Collaborative

Service Driven Workflow

Sample Driven Workflow

Integrated Management Lists

• Case Management List
  
• Billing Management List
  
• Samples Management List
  
• Shipping Management List
  
• Contact Management List
  
• Farm Management List

Reports

Pecking Order™ - Key Concepts

Versatile and extremely effective, Pecking Order™ has the capacity to be used for:

• Veterinary examinations and consultations
  
• Diagnoses and treatments
• Medical reporting
• Specimen collection, storage, shipping and testing
• Client billing
• Contact information for clients and professional colleagues

Collaborative
All users work from a central spot, called the Case Management List.

• It clearly defines their priorities.
  
• Each user has common and individual task-specific views of what's going on.

Service Driven Workflow
In a service driven workflow, you create a service, and then fulfill it.

• A case is first opened as a client submits birds, samples, or requests other vet services. During this stage, all samples collected and services performed for a case are entered into the case record, where their progress is documented. 
• We organize the services related to a specific incident as a client 'case'. This contains all of the information that is generated as you fulfil your serves to the client.
• When the services are complete, you can generate a report which summarizes all work performed and related results.
• A bill can then be sent out to both the client, as well as stored for your records.
• This workflow comes together in our Case Management List.
  

Sample Driven Workflow
In a sample driven workflow, you begin with a sample from a client and that determines the services which you add to the case.

• One of the most challenging processes in the diagnostic lab is sample management. Arriving back from the farm with a cooler full of farm samples can be a complicated sorting and project management task.
  
• We've unraveled this complexity into a process that is fully integrated with our core system, where shipping and splitting of samples is easily tracked.
  
• This workflow comes together in our Samples Management List.
  

Integrated Management Lists
The Casetracker uses six management lists to record and organize details for all cases:

1. The Case Management List (CML) 
Most things begin at the Case Management List. 
It provides a quick overview of everything that’s going on, and allows team members to collaboratively track most activity on their cases.
On the Case Management List, you can quickly:

• See the type of case
• Collaboratively track most activity on cases
• See what stage of completion the case is at (the service summary)
• Find who's paying the bill
• Generate reports

2. The Billing Management List (BML)
The Billing Management List provides a quick overview of items that will be billed to a case. It compiles all the case information needed to generate invoices for services.

• The client and/or department that it's connected to.
• Green billing items indicate billable items. The user can define non-billable items as well.
• A summary of attachments and samples connected to the case.

3. The Sample Management List (SML) 
SML tracks the storage and processing of all samples collected. While samples are initially added to cases in the Case Management List, they are further managed using the SML.

The Samples Management List tracks the status of all samples in the system. It considers two types of samples; samples which are 'held' (stored for future reference), and samples that are 'in process' (part of an active process). It allows the user to collect samples from a number of different cases to prepare shipments. The interface supports the very practical management of splitting samples. It's possible to split a held sample, and create a new tracking record for the new part as it goes somewhere else.

4. The Shipping Management List (ShML) 
The Shipping Management List displays the shipment ID number, shipping destination, dates shipped and received, waybill number, courier, and payment type. The ShML also offers a summary list of samples included in each shipment. 

5. The Contact Management List (ContactML) 
Contact Management List is a directory of all companies associated with your organization, including farms, third party labs, regulatory boards, feed suppliers, hatcheries, processing plants and veterinary practices. Here you can find and edit essential information about these companies and the people or "contacts" (owners and other "agents") associated with each.

6. The Farm Management List (FML) 
The Farm management list catalogues farms receiving services. This list supplements the Contact Management List with geographic and bird species references for all companies that are farms. The Farm Management List shows the Farm name and ID number, as well as summary lists of any barns and attachments in the farm record. You can click on these links to view details and expand the record to view or edit farm details, which may include GPS coordinates, bird types, and a legal description of the farm.

Reports
Centralized data is useful for more than efficient workflow.  
When a case is finished, the user can easily create and distribute reports. Quickly examine business productivity. Depending on your company's needs, it is easy to mine for data.