Using Locations

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:
    • 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.

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