About Provider Transfer in NOVASheets
Because in-care patients are seen by multiple staff members, Vetspire supports transferring NOVASheets to different providers and documenting shift changes.
The Provider Transfer feature in NOVASheets saves you time spent manually updating invoices and tracking shift changes. This feature also helps ensure the accuracy of medical records for NOVA patients and streamlines reporting on provider productions.
How It Works
When you create a new NOVASheet, select the first provider on shift in the Provider field.
A dollar sign and dashed line displays on the NOVASheet to note each shift’s start time.
Hover over the dollar sign to view whose shift is starting or ending.
Example: This NOVASheet was created at 1:30pm. Dr. Amy was the first provider assigned to the NOVASheet.
Example: At 4:00pm, Dr. Amy’s shift will end, and the patient will be transferred to Dr. Debbie.
When a treatment is completed during a provider’s shift, the provider’s name displays with the line item on the invoice.
If a shift change was missed but the treatment was completed, you can manually correct the provider associated with the treatment line item on the invoice.
Can I complete a treatment early?
It depends whether the treatment is billable or non-billable.
Non-billable treatments can be completed early. You can enter a value for the treatment in a future column.
Billable treatments cannot be completed early. You can only enter a value for the treatment in a past due ('LATE') or current ('DUE') column.
The text entry field is automatically disabled for future billable treatments:
Create a New Provider Shift
Select the Provider Transfer button at the top of the NOVASheet.
In the Provider Transfer window, select the provider whose shift is beginning in the Update Provider field.
Change the Start Date and Start Time of the shift as needed.
Select Save.
The system displays a success message confirming the shift change. The new provider is added to the Shift Log.
Provider Transfer Shift Log
In the Provider Transfer window, the Shift Log displays all provider shifts for the NOVASheet.
In the Shift Log, you can edit the assigned provider and start time of a shift. Select the pencil icon next to the provider you want to edit.
There are a couple things to note about editing shifts in the Shift Log:
You can edit the assigned provider of the first shift but CANNOT edit their shift start date or time. To edit the start date or time of the first shift, you must edit the start date and time of the entire NOVASheet.
When you edit a shift after billable treatments from the shift have been invoiced, verify that the invoice displays the correct provider for the treatments. You can manually edit the details of the line item as needed.
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For more details on all shift changes, select View Change Log in the Provider Transfer window to see which Vetspire user added or edited providers on the NOVASheet and when the changes were made.
User Role Permissions for Provider Transfer (Admin)
Users who will be creating new provider shifts within a NOVASheet must have permissions to do so granted for their user role.
To update user role permissions for provider transfer:
Go to More > Admin > Staff > User Roles and select the role you want to edit.
In the Nova Permissions section, grant the Update permission for Provider Transfer.
The system automatically saves your changes.