Topics Map > SANDI (Old) - Go to KB-VTH > How To & FAQ
SANDI - Send Reports to Clients, rDVM, etc.
Examination Medical Record Documentation Overview (Fromerly emr screen in Vetstar.)
1. Bring up the proper Client/Patient in the Patient’s Dashboard and select the arrow next to Exams/Forms.
2. The Exams/Forms screen will display all patient history/reports.
Overview of Exams/Forms Screen
- Sort: You can be sort by any column (ascending/descending) by simply clicking the column heading.
- Key Word Search: You can search by key word by typing in your search word in the search boxes below the column heading.
- Finalized entries have a Status of Finalized, including the date, and display in red.
- Retracted items display in red and the font is struck through.
- Send - Select the airplane icon to Send a Report
- Edit Report Text - Select the paper/pencil icon to edit draft reports
- Retract Exam - Select retract to retract a report.
1. Select the airplane icon next to the report you would like to Send.
2. The report you chose will be selected (check box) under Step 2 and displayed, as it will be sent, at the right. Review the report for accuracy.
3. In Step 2 you can also add additional reports by selecting the check box next to the desired report. Once additional reports are selected select Refresh Preview (scroll down to see Refresh) to add the newly selected report to the report view on the right.
4. Once everything looks good and you are ready to send, select Send Report. (scroll down to see Send Report)
5. In-Person will bring up the PDF for you to view/print. Other options will display a report queued message at the top of the screen like the image below.
6. Once complete, you may escape out of the Window(s)