How to Configure Your Physical Exams

Shelterluv allows you to create as many physical exam reasons, types, and templates as you need. This ensures you can configure your exams to fit your organization's needs and save valuable time through our physical exam Quick Fill Templates.

You can learn how to schedule or complete a physical exam on an animal record by reading How to Schedule, Complete, or Edit a Physical Exam.

Click your Username > Configuration > Medical > Physical Exams to get started.

What user permissions do I need to configure physical exams?

  • Configure my shelter's medical module
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Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

 

Learn your way

Prefer watching over reading? Check out the video below!


Physical Exam Reasons and Types


  • You can add reasons for vet and tech exams, which staff can select when scheduling and completing physical exams (e.g., Needs Intake Exam or Recheck URI).

    Follow these steps to add a new exam reason:

      • Click the Physical Exam Reasons section, followed by either the outline-add-circle.svg Add Vet Exam Reason or the outline-add-circle.svg Add Tech Exam Reason button.

      • Give the exam reason a name and click the green checkmark check.svg button to save.

    Create

    You can edit the reason's name by clicking on the name or delete the reason by clicking the outline-trash-delete.svg trashcan icon on the right-hand side of the appropriate reason.

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    Warning
    You cannot recover the physical exam reasons that you delete.
  • You can add physical exam types that will display as the title for the exam on the animal's record (e.g., Complete Vet Exam or Brief Vet Exam).

    Follow these steps to add a new exam type:

      • Click the Physical Exam Types section, followed by the outline-add-circle.svg Add Exam Type button.

      • Give the exam type a name and click the green checkmark check.svg button to save.

    Create

    You can edit the type's name by clicking on the name or delete the type by clicking the outline-trash-delete.svg trashcan icon on the right-hand side of the appropriate type.

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    Warning
    You cannot recover the physical exam types that you delete.

Quick Fill Templates


You can create a Quick Fill Template for each physical exam type. This template will auto-fill the standard information you would otherwise have to type out with each new exam (the subjective and objective, for example).

To get a detailed overview of how Quick Fill Templates work and how to configure them, you can take a look at How to Configure Your Quick Fill Templates.