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Tip of the week: Creating Vet Care Case Plan Templates

  • 1.  Tip of the week: Creating Vet Care Case Plan Templates

    TEAM CAYUSE
    Posted 09-23-2021 10:56

    Hi all,

    I'm here with this week's tip of the week, this time on creating Vet Care Case Plan Templates.

    Vet Care Case Templates are a fast and convenient way to ensure that common veterinary care cases are created quickly, and animals are treated consistently.  Follow the below steps to create Plan Templates in your system.

    1. Under the Action List for the Vet Care Application select Setup Vet Care Dictionaries.
    2. Once in the Setup Vet Care Lists (Dictionaries) page select Plan Templates. This will bring you to the Plan Templates page where you can add a template using the add feature at the bottom of the grid.
    3. Clicking add with take you to the Add Record page where you can choose the plan category and then input the Plan Short Description, Plan Long Description, and the Default Plan Summary. The Default Plan Summary will appear in the Plan Summary of the case when the template is chosen for use.  Save your record when complete.
    4. Highlight the newly added template and select the Plan Species tab at the bottom of the page. Add all species applicable for the plan template.
    5. Select the Plan Activities Tab to populate all activities required for the created plan template. Activity information entered in the plan template will be able to be modified once a case is created using the template, if needed.


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    John Farley
    Professional Services Consultant
    Cayuse
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  • 2.  RE: Tip of the week: Creating Vet Care Case Plan Templates

    TEAM CAYUSE
    Posted 09-23-2021 11:23

    Just tagging some Vet Care users who might like this! @Brooke Rogerson-Beede @Nicola Eaton @Gregory Lawson @Timothy Wilson @Stacy LeBlanc @Evins Wardlaw @Marshall Reed @Holly Turner @Jonathan Selby @Carolyn Russell @Dustin Kentala 

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    Simon Helton
    He/him
    Community Manager
    Cayuse
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