Attached and Detatched

I received another good question from a user. Her question was about attached records, detached records and how to reattach records. This feature is not a very obvious feature and it kinda lurks in the background. I thought this was a good opportunity to explain this topic to everyone.

Attached Records

What does it mean when records are attached? You may have run across this, if you have access and are in the “Rescuer” tab. (Not everybody has access to the “Rescuer” tab. It is a security precaution feature.) This happens when you create a new record with multiple patients.

Example – Bob Smith brings in 10 mallard ducklings, and you use choose 10 on the “Number of Patients”.

Those 10 records will all be attached to one another under Bob Smith’s name and admit information. If you change his name or information in any one of those records, they will all change. After the admission process the only time the attachment is really relevant is within the “People” tab.

Detach Records

When you detach a record, it basically just detaches that rescuer from the record and allows you to edit the admit information without changing the other attached records. The fact that you detached one really doesn’t make a difference to the patient’s record, just to the Rescuer’s list of patients they have brought in.

Example – Bob Smith actually only brought 9 mallards in, you counted wrong. You can go to any of those records and within the “Rescuer” tab you can Detach one (usually the last one created is wise) of those records so that you can either delete it (if it was the last record created) or you can rewrite over it with new information. If you rewrote over it with new information without detaching it, all 10 of the mallards admit information would change as well, so detaching a record in this case would be critical.

Reattaching Records

There are times when you detach a record by mistake or Bob Smith comes back in with 2 more mallards a few hours later and you want to make sure all the mallards are attached.

Example 1 – Actually, Bob Smith did bring in 10 mallard ducklings and you have already detached the last record, but you have not changed anything about it yet. The only way to reattach this record is in the “People” tab. What you have to do is “Combine People” and find the 2 Bob Smiths that have the same information but are not known as being the same person. If you combine them, then that mallard will be reattached to Bob Smith and therefore to the other 9 Ducklings.

 

Example 2 – Though Bob Smith is really nice his records are beginning to give you a head ache. Two hours after Bob Smith leaves, he is back with 2 more mallard ducklings. There have been a few admit’s since he left. What you can do now, is go to any one of those mallard’s record. Go to “Share” and “Duplicate Record”. It will give you the choice on how many to duplicate, you would choose 2. All the information will be the same. Next you create the 2 new records. Now all 12 records are attached to one another and linked by Bob Smith’s information.

 

Tutorial on Exporting a Record

We added a tutorial video on exporting a record from Wildlife Rehabilitation MD. There are three distinct ways to export records; 1) exporting all records 2) exporting a subset of records and 3) exporting one individual record. All three ways are simple and effortless. Watch it and learn.

Better Management of Rescuers

We’ve just released a significant update that is designed to help manage your rescues. This was something that was meant to be part of Wildlife Rehabilitation MD from the beginning however it just kept slipping through the cracks. Basically there are two major parts to this update.

1. You can now reuse existing rescuers when creating a new record.

2. You can reconcile multiple rescuers into one. You may have rescuers in your database that have brought in multiple animals, however those rescuers have been entered into the database more than once. To keep a better history and analytics of what animals a rescuer has brought in, it’s a good idea to match them up and eliminate duplication.

For a complete explanation of how to do all this you can watch this tutorial video.

We think that all the bugs have been worked out but of course if you find any then let us know by sending some feedback. Some accounts have waited a while (and patiently) for this update. Enjoy!

Added More Tutorial Videos

We’ve added two more tutorial videos to the Tutorial and Demos page, one on managing your account and the other about deleting a record.

Managing Your Account

Before jumping straight into your account and creating your new records, it’s a good idea to visit the settings area of Wildlife Rehabilitation MD. You should check your account profile, image and veterinary information. You can also create more users for your account and assign them permission levels based on your liking.

You may also update the security features for your account as well as activate any extensions that you may wish to use. Some extensions offer settings specific to them, so after you activate an extension look for a settings link for it.

Deleting a Record

Cases in Wildlife Rehabilitation MD can not be deleted.

If you have a case that you would like to “delete”, the better option is to write a new case over the mistaken case. For example: replace the values in the fields of the mistaken case with values that match your new case. Be sure to change the species if needed.

If the mistaken case is part of a group of related records (i.e. multiple animals brought in by one rescuer) you must detach the rescuer information from the mistaken case before changing it. If you do not, all records brought in by that rescuer will be mistakenly updated.

Introduction to Wildlife Rehabilitation MD at CCWR 2012

Devin just delivered an exciting introductory presentation of Wildlife Rehabilitation MD at the California Council for Wildlife Rehabilitators (CCWR) symposium in Tanya Lodge Yosemite to audience of over 150 attendees. Very Exciting! The database was very well received and the audience had some great questions as well. Most of which could be easily answered by showing off another part of the database. Afterwards many people came to Devin asking how they can be involved and offered their help as well. Since that presentation 5 more accounts have registered into Wildlife Rehabilitation MD and are gearing up for 2013!

This demo begins with a 15 minute keynote on the state of record keeping in wildlife rehabilitation. We then demo Wildlife Rehabilitation MD followed by a question / answer segment. There was an issue with the microphone sound quality so apologies for that.

Download the presentation notes.