CLINIC HQ

10.5.1. Non-Anesthetic (Wellness) Flow

The main difference here will be differentiating between anesthetic and non-anesthetic appointments.

To set up Patient Flow with wellness, go to Settings > Wellness Settings. You will see a list of types of wellness appointments, and you can tag them as anesthetic, non-anesthetic, or disabled in Patient Flow.

Moving The Patient Through Patient Flow

For Wellness:

  1. Begin by starting your drug log day and verifying the bottles. This is required regardless of whether your clinic plans to log drugs for wellness appointments.
  2. In Patient Flow up top, you can filter by anesthetic and non-anesthetic. Anesthetic means that the animal will receive drugs that will put them under for the procedure. Non-anesthetic could be for vaccines, wellness, or anything else that doesn’t involve those controlled substances or anesthetic drugs.
  3. The non-anesthetic screen will not show the types of drugs up top because we are not prepping them for surgery.
  • Patient Flow’s Non-Anesthetic has different screen flows than the Anesthetic. When animals are checked in for a non-anesthetic wellness appointment, they will appear on the Roster.

Roster

This first flow screen is the Roster. As animals are checked in they will line up in the order they are checked in on the Roster. This screen is used by staff to prepare for the appointment. Staff can see who the animal is, any notes, what type of visit and gather supplies based on the services requested. When staff begin working with the animal, they will click Jump to Finalize. This will take you to the treatment sheet.

  • For a vaccine clinic, go to the animal in Patient Flow > Jump to Finalize > and add services (vaccines given).
  • For a non-anesthetic procedure, like a recheck, you can click Jump to Finalize and input the information you need. If you end up needing to give the animal drugs or a prescription, you can do that in the same way in their profile by adding drugs in the top right.
  • If it turns into an anesthetic procedure, clicking Change to Anesthetic will move the appointment to the Anesthetic Flow for Exam & Pre-Med. Or you can keep it under non-anesthetic, jump to finalize and log the drugs on the Treatment sheet.

Treatment

The veterinarian will conduct the exam and complete the relevant fields. If your clinic requires a more detailed exam, you can add an extended version. Medical notes can be recorded in the Medical Notes section at the top of the treatment sheet page or by clicking Update within the exam box.

If the vet identifies something unrelated that needs to be documented, it can be added in the Internal Medical Notes section.

For client communication, you can use short tags to quickly add pre-written messages, saving valuable time. These short tags can be customized to include standard notes based on the services provided.. Read more about that HERE.

Key Aspects of the Treatment Tab

Adding drugs in a non-anesthetic appointment
  1. Record drugs used.
  2. Select the Veterinarian of record.
  3. You can update services and vaccines given.
  4. Enter the microchip number for a chip inserted.
  5. Generate the rabies certificate.
  6. Sterilization Status is recorded for all wellness-type appointments. If the animal was spayed/neutered at your clinic, this field cannot be updated.
  • On this page, you can also add a prescription by editing the services. You will want to edit the info and print the label.
  • If there were any medical notes, click the generate button at the top of Client Communication box, and they will show up there.
  1. Finally, on the patient profile, you can create a treatment sheet that will automatically be appended to the patient’s appointment once the animal is checked out. You can do this by going to Paperwork > Generate & Upload Treatment Sheet.
  2. When the animal is finished all drugs logged and notes recorded, you may then click Done and that means the animal is done with the visit.
  3. Enable Automations to perform additional tasks when this button is clicked such as printing the paperwork or texting the client about pick up. Set up Automations in Settings > Patient Flow Setup.

Recording Drugs for Non-Anesthetic Appointments

From the Treatment tab, select the animal.

  1. Locate Drugs box on the right side.
  2. Click the small Action dropdown menu and choose Other Drug
  3. From the pop up window select the drug to log for this animal.
  4. The amount and if it is a controlled substance you must ensure the bottle number is correct.
  5. Choose whether it was “administered” during the visit or “dispensed” as part of a prescription.
  6. Then, the route the medication should be given in.