Top Header Bar and Main Content Area
Patient Care
The main navigation menu on the left provides access to Provet Cloud's main dashboard, client and patient database, appointments, reports, and settings. Note that some of the sections may be hidden depending on your permissions as a clinic employee.
The Provet Cloud header is always visible. It contains the search field and provides to access to your user profile, tasks, and notifications. The main content area is shown with a light background. This is the area that changes depending on where you navigate. Content text is usually shown in black while links to other pages are usually blue. You can collapse the left navigation menu to show more of the main content area.
Under Patient care, you will find the dashboard which shows information about upcoming and ongoing consultations. Depending on your subscription and settings, other pages for triage, treatment plans, laboratory functions, diagnostic imaging, patient referrals, and patient locations may also be available.
On the Dashboard page, you can view lists of ongoing and recent consultations as well as upcoming and cancelled or missed appointments. In addition, users can customise the Dashboard content to some extent through their personal profile settings.
Recent consultations shows all ongoing or completed consultations. You can use the free text search field to find specific consultations, the selection fields to view consultations by ward, personnel, and patient species, and the filters to view consultations by status. From recent consultations, you can go to the consultation or invoice page by selecting the status label or the green stethoscope or banknote buttons.
Scheduled appointments shows upcoming, passed, deleted, and no-show appointments. The search and filtering options include free text search, selection lists for wards and personnel, and filters for status and time frame. From scheduled appointments, you can go to the 'mark as arrived' page by selecting the status label or the green entry button. If you want to edit a scheduled appointment, select the blue edit pen icon.
From Columns, you can select the columns to show in the lists. To save your selected filters and columns so that the same selections are applied the next time you view the list, select the wrench tool button > Save filters. Note that the filters are clinic location specific.
Hyperlink texts also open other pages. For example, selecting the client's or patient's name will take you to the client's or patient's page and the appointment timestamp link to the appointment calendar.
For more information about the appointment and consultation statuses, see Consultation Visit Workflow and Statuses in Overview of Provet Cloud.
The Dashboard includes the Laboratory Analyses and Laboratory Requests sections if you have added them in your personal profile settings. For more information about these sections, see Laboratory Dashboard Widgets.
At the bottom of the Dashboard page, you can find the Shared inbox, which is used for receiving external records and communications to your Provet Cloud account by email. These records can be added to Provet Cloud and assigned to specific clients and patients. The shared inbox can only be used for receiving email — emails cannot be sent from the address. For more information, see Shared Inbox.
The Dashboard includes action buttons for some functions.
-
From the Counter sale button, you can create a new counter sale.
-
From the Tools menu, you can create a new treatment estimate, add a new client, and add a new patient.
-
From the End of day button, you can create a new End of Day report.
In addition to the Dashboard, other pages may also be available under Patient care depending on the clinic location settings.
-
Triage: Shows an overview of the clinic location's triaged appointments. For more information, see Using Triage Functionalities.
-
My Workspace: On this personal page, you can add widgets from the New widget drop-down menu to have quick access to information relevant to you.
-
Plans: Shows an overview of planned treatment items if the function is used in the clinic location.
-
Laboratory: Shows an overview of the clinic location's laboratory referrals. For more information, see Laboratory Features.
-
Diagnostic Imaging: Shows an overview of the clinic location's diagnostic imaging referrals. For more information, see Diagnostic Imaging.
-
Patient Referrals: Shows an overview of the clinic location's patient referrals. For more information, see Patient Referrals (Basic Workflow).
-
Patient Locations: Shows an overview of location use if patient locations are used in the clinic location.
Under Records, you will find your client and patient records. Depending on your subscription and settings, other pages for all your treatment estimates, invoices, insurance claims, reminders, and health plan subscriptions may also be available.
Under Calendar, you will find your Provet Cloud calendars for appointments and shifts. The shift calendar is used to plan and manage your staff work shifts, and the appointment calendar is used to schedule and manage client appointments for your shifts.
Reports contains all the main Provet Cloud reporting options, including practice performance reports, financials, inventory management, and client feedback reports. This view is not visible to regular users by default.
Settings provides clinic managers a lot of of customisation options and access to features such as inventory management, system logs, and subscription management.
Updated
Comments
0 comments
Please sign in to leave a comment.