Using Locations

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    In this tutorial, you will learn how to manage the locations of your patients.

    What is a Location?

    Knowing where your animal is currently being held and the locations it has been held while in your care is one of the most important things about a patient record.

    Adding a New Location

    Step 1

    Visit and log into your account using the username and password that you registered with. 

    Step 2

    Go to the patient’s record and the Locations panel on the upper right-hand side of the patient record.

    Step 3

    Click on Save New Location.

    Step 4

    A new screen will pop up. Fill out the appropriate fields.

    • Date: Choose the appropriate date from the dropdown calendar.
    • Holding at: This describes the general location where your animal is being held. WRMD provides four options to choose from in a dropdown menu.
      • Clinic: at your hospital 
      • Off-site: at another location, not at your hospital 
      • Homecare: at your home or a volunteer’s at home. When you choose this option, the text fields change to caregiver and address, prompting you to either type into the field, or choose from a pre-set dropdown menu that pulls from your list of volunteers that you already have in your system.
      • Resident: an animal resident at your center
    • Area/Room: This describes the area or room within your designated general location (i.e.: ICU, outside, aviary complex, etc.). Fill out the text field with the names of your specific areas within your clinic.
    • Enclosure: This describes a specific enclosure within the designated area/room (i.e.: ICU 5, Aviary 1, etc.). Fill out the text field with the names of your specific areas. WRMD remembers these for later reference and includes them in a dropdown list.
    • Comments: Any comments about the location.

    To set up dropdown menus for the textbox fields, review the Setting up Your Locations tutorial and Managing your People & Privacy Settings (note: changing these settings requires SuperAdmin status).

    Step 5

    Click the green Add Location button. You will return to the patient record screen and the new location will be listed in the panel.

    Viewing Location History

    Step 1

    Click on the history button in the location panel.

    Step 2

    A new screen will pop up, allowing you to see all previous locations of the animal.

    Step 3

    Close the window by clicking the X in the upper right-hand corner.

    Updating a Patient’s Location

    When the patient is ready for a new location, all you need to do is follow the same steps listed above under Adding a New Location. WRMD will remember the previous location and keep you informed, so you will always have a reference.

    in Updating Patients