The Board shows the clinic's day as lanes. The front desk and the vets can see who is waiting and who is next.

Before you start

Moving cards needs permission to edit clinic bookings. Without it, you can look at the Board but not change it.

Adding an emergency needs permission to create clinic bookings.

Open the Board

  1. Go to Bookings → Clinic.
  2. Press the Board button. It is the first of the view buttons, before the calendar and the list. On a computer, point at it and it reads Board View.
  3. The Board opens on today. Use the arrows to move to another day.
  4. To see one vet's visits, pick them in the All doctors box. Visits with no vet yet still show.

On a phone or tablet, the Board shows one lane at a time. Press a lane's name in the row at the top to switch.

Next time you open Bookings → Clinic, it opens on the view you used last.

Move a visit along

Coming up lists the visits booked for the day. Then come three lanes: Waiting, With doctor and Completed.

  1. When a pet arrives, press Check in on its card. The card moves to Waiting.
  2. While it waits, press Add vitals to record its weight and readings. Press Save.
  3. When the vet takes the pet, press Start consult. If the visit has no vet yet, choose one under Doctor, then press Start consult in the box. The card moves to With doctor.
  4. Press Open notes to write the consultation. See how to write up a consultation.
  5. When the vet presses Complete & Sign on the note, the card moves to Completed.
  6. Press Bill & hand over. The invoice opens, so you can take payment. While money is still owed, the card shows View invoice.
  7. Once the bill is paid in full, the visit leaves the Board. The line under the toolbar counts it as done.

On a Coming up, Waiting or With doctor card, press anywhere else to open its visit page.

On a Completed card, pressing the card opens its bill. To see the visit, press the three dots and choose View appointment.

If you pressed the wrong thing

Press the three dots on the card. Undo check-in moves the pet back to Coming up. It is offered for 10 minutes after check in.

Emergencies

  1. Press Add emergency at the top of the Board. On a phone, it is the red siren button.
  2. Choose the pet parent. If they are not with the pet, press Pet parent not here? Add them later.
  3. Choose the pet, or add a new one. For a new pet, its type is enough.
  4. Under What happened?, pick what fits.
  5. Press Check in emergency.

The pet goes to the top of Waiting, marked as an emergency.

Left the owner out? Once you have their details, press the three dots on the card. Choose Complete registration, fill in the owner and pet, then press Save.

A pet that gets worse while it waits can be moved up too. Press the three dots on its card and choose Mark as emergency.

Visits left open from earlier days

Some visits from earlier days are never checked in, billed or closed. Then Unfinished earlier visits appears at the top of the Board. On a phone, it is a clock button with a number. Press it to see the list, then open each visit to finish it.

If something goes wrong

If someone else changed the same visit a moment before you, the Board says so and reloads. Check the card, then press the button again.