Boarding Overview and Quick Guide

Practices that offer boarding services know that this requires a great deal of resource management and organization. eVetPractice has an entire Boarding module dedicated to providing you an intuitive way to manage your boarding needs within the eVetPractice system. Below you will find a quick guide to get started with boarding at your practice.

 

STEP ONE: ENABLING BOARDING FOR YOUR SITE

In order to use the Boarding module you must first make sure it is enabled for your site.

  • Navigate to the Settings Menu (Gear.PNG) and click on General (this will be the default page when you first click on the Gear Icon).
  • Scroll down and click on Miscellaneous Settings.
  • Make sure "Enable boarding" is checked off.
  • Click Save

MiscSettings-Boarding.png

SaveBoarding.png

You will now see several new menu options on both the blue Settings Menu and the blue Home Menu for boarding that you will use for your Boarding Management.

 

STEP TWO: ADD CAGES TYPES TO INVENTORY

Once Boarding has been enabled you will need to add your cages/kennels/runs/rooms to inventory. Any item that should be assigned to a patient as where they will be staying while they are being boarded should be an inventory item. For more information on adding a cage to the inventory see this article - Adding a Boarding Cage to Inventory.

 

STEP THREE: SETTING UP CAGE TYPES

This is where you will set up how many and what kinds of patient boarding "cages" you have available. 

In the example above you can see the number of cages of each type they have and the number of available overbookings. By clicking on the magnifying glasses above you can see the names/numbers (if applicable) of each cage. For more information on setting up you Cage Types please see this article - Cage Types.

 

STEP FOUR: SETTING UP RESERVATION TYPES

eVetPractice offers two main booking types for reservations:

  1. Hotel Style - These are reservation types that are meant to be charged by the day for overnight patients
  2. Daycare Style - This type is designed for single day reservations.

In this section you will be able to add all your different reservation types and determine what booking types and charge periods should be. This section is best used to distinguish between different ways to charge the client:

  • Once per visit
  • Once each hour
  • Once each day
  • Once each time it passes the cutoff time

For more information on how to set up Reservation Types please see this article - Reservation Types

 

STEP FIVE: SET UP A BOARDING APPOINTMENT TYPE

Most of your basic boarding set up will be complete by this point and you just need to make sure that you can book a boarding appointment. To do so Navigate to the Settings Menu (Gear Icon) and then click on Appointment Types. You want to make sure you have an appointment type that has an "X" in the Is Boarding section. If there is not an appointment type for Boarding, as indicated by the Is Boarding column, then you can use this article to create a new appointment type - Configuring Appointment Types.

 

TAKING BOARDING RESERVATIONS

Now your configuration is complete and you are ready to begin taking boarding reservations. You can take reservations in one of three ways:

  1. From the Calendar - Click on the arrival date and set the appointment type to the boarding type configured above.
  2. From the Patient Record - go to Visits then Schedule a Visit and use the appointment type configured above.
  3. From the Boarding section - Click boarding on the Home Menu, then Create New Reservation.

In each section you will be asked to fill out the following information:

ScheduleVisit.PNG

You will need to fill out the required information highlighted in yellow. Please note: "Cage" will be required if you selected that a cage assignment is required on your Cage Types.

It is recommended that if the patient should receive any treatments during their stay that you make separate appointments for these treatments and make a note of it in the Reservation Notes section.

Once the appointment is made it will appear in the "all-day" section on the calendar. If there are multiple all day appointments then there will be a scrolling bar you can use to see them all.

calendar.PNG

 

CHECKING IN UPON PATIENT ARRIVAL

When the patient arrives you will need to check them in. To do so go to the Boarding section on the Home Menu.

From here you will see all reservations for the current day. You can filter by date and cage type from this screen as well. To check in the patient click on the edit pencil next to their name.

From here you can check in the client by clicking "Checkin" at the top of the page. You also have the option to update the reservation notes with any new information from the client:

Once the Check-In button is clicked, it will create a billable/treatment item based on the amount of days up until the Patient's Departure. This will create an invoice showing the total price of what it will cost the owner for the boarding reservation.

From this point you can click any of the blue links at the top of the screen shown above to print the cage card, cage sheet, and check-in sheet.

 

CHECKING OUT A PATIENT

To check out the patient you will follow the same instructions as above. You will go to the Boarding section, click the edit pencil next to the patient's reservations. Instead of seeing Checkin at the top you will see Checkout. Once you click Checkout the charges will be automatically billed to the client.

 

PLEASE NOTE: ANY ADDITIONAL SERVICES WILL NEED TO BE CHARGED AS TREATMENTS SEPARATE FROM THE BOARDING CHARGES THAT ARE AUTOMATICALLY CHARGED BY THE BOARDING MODULE.

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