Treatment Board - Complete Items, Discharge, and Checkout – Covetrus Pulse™ Help Center

It is important to mark items as "Done" in order to capture the charges for the services and labs administered during treatment.

Mark Items as "Done"

From the Patient Plan, click on Plan, Services, or Labs.
Click on the service or lab that is complete.

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Click on the "Done" icon ( ) to mark the item as complete.

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Confirmation to mark the item as done will appear. Click Yes to continue.

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Repeat this process to mark completed items as "Done". Doing so will send the item to the invoice.

Discharge Status

Use the Discharge Status to let staff know if the patient is Staying or Going.

On the patient Plan, click on Discharge Status.

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On Edit Discharge Status, you can choose the status of Undecided, Stay, or Going.

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Stay

Use the Stay status if the patient is going to remain in the hospital, especially if overnight or longer, and enter the Stay until date.

Going

When the patient is ready leave, click on Going for the Discharge Status.

If all items were marked as "Done", the Discharge Status will show all charges have been captured. If there are items that were not marked as "Done", you will need to select what to do with those open items.

All Charges Captured

When all charges have been captured, complete the following Discharge Status fields:

Discharged by: This is the individual who is releasing the patient.

From: and To: This is the day and time range when the patient is going to be picked up to go home.

Discharge status: There are two states:

Going - This status is assumed to be selected by the veterinary staff to let the staff know, especially those who will be interacting with the client and taking the money, the patient is ready to go.
Gone - This status assumes the staff treating the patient have completed treatments and may have already checked out the patient and accepted payment.

Save & close: Click this option if the veterinary staff have marked items as Done and will leave the front desk staff to check the patient out of the hospital.

Save & checkout: The employee selecting this option would be the person interacting with the client, taking payment, and sending the patient home.

Pending Treatment Items

If there are items that were not marked as "Done", complete the following fields?

Complete All Items: Select this option if you want all open items to be marked as "Done" and charges captured.

Continue with Open Items: If there are open items and the front staff is ready to check out the patient, they will need to verify with the veterinary staff if they would mark these items as done so they may proceed to checkout.

Discharged by: This is the individual who is releasing the patient.

From: and To: This is the day and time range when the patient is going to be picked up to go home.

Discharge status: There are two states:

Going - This status is assumed to be selected by the veterinary staff to let the staff know, especially those who will be interacting with the client and taking the money, the patient is ready to go.
Gone - This status assumes the staff treating the patient have completed treatments and may have already checked out the patient and accepted payment.

Save & close: Click this option if the veterinary staff have marked items as Done and will leave the front desk staff to check the patient out of the hospital.

Save & checkout: The employee selecting this option would be the person interacting with the client, taking payment, and sending the patient home.

Related Articles

Treatment Board - Overview

Treatment Board – Setup and Configuration

Treatment Board – Plan

Treatment Board – Patient Sheet

Treatment Board – Scheduler Sheet

Treatment Board – Complete Items, Discharge, and Checkout

Treatment Board – Workflow

Quick Start Guide