Treatment Board - Plan – Covetrus Pulse™ Help Center

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This article will go over the Plan area of the Treatment Board.

Check In

A patient can be added to the Treatment Board from Appointments or from the Whiteboard. It is important that the Visit Status used for check-in is configured to add the patient to the Treatment Board.

On the Appointments calendar or Boarding calendar, check in a patient using a Visit Status that will place the checked in patient on the Treatment Board. Note: For help with the Visit Status, see the Configuration article.
On the Whiteboard, click the Check In Patient button using a Visit Status that will add a patient to the Whiteboard and Treatment Board.

Create the Patient Plan

The Patient Plan is where you can add treatments the patient will need while in the hospital.

From the Menu, click on Treatment Board. Patients checked in for treatment for the day will appear on the Patients Overview Sheet.

Patients Overview Sheet for Plan.png

Click on a patient's name to open the patient's Plan.

Patient Plan w-out numbers.png

On the left side, enter the Plan information.

Problem/Diagnosis - Click the plus icon enter a problem or diagnosis. Click on the problem or diagnosis to edit.

Resuscitate - Click the plus icon to select the options for resuscitation: Undecided, Do not resuscitate, or Resuscitate.

Special Care - Click the plus icon to select if special attention is needed for the patient.

Provider & Department - Click on the Provider & Department label to edit. You can change the Vet in Charge, select the Department, select a second vet, and select the technicians who will treat the patient.

Cage - If the patient was checked into a boarding appointment, the Cage is selected in the Boarding appointment dialog box.

Tasks - Click the plus icon to enter any tasks to administer to the patient while in for treatment.

Arrival Status - The date and time Arrived is a read-only field. The date and time Admitted can be edited for Inpatient patients.

Discharge Status - Click on the Discharge Status to edit. The status can be Undecided, Stay, or Going. The Stay until date can be edited if the patient will be staying beyond the current date. The Discharge Status is also where you can check out the patient when the patient is ready to leave.

Daily Plan

From the Daily Plan area, you can add Services and Treatment Bundles then schedule when those service items need to be administered. Note: Labs can also be added as a task to the patient's plan but cannot be scheduled at this time.

Daily Plan - Click the plus icon to select Add Service or Add Lab. After making your selection, enter the service or lab from the drop-down list.

Filters - Click on Filters to select your filter options: Event type and/or Status.

Scheduled Unscheduled - Click on Scheduled to view the treatment tasks that have been scheduled. Click on Unscheduled to view treatment tasks that have not been scheduled yet.

Note: You can also add Services and Labs by clicking the links at the top of the Plan.

plan services labs links.png

Notes

Use the Notes area to enter any information about the patient's visit that would be important for staff to be aware of while the patient is in the hospital for treatment.

In the Notes area, click the plus icon to enter a new note.
Enter the note.
Click Save to save the information.

Plan - Note.png

Edit/Delete Note

To edit or delete a note, click the ellipsis above a note.
From the menu, choose Edit to modify the text or choose Delete to remove the note.

Patient Highlights

Clicking on the Open icon () located at the right side of the screen will display a panel to review the patient and client information plus the patient's medical record highlights.
When the Patient Highlights panel is open, click the Close icon () to hide Patient Highlights from view.

Open right-side panel - patient review of MR.png

Use the scroll bar to the right of the panel to view the patient's medical record highlights.

Patient Highlights Panel.png

Display Settings

Display Settings are saved by user.

Click the "gear" icon () to customize the patient highlights display settings.

Sidebar - Default Open: Click the toggle to change the option to automatically display the sidebar or keep Patient Highlights closed until the open icon is clicked.

Sections: Click the toggle to hide or display any of the sections listed.

Move sections: Place the mouse over the move icon () of a section to click and drag to change the order of sections.