ZIMS for Medical Training Index
184BTo quickly search these topics use “Ctrl+F” (Apple+F) to find specific words or phrases.
If you have downloaded this PDF you may be missing new topics, check here for updates:
https://training.species360.org/MedicalLibrary/
185BIf you have any questions, please contact
support@Species360.org
.
Index of Topics
Getting Started
Overview
186B Description: General overview of the Medical module.
187B Features Available:
- 0B Feature: ZIMS Medical navigation
- 1B Feature: Medical records display in Husbandry module
- 2B Feature: Incomplete Accessions and Dispositions
188B Related Materials:
- 3B Medical Overview : Powerpoint that shows basic ZIMS Medical Navigation and functionality
- 4B Search Panels : Video on using the Search Panels
- Incomplete Accessions and Quick Splits : Help on creating accessions in Medical
Dashboard Navigation
189B Description: An overview of how to navigate the medical dashboard.
190B Features Available:
- 5B Feature: List of records
- 6B Feature: Main dashboard display of records
- 7B Feature: Preview Pane
- 8B Feature: Basic Info
- 9B Feature: Record searches
- 10B Feature: Adding a medical record
- 11B Feature: Group View Plus
191B Related Materials:
- 12B Dashboard Navigation : Help document on dashboard navigation
- 13B Medical Dashboard Navigation : Video of medical dashboard navigation
- 14B Group View Plus : How to view medical records for other groups/individuals who may be associated with a group in focus
Type Ahead Lookups
192B Description: How to find what you are looking for as quickly as possible.
193B Features Available:
- 15B Feature: Identifying Type Ahead fields
- 16B Feature: Using Type Ahead fields
194B Related Materials:
- 17B Type Ahead Lookup Fields : Video on using Type Ahead Lookups
Getting Started
195B Description: How to get started using ZIMS Medical
196B Features Available:
197B Feature: Initial Set Up and Medical Admin Responsibilities
198B Feature: Navigating the Medical Dashboard
199B Feature: Husbandry and Medical Global Resources
200B Feature: Overview of the Medical modules
201B Related Materials:
- 18B Getting Started in ZIMS Medical : Guide to getting started with the module
Post-Deployment Skills
202B Description: Skills you should master in ZIMS Medical module
203B Features Available:
204B Feature: Checklist of 16 basic skills for using the Medical module
205B Related Materials:
- 19B Post-Deployment Skills : Checklist for using the module
Dictionaries
207B Description: How to use the medical Dictionaries in ZIMS.
208B Features Available:
- 20B Feature: How to search the Dictionaries
- 21B Feature: How to add new Terms to the Dictionaries
209B Related Materials:
- 22B Term, Treatment and Test Dictionaries : PowerPoint for Dictionary overview
- 23B Test Dictionary : Help document for the Test Dictionary
- 24B Term Dictionary : Help document for the Term Dictionary
- 25B Treatment Dictionary : Help document for the Treatment Dictionary
- 26B Inventories and Dictionaries : Video on Drug Inventories and Dictionaries
Global Resources
211B Description: Resources using the shared medical data entered by Species360 members.
212B Features Available:
- 27B Feature: Anesthesia Summary – globally most commonly used anesthetic drugs and drug combinations – and locally calculated summaries based on your data.
- 28B Feature: Drug Usage Extract – search by Drug Name, Drug Category and Taxonomy for commonly used drugs
- 29B Feature: Test Results – Can search by Test or search by Expected Test Results
- 30B Feature: Morbidity and Mortality – most common clinical issues, relevant death information and diagnosis (local search only)
213B Related Materials:
- 40B Global Medical Resources: Guided walkthrough on how to find the Global Medical Resources
- 32B Global Resources – Inclusion Guide : A detailed overview of the rules that apply to each data type included in the global resources to guide you during data entry and best practices.
- 31B Global Resources - Source of Resources : PowerPoint identifying where the husbandry and medical data for the Global Resources is sourced from
- 33B Global Medical Resources : PowerPoint about how to use the Global Medical Resources
- 34B ZIMS Global Resources : Video of a recorded Tips and Tricks about where the husbandry and medical data for the resources is sourced from
- 35B Expected Test Results : Video on using the Expected Test Results resource
- 36B Expected Test Results Vet : Detailed Help document on using the Expected Test Results from a Veterinarian’s point of view
- 37B Expected Test Results Help : Help document on Expected Test Results
- 38B Global Drug Extracts : Help document on using the Global Drug Extracts
- 39B FAQs on Reference Intervals : Help document detailing Expected Test Results
Medical Administrator
Managing Staff and Roles
215B Description: How to Manage Your Medical Staff and Roles
216B Features Available:
- 41B Feature: How to assign Species360 Template Roles
- 42B Feature: How to create custom Roles
217B Related Materials:
- 43B Creating and Assigning Roles PPT : Powerpoint on how to assign Roles and create custom Roles
- 44B Creating and Assigning Roles Help : Help document on assigning Roles and creating custom Roles
- 45B Rights and Roles : Video on assigning Rights and Roles
- 46B Add Staff and Assign Roles (requires ZIMS log-on)
- 47B Update Medical Roles (requires ZIMS log-on)
Adding Institutions and Contacts
218B Description: Adding Local Institutions and Contacts
219B Features Available:
- 48B Feature: How to add local institutions such as Laboratories
- 49B Feature: How to add local Contacts such as Pathologists
220B Related Materials:
- 50B Add Institution (requires ZIMS log-on)
- 51B Add External Pathologist/contact (requires ZIMS log-on)
External Medical Sharing
221B Description: External Medical Sharing
222B Features Available:
- 52B Feature: How to activate medical sharing
- 53B Feature: The levels of medical sharing
- 54B Feature: How to share animals or taxonomy
- 55B Feature: How to find animal records shared with you
- 56B Feature: Sharing sample with Biobank
223B Related Materials:
- 57B Medical Sharing : Help document on how to use external Medical Sharing
- 58B Sharing Samples with Biobank: Help on using the regional consortium sample sharing feature.
- 59B Batch Sample Sharing with Biobank: Quickly share multiple samples with regional biobank consortium.
Incomplete Accessions, Quick Splits and Merges
224B Description: Creating Incomplete Accessions, Quick Splits and Merges
225B Features Available:
- 60B Feature: How to create an Incomplete Accession
226B Related Materials:
- Incomplete Accessions : Help document on using incomplete accessions (formerly: non-accessions animals)
- Quick Splits : Help on creating individual records from a group record.
- Quick Splitting and Merging Incomplete Accession Video: Video introduction to the process of quick splitting (from the Vet’s perspective) and completing a split via incomplete accession (from the records manager’s perspective).
- 61B Incomplete Accessions (requires ZIMS log-on): Guided navigation in ZIMS.
- 62B Incomplete Accessions : PPT on Incomplete Accessions
Medical Preferences
227B Description: Medical Preferences
228B Features Available:
- 63B Feature: How to set your Medical Preferences
229B Related Materials:
- 64B General ZIMS Preferences : Help document on all the preference options in ZIMS.
- 65B Medical Preferences : Video on setting your Medical Preferences
Medical for Non Vet
231B Description: Guidance on using the ZIMS Medical module for non-medically trained Staff
232B Features Available:
- 66B Feature: What medical data entry can safely be done by non-medically trained staff
- 67B Feature: What data entry should be reserved for medically trained staff
233B Related Materials:
- 68B Best Practices for Non-Veterinary Staff : Help document detailing what can and cannot be entered in the Medical module by non-medically trained staff
- 69B Medical without a Vet : PPT detailing what information can be entered into the Medical module when you do not have a Vet on staff
Time Savers and Tips
235B Description: Top 11 Hints to make your Medical data entry count
236B Features Available:
- 70B Feature: Provides hints to save you time, avoid duplication of data entry and keep the global resources accurate
237B Related Materials:
- 71B 11 Hints for Medical Data : Document defining what to do and what not to do to improve your Medical data entry
238B Description: How to save time by entering data into multiple records at the same time
239B Features Available:
- 72B Feature: Highlights the areas in ZIMS Medical module where Batch Actions can be done
240B Related Materials:
- 73B Batch Actions : Help document for performing Batch Actions
241B Description: Allows viewing of medical records for individuals/groups associated with another group
242B Features Available:
- 74B Feature: From a group medical record you can select to view all records for animals associated with the group via splits or merges
243B Related Materials:
- 75B Group View Plus : Help document for how to view these associated medical records
Clinical Notes
245B Description: What Clinical Notes are and how to record them
246B Features Available:
- 76B Feature: Three different Types of Clinical Notes
- 77B Feature: Creating Batch Clinical Notes
- 78B Feature: Note Templates
- 79B Feature: Clone Clinical Notes
- 80B Feature: Searching for Clinical Notes
- 81B Feature: Using Animal Lists to create Batch Clinical Notes
247B Related Materials:
- 82B Clinical Notes Help : Help document for Clinical Notes
- 83B Batch Entry Help : Create notes for more than one animal at a time
- 84B Animal Lists : Help document on creating and managing Animal Lists
- 85B Clinical Notes PPT : PowerPoint for Clinical Notes
- 86B Clinical Notes Video : Video on using Clinical Notes
- 87B Update Diagnosis and Health Status Video : Video on updating Diagnosis and Health Status from within a Clinical Note
- 88B Note Templates :Video on creating and using Note Templates
- 89B Managing the Calendar : Medical Alerts set from a Clinical Note
Body Condition Score and Health Status
249B Description: Using Body Condition Score
250B Features Available:
- 90B Feature: Scoring system
- 91B Feature: Using a 5-point scale
251B Related Materials:
- 92B Body Condition Score : Help document on using Body Condition Score
252B Description:
253B Features Available: Using Health Status
- 93B Feature: Importance of defining Health Status
- 94B Feature: Impact on Global Resources
254B Related Materials:
- 95B Health Status : Help document on defining Health Status
- 96B Update from Clinical Note : Video on how to update from a Clinical Note
Diagnosis and Procedures
256B Description: Using the Diagnosis and Procedures module
257B Features Available:
- 97B Feature: Business Rules for data entry in the module
- 98B Feature: Entering data in the module
- 99B Feature: Linking and associating information between modules
258B Related Materials:
- 100B Diagnosis and Procedures Help : Help on entering Diagnosis & Procedures
- 101B Update Diagnosis from a Clinical Note : Video on how to update from a Clinical Note
- 102B Diagnosis and Procedures Rules : Detailed rules for Diagnosis & Procedures entries
- 103B Diagnosis and Procedures Video : Video on using Diagnosis & Procedures
- 104B Breaking Down Diagnosis and Procedures : Tips and Tricks recorded Video
- 105B Diagnosis and Procedures PPT : PowerPoint on entering Diagnosis & Procedures
Samples and Tests
Samples
260B Description: Recording Samples and the rules associated with them
261B Features Available:
- 106B Feature: Recording Samples
- 107B Feature: Recording Sub-samples
- 108B Feature: Recording sample storage locations and usage history
- 109B Feature: Reports for Samples
262B Related Materials:
- 110B Sample Storage : Help document on how sample storage works in zims
- 111B Sample Rules : Help document with rules for samples and sub-samples
- 112B Sample Quality Assessment: Best practices in defining sample quality.
- 113B Sample Request Report : Help document on the Sample Request Report
- 114B Samples, Tests and Results Report : Help document on using the Report
- 115B Samples Help : Help document on creating Samples
- 116B Samples PPT : PowerPoint on creating Samples
- 117B Collecting Samples : Video on collecting Samples
- 118B Sample Set : Video on recording aliquots for a blood product sample
Tests and Results
263B Description: Requesting Tests and using Test Panels
264B Features Available:
- 119B Feature: Requesting Tests
- 120B Feature: Recording Test results
- 121B Feature: Using and creating Test Panels
- 122B Feature: How to request addition of a new Test
265B Related Materials:
- 123B Test Panel Setup : Video on setting up your Test Panels
- 124B Quick Test Results Entry : Help document for quick recording of Test Results
- 125B Tests and Methodologies : An Excel list of tests and lab methodologies
- 126B Samples, Tests and Results Report : Help document on using the Report
- 127B Request Global Test (WORD) : Submit request forms to support@species360.org
- 128B Tests and Results Help : Help document on Tests and Results ( PPTX Version )
- 129B Test Upload: We will offer automatic importing of results from partnering labs, including IDEXX, Gribbles AUS & NZ, and Antech.
Physiological Measurements
267B Description: How to record Physiological Measurements
268B Features Available:
- 130B Feature: What measurements can be recorded
- 131B Feature: How to record Physiological Measurements
- 132B Feature: How to edit or delete a measurement
- 133B Feature: Recording measurements in other Medical modules
- 134B Feature: How to upload an Excel file
269B Related Materials:
- 135B Physiological Measurements PPT : PowerPoint on Physiological Measurements
- 136B Physiological Measurements Help : Help document on Physiological Measurements
Prescriptions and Treatments
Animal Prescriptions and Treatments
271B Description: Using the Prescriptions/Treatment module in ZIMS
272B Features Available:
- 137B Feature: Quick Prescription/Treatment
- 138B Feature: Full Prescription/Treatment
- 139B Feature: Using the Dose Calculator
273B Related Materials:
- 140B Terminating Prescriptions and Add New Full Rx : Video on ending prescriptions and adding new full prescriptions
- 141B Printing Labels : Video on how to print labels
- 142B Prescriptions : Video on using prescriptions
- 143B Treatments and Prescriptions TNT : Video of the Tips and Tricks for Treatments and Prescriptions
- 144B Prescriptions and Treatments PPT : PowerPoint for using Prescriptions and Treatments
- 145B Prescriptions and Treatments Help : Help document on Prescriptions and Treatments
- 146B Animal Lists : Help document on creating and managing Animal Lists
Aquatic Enclosure Prescription and Treatment
274B Description: Using the Aquatic Enclosure Prescription/Treatment module in ZIMS
275B Features Available:
- 147B Feature: Create a Prescription
- 148B Feature: Record a Treatment
276B Related Materials:
- 149B Aquatic Enclosure Treatment : Help document on recording an enclosure treatment
Anesthesia
278B Description: How to use the Anesthesia module
279B Features Available:
- 150B Feature: Basic Anesthesia Information
- 151B Feature: Use of additional tabs
280B Related Materials:
- 152B Anesthesia Video : Video on using the Anesthesia module
- 153B Anesthesia and Pharmacy Inventory : Video of a Tips and Tricks presentation
- 154B Anesthesia PPT : PowerPoint on using the Anesthesia module
- 155B Anesthesia Help : Help document on using the Anesthesia module
Necropsy and Biopsy
282B Description: Recording a Necropsy and entering Biopsy information
283B Features Available:
- 156B Feature: Submitting a Necropsy and remaining tabs in the module
- 157B Feature: Automatic Calendar Task for Pathology
- 158B Feature: Submitting a Biopsy and remaining tabs in the module
- 159B Feature: Relevant Death Information
284B Related Materials:
- 160B Relevant Death Information : Help document on correctly entering RDI
- 161B Necropsy and Biopsy PPT : PowerPoint on using the Necropsy and the Biopsy modules
- 162B Necropsy and Biopsy Help : Help document on using the modules
Husbandry Module Related
286B Description: The features that are shared between the Husbandry and the Medical modules
287B Features Available:
- 163B Feature: Husbandry module to Medical module
- 164B Feature: Medical module to Husbandry module
- 165B Feature: Husbandry/Medical modules shared data
288B Related Materials:
- 166B Mingling Modules : Tips and Tricks PPT on data shared between the ZIMS modules
- 167B Husbandry and Medical Interface PPT : PowerPoint on the data shared between modules
- 168B Husbandry and Medical Interface Help : Help document on the data shared between modules
Medical Data Quality
290B Description: The functionality in ZIMS to help you clean up your medical data.
291B Features Available:
- 169B Feature: Medical Apps help you clean up medical data in a single record or as a batch for dispositioned/dead animals
- 170B Feature: Anesthesia Data Quality Search helps you complete anesthesia records
- 171B Feature: Relevant Death Information helps you finalize necropsies
292B Related Materials:
- 172B Medical Data Quality : Help document describing the ZIMS functionality to clean up your medical records
Reports and Searches
Reports
294B Description: The Reports available in the Medical Module
295B Features Available:
- 173B Feature: Finding the Reports
- 174B Feature: Report Filters
- 175B Feature: Favorite Report Search Filters
- 176B Feature: Printing and Exporting Reports
- 177B Feature: Overview of the Medical Reports
296B Related Materials:
- 178B Reports Index : PDF on the reports and the information they provide
- 179B Medical Reports PPT : PowerPoint on all the Medical Reports
Searches
297B Description: How to do searches within the Medical module
298B Features Available:
- 180B Feature: Finding Animals
- 181B Feature: Searching with the Modules
- 182B Feature: Type Ahead Lookups
299B Related Materials:
- 183B Searching in Medical : Help document on searching in the ZIMS Medical module
301B
Revised 5 March 2025