Viewing Upcoming Treatments (To Do Items)

Owned by Amy Blanchard
Last updated: Dec 20, 2017
3 min read


Purpose: There are multiple ways to view upcoming treatment plan items (also referred to as To Do Items) in DVMAX. This document highlights each option.

Applies To: v7.0.12 and above (unless otherwise noted in the document)


For more information on creating a treatment plan for a hospitalized patient, review 

DVMAX Client Application 

Option 1 - Patient Record

Uncompleted to do items can be viewed directly from a patient record. This option shows only the to do items for the individual patient.

  • Open a patient record
  • Click on the Treatment Plan tab
  • The lower half of the screen shows all uncompleted to do items for a patient

  • Any items in red are overdue
  • Highlight the item and click Perform to complete the to do item. This will open a MRE entry box to enter notes and add the item to the invoice.

Option Two - Command Palette

Uncompleted to do items can be viewed from the Command Palette. This option shows uncompleted to do items for all patients.

  • Click on the Pending icon in the Command Palette

  • Double-click on the item to view additional details

  • Click Perform to complete the treatment. This will open a MRE entry box to enter notes and add the item to the invoice.

Option Three - Treatment Plan Window

Uncompleted to do items can be viewed from the Treatment Plan Window. This option shows uncompleted to do items for all patients.

  • From the Section pull-down, choose Treatment Plan

(info) Tip: The Treatment Plan option is only avialable when all other DVMAX windows are closed

  • Items in red are overdue
  • This list can be filtered by Patient or Date Range.


DVMAX Anywhere

(DVMAX Anywhere is available in DVMAX v8.5 and higher - More information about the feature can be found on our DVMAX Anywhere & Web Features page)

Option 1 - To Dos by Patient

This option will display uncompleted to do items in a list format, similar to the Treatment Plan list (Option 3) in DVMAX Client

  • From DVMAX Anywhere, click the triangle to expand the To Dos section in menu bar on the left hand side of the screen.
  • Choose To Dos by Patient

  • This list can be filtered by date range. Starting date range options are Yesterday, Today, and Tomorrow. Ending date range can be chosen from the calendar.
  • Click the Do icon on the right-hand side of the window to mark this treatment completed, add notes to the patient record, and add a charge to the invoice.

(info) Note: Completed to do items are listed in blue until this screen is refreshed. To manually refresh the screen after treatments are completed, open a different window (such as the Whiteboard), then click back on the To Do by Patient option. The completed to do items will now be removed from the list.

Option Two - Whiteboard

This option will display uncompleted to do items in a grid format.

  • From DVMAX Anywhere, click the triangle to expand the To Dos section in menu bar on the left hand side of the screen.
  • Choose Whiteboard

  • This list can be filtered by date range. Starting date range options are Yesterday, Today, and Tomorrow. Ending date range can be chosen from the calendar.
  • Double-click on an item to view additional details.
    • To mark this treatment completed, add notes to the patient record, and add a charge to the invoice, check off the Completed box and choose Save To Do.
  • Green items are uncompleted treatments. Items in gray are completed items.