sources, etc.
Patient Location is managed through the LOCATION button in the Toolbar of a Patient’s Work Area.
When a new location is added, the old location is automatically terminated, but a record remains.
Adding a New Patient Location
Editing a Patient Location
If the animal returns to reside with the client, the location can be discontinued by editing the location record and entering the date moved away from the location. This, by implication, is the date moved back to the client.
Deleting a Patient Location History
The ‘Go To Client’ Button
If a client is listed in a patient’s location history, select the client name in the list and click GO TO CLIENT to navigate to their client record.
Patient Billing Details and Syndication
If a patient is owned by more than one client, the Billing Details dialog is used to record syndication or split Billing Details. This lists the people who are financially responsible for this patient and what percentage share they are to pay for each invoice charged.
Patient Billing Details are managed though the BILLING button located on the Toolbar of a Patient’s Work Area.
When an invoice is produced it is dispersed to the ‘Syndicate’ owners.
When producing accounts at the end of the month the complete details of the invoice are printed for each syndicate member as well as the members share of the invoice.
Once set up, each visit for the animal will be linked to several invoices. To view these from the Visit Screen, click Invoices.
Setting up Syndication or Split Billing
Editing Syndication or Split Billing Dates
Delete Syndication or Split Billing Dates
Editing Syndication or Split Billing Member Details
Patient Deceased Date
Use this field to record the Deceased Date for a patient. The program blocks Reminders and other mail for patients with a deceased date.
If you enter a Deceased Date on a patient file, the program will automatically de-activate the patient.
Adding a Deceased Date
Remove a Deceased Date
Showing the Deceased Date Field on the Patient Screen
The Deceased Date field is set by species.
If the Deceased Date does not show on the Patient Screen, you will need to activate it through Options & Setup > Patient > “Patient Species” for the species you are interested in.
Deceased Dates and Reporting
When running a query for deceased patients under ‘Reports’, RxWorks will only recognise a patient as deceased if there is a deceased date entered. If you have only checked the ‘deactivated’ box, the patient will not show up in your report.
Scanning and Attaching Images
RxWorks allows you to attach images to Patient records using the IMAGES button from the “toolbar”.
If images are already attached to a patient file, the button will be highlighted.
Please refer to the following sections depending on the option you choose:
Acquire an image from a scanner, digital camera, etc
If you choose this option, RxWorks will open a new screen to select your input device. Choose the input source and follow the prompts. If no input devices are detected by the program you will be notified – You must have a scanner, digital camera or equivalent set up to be able to acquire an image from it.
Import an image from an existing file
If you choose this option, RxWorks will open a Windows Explorer window for you to search for and select the desired image to attach.
Create an image based on a template
If you choose this option, RxWorks will take you to a list of pre-existing templates from which you can choose. This list includes such templates as dental, eye and skin charts.
If you choose a template, you are able to edit the image in the RxWorks image editor.
Saving the Image
Selecting your input will bring up the following dialog:
Here you can:
Once you have made your choices and are ready to save the image, select Save.
Client Screen – Future Appointments Button
When in a Patient Work Area, view future appointments and create new ones by selecting the ‘Appointments’ button in the “toolbar”.
The button will be highlighted if there are future appointments for a patient.
This feature will also provide you with direct access to the clipboards.
The ‘Appointments’ button reduces the time it takes to find an existing appointment for a patient and makes it easier to review an appointment or make changes to times and dates.