Your organization may be required to report incidents such as bite cases within or outside your community to your local Health Department.

Our Field and Community Services module includes the ability to configure Memo Templates that can save your staff some additional time when recording incident information.

Create a memo template

Select your username > Configuration > Memos > Memo Templates to get started.

Then, select the red Add New button, enter the template details, and select the red Save button.

Note
You can configure the template to include any required fields necessary. Remember, when creating a case, you can associate a person and animal record that will also be included when reviewing the PDF printout, so you do not need to have those details in your template.

Adding a Memo to a Case

After you create the template, you are ready to add it to a new case. Create a case and choose Bite as the case type.

Locate or create a new person record to associate as the victim, and locate or create an associated animal record to automatically include its information in the case details.

You can leave the case open for the quarantine period to upload additional attachments or memos as needed.

Download to PDF and Share

When you are ready to submit your incident report to the Health Department, select the three dots to download a PDF and share as needed.

Your final printed incident report will include associated people and animals, any violations or metrics you have included, and your bite report memo template.