Pet Medical Records

Keeping track of pets' medical information is crucial for providing proper care. PawPlacer offers a comprehensive system for recording and tracking all aspects of a pet's health, from routine vaccinations to complex medical procedures.

Accessing Medical Records

1. Navigate to a pet's profile page
2. Scroll down to the Medical Records section
3. Here you'll find tabs for different types of medical events:

• Exams
• Vaccinations
• Procedures

Adding Medical Records

Adding a New Medical Record

1. Click the Add New button in the Medical Records section
2. A dialog will appear with three tabs:

• Exams: For veterinary check-ups
• Vaccinations: For immunization records
• Procedures: For medical procedures

3. Select the appropriate tab and fill out the form
4. To schedule a future event, simply select a future date
5. Click Save to add the record
6. Future events will be marked as "Upcoming" until the date passes

Setting up Recurring Medical Events

For medications or procedures that need to happen regularly:

1. When adding or scheduling any medical record, find the Recurring field
2. Select the frequency (Daily, Weekly, Bi-Weekly, Monthly, Quarterly, Semi-Annually, Yearly)
3. Set an end date if applicable
4. Save the record
5. The system will automatically create future instances of this event

Types of Medical Records

Medical Exams

Record veterinary check-ups and examinations, including:

• Date of exam
• Veterinarian name
• Reason for visit
• Diagnosis
• Medications prescribed
• Cost
• Notes
• Follow-up date

Vaccinations

Track all vaccinations, including:

• Vaccine name
• Date administered
• Vaccinated by
• Dose number
• Manufacturer information
• Lot number and expiration date
• Administration route and site
• Proof of vaccination
• Follow-up date for boosters

Procedures

Document medical procedures, including:

• Procedure type
• Date performed
• Veterinarian name
• Medications administered
• Medications prescribed
• Duration
• Complications
• Recovery instructions
• Cost
• Follow-up date

Importing Medical Invoices

For clinics that provide digital invoices, you can import them directly:

1. Click the Add New button in the Medical Records section
2. Select "Import Invoice"
3. Fill out the invoice details (number, date, veterinarian, payment method)
4. Add line items for each service provided
5. Click Import to create the appropriate medical records automatically

Managing Existing Records

Viewing Records

Each medical record appears as a card showing basic information:

• Date
• Type of record
• Key details
• Assigned staff member

Editing Records

1. Click on any medical record card
2. Make the necessary changes in the form that appears
3. Click Save to update the record

Deleting Records

1. Click on the medical record you want to delete
2. Click the Delete button at the bottom of the edit form
3. Confirm the deletion when prompted

Printing Medical Records

To print a pet's complete medical history:

1. Go to the pet's profile
2. Click the three dots menu (⋯) in the top right
3. Select Print
4. The system will generate a printable document with all medical information

Assigning Staff to Medical Events

You can assign team members to be responsible for specific medical events:

1. When creating or editing a medical record, find the Assignee field
2. Select a staff member from the dropdown
3. Save the record
4. The assigned person will see this task on their dashboard

Medical Record Notifications

The system provides visual indicators for:

• Upcoming scheduled medical events
• Vaccinations due soon
• Follow-up appointments
• Medications that need to be administered

These appear with special badges and indicators on the medical record cards to help you track important dates.