Shelterluv's procedures and surgeries feature will give you the tools to schedule and record anything from a routine microchip implant or spay/neuters to your more serious medical operations.

You can schedule and complete a procedure/surgery directly from an animal record. You also have the option to complete a scheduled procedure/surgery from the Task Manager, which you can learn more about here - How to Complete Medical Items with Tasks

What user permissions do I need to schedule or complete a surgery from an animal record?

• Add medical data to animal records
• Schedule & complete treatments & procedures

What do I need to configure before I schedule or complete a procedure/surgery?

• How to Configure Your Clinics and Veterinarians
• How to Configure Your Custom Medical Forms
• How to Configure Your Procedures/Surgeries

Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

How to Schedule a Procedure/Surgery

Follow these steps to schedule a procedure/surgery:

1. From the animal record, click the Medical > Procedures/Surgeries tab.
2. Click the Schedule Procedure/Surgery button.
3. Fill out the form and click the green Schedule Procedure/Surgery button.

Note
The Received Spay/Neuter? field will update the altered status of the animal and generate a spay/neuter certificate when you complete the surgery.

After you schedule or complete a procedure/surgery, you will see it highlighted in blue (scheduled) or grey (completed) under the Medical > Procedures/Surgeries tab. Click the arrow on the right-hand side to view the procedure/surgery's details.

How to Complete a Procedure/Surgery

You can complete a new or scheduled procedure/surgery on an animal record.

Note
Click the different tabs below to navigate.

• Follow these steps to complete a scheduled procedure/surgery:

  • Click the three dots  on the right-hand side of the procedure/surgery and choose Complete from the dropdown menu.

  • Fill out the form and click the green Complete Procedure/Surgery button.

  

• Follow these steps to complete a new procedure/surgery:

  • Click the Medical > Procedures/Surgeries tab, followed by the Complete Procedure/Surgery button.

  • Fill out the form and click the green Complete Procedure/Surgery button.

  

How to Edit or Delete a Procedure/Surgery

• Follow these steps to edit a procedure/surgery:

  • Click the three dots on the right-hand side of the procedure/surgery and choose Edit from the dropdown menu.

  • Make your adjustments and click the green Update Procedure/Surgery button to save your changes

  

• Follow these steps to delete a procedure/surgery:

  • Click the three dots on the right-hand side of the procedure/surgery and choose Delete from the dropdown menu.

  • Read the warning and click the red Delete button.

  

  You can view deleted procedures/surgeries from the Show Deleted Procedures/Surgeries button. 

  

  Warning
  Deleted procedures/surgeries cannot be recovered.

Spay/Neuter Certificate

If you complete a spay/neuter surgery and choose Yes to the Received Spay/Neuter? field, a system-generated spay/neuter certificate will be available under the animal's Files tab.