How do I add a vet or CVT check?

Zoe Rogers
Zoe Rogers
  • Updated

Requesting/Scheduling a New Health Check

From the Animal's Record

To request or schedule a health check (a vet or CVT check), navigate to the animal's record and the Medical tab. On the Health Consults subtab, you'll see a blue "Request Health Check" button.



Clicking on either the Vet Check option or CVT Check option will trigger a pop-up that asks for the date for which the check is requested, the reason for which it's requested, and any notes for the check request. 




Configuration Note: The drop-down options on the "Reason" field are configurable in Configuration by users with configuration permissions.

When you've completed the fields and clicked "Save", you'll see that a pending check now displays on the Health Checks subtab. 



From a Physical Exam Form

You can also schedule or request a vet check while completing a physical exam form. At the very bottom of the form, you'll see two checkbox options: one for scheduling a vet check and one for scheduling a CVT check.



Clicking either checkbox will trigger the display of a few additional fields for that check - date requested, reason, and any notes.



Clicking Save on the form will save both the physical exam AND the pending check. You will then see that pending check on the Health Checks subtab. 


Edit/Deleting a Pending Check

To edit or delete a pending check, simply click the blue "Edit" text on the right side of the pending check row. You can then update any of the three fields to edit, or click the red "Delete" to delete the pending check altogether.



Completing a Check/Request a Recheck

After a check has been requested via the animal's record, that check can be marked as complete via the Tasks page. On the Tasks page under the Medical tab, you'll see that there are separate tabs for Vet Checks and CVT Checks.

On this Task list, you can select a specific date range for pending checks, and you can also filter down based on animal type and location. In a list below the filters, you'll see all pending checks that are due over the date range you select. 



To complete the pending health check, click the checkbox to the right of the pending task you would like to update, and then click the blue "Complete" button. A drop-down menu will display for you to select either a Physical Exam or one of your configured Custom Medical Forms. 

If you wish to schedule an additional recheck after completing a requested vet or CVT check, be sure that you choose a Custom Medical Form that is configured to include the "Request health check" fields.


Reschedule a Check

To reschedule a pending health check without an exam, click the checkbox to the right of the pending task you would like to update, and then click the blue "Reschedule" button. A pop-up window will display allowing you to edit the health check date, reasons and notes.

Clicking the "No Recheck" button will delete the pending health check. Additionally, clicking the red "X" on the far right side of each pending check in the task list will delete the pending check.