Completing the Same To-Do Item for A Group of Animals

Applies to: DVMAX v2.0 and higher

Purpose: While it is not possible to complete multiple to-do items for different animals from the to-do items window, users can add a new MRE to a group of animals and the to-do item will be marked as completed. This document describes the steps to take to find a group of animals all due for the same treatment, and add the medical record code to the animal records in order for the to-do item to be marked completed.

Note: Terminology and workflows may vary slightly based on the needs of the facility and the datafile configuration.

Step One - Search for the Animals

From the Web Client Application

Click on the Animals button
Enter search criteria for location, study, PI, etc
Minimize the Show AHRs With: window and expand the Additional Filters: window
Change the Which: pull-down to To Do Items and Date Range
Enter the Title of the to-do item
Enter the current date as both the Start Date and End Date (This will show only animals which have the to-do item due today)

Step Two - Adding the Medical Record Entry

From the list of animals generated by the search in Step One

Highlight the animals that should have the to-do item completed
Click on the Utilities button
Choose Assign MRE to Animals
Enter the MRC Code or Keyword
Click OK to Confirm that you want to assign the MRC to the selected animals
Enter MRE details and click Save
The to-do item linked to the medical record code that was just added to the animal record will be marked as completed.
Note: These steps will mark the first due to-do item as completed. This means that if there was an overdue to-do item associated with this medical record code, the overdue item will be marked as completed, NOT the item due today. If the next instance of the to-do item is due in the future, this to-do item will be as completed today (when the MRE is added to the animal record).

For additional questions, email DVMAXRHelp@idexx.com