Welcome to the Avimark User Manual, your comprehensive guide to mastering the software. This manual provides detailed instructions for navigating features, managing patient records, and streamlining veterinary practice workflows effectively.
1.1 Overview of Avimark Software
Avimark is a powerful veterinary practice management software designed to streamline clinic operations. It offers tools for scheduling, patient records, diagnosis, treatment planning, and financial management. With a user-friendly interface, Avimark supports efficient workflow, from appointment scheduling to generating detailed reports. Its robust features help veterinary teams manage daily tasks effectively, ensuring optimal patient care and practice productivity. This software is widely used for its comprehensive functionality and ease of use in veterinary settings.
1.2 Purpose of the User Manual
This manual is designed to guide users through Avimark’s features and functionalities. It provides step-by-step instructions for navigating the interface, managing patient records, scheduling appointments, and utilizing financial tools. The manual aims to help both new and experienced users optimize their workflow, troubleshoot common issues, and make the most of Avimark’s capabilities to enhance overall practice efficiency and patient care outcomes effectively.
Installation and Setup
This section guides you through installing and setting up Avimark, ensuring your system meets requirements and is configured correctly for optimal performance.
2.1 System Requirements
Ensure your system meets Avimark’s requirements for smooth operation. This includes compatible operating systems, sufficient RAM, and adequate disk space. Verify processor speed and ensure all necessary software dependencies are installed. Check the official documentation for detailed specifications tailored to your practice’s needs. Proper system setup is crucial for optimal performance and functionality.
2.2 Installation Process
Begin by downloading the Avimark installer from the official source. Run the executable file and follow the installation wizard’s prompts. Select the destination folder and choose the components to install. Once installed, launch the software to complete the initial setup. Ensure all prerequisites are met for a smooth installation process. Refer to the system requirements for compatibility details to avoid any issues during setup.
2.3 Initial Configuration
After installation, configure Avimark by setting up user profiles and access levels. Navigate to System Tables to define payment types, including Trupanion. Set default settings for patient records and billing. Organize data categories and customize templates. Ensure all configurations align with your practice’s needs. Refer to the user manual for detailed guidance on these steps to optimize your setup and streamline operations effectively.
Navigation and Interface
The Avimark interface features a main dashboard and Whiteboard for scheduling. Navigate through tabs and menus to access patient records, reports, and key tools efficiently.
3.1 Main Dashboard Overview
The main dashboard serves as the central hub of Avimark, providing quick access to essential features. It includes sections for patient records, scheduling, diagnosis lists, and financial tools. Users can efficiently navigate between modules, view upcoming appointments, and manage key tasks. The dashboard is designed to streamline workflow, offering a clear and organized interface for daily operations.
3.2 Key Features and Tools
Avimark offers a range of powerful tools to enhance veterinary practice management. Key features include patient record management, appointment scheduling, diagnosis lists, and financial tools. The software also provides hotkeys for efficiency, customization options, and advanced reporting capabilities. These tools streamline workflows, improve organization, and support effective decision-making. With Avimark, users can manage patient data, track appointments, and generate detailed reports, all within an intuitive and user-friendly interface.
Managing Patient Records
Avimark allows efficient management of patient records, enabling seamless creation, editing, and organization of detailed profiles. This feature ensures accurate and secure storage of vital patient information.
4.1 Creating and Editing Patient Profiles
Creating and editing patient profiles in Avimark is straightforward. Start by accessing the patient profile section, where you can input essential details such as name, species, breed, and medical history. Use the intuitive interface to update or modify information as needed. Ensure accuracy by reviewing all fields before saving. This feature ensures comprehensive and organized patient data management, supporting efficient veterinary care and record-keeping.
4.2 Organizing Patient Data
Organizing patient data in Avimark is efficient and user-friendly. Utilize tabs for medical history, vaccination records, and lab results to categorize information. Use search and filter options to quickly locate specific data. Regularly review and update records to maintain accuracy. This structured approach ensures seamless access to patient information, enhancing workflow efficiency and improving care delivery in your veterinary practice.
Diagnosis and Treatment Features
Avimark offers robust tools for diagnosis and treatment, including customizable diagnosis lists and detailed doctor instructions. These features streamline clinical workflows, ensuring accurate and efficient patient care management.
5.1 Setting Up Diagnosis Lists
Setting up diagnosis lists in Avimark allows for efficient organization of medical conditions and treatments. Users can add new categories and individual diagnoses, ensuring quick access during patient consultations. This feature enhances accuracy and saves time by providing a structured approach to diagnosis entry, making it easier to manage and retrieve patient information effectively.
5.2 Creating Doctor’s Instructions
Creating doctor’s instructions in Avimark streamlines communication and ensures clarity in treatment plans. Users can add detailed instructions related to diagnoses, making it easy to track and edit as needed. This feature enhances patient care by providing clear, accessible guidance for staff and clients, ensuring consistency and accuracy in treatment protocols.
Scheduling Appointments
Efficiently manage appointments with Avimark. Add, edit, and track patient schedules using the intuitive Whiteboard. Streamline your practice’s workflow with organized booking options.
6.1 Adding and Managing Appointments
Avimark simplifies appointment management through its intuitive interface. Users can easily add, edit, and reschedule appointments, ensuring seamless organization. The system provides clear categorization and real-time updates, reducing scheduling conflicts. Appointments can be color-coded for quick identification, and reminders can be set to enhance patient communication. This feature ensures that your practice runs smoothly, with all appointments efficiently tracked and managed.
6.2 Using the Whiteboard for Scheduling
The Whiteboard in Avimark offers a visual approach to scheduling, allowing users to easily drag and drop appointments. It provides color-coding options to differentiate appointment types. Users can customize the view and filter appointments based on specific criteria. The Whiteboard integrates seamlessly with other scheduling tools, ensuring updates are reflected across the system. Keyboard shortcuts and hotkeys enhance efficiency. Tips for effective use include organizing appointments logically and utilizing all features to streamline scheduling processes.
Financial Management
Avimark’s financial management tools streamline transactions, track payments, and generate invoices. Features include managing payment types, setting up Trupanion payments, and producing detailed financial reports for practice oversight;
7.1 Managing Payment Types
Managing payment types in Avimark involves configuring various payment options to suit your practice needs. You can add new payment types, such as credit cards or insurance plans, and edit existing ones. The system allows you to assign unique codes and descriptions to each payment type, ensuring clarity in transactions. Additionally, you can remove or modify payment types as required, maintaining accurate financial records and streamlining the checkout process for clients. This feature ensures that all payment methods are organized and easily accessible, reducing errors and improving efficiency in handling payments.
7.2 Setting Up Trupanion Payment Type
To set up the Trupanion payment type in Avimark, navigate to the Payment Types table under System Tables. Click the New icon, assign the next available code from the list, and select “Trupanion” as the payment type. Enter the required details, then click OK to save. This ensures seamless integration of Trupanion payments into your practice management system, allowing for efficient processing of insurance claims and payments.
Reporting Tools
Avimark’s reporting tools enable users to generate detailed reports and save them as PDFs, making it easy to study, bookmark, and reference important data efficiently.
8.1 Generating Reports
To generate reports in Avimark, select the desired report type and specify the date range. Choose from options like Period Totals or custom filters. Preview the report to ensure accuracy before printing or saving. This feature allows for efficient data analysis and record-keeping, making it easier to track clinic performance and patient history.
8.2 Saving Reports as PDF
To save a report as a PDF, select the desired report and choose the “Save as PDF” option. Specify the file name and destination folder. This feature allows easy sharing and archiving of reports. PDFs can be annotated, bookmarked, and searched, making them ideal for reference. Ensure the report is previewed for accuracy before saving. This option streamlines documentation and enhances accessibility for future use.
Keyboard Shortcuts
Avimark offers essential keyboard shortcuts to enhance productivity. Use F11 to refresh, Ctrl+A to select all, and Ctrl+Alt+H for entry history. Discover more hotkeys in the manual.
9.1 Essential Hotkeys for Efficiency
Mastering Avimark’s keyboard shortcuts enhances your workflow. Key combinations like F11 for refresh, Ctrl+A to select all, and Ctrl+Alt+H for entry history save time. Additionally, Ctrl+Z undoes actions, while Shift+F2 accesses additional features. Familiarizing yourself with these hotkeys streamlines tasks, allowing you to navigate and manage data efficiently within the software. Regular use of these shortcuts significantly improves productivity and user experience. Explore the full list in the manual to optimize your workflow further.
Customization Options
Avimark offers extensive customization options, allowing users to personalize the interface, workflows, and settings to suit their preferences and practice needs for enhanced efficiency and satisfaction.
10.1 Personalizing the Interface
Avimark allows users to tailor the interface to their preferences, enhancing usability. Customize layouts, colors, and display settings to create a workspace that aligns with your workflow needs. Personalize dashboard views, adjust font sizes, and organize frequently used tools for quick access. These options ensure a seamless and efficient user experience, making it easier to manage daily tasks effectively within the software.
Troubleshooting Common Issues
This section addresses common technical problems, such as error messages or system freezes, providing step-by-step solutions to restore functionality and ensure smooth operation of Avimark software.
11.1 Resolving Technical Problems
Encounter common issues like error messages or system freezes? This section offers solutions, such as refreshing screens with F11 or checking system tables for conflicts. Use hotkeys like Ctrl+A for selecting all or Ctrl+Z to undo actions. Troubleshoot payment type setups or diagnose tab values by referring to detailed steps. Ensure smooth operation by resolving technical glitches promptly with these practical troubleshooting tips.
Advanced Features
Explore advanced tools for enhanced productivity, such as utilizing additional features and expert tips to optimize your workflow and streamline tasks effectively.
12.1 Utilizing Additional Tools
Avimark offers advanced tools to enhance efficiency, such as diagnosis lists and customizable hotkeys. These features streamline tasks, allowing users to quickly access frequently used functions. Additionally, the ability to save reports as PDFs enables easy sharing and archiving of important data. By mastering these tools, users can optimize their workflow and make the most of Avimark’s capabilities for a seamless experience.
12.2 Tips for Optimal Use
Maximize Avimark’s potential by regularly updating software and exploring shortcut keys for efficiency. Customize the interface to fit your workflow, and organize patient data systematically. Utilize the Whiteboard for scheduling and leverage reporting tools for insights. Familiarize yourself with diagnosis and treatment features to streamline clinical processes. Experiment with advanced tools and seek support when needed to ensure optimal performance and a seamless user experience.
By following this user manual, you’ve gained essential knowledge to effectively use Avimark for streamlining veterinary practice management. From patient records to financial tools, mastering these features will enhance efficiency and patient care. Regularly explore updates and shortcuts to optimize your workflow. For further assistance, consult additional resources or support materials. Happy using Avimark to elevate your practice’s success and deliver exceptional care seamlessly!
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