What is List View?
Find the List View under Visits in your navigation, then selecting the List icon next to the page name. List View will display all records associated with the chosen date and Doctor. Filter the patients in your list by selecting a different Doctor, date, or visit stage.
Note: Filtering to yourself as the doctor is recommended practice to reduce the list of patients visible and ensure all newly created patients are associated with you.
If you prefer to change your default Visit view to Calendar View vs List View, you can find that option in your Settings. We recommend this option for integrated users since the Calendar View closely mimics what you are used to seeing in your PIMS!
Add a Visit
An integration will automatically populate your patients for the day. Without an integration, you can manually add patients via the Add Visit button. Add and New will allow you to continue to add patients while Add and Close will return you to the List View. Read more about adding visits and our tips for doing this quickly in Visits: Adding and Managing Them 📆
Note: to enter a multi-pet visit, simply use the word "and" inbetween pet names (i.e. Fluffy and Skippy).
Record and Generate for a Patient
Click the blue microphone button, then ensure you have the desired document selected. Selected documents will be auto-generated if you choose Stop and Generate. If you choose Stop and Close, no document will be generated and you'll be returned to the list view for further recording. Read more about the Recording Widget in this article.
