Finalize Visits, Send to POS, and Manage Corrections

The last stage of the clinical workflow is not just pressing a finish button. In AnyVet Smart, visit completion, admission handoff, POS transfer, correction mode, and late entry are connected.

Actions Available in the Bottom Action Bar

On the OPD treatment page, the fixed action bar usually exposes:

• prescription or label printing
• Send to POS
• Complete / Finalize

Send to POS vs Complete / Finalize

These are related but not identical actions. Operationally, both the chart state and the billing state matter before the visit is truly finished.

Complete the Visit

Step 1. Confirm there are no unsaved changes

Before completion, confirm Subjective, Objective, and Plan changes are saved. The page tracks unsaved state and can warn before navigation.

Step 2. Select Complete / Finalize

When the completion button is pressed, the next-step modal opens.

The currently exposed options are:

• HOME
• WARD

Step 3. Choose the next step

HOME

Ends the outpatient visit and closes the case as a discharge-home workflow.

WARD

Routes the case into the admission workflow rather than just changing a label.

Warning: In the current implementation, WARD is disabled when the bill status is ISSUED, PARTIAL, or OVERDUE. Resolve the billing state first.

Step 4. Save completion context

At completion time, the chart may also store participating veterinarian and nursing metadata. After that, the record moves into a much more restricted editing state.

Note: The treatment logic still contains a SURGERY next-step type, but the current completion modal only exposes HOME and WARD.

Send the Visit to POS

Send to POS hands billable content from the medical record into the payment workflow.

Confirm before sending

• The current user has permission to send to POS
• All plan items that should be billed are already present
• No important late entry items are still missing

After POS handoff, the bill is typically no longer in pure draft state, and some edit paths become more restricted.

Locked Records and Correction Mode

When a completed record is reopened, the interface may show a locked-state banner. Users with permission can still enter Correction Mode.

General correction rules

• Super Admin or Primary Admin usually have the broadest authority
• In OPD, the assigned veterinarian often owns correction rights
• In IPD, correction access can be broader among veterinarians

What correction mode allows

• update Subjective
• update Objective
• add, remove, restore, or change diagnoses
• correct plan items
• correct quantities
• save the change with a documented reason

The key principle is that post-completion changes should leave a correction or addendum trail rather than silently overwriting the original record.

Review Addendum History

When changes accumulate after completion, Addendum History helps users review that audit trail. This matters for medical record traceability and compliance review.

Handle Late Entry

Late Entry is used when something billable or clinically relevant was missed before completion.

Typical examples include:

• a performed treatment item missing from the chart
• a service that still needs to be billed
• an item added only after the chart was completed

If late-entry items are still unbilled, they can be handed to the front desk with another Send to POS action.

Note: Late Entry is useful, but frequent reliance on it often signals weak real-time documentation quality.

Typical Situations That Restrict Editing

• payment or deposit history already exists
• the bill has been issued and the edit no longer fits the allowed billing state
• the user lacks post-completion authority
• the record is already cancelled

Final Review Checklist

1. Subjective and Objective are saved
2. Diagnoses and Plan match the actual visit
3. Orders for medication, lab, and imaging are complete
4. All billable items are included before POS handoff
5. The next step is clearly home discharge or admission

Related Docs

• Write SOAP and Physical Exam Notes
• Manage Assessment, Plan, and Orders
• Appointment Status Flow