![\"\"](\"https:\/\/vetsystems.com\/wp-content\/uploads\/2017\/01\/Client-and-Animal-Records.jpg\")
\r\n\r\n- \r\n \t
- Electronic Communications Manager (ECM)<\/strong><\/a> \u2013 For invoice-driven, customised reminders and messaging.<\/li>\r\n \t
- Workflow Manager<\/strong><\/a> \u2013 For complete workflow and whiteboard management throughout large facilities.<\/li>\r\n \t
- Laboratory Manager<\/strong><\/a> \u2013 Linking and viewing lab reports in the correct patient record.<\/li>\r\n \t
- IRIS<\/strong> <\/a>\u2013 Automatically attach and view imaging on patient records.<\/li>\r\n \t
- Financial<\/strong> <\/a>\u2013 Configurable settings and direct links to Invoicing and Payments.<\/li>\r\n \t
- External Communications<\/strong><\/a> \u2013 Direct contact with clients from their records.<\/li>\r\n \t
- VIPER <\/strong><\/a>\u2013 Link any record item (invoices, treatments, appointments, imaging, lab reports, etc.) to your clinical coding system.<\/li>\r\n<\/ul>\r\n\r\n
In addition to standard management applications (inpatient appointments<\/a>, rounds editor<\/a>, clinical notes<\/a>, etc.), Spectrum offers unique functionalities within Client and Animal Records, including:\r\n
- \r\n \t
- Dental, ophthalmology, skin and equine diagrams<\/strong><\/a> \u2013 To edit, annotate and print\/send<\/li>\r\n \t
- Attachments <\/strong><\/a>\u2013 For any file type, with pre-filled templates for Microsoft Word and Open Office documents. <\/li>\r\n \t
- Dietary management<\/strong><\/a> \u2013 Recording weight on graphs with dietary suggestions and target weight settings for weight management programmes<\/li>\r\n \t
- Change status<\/strong> \u2013 For quick alteration of key client information<\/li>\r\n \t
- Reminders, tags and warnings <\/strong><\/a> \u2013 Multiple ways to keep staff informed, improve client relations and increase revenue per client<\/li>\r\n \t
- Wireless Camera functionality<\/strong> \u2013 Upload pictures wirelessly to the patient record. A great tool for before and after comparison.<\/li>\r\n<\/ul>\r\n\r\n
An efficient search tool is fundamental to provide high service quality. Spectrum\u2019s client selection screen gives numerous ways to filter and search your customer base. Search fields include email, breed, loyalty card number, and microchip ID, as well as all traditional search fields. An automatic pop up window will appear for a new client registration, if no records can be found. The Soundex search field allows clients to be searched, based on the phonetic sound of their surname. This is a valuable tool in a loud environment. <\/p>\r\n
Registering new clients is straightforward through a postcode address finder that allows quick, verified registration. Key area and mileage information can be input when creating a new client record, adding geographical precision to your client base. Client notes and records have an unlimited capacity, removing the need for archiving. Hidden comments can be added to records, allowing sensitive information to be viewed discreetly. Multiple phone numbers and email addresses can be stored on each client record to ensure swift contact when necessary. Each telephone number can be authorised for SMS messaging<\/a>, allowing staff to message clients directly from client records. SMS messages can be saved to a client\u2019s notes once sent.<\/p>\r\n
The ECM <\/a>module maintains customer engagement through automated messaging from Spectrum to your clients. Invoices<\/a>, appointment reminders<\/a>, personalised messages, marketing campaigns and more can be generated and sent as an SMS or email. Find out more about ECM.<\/a> <\/p>\r\n
For the right client communication, contact preferences can be tailored for different message types. These might include attendance checks, reminders and marketing information. <\/p>\r\n
Additional marketing and client data can be captured in a \u201cWhere did you hear about us?\u201d box, providing the opportunity to create client links and recognise referring customers. Linking and grouping clients is beneficial for both you and your client base, as it allows you to refine and target promotional activities at the right people. <\/p>\r\n
Key area and mileage information can be input when creating a new client, giving geographical understanding of your client base. <\/p>\r\n
Accounting groups can be created and discount options set for groups of clients. Accounting groups can be hidden from view where necessary. <\/p>\r\n<\/div>\r\n<\/div>\r\n\r\n
\r\n\r\n\r\nClient Records<\/h3>\r\n
The financial <\/a>section of the client record contains a number of options to streamline your invoicing <\/a>and payment <\/a>processes. See Financial<\/a>, for more information.<\/p>\r\n
Registered charity records can be created with discounts, different VAT codes and flagging options. <\/p>\r\n
Customised credit limits prevent products and services being sold to customers with outstanding payments, while preferences can be set to determine the form of contact for debtors. <\/p>\r\n
Unreliable clients can be put \u2018on hold\u2019 or \u2018on stop\u2019, each having their own restrictions with regard to invoicing. Clients can also be suspended, meaning their records no longer appear in a standard search. For further information, visit Payments<\/a>. <\/p>\r\n<\/div>\r\n
\r\n![\"\"](\"https:\/\/vetsystems.com\/wp-content\/uploads\/2017\/01\/ClientandAnimalRecords1.png\")
\r\n<\/div>\r\n<\/div>\r\n\r\nAnimal Records<\/h3>\r\nSwitching to animal records is quick and easy. Key information is displayed in a summary box, with pet photos and animal species, sex (including neutered\/entire status), breed, colour and age. There are numerous quick glance features that include colour-coded animal summary boxes (e.g. pink for female, blue for male), and the letter \u2018M\u2019 in red, to indicate a microchip. Insurance <\/a>details, passport numbers and two microchip tags\/tattoo details per animal can be stored and searched in the client database. <\/p>\r\n
All species are supported by Spectrum and an unlimited number of animals can be added per client. <\/p>\r\n\r\n
\r\n\r\n<\/div>\r\nAnimal Weight<\/strong><\/p>\r\nThe Dietary Management module allows quick access to pet weight records. The data can be summarised in a graph, which can be emailed or printed for clients. Based on findings, bespoke dietary advice can be offered and the right food prescribed according to available stock. <\/p>\r\n
New animal registrations can be generated in one keystroke. Exact and approximate ages are supported in the animal record, with age recorded in weeks for younger animals. <\/p>\r\n
Multiple ownership of an animal record is available, whilst an animal record can also be transferred from one client to another. <\/p>\r\n<\/div>\r\n
\r\n\r\n![\"\"](\"https:\/\/vetsystems.com\/wp-content\/uploads\/2017\/01\/ClientandAnimalRecords2.png\")
\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n![\"\"](\"https:\/\/vetsystems.com\/wp-content\/uploads\/2017\/01\/ClientandAnimalRecords3.png\")
\r\n<\/div>\r\n\r\n<\/div>\r\nReminders, Tags and Warnings<\/strong><\/p>\r\nReminders, tags and warnings convey crucial information to staff. <\/p>\r\n
A standard pop up warning is displayed to indicate an issue. For example, a warning will appear when an email address field is left blank, or when a client is \u2018on hold\u2019, or to signify a referral patient. A custom warning box in animal records allows staff to create their own warnings. <\/p>\r\n
Customised tags can be created and added to client, animal or financial records. These can be set to display a warning, sound a beep and to request acknowledgement. <\/p>\r\n
When adding a new animal to the system, a prompt to set up a reminder will appear. Pre-configured reminders can be added and custom reminders made. This provides a good opportunity to highlight any impending treatments or appointments (e.g. arthritis check-ups, vaccinations, dental checks etc.) and set reminders accordingly. <\/p>\r\n
Invoice<\/a>-driven reminders can be established when an item with a reminder code is sold. Reminders are automatically added, or a pop-up box appears; prompting staff to input the necessary details. This feature is linked to ECM<\/a>, which will automatically send a customised reminder to the client via their preferred contact method. <\/p>\r\n
Status options on each reminder can be set to indicate whether practice advice is \u2018required\u2019, \u2018advised\u2019, \u2018optional\u2019 or \u2018not required\u2019. The client requirement status can be set to \u2018unknown\u2019, \u2018wanted\u2019, \u2018considering\u2019, \u2018declined\u2019 or \u2018explicitly declined\u2019, to communicate the probability that a client will accept a reminder. A symbol key represents the chosen status and allows key reminder information to be passed between staff without confusion. <\/p>\r\n<\/div>\r\n<\/div>\r\n
\r\n\r\n<\/div>\r\nDiagrams<\/strong><\/p>\r\nDental, ophthalmology, skin, and equine diagrams are accessible through animal records, with printing and email exporting available. These diagrams can be edited and saved, providing a visual record for you and your clients. <\/p>\r\n
Dental diagrams offer a comprehensive overview of an animals\u2019 oral health. Diagrams show tooth extractions, gingivitis scores, missing teeth, cavities and any clinical annotations. Skin diagrams can be edited in a similar way. Ophthalmology diagrams store and graph IOP and STT test results with editable external, cornea & sclera, anterior, lens, and vitreous & fundus diagrams. <\/p>\r\n
For visual mapping of presenting signs, multiple diagrams can be edited, annotated and saved to the patient record. All diagrams are saved chronologically. <\/p>\r\n<\/div>\r\n
\r\n![\"\"](\"https:\/\/vetsystems.com\/wp-content\/uploads\/2017\/01\/ClientandAnimalRecords4.png\")
\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n<\/div>\r\n![\"\"](\"https:\/\/vetsystems.com\/wp-content\/uploads\/2017\/01\/ClientandAnimalRecords5.png\")
\r\n<\/div>\r\n\r\nChange Status<\/strong><\/p>\r\nThe Change Status feature provides quick control of key client and animal data. Client status information can be amended instantly. Status options include: \u2018moved away\u2019, \u2018out-of-hours client\u2019, \u2018breeder\u2019, \u2018NVD member\u2019, \u2018charity client\u2019, and \u2018unlicensed drug consent\u2019.<\/p>\r\n
Animal status options include \u2018referral surgery\u2019, \u2018registered by\u2026\u2019, \u2018last checked date\u2026\u2019, \u2018bred by client\u2019, \u2018lost\u2019, \u2018found\u2019, \u2018trainer\/agent\u2019 and more. The module also allows animals to be marked as deceased, with fields available to input important details relating to the death, as well as the date of passing. <\/p>\r\n
The referring vet facility allows selection of a referral vet and\/or practice, with the option to create a link and a quick glance tag.<\/p>\r\n
The Anaesthetic History feature provides tracking of surgeon, anaesthetist, procedure, pre-med agent and dose, induction agent and dose, E.T. tube size and any other relevant notes. <\/p>\r\n<\/div>\r\n<\/div>\r\n
\r\n\r\n\r\n<\/div>\r\nAttachments<\/strong><\/p>\r\nAll external files relating to a client or animal can be added to the attachments section. <\/p>\r\n
Anything from movies and CT scans to PDF referral notes and Microsoft Word letters can be found in attachments. <\/p>\r\n
These files can then be accessed from any networked computer, with files opened in the preferred application. <\/p>\r\n
For complete imaging integration AT offer IRIS<\/a>, a Picture Archiving and Communication System (PACS). <\/p>\r\n
Attachments can be searched, sorted and exported for convenience. <\/p>\r\n<\/div>\r\n
\r\n\r\n![\"\"](\"https:\/\/vetsystems.com\/wp-content\/uploads\/2017\/01\/ClientandAnimalRecords6.png\")
\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n<\/div>\r\n![\"\"](\"https:\/\/vetsystems.com\/wp-content\/uploads\/2017\/01\/ClientandAnimalRecords7.png\")
\r\n<\/div>\r\n\r\nForms, Letters and Templates<\/strong><\/p>\r\nForms and Letter Templates integrate your practice documentation, allowing you to create the documents you need, quickly and easily.<\/p>\r\n
Templates can be created in Spectrum, Microsoft Word or Open Office Writer and can be edited by staff members with authorised access. Once created, templates automatically populate with existing information stored in client records. Templates can be edited in Microsoft Word or Open Office Writer, where necessary. <\/p>\r\n
Completed forms and templates are saved to client records and are available to view, print or email from any networked computer.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n
\r\nSpectrum Features<\/h3>\r\n
\r\n\r\n- \r\n \t
- <\/i>Spectrum Overview<\/a><\/li>\r\n
- <\/i>Configurations<\/a><\/li>\r\n \t
- <\/i>Client and Animal Records<\/a><\/li>\r\n \t
- <\/i>Clinical Notes<\/a><\/li>\r\n \t
- <\/i>Equine & Large Animal<\/a><\/li>\r\n \t
- <\/i>Invoicing<\/a><\/li>\r\n \t
- <\/i>Payments<\/a><\/li>\r\n<\/ul>\r\n<\/div>\r\n
\r\n- \r\n \t
- <\/i>Financial<\/a><\/li>\r\n \t
- <\/i>Insurance<\/a><\/li>\r\n \t
- <\/i>Reporting<\/a><\/li>\r\n \t
- <\/i>Outpatient Client Management<\/a><\/li>\r\n \t
- <\/i>Inpatient Client Management<\/a><\/li>\r\n \t
- <\/i>Internal Communications<\/a><\/li>\r\n \t
- <\/i>External Communications<\/a><\/li>\r\n<\/ul>\r\n<\/div>\r\n
\r\n- \r\n \t
- <\/i>Stock Management<\/a><\/li>\r\n \t
- <\/i>Practice Health Plans<\/a><\/li>\r\n \t
- <\/i>Laboratory Management<\/a><\/li>\r\n \t
- <\/i>Workflow Management<\/a><\/li>\r\n \t
- <\/i>Client Relationships & Marketing<\/a><\/li>\r\n<\/ul>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n
","protected":false},"excerpt":{"rendered":"The Client and Animal Records module is a core feature of the Spectrum software. In addition to its advanced search and recording facility, the module\u2019s strength comes from its seamless integration with other functionalities, including: Electronic Communications Manager (ECM) \u2013 … Continued<\/a>","protected":false},"author":2,"featured_media":0,"parent":99,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-fullwidth.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-332","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/pages\/332","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/comments?post=332"}],"version-history":[{"count":186,"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/pages\/332\/revisions"}],"predecessor-version":[{"id":3845,"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/pages\/332\/revisions\/3845"}],"up":[{"embeddable":true,"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/pages\/99"}],"wp:attachment":[{"href":"https:\/\/vetsystems.com\/index.php\/wp-json\/wp\/v2\/media?parent=332"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}} - <\/i>Practice Health Plans<\/a><\/li>\r\n \t
- <\/i>Insurance<\/a><\/li>\r\n \t
- <\/i>Configurations<\/a><\/li>\r\n \t
- Attachments <\/strong><\/a>\u2013 For any file type, with pre-filled templates for Microsoft Word and Open Office documents. <\/li>\r\n \t
- Workflow Manager<\/strong><\/a> \u2013 For complete workflow and whiteboard management throughout large facilities.<\/li>\r\n \t