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Quick Reference Sidebar

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This sidebar on the right-hand side of the screen pulls from several tabs to make essential information quickly accessible no matter which Patient tab you are in.

  • Patient Note: use this text box for general patient notes, not part of the medical record.

  • Client Note: use this text box for general client notes, not part of the medical record.

  • Allergies: pulls from the Info tab to show active allergies. The date in parenthesis is the month, and year the allergy was noted.

    • To create a new allergy, click the ➕ .

    • To edit or delete an allergy, hover over the allergy and click the pencil icon on the right-hand side. Changes made here will be reflected in the Info tab.

  • Vaccine Reminders: A list of all vaccines not discontinued.

    • Red is an overdue vaccine

    • Orange is due within the next 21 days

  • Problem List: this list is pulled from the Patient Info tab to show active and resolved problems. The date in parenthesis is the month, and year the problem was noted.

    • Search for a problem by typing

    • To add a new problem, click the ➕ and select or create the new problem. Choose the onset date and DONE.

    • To resolve a problem, click on the problem and select RESOLVE.

    • To permanently delete a problem, click on it and select the down arrow to the right of RESOLVE and select PERMANENTLY DELETE PROBLEM. Changes made here will be reflected in the Patient Info tab.

  • rDVMs: this is gathered from Client Information and lists any referring hospitals (red star)

    • If there are no rDVMs, this area is blank.

    • Click the ➕ to search for and add rDVMs to this section. Changes made here will be reflected in the Client Information.

This is a permissions-based feature or is managed in your organization’s Admin settings.

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