PawPlacer provides comprehensive medical record tracking for each pet in your care. These records help you maintain a complete health history, track medical events, and plan future care.
Accessing Pet Medical Records
- Navigate to a pet's profile page
- Scroll down to find the Medical Records section
Understanding the Medical Records Interface
The Medical Records section is organized into three main tabs:
- Exams: Records of veterinary check-ups and consultations
- Vaccinations: Immunization records and schedules
- Procedures: Surgical operations and other medical procedures
Each tab displays records as cards containing:
- Date of the medical event
- Key information specific to the record type
- Assignee (team member responsible)
- Visual indicator for upcoming events
Adding Medical Records
To add any type of medical record:
- Click the "Add New" button in the Medical Records section
- A dialog will appear with three tabs:
- Exams: For veterinary check-ups and consultations
- Vaccinations: For immunization records
- Procedures: For surgical operations and other medical procedures
- Select the appropriate tab for the type of record you want to create
- Complete the form with relevant details
Adding an Exam Record
For veterinary exams, you'll need to provide:
- Reason: Why the pet visited the veterinarian
- Veterinarian: Name of the attending veterinarian (from your vet database)
- Date: When the exam occurred
- Assignee: Team member responsible (optional)
- Recurring settings (if applicable):
- Interval (daily, weekly, monthly, etc.)
- End date
For completed exams, you can also add:
- Diagnosis: What the veterinarian determined
- Medications: What was prescribed or administered
- Cost: Amount charged for the visit
- Notes: Additional information about the exam
Adding a Vaccination Record
For vaccinations, you'll need to provide:
- Vaccine: Type of vaccination administered
- Date: When the vaccination was given
- Assignee: Team member responsible (optional)
- Dose Number: Which dose in the series (buttons 1-5 or custom number)
- Recurring settings (if applicable)
- Veterinarian: Who administered the vaccine
- Notes: Any additional information
For completed vaccinations, you can also add:
- Administration Route: How the vaccine was given (oral, injection, etc.)
- Administration Site: Where on the body it was administered
- Cost: Amount charged for the vaccination
- Received Proof: Whether you received documentation
- Manufacturer: Vaccine manufacturer
- Lot Expiration Date: When the vaccine expires
- Lot Number: Batch identification
- Follow-up Date: When the next dose is needed
Adding a Procedure Record
For medical procedures, you'll need to provide:
- Procedure: Type of procedure performed
- Veterinarian: Who performed the procedure
- Date: When the procedure was performed
- Assignee: Team member responsible (optional)
- Recurring settings (if applicable)
- Follow-up Date: When follow-up care is needed
For completed procedures, you can also add:
- Medications Administered: During the procedure
- Medications Prescribed: For after-care
- Duration: How long the procedure took
- Complications: Any issues that arose
- Recovery Instructions: Post-procedure care directions
- Notes: Additional information
- Cost: Amount charged for the procedure
Importing Invoice Records
For efficient record-keeping, you can import multiple medical records from a single veterinary invoice:
- Click "Add New" in the Medical Records section
- Click "Batch Add Records" at the bottom of the dialog
- Enter invoice details:
- Invoice number and date
- Veterinarian/clinic name
- Payment method
- Add line items for each service on the invoice:
- Select item type (Exam, Vaccination, Procedure, Medication)
- Enter description
- Enter cost
- Add any notes about the visit
- Click "Import" to create all the records at once
Viewing and Editing Medical Records
To view or edit an existing record:
- Navigate to the appropriate tab (Exams, Vaccinations, or Procedures)
- Find the record you want to review
- Click the pencil icon to open the edit dialog
- Make any necessary changes
- Click "Save" to update the record
Deleting Medical Records
To delete a record:
- Open the record for editing
- Click "Delete" at the bottom of the dialog
- Confirm your choice when prompted
Understanding Upcoming Events
Medical records scheduled for the future are marked with an "Upcoming" indicator. These will appear in your pet's medical records section before they occur, helping you plan and prepare.
Managing Recurring Medical Events
For ongoing medical needs:
- When creating or editing a record, set the Recurring Interval:
- Daily
- Weekly
- Bi-Weekly
- Monthly
- Quarterly
- Semi-Annually
- Yearly
- Set an End Date for the recurring events (optional)
This feature is particularly useful for:
- Regular medication administration
- Ongoing treatment plans
- Vaccination series
- Routine check-ups
Tips for Effective Medical Record Management
- Enter medical information promptly after veterinary visits
- Use the assignee feature to track responsibility for follow-up care
- Include detailed notes for future reference
- Attach costs to track healthcare expenses
- Utilize the recurring feature for ongoing medical needs
- Review upcoming medical events regularly