Record a Visit
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A visit holds the medical record of one patient’s time at the clinic: the examination notes, treatments, prescription and follow-up. You start it by checking the patient in.
Where to Find This Section
Section titled “Where to Find This Section”Visits lists every visit. Flowboard shows today’s visits on a board. See The Flowboard.
Check the Patient In
Section titled “Check the Patient In”- Click Patient Check-in.
- Select the Customer and the Pet.
- Choose one of the client’s Recent Appointments or Recent Vaccinations, or click Continue Without Selection.
If you check in against an appointment, the appointment is marked as arrived. See Appointment statuses.
The Visit Sections
Section titled “The Visit Sections”You can fill the sections in any order and leave the ones you do not need empty.
SOAP Notes
Section titled “SOAP Notes”SOAP Notes is the examination record:
| Section | What goes in it |
|---|---|
| Chief Complaint | The main complaint |
| History of Complaint | How the complaint developed |
| Current Medications | Medications the patient already takes |
| Clinical Findings | Vital signs, the physical exam, files and results |
| Clinical Assessment | Your assessment of the findings |
| Diagnoses | Picked from the clinic’s list. See Diagnoses |
| Treatment Plan | What you plan to do |
In Physical Exam, mark each system Normal, Abnormal or Not Examined. For test results, use your clinic’s Result Templates. See Symptoms and result templates.
Treatments, Prescription and Follow-up
Section titled “Treatments, Prescription and Follow-up”- Administered Treatments: what was given to the patient. See Record a treatment.
- Prescription: see Write a prescription.
- Follow-ups: book the check-up appointment while the client is still at the clinic.
Visit Status
Section titled “Visit Status”| Status | When to use it |
|---|---|
| Checked-in | Select when the patient has been checked in. |
| In Progress | Select when the patient's treatment has started. |
| In Review | Select when the patient is under observation or a test is pending. |
| Completed | The patient's treatment is finished and they have been discharged. |
You change the status on the visit. The Flowboard moves the patient’s card to match. If you complete a visit whose invoice is still a draft, Veterian asks you to confirm.
Checkout
Section titled “Checkout”Patient Checkout & Invoice opens the visit’s invoice. Treatments already appear on it, and you add anything else the clinic sold. Then issue the invoice or save it as a draft. See Create an invoice.
Print the Visit
Section titled “Print the Visit”Print Visit Record prints the visit record. You can edit the fields and texts on this document from the clinic admin panel. See Printed documents.
Delete a Visit
Section titled “Delete a Visit”Open the visit and choose Delete Visit. Before you confirm, the drawer lists everything that will be deleted with the visit and anything that will be reverted, such as administered vaccinations. If the visit cannot be deleted, the drawer says why. See Troubleshooting.