Page 127 - Receptionist

2. In Avimark go to the patient’s chart
a. Place mouse in Patient Field (Active Patient will be blue or pink; Inactive/Deceased
Patient will be gray) , right click, select chart
b. Print for last TWELVE visits or greater depending on veterinarian direction
c. Under the section “Include the following…” Uncheck the following boxes
i. Charges
ii. Client Alert
iii. Client Balance
iv. Client More Stuff
v. Client Phone
d. Check additional boxes
 Hospital Name on Page
 Vaccine Info
e. Hardcopy – Select Print
f. To send via email --Select Preview
i. Click on File  Save as  Type: Adobe Acrobat PDF
ii. Save Patient Name & Client Last Name + Current Date in Scanned Records
3. Add a Follow-Up to patient’s record, date/time stamp it, list the place you send it to and fax # or
e-mail address.
4. *IMPORTANT Final Step*: Once sent please put a copy of this request in the message box of
the executive director. The ED will call this client ASAP to keep them and their pet coming here
if at all possible.

Drill/Demonstration for “Medical Records Releases”:

1. Explain what the result statement means to you in your own words.
2. Why would you need to do this procedure this way?
3. What would happen if you did it differently or missed steps?
4. Demonstrate at least TWO patient records following the above. BOTH should be able to be
done in LESS THAN 5 minutes before moving trainer and trainee signs off.
5. What is the final step? Who do you give it to? Why?

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