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  • Documentation
  • Introduction
  • Quick Start Guide
  • Getting Started
  • Create a Client
  • Create a Patient
  • Create a Patient
    Visit & Payment
  • Email a Receipt
  • Setup & Customizations
  • Change Invoice / Receipt Display Settings
  • Create or Edit Email Templates
  • Edit Outgoing Email Settings
  • Clients
  • Create a Client
  • View a List of All Clients
  • View a List of All Clients
    with Outstanding Balance
  • Accept a Payment for
    an Outstanding Balance
  • Accept a Pre-Payment
    for a Client
  • Print / Email a Client Statement
  • View All Follow-Ups
    for a Client
  • Send an Email
    to All / Many Clients
  • Patients
  • Create a Patient
  • View a List of All Patients
  • View all Patient Visits
    of a Patient
  • View all Follow-Ups
    for a Patient
  • Patient Visits
  • Create a Patient
    Visit & Payment
  • Create a Patient Visit
    of Historical Records
  • Add / Remove / Edit
    Items on a Visit
  • Bundle Multiple Patient
    Visits into a single
    Receipt/Invoice for a Client
  • Print a Referral Report
    from a Patient Visit
  • Email a Referral Report
    from a Patient Visit

Description of Objects in VetBlue

VetBlue is made of different objects, each encompassing different aspects of the system. All objects are accessible from the tabs along the top of the screen. Below is a diagram showing how the major objects are related to each other. Below is a list of all objects in the system.

Clients

A client is an individual that owns or is responsible for a patient and typically pays for care of an animal. A client record will contain contact information, a discount level as well as information about patients and patient visits related to each client.

A referring veterinarian is also treated as a client in VetBlue.

Patient

A patient is an animal that has been or is being cared for by your practice. A patient record will contain identifiable information about the animal such as species, breed, sex, age as well as information about patients visits, notes and attachments related to each patient.

Patient Visit

A patient visit contains pricing, medical records and appointment information about encounters with patients. For example, a patient visit can be an encounter with a patient on a certain date/time where a series of procedures are performed or a bill for a prescription which was picked up for a certain patient. Invoices and receipts are generated from patient visits and their associated procedures which might include client instructions or medications.

Item

An Item is a line item on an invoice and constitutes items in the medical record. It can be a medication, a vaccination, an exam, a field call charge, a zero-charge education item. All items are bundled into Patient Visits, and the cost of all items gives us the total price for a Patient Visit.

Payment

A cash, check credit card or other form of payment for a patient visit. You can apply a single payment to multiple patient visits and apply multiple payments to a single patient visit.

Item Template

Defines the default code, standard quantity, pricing, notes and follow-up information of an item. Every item is derived and related to a single Item Template. Anytime you want to add an Item to a Patient Visit you must first save a related Item Template record.

Item Bundle

A bundle of Item Templates. Useful when performing a series of items during standard visits.

Document

A file of any type (PDF, Word, Image Formats, etc) that can be attached to records for reference.

Activity

Activities are both tasks and scheduled calendar events. You can define and track activities for many different objects, including patients, clients and procedures.

Report

Reports are summaries and analyses of your data, which you can display or print.