How do I add details of a Referral Booking in the PIMS Appointment Note?

This article will walk you through the process of setting up the referral appointment details in the appointment note in your PIMS.

Note:  This is only available for the Vetstoria Specialist version

Add the data fields required for the appointment note.

1. Go to Settings -> System Messages
2. Scroll to Appointment Note Format
3. Add the following data fields (highlighted in bold) to the appointment note. 
   1. {{vet_name}}  - Name of Referring Vet
   2. {{vet_email}} -  Email of Referring Vet
   3. {{practice}} - Name of Referring Practice
4. All the available data fields are shown on the right-hand side (Green means that this has already been added to the appointment note, black means this available to use)
5. An example along with a print screen is shown to you below
   
   Pet Details: {{pet_name}} ({{species}}) - Appointment Type:- {{appointment_type}} - Vet Name:- {{clinician}} - Reason For Appointment:- {{appointment_reason}} - Referring Vet Details:- {{vet_name}}- {{vet_email}} -Referring Practice :- {{practice}}

The following print screen shows you how this note will be displayed in your PIMS ( This particular example is for RxWorks.

If you have any questions or if you need further help, please login to Vetstoria to chat with our team or use the Contact Support form linked at the top of this page

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