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Overview

Pulse® and your previous veterinary software manage appointment creation differently. As a result, all visits that are converted will be displayed in the far-left column of the Appointments tab within the Calendar. These visits will be indicated with the Appointment Types: “MIGRATION” or “MIGRATION Boarding”.

To ensure a successful Go-Live day with Pulse, we recommend setting up a Migration Calendar Resource.
It is also recommended to manually enter the day’s appointments into Pulse. This preparation will help you stay organized during the final transition from your previous software.

Viewing Converted Appointments

To optimize the appointments from being cluttered in one provider, you will need to manually update the Appointment Type and Resource (Provider).

• Use the following Calendar Filters to view just migrated appointments:
  • Appointment Type: Select Migration and Migration Boarding (if applicable).
  • Primary Provider: Leave as Show All to display all migrated appointments for all providers or select a specific provider to filter further.
  • Month/Week/Day/Resource View: Select to change your calendar display of migrated
    appointments. 

With the previous filters, you now have a single view of MIGRATION appointments with a provider (optional) without seeing all appointments on the screen. This view will help when updating the visit details (Provider and Appointment Type).

Updating Converted Appointments

• Click on one appointment and select Edit in the top menu list.
• Edit the Appointment Type and Resource.
• Click Save to update the visit details.

As the Migration appointments are updated, the column will eventually reduce to an empty column.

• Below are examples of an individual appointment and daily updates:
• Continue to update each converted appointment as needed.

Best Practices

Go-Live Day

If appointments are pre-loaded, updating the launch day’s appointments is not necessary. Simply leave
them in the Migration Resource column.

Timing of Updates

To maximize your time, it is encouraged to update the converted appointments on a daily or weekly basis
until caught up. Eventually, all future appointments will be scheduled in Pulse, and there will no longer be any converted appointments to adjust.

Paper Process

If you prefer paper-based workflows and want to manage your appointments in a list view, select the Printer Icon at the top right corner of Appointments. This will download the current view of appointments based on any selected filter options.

• Use the following to track your changes:
  • Be aware of what needs to be updated manually.
  • Notate the manual adjustments you did with the migration appointments.