DVMAX Anywhere & Web Features

Overview

1. Document signing
   This has been a longstanding gap in DVMAX functionality.  Anywhere allows ANY DVMAX word processing document to be signed and turned into a PDF.  Or just turned into a PDF.  The signed/PDF’ed document is automatically attached to the patient record!
2. Digital Whiteboard
   Another longstanding customer request is a graphical task whiteboard similar to the physical whiteboard in the clinic.  DVMAX anywhere has this on both tablet and desktop.
3. Configurable Clinic Dashboard
   4 tabs on the Anywhere home page allow the clinic to configure 2 custom tabs and one tab for lab results and one tab for DVMAX news.
4. Quick Patient Searches
   Searches like “recently seen”, In Hospital, and more.
5. Live DVMAX web reports
   Patient links in web reports can now be live!  This will allow a patient link to be opened in Anywhere from within a custom report.
6. Send a patient link
   Similar to above item you can send a link to a patient record via email. The recipient can view the patient record by clicking the link (they will need to authenticate to log in).
7. Client and Patient info on the same view
8. Scheduler/Appt viewing
   See a list view for a specific doctor/column or the full hospital schedule.
   
   

• Phone capable limited view of Anywhere.
• IDEXX lab ordering using VCPlus on the DVMAX Anywhere tablet.
• Invoicing, Checkout
  
  

The new DVMAX Anywhere is a flexible, responsive application that works where you do. Whether you’re using a tablet, laptop or desktop device, Anywhere offers many of the powerful features of your DVMAX client in a streamlined, web-based framework. With DVMAX Anywhere, you can work with patient or client records, complete scheduled To Do items, create MREs, check the appointment Scheduler, review invoices, present consent forms for electronic signature, view lab results and much more.

Using Anywhere on Desktop and Tablet

DVMAX Anywhere runs on tablet, laptop or desktop. There are a few differences between the available features in Anywhere when running in your browser on a desktop machine and when running from a tablet, but most of the functionality is the same.

Key differences include:

• The desktop application has a sidebar menu that includes the additional options of a To Do by Patient list view and an Appointments list view.
• There are some additional filters for patient searches in desktop view.
• The Labs tab from a Patient record offers a hierarchical view under desktop.

Logging In

DVMAX Anywhere requires users to log in. For security reasons, each user is strongly recommended to log in with their own unique username and password. When you are finished with your session, you should log out.

• To log in, type your username and password in the respective fields. Click Login.
• To log out, click the Logout (“X”) icon.

About the Home Page

The Anywhere homepage title bar provides some at-a-glance information about the clinic, including clinic name and address, number of pending To Dos on the Whiteboard for the current day, number of appointments on the Scheduler for the current day, the current date and time.  Below the title bar, there are 4 tabs. Two of the tabs are URLs set by your clinic (see Customize the Home Page), one tab lists Lab results, and one tab takes you to a web page that provides general information about Anywhere.

The Labs tab provides a list of lab result records. The default number of days of results shown is 7. This can be adjusted under Advanced Settings. Double click or touch on a result to view details.

By default, the clinic-defined tabs display the Visit Report and an Appointments report. For the Visit tab, you can view a list of all patients currently checked in (you need to be using the Check In options in DVMAX to maximize the benefit of this list. Refer to the Appointments chapter of the DVMAX user guide for more information). Touch or click a patient name to go to the patient record. You can change the URL to a link of your choice by clicking the Customize button.

Customize the Home Page

You can customize 3 of the 4 tabs on the Home page using the Customize button.

To customize the tabs on the Home page:

• From the Home page, click Customize.
• In the URL field, type the address to which you would like to direct this section of the page.
• Click OK to save.

Refresh the Home Page Content

Information on Home screen automatically refreshes every 60 seconds when Automatically Refresh is selected.

Navigating Anywhere (Menu Bar)

The main menu for DVMAX Anywhere looks different depending on whether you are using desktop or tablet mode. The desktop menu includes Appointments, Scheduler, Patients and To Dos. You can view the menu as text and icons or icons only by clicking the hamburger icon at the top left corner of the screen to hide/reveal text on the menu. Menu items with multiple options, such as Patients or To Dos, can have the sub menu hidden by clicking the white arrow to expand or collapse the view.

The menu bar in tablet mode consists of several icons along the top part of the window, including Home Scheduler, Whiteboard and Patients.

• Select Home to return to the Home page.
• Select the Scheduler icon to view the Appointment Scheduler.
• Select the Whiteboard icon to view the Whiteboard and work with To Dos.
• Select the Patients menu to work with patient records.
• Click the Logout (“x”) icon to log out.
• Click the Settings (Gear) icon to adjust label printer selection (for Prescription label printing).

Settings (Gear Icon)

The Settings (Gear) menu lets you select your label printer for use by Prescription label labeling.

• Click the Settings (Gear) icon to open the Setting panel.
• From the Label Printer menu, select your label printer.
• Close the Settings panel.

Note that DVMAX Client must be running in order for Anywhere to access shared Rx label printers.

Appointments Menu (Desktop Only)

The Appointments menu provides a list view of all appointments for a selected date and staff. The default view is to show Appointments for the current date and for all staff.

Viewing Appointments By Staff (Desktop Only)

The default Appointment list view is to show Appointments for the current date and for all staff. Use the Display For menu to filter appointments by a specific staff.

Viewing a List of Appointments by Date (Desktop Only)

The default view is to show Appointments for the current date and for all staff. Use the When filters to view appointments for a specified date or date range.  Choose Today, Yesterday or Tomorrow from the drop down menu, or select a date from the calendar field to see all appointments from the selected date forward (showing every appointment Since the selected date). For example, if you choose a date seven days in the past, you will see all appointments from that date forward. This includes future appointments. You can sort appointments using the column headings by clicking on the column heading (ascending or descending options).

• Double click or tap an appointment to go to the patient record.
• To see appointments on tablet, choose the Scheduler icon to go to the Scheduler view.

Appointment Scheduler

The Scheduler in Anywhere shows the same type of grid as the Scheduler in DVMAX. While Scheduler in Anywhere is view only, you can view appointment details, go to a patient record and change patient appointment status from this Scheduler. You cannot create appointments in Anywhere. Appointments will show checked in status, and we strongly suggest people take advantage of this valuable feature in DVMAX. To work with the Scheduler:

The Scheduler shows appointments for the current date by default. To adjust the date for the Scheduler, use the Today, Yesterday or Tomorrow buttons or specify a date by picking a date from the calendar field.

Double click an appointment to view appointment details, patient and client information, just like in the DVMAX main app.

You can change appointment status from the Status drop down menu on the Appointment details dialog.

Click Go to Patient Record to open the patient record in Anywhere.

For more on working with Appointments, including setting patient appointment status, refer to the Appointments chapter in the DVMAX user guide.

Appointment Scheduler Change Mode Option

You can display the scheduler as Appointment Time by Staff or Staff by Appointment Time. To change the view, click or tap the Change Mode button.

Appointment Scheduler Refresh

The Scheduler is automatically refreshed every minute. This is controlled by a setting in Anywhere. Click or tap the Refresh button to manually refresh the scheduler.

Searching for Patient Records

You can use the Patients menu to search for and view records for patients who are Checked In, Hospitalized, patients who were Recently Seen, patients with Recalls or search for records by patient Name. Depending on the type of search, you may have options to further refine the search by Staff or other variables.

Checked In

The Check In option provides a list of all patients with an appointment status of “Checked In” (see DVMAX manual for details on setting up and using this feature, available in the new scheduler since DVMAX v8).

Desktop

Choose Checked In from the Patients menu to view a list of all patients currently checked in to the clinic. From the list of patient records, double click or tap to pick a record. Select a name from the Staff drop down menu to further narrow the list. The patient list shows a number of details, including Patient ID, Patient Name and Client Name.

Tablet

Select the Patients icon from the menu bar. A page opens with a blank patient record displayed. This record is not editable. From the Type menu, select Checked In to search for patients whose status is checked in. Use the Staff filter to further narrow the search. Type a patient name (or partial name) or client last name in the Name field, then select a name from the drop down list to open the patient record.

Hospitalized

The Hospitalized option provides a list of all patients that have the status “In Hospital”.

Desktop

Choose Hospitalized from the Patients menu to view a list of all patients with the status “In Hospital”. From the list of patient records, double click to pick a record. Select a name from the Staff drop down menu to further narrow the list. The patient list shows a number of details, including Patient ID, Patient Name and Client Name.

Tablet

Select the Patients icon from the menu bar. A page opens with a blank patient record displayed. This record is not editable. From the Type menu, select Hospitalized to search for patients whose status is “In Hospital”. Use the Staff filter to further narrow the search. Type a patient name (or partial name) or client last name in the Name field, then select a name from the drop down list to open the patient record.

Recently Seen

The Recently Seen option provides a list of all patients that have been seen in a defined period. The default period is Last 7 Days.

Desktop

Choose Recently Seen from the Patients menu to see a list of all patients that have been seen in a defined period. The default period is Last 7 Days. Select a name from the Staff drop down menu to further narrow the list. The patient list shows a number of details, including Patient ID, Patient Name and Client Name. Select a name from the list to open the patient record.

You can pick the Recently Seen period from a list (7 Days, 30 Days, 60 Days, 90 Days). Once you have selected a Recently Seen period, use the up/down filter beside the selection to increase or decrease the number of days in the selected period.

Tablet

Select the Patients icon from the menu bar. A page opens with a blank patient record displayed. This record is not editable. From the Type menu, select Recently Seen to search for patients who have been seen in the past 7 days. Use the Staff filter to further narrow the search. Type a patient name (or partial name) or client last name in the Name field, then select a name from the drop down list to open the patient record.

Recalls

The Recalls option provides a list of all patients that have recalls pending.

Desktop

Choose Recalls from the Patients menu to see a list of all patients that have recalls pending. Select a name from the Staff drop down menu to further narrow the list. The patient list shows a number of details, including Patient ID, Patient Name and Client Name. Select a name from the list to open the patient record.

Tablet

Select the Patient icon from the menu bar. A page opens with a blank patient record displayed. This record is not editable. From the Type menu, select Recalls to search for patients who have recalls pending. Use the Staff filter to further narrow the search. Type a patient name (or partial name) or client last name in the Name field, then select a name from the drop down list to open the patient record.

Name (Search All Patient Records)

The Name search lets you look up patient records by patient name, client name and staff (staff option available on desktop only, not tablet). On desktop, you can also look up patient records by client name and client phone number.

Desktop

Click Name from the menu bar. A list of all patients is displayed. Patient names are sorted alphabetically by default. To find a specific patient record:

• From the Staff drop down, filter patients by staff.
• From the Patient combo, select Patient Name (default), Client Name or Client Phone Number. In the text field beside the combo, type a name or number in the field. The list will be filtered by what you type.
• The patient list shows a number of details, including Patient ID, Patient Name and Client Name. Select a name from the list to open the patient record.

Tablet

Select the Patients icon from the menu bar. A page opens with a blank patient record displayed. This record is not editable. From the Type menu, select Name to search all patients records by name. Type a patient name (or partial name) or client last name in the Name field, then select a name from the drop down list to open the patient record.

Working with Patient Records

DVMAX Anywhere lets you access many of the same powerful features of DVMAX in a streamlined, web-based application that works on tablets, laptops and desktop. When working with patient records, that means you can view and edit patient and client general information create and edit MREs, view requisitions and lab results, view invoices, present documents for electronic signature and more.

Open a Patient Record

To open a patient record:

From your desktop or laptop, find a record using the Patients menu options, then double click to select a record from the list. From your tablet, use the Patients menu options to find a record, type a name or partial name in the Name field. From the list generated, select the record you wish to view.

Select an Invoice

When you open a patient record, if there is more than one open invoice for the associated client, the Select an Invoice dialog displays.

• Select an existing invoice.

-OR-

• Choose New Invoice to begin a new invoice.
• Once you select an invoice, the patient record will open.

View the Select an Invoice Dialog

The Select an Invoice dialog displays when you open a patient record for which there is more than one open, unfinished invoice. If you would like to view the dialog once you have opened a patient record, you can click the invoice link on the top right corner of the patient record.

About the Patient Record

The patient record in Anywhere consists of a series of 8 tabs. Above the tabs in the top right corner is the number of the current invoice and the client balance. In the top left corner of the patient record, there is a Quick Glance patient ID area, including patient species identification icon, patient name, species and breed, plus the client’s name and address.

You navigate the patient record much the same way as in DVMAX client. Keep in mind that from a tablet, you may not see the full screen and you may need to scroll up and down to see the full panel in some cases. Alternatively, you may want to rotate the tablet between landscape and portrait modes to maximize viewing area for certain screens, such as when working with MREs or MRE History.

Sharing Patient Information Via Email

DVMAX Anywhere lets you quickly email patient information using the Share button in the bottom left corner of the patient record. Click the Share icon, then enter the email address of the recipient in the Email field.

Patient General Info

The Patient General Information tab in Anywhere offers most of the same detail as what you will find in DVMAX.

• Patient Alerts are displayed at the top of the Patient General Info area, above the Patient ID field.
• Deceased Patients – The Deceased field is highlighted if the patient is deceased.
• Recalls and Reminders appear at the bottom of the Patient Info screen, just like in DVMAX. You will also see these areas at the bottom of the Client Info page and Notes page. You can sort the Reminders and Recalls areas by ascending or descending Date or Reminder/Recall name by clicking the header.
• Referral Source - Click the box beside the Referral field to see a list of referral sources. Select from the list.
• Closing a Patient Record (Desktop) – You need to close the patient record before you can navigate away from an open record in desktop mode. To save and close a record, click Save. To cancel, click Cancel.

Client General Info

Basic Client General Information is provided in Anywhere in a tab beside the Patient General Information. Client details include name, address, email, phone number and occupation. For more detailed information, including complete financial history, you will need to use DVMAX client. Invoice history associated with the current patient is provided under the Invoices tab.

Client Alert – A Client Alert, where applicable, displays at the top of the Client General Info area, above the Client Title field.

Notes

The Patient Notes area offers the same information as is present in DVMAX client, including Major Problems, Comments and a weight graph/chart.

History

Just like in DVMAX, Anywhere’s Patient History tab lets you view, edit and create Medical Record Entries. A text view is available from the Text View tab.

View an MRE

From the History tab, tap or click to open the MRE you wish to view.

Add an MRE

To create a new Medical Record Entry, click Add MRE. From the Select MRC dialog, choose the item you wish to add. You can use the categories to filter the list, then select the MRC you want to add from the list. Use the Filter field to search by Code or Description.

In the MRE dialog, enter Findings and Comments as applicable.

Create and Print Rx Labels

If you add an Rx MRE, the Prescription Label dialog will display. Once you complete the Rx label details,  click OK and Print to print the prescription label, the same way you do in DVMAX. Note that you must have selected a shared Prescription Label Printer (see the section on Settings in this chapter) and DVMAX client must be running on at least one terminal.

Text View

To view MRE History text view, select the Text View tab under History. You can use your browser’s Print function to print the text view.

Labs

The Labs tab displays a list of all Lab results for the patient.  If you are using Anywhere in desktop mode, the results are displayed in a hierarchical view.

To Dos

The To Dos tab lets you view or complete pending To Do items for the current patient. As with DVMAX, items are color-coded based on whether they are due now, past due or due on a future date.

Note that To Do items are added in DVMAX by creating Treatment Plans. Refer to the associated section in the DVMAX user guide for more on creating Treatment Plans.

View a To Do

To view a To Do item, click or tap a record. The To Do detail dialog opens.

Complete a To Do

To complete a pending To Do item from the patient record:

• Click the Do button beside the To Do you want to complete.

-OR-

• Double click/tap to open the To Do record.
• From the To Do item detail dialog, select the Completed checkbox, then click OK on the To Do dialog.
• A linked MRE dialog will open. Add MRE Findings and Comments as needed and click Save to save the MRE.

Requisitions

The Requisitions tab lets you review the status of lab and Cubex requisitions. Select a Requisition record to view details. Requisition records are not editable in Anywhere.

For more on working with Requisitions, refer to the Requisitions and Results chapter in the DVMAX user guide.

Invoices

The Invoices tab lets you look for and review both Finished and Unfinished invoices. By default, only Unfinished invoices are listed.

View an Invoice

Double click/tap to open an invoice record.

Edit an Invoice

You cannot add or remove line items on an Invoice from the Invoices tab in Anywhere. However, you can make adjustments to the quantity on an invoice. Use the + or – boxes to adjust the quantity up or down for any selected line item.

View Finished Invoices

By default, Anywhere only displays Unfinished invoices on the Invoice list. To view Finished invoices as well, select the View Finished Invoices checkbox.

Attachments

You can view documents and images attached to the patient record from the Attachments tab, just as you can in DVMAX. In addition, all consent forms or other documents that have been presented for electronic signature and submitted (see WP Documents) are added to the Attachments tab of the patient record.

To view an attachment:

• Click/tap the record you want to view.
• The Attachment record opens.
• Click View Attachment.

For more on working with attachments, see the associated section in the Patients chapter of the DVMAX user guide.

WP Documents

The WP (Documents) tab in Anywhere lets you view a patient’s Protected and Case documents. These documents cannot be edited in Anywhere, but you can convert Protected documents to Case documents, and all Case documents can be presented for electronic signature.

The WP tab is divided into 2 main sections, the document list (Case and Protected) areas and the document preview area. The Case Documents list is on the top left part of the screen, while the Protected Documents list is on the lower left part of the screen. When you click/tap to select a document, the contents of the document are shown in the document preview area on the right side of the screen.

Convert a Protected Document to a Case Document

To convert a Protected document to a Case document (so that it can be signed):

• From the Protected Documents list, click or tap to select the document you want to convert.
• Click Convert Protected Document.
• The converted document will appear in the Case document list.

Sign a Consent Form or Document

Anywhere lets you present any Case document for electronic signature. Only Case documents can be signed. If you do not see the document you need signed in the Case list, you may need to convert a Protected document to a Case document first. See Convert a Protected Document to a Case Document.

To present a document for signature:

• From the list of Case documents, select the form or document you would like to have signed.
• When you select the document, the contents will display in the preview area on the right side of the screen.
• Click Sign Document. A signature capture area opens at the bottom of the preview pane.
• Sign the document using the mouse (desktop) or stylus (for touch devices, like a tablet).
• Click Submit Document to create a PDF of the document. The PDF opens in a new window. You can choose to print the document or simply close the window. The signed document will be added to the Attachments tab of the patient record.

For more on working with WP documents, see the Patients chapter and Word Processing chapter of the DVMAX user guide.

To Dos Menu (Desktop Only)

The To Do menu option is only available when working in desktop mode. To work with To Dos in tablet mode, use the Whiteboard feature.

Note that To Do items are added in DVMAX by creating Treatment Plans. Refer to the associated section in the DVMAX user guide for more on creating Treatment Plans.

Search for To Do Items

To search To Do items from the To Do list:

• Choose an option from the drop down menu – Today, Yesterday or Tomorrow

-OR-

• Select a date from the calendar field to see all To Dos due from the selected date forward. For example, if you choose a date seven days in the past, you will see all To Dos from that date forward, including To Dos items due on a future date.

View a To Do

To view a To Do item:

• Double click on the item you want to view on the list.
• The To Do dialog opens.
• You can complete the To Do, add notes or close the To Do record.

Complete a To Do

Completing a To Do item creates an MRE and removes the To Do from the list. To complete a pending To Do item from the To Do list:

• Click the Do button beside To Do item you want to complete.

-OR-

• Double click to open the To Do record.
• From the To Do item detail dialog, select the Completed checkbox, then click OK on the To Do dialog.
• A linked MRE dialog will open. Add MRE Findings and Comments as needed and click Save to save the MRE.
• Once the MRE is saved, Anywhere will return you to the To Do list.

About the Whiteboard

The Whiteboard gives you a view of the To Do activities for a single day. The default view is the current date. Green blocks on the Whiteboard blocks represent pending To Do items. Completed Whiteboard items are shown as grey blocks.

You can complete to do items and/or go to patient records from the Whiteboard. Completing a To Do item from the Whiteboard creates an MRE.

Choosing a Date From the Whiteboard

The Whiteboard shows To Dos for the current date by default. To adjust the date for the Whiteboard, select the Today, Yesterday or Tomorrow buttons, or specify a date by picking a date from the calendar field.

View a Patient Record from the Whiteboard

From the Patient column on the Whiteboard, click on a patient name. This will open the patient record. You can work with the record as you like, including going to the To Do tab of the patient record to view or complete any To Dos associated with the record. When you close the patient record, you will be returned to the Whiteboard.

View To Dos from the Whiteboard

All To Do items are represented by colored blocks on the Whiteboard grid. Some blocks represent single To Do items, while others represent multiple To Do items due at the same time. To view a To Do item from the Whiteboard:

• Double click or tap on the item you want to view.
• If the block you select represents a single To Do item, a To Do item record will open.
• If the block you select represents multiple To Do items (“Multiples”), a list of the To Dos will display. Select an individual item from the list to view the To Do item details.

Multiple To Dos

If there are multiple To Do items associated with a block on the Whiteboard, the item will say “Multiples” at the bottom of the block. Double click on the block to view all of the To Do items associated with the block. Select a To Do from the list to view or complete.

Completing To Dos from the Whiteboard

To complete a To Do item from the Whiteboard:

• Double click or tap on the item you want to view or complete.
• If the block you select represents a single To Do item, a To Do item record will open. Select the Completed checkbox, then click OK on the To Do dialog.
• If the block you select represents multiple To Do items (“Multiples”), a list of the To Dos will display. You must complete each item on the list individually. Click the Do button beside To Do item you want to complete, or double click the To Do item. A To Do item record opens. Select the Completed checkbox, then click OK on the To Do dialog.
• Once you choose Completed on the To Do record and click OK, linked MRE dialog will open. Add MRE Findings and Comments as needed and click Save to save the MRE.
• Once the MRE is saved, Anywhere will return you to the Whiteboard.

Refresh To Do List

The Whiteboard is automatically refreshed every minute. Click the Refresh button to manually refresh the scheduler.