How to Use a Custom Medical Form

Shelterluv allows you to use your custom medical forms in many different ways throughout the platform. This way, you will always be able to save time when completing your manual data entry for medical-related tasks.

If you would like to learn more about how to create a custom medical form, please take a look at How to Configure Your Custom Medical Forms.

What user permissions do I need to use custom medical forms?

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

What do I need to configure before I use custom medical forms?

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

From an Animal Record


Follow these steps to complete a custom medical form from the animal record:

  • From the animal record, click the Medical tab.
  • Click the Complete Medical Form button and choose the appropriate exam from the dropdown menu.
  • Fill out the form and click the green Save button to complete the form.

Complete

Using the Edit Multiple Tool


You can use the Edit Multiple Tool to complete a custom medical form for multiple animals at the same time. You will want to pay extra attention to the custom form you choose when using the Edit Multiple Tool if you have selected multiple species on your dashboard.

Custom Medical Form With Edit Multiple Tool.png

From an Intake Form


Once you complete an intake form, you will see the Start Intake Exam button. When you click this button, you will see a dropdown menu with each of your custom medical forms to choose from. Note that the first option in the dropdown menu will always be to complete a default physical exam.

Custom Medical Form from Intake Form.png