Vaccination Bookmarks: Setup and usage
Vaccination bookmarks allows you to customize the contents and layout when reminders are used in patient documents like vaccination certificates or history summaries.
Before you start
- Security access to Defaults – Practice dialog
- Set up Invoice items to generate reminders
- Review Invoice Item Reminder Setup report to determine any missing or no longer needed reminders.
Important!
- Vaccine bookmarks are setup using reminders to generate information from invoice items. If you add any new reminders or no longer want a reminder to be used, you must update the bookmark default accordingly, as well as reinsert the bookmark into any associated documents.
Setup vaccination bookmarks default
- Controls > Defaults > Practice and Workstation > Vaccination Bookmarks
- Vaccinations to appear on the document: This list contains all invoice items that generate a reminder. Click on the items that you want to include when you using the vaccinations bookmark.
- Vaccination line pattern: Click the buttons in the order in which you want the vaccination reminder information to display. EX: click [DESC], click [GIVEN], then click [DUE] to print the reminder due description followed by the given and due dates. Order of selection appears in the dialog box.
- To remove the pattern, delete the text in the dialog box.
- Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.
Setup vaccinations bookmark in documents
- Lists > Documents > Templates
- Select a document from the list and click Update or Create a new document.
- Within the document, set the cursor where you want the vaccination bookmark to be placed.
- Right-click > insert > bookmark or click bookmark icon in editor toolbar.
- Select Vaccinations from File Description dropdown, select Use preferences and click OK.
- The bookmark inserts as a table with entries based on selections made in Vaccination Bookmark defaults. Adjust column widths as needed and add a header row to label columns. Though this bookmark appears lengthy, when used in a document only the patient’s specific reminders will populate.
- Click OK when you are finished editing the document.
Repeat as needed for other document templates that will use the vaccination bookmarks.
Setup default health certificate
Once you have setup your custom vaccine or health certificate, you can set it up as a default health certificate. This will provide quick access to the document from the Patient Clipboard reminders window and Vaccine Tab right-click menu.
- Controls > Defaults > Practice and Workstation > Practice
- Health Certificate document – Enter the document ID or select F2 to search and select the template.
- Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.
Additional information
Reminder setup
- To change a reminder to generate, go to the Lists > Invoice Item > select the invoice item > Reminders tab.
- For more information on setting up reminders, see the Invoice Item Setup article.
Vaccination defaults
- Vaccination list in defaults window appears in item ID order.
- The list of items in defaults is based on the reminders set up for invoice items.
- When using the Given Date field with Vaccination Bookmarks, the date will populate as 00/00/0000 if the reminder was entered manually or came over during a conversion from a previous practice management system.
Miscellaneous
- The vaccinations bookmark contains all possible patient reminders, but when used will only display the patient’s specific reminders. For example, if the bookmark in the document includes Feline Leukemia Booster and Canine DHLPPC, and the patient only has the Feline Leukemia booster in their record, that is the one that will display on the document.
- Invoice item client descriptions display on documents.
Related Reports
- Invoice Item Reminder Information Report
- Reminder Report
- Reminder Letter Report
- Reminder Recall Report
