How to Schedule and Complete a Diagnostic Test on an Animal Record

You can schedule and complete diagnostic tests directly from the animal record. Additionally, you can complete a scheduled test from the Task Manager. You can learn more about that here - How to Complete Medical Items with Tasks

What user permissions do I need to add a diagnostic test?

  • Add medical data to animal records

What do I need to configure before I schedule or complete a diagnostic test?

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Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

 

Learn your way

Prefer watching over reading? Check out the video below!

How to Schedule a Diagnostic Test


Follow these steps to schedule a diagnostic test:

  1. From the animal record, click the Medical > Diagnostic Tests tab.
  2. Click the Schedule Test button.
  3. Fill out the form and click the green Schedule Test button.

Schedule Diagnostic Test.gif

After you schedule or complete a diagnostic test, you will see it highlighted in blue (scheduled) or grey (complete) under the Medical > Diagnostic Tests tab. Select the arrow Arrow_Icon.svg on the right-hand side to view the test's details.

Diagnostic Test Details.png

How to Complete a Diagnostic Test


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Note
The process of completing a scheduled or new diagnostic test varies slightly. Click the tabs below to navigate to each user flow.
  • Follow these steps to complete a scheduled diagnostic test:

      • From the animal record, click the Medical > Diagnostic Tests tab.
      • Click the three dots Three_Dot_Icon.svg on the right-hand side of the scheduled diagnostic test and choose outline-check-circle.svg Complete from the dropdown menu.

      • Fill out the form and click the green Complete Test button.

    Complete

  • Follow these steps to complete a new diagnostic test:

      • Click the Medical > Diagnostic Tests tab, followed by the Complete Test button.

      • Fill out the form and click the green Complete Test button.

    Complete

How to Edit or Delete a Diagnostic Test


  • Follow these steps to edit a diagnostic test:

      • Click the three dots Three_Dot_Icon.svg on the right-hand side of the diagnostic test and choose outline-edit.svg Edit from the dropdown menu.

      • Make your adjustments and click the green Update Test button to save your changes.

    Edit Diagnostic Test.png

  • Follow these steps to delete a diagnostic test:

      • Click the three dots Three_Dot_Icon.svg on the right-hand side of the diagnostic test and choose outline-trash-delete.svg Delete from the dropdown menu.

      • Read the warning and click the red Delete button.

    Delete Diagnostic Test.png

    You can view deleted diagnostic tests from the Show Deleted Diagnostic Tests button. 

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    Warning
    You cannot restore diagnostic tests that you delete.

Diagnostic Test Examples


  • Product

    • SNAP 4Dx Plus

    Retest Interval

    • 1 year

    Result 1

    • Heartworm

    Type 1

    • Positive/Negative

    Result 2

    • Lyme

    Type 2

    • Positive/Negative

    Result 3

    • Ehrlichia

    Type 3

    • Positive/Negative

    Result 4

    • Anaplasma

    Type 4

    • Positive/Negative
  • Product

    • Other in-house test

    Retest Interval

    • None

    Result 1

    • USG

    Type 1

    • Text

    Result 2

    • Dipstick

    Type 2

    • Text

    Result 3

    • Sediment Exam

    Type 3

    • Text