Article Details
Introduction
The Medication Report helps you to track of when and how medicine is administered during an animal's stay. In this article, you will learn how to view and use the Medication Report.
Reporting & Location Access
Reports in Gingr use location-based reporting. Results are calculated based on the locations selected in the report rather than displaying data for all locations by default. Each report indicates the type of location it uses, which determines how results are calculated.
Common location types include:
Booking Location – Where the reservation or appointment takes place
Invoice Location – Where revenue and financial activity are attributed
Spend Location – Where the pet parent’s purchases and charges occurred
Package Purchase Location – Where a package or subscription was purchased
Subscription Location – Where the subscription is enrolled
Transaction Location – Where the payment was processed
Pet Parent Home Location – The pet parent’s assigned home location
Available locations in a report are determined by the user’s Allowed Locations. Users can only view and report on locations they are explicitly allowed to access. If a location does not appear as an option, verify the user’s Allowed Locations configuration before running the report.
Before You Begin
- Your business's administrator will need to have already set up Medication Settings.
- Medication Reports are part of an animal's Reservation, and can only be completed while the animal is currently checked in.
- If your facility includes Medication Reports on Report Cards, the medication information will show up on the report card regardless of whether or not you have completed the reports. In other words, the Report Card a customer sees could show an incomplete or blank Medication Report.
- Animals whose scheduled reservation end time has passed will not appear on the Medication Report unless you edit the end time to be in the future.
- The history button
will show data for the last 4 reservations the pet had. The weight button
will allow you to view and update the pets current weight.
- All changes are automatically saved on this page.
Use the Medication Report
To pull up the medication report, navigate to: Left-hand Navigation: Reports & More » Reports » Medication Report.
- Select the date that you'd like to view. The report will automatically generate for the current date, but if you want to view the report for a past or future date, you may enter that date here.
- Select the Medication Schedule and/or Reservation Types. The medication schedule is required but if you do not select a reservation type, all reservation types will be included in the report.
From this point, you can:
- Click a column header to sort columns alphabetically. For example, click "Type" to sort by reservation type.
- View the pets' medication instructions.
- Record medication administration using the the drop down menus and notes fields.
- Hover over the notes fields to see who updated the drop down menu and notes, and when.
- Click the Animal name, Owner name, or Reservation Type to be navigated directly to those pages.
Use the Report from the Reservation Details Page
From the Dashboard, you can click either the Reservation Type or the Actions button next to the Animal's name.
Either action will navigate you to the Reservation Details page where you will be able to see and edit the Medication Report for this reservation.
If an animal does not yet have medication requirements set up:
- Click the pencil icon toward the top of the animal profile.
- On the Edit Animal page, set up the pet's feeding requirements. Click the blue "+" sign to add a new medication requirement. All fields are optional.
- Click the Save button at the bottom of the page to save the new feeding information.
Related Resources
- Medication Schedule Topic Outline
- Set Up a Pet Medication Schedule How-To
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