You can schedule and complete treatments directly from the animal record. You can also see all treatments on a given day by looking at the Treatment Sheet, or you can see information about a particular treatment by opening the treatment card.

You can see an overview of the Treatment Sheet here and an overview of the treatment label here. 

What user permissions do I need to add a treatment to an animal record?

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

What do I need to configure before I add a treatment to an animal record?

• How to Configure Your Quick Fill Templates
• How to Configure Your Treatments

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

How to Schedule a Treatment

Follow the steps below to schedule a treatment:

1. From the animal record, click the Medical > Treatments tab, followed by the Schedule Treatment button.
2. Fill out the Schedule Treatment form and click the green Schedule Treatment button.

You will also have the option to schedule a physical exam along with printing the treatment label at the bottom of the Schedule Treatment form.

How to Complete a Scheduled Treatment

Note
Completing a scheduled treatment can be done from the Treatment Sheet or the treatment card. Use the tabs below to view both options.

• Follow these steps to complete a scheduled treatment from the Treatment Sheet:

  • From the animal record, click the Medical > Treatment tab.

  • Under the Treatment Sheet section, click the checkbox on the left side of the scheduled treatment(s) and click the Complete Selected button.

  • In the Complete Treatment form, you can choose to use the treatment's original date and time, overwrite it with a different date, or cancel the dose . You can also adjust the treatment amount, add notes, and schedule a vet or tech exam.

  

  You will now see the completed treatment highlighted in grey if it was a single dose or gold if it is a multi-dose treatment that is still in progress. To view the details of a completed treatment, select the  arrow on the right-hand side.

• Follow these steps to complete a scheduled treatment from the treatment card:
  1. From the animal record, click the Medical > Treatment tab.
  2. Click the arrow on the treatment card to expand it and show scheduled doses.
  3. Click the underlined Scheduled button on the right side of the dose.
  4. In the Complete Treatment form, you can choose to use the treatment's original date and time, overwrite it with a different date, or cancel the dose in case it is skipped or missed. You can also adjust the treatment amount, add notes, and schedule a vet or tech exam.

  

   

How to Complete a New Treatment

Follow these steps to complete a new treatment:

1. From the animal record, click the Medical > Treatment tab.
2. Click the Complete Treatment button to open your Complete Treatment form. You can choose from one of your treatment Quick Fill Templates to auto-fill the form or complete it manually.
3. Click the green Complete Treatment button to record the completed treatment on the animal record.

You will also have the option to schedule a physical exam along with printing the treatment label at the bottom of the Complete Treatment form.

You will now see the completed treatment highlighted in grey if it was a single dose or gold if it is a multi-dose treatment that is still in progress. To view the details of a completed treatment, select the  arrow on the right-hand side.

How to Cancel a Treatment Dose

Follow these steps to cancel one or multiple doses of a scheduled treatment:

1. From the animal record, click the Medical > Treatment tab.
2. In the Treatment Sheet section, adjust the date range to include the needed doses.
3. Click the checkbox on the left side of each dose that needs to be canceled and click the Complete Selected button.
4. Choose the Cancel Dose option, add notes if needed, and click the green Save button.

How to Edit and Delete a Treatment

• Follow these steps to edit a treatment on an animal record:

  1. From the animal record, click the Medical > Treatment tab.
  2. Click the three dots on the right-hand side of the treatment and choose Edit from the dropdown menu.

  3. Make your adjustments in the Edit Treatment form and click the green Update Treatment button to save your changes.

  

  Once a treatment has been edited, you can click the three dots on the right-hand side of the treatment and choose View Edits from the dropdown menu to see each edit a user has made.

• Follow these steps to delete a treatment on an animal record:

  1. From the animal record, click the Medical > Treatment tab.
  2. Click the three dots on the right-hand side of the treatment and choose Delete from the dropdown menu.
  3. Read the warning and click the red Delete button. After you delete a treatment, you will see a Show Deleted Treatments button. This will show each treatment that was deleted, along with the user that deleted it.

  

  

  Warning
  You cannot recover treatments that you delete.