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Subject: How to set up reminders for specific products such as flea or worming
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System ControllerUser is Offline

Posts:5

07 Nov 2006 8:50 PM  
I've searched through the knowledge base but haven't quite found what I'm after...

I'd like to send a reminder to clients who may have purchased specific products (eg advantage, frontline, milbemax etc). I'm not sure how to set up in reminders or how to enter the specific merge field name for that product in my word document.

Thus if someone buys a 4 pack advantage, I'd like to send a reminder to them in 4 months (or if know that 4pack is going to last 2 months with 2 dogs etc) that they need to come in again for a repurchase.

I suppose many are already doing this but you've got to start somewhere......



Keith McKellar Stewart Mittagong Veterinary Hospital
System ControllerUser is Offline

Posts:20

22 Nov 2006 4:29 AM  

Almost impossible to do apart from having a reminder set for the product (which will be used whatever amount is sold) and then manually editing the reminder to the time you want. If you have healthcare indicators then they would need to be edited as well

DLH@061V471419313User is Offline

Posts:0

28 Nov 2006 6:50 AM  

Hello Keith,

It is possible to set up reminders for food items. You need to create the reminder and time frames through Task Panel>Options & Setup>G Report & Reminder>Reminders. Add the reminder and specify the time frames as well as the Word documents to be used.

Then for each fee that you want to apply this reminder to you'll need to open the attachments page to do that. If you have alot of items that you want to do this for then it'll be easier to use the Data Excel reminder wizard.

However, there isn't a way for the reminder to automatically change the reminder period based on whether the client is using a 4 pack of Advantage for 2 dogs. What you might consider trying for this scenario is to create a seperate two month reminder. Then when you charge out Advantage (which will default to a 4 month reminder), you could immediately delete the 4 month reminder from the patient page and then manually add the two month reminder for both patients.

Either way it is a very manual process.

Alternatively you could do a newsletter each month and remind all clients to check they are up to date with their Worming and Flea treatment.  In discussions with clinics in the past they have sometimes found this more successful then using a reminder mail out.

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