10.6.3. Aftercare Documents (Take Home Paperwork)

Aftercare Documents: Ensuring patient safety and best recovery outcomes

Getting aftercare instructions in the hands of owners is vital for a successful recovery. This section will walk you through the various ways to access and send this information.

Accessing Take Home Paperwork

*From Checkout *

1. Go to Clients > Check In/Checkout > Check In/Checkout.
2. Click on the In Progress or Checked Out appointment status.
3. Click Paperwork in the top right corner.

From Patient Flow

To print or email an animal’s paperwork from Patient Flow, you will move the animal all the way through Patient Flow, and on the final page, you will see an option up top to print or email their paperwork. This can be done for an anesthetic or non-anesthetic appointment. If it is a non-anesthetic appointment, you can just click Jump to Finalize.

Patient Flow can also be used to automate aftercare paperwork. Learn more about setting up PF Automations here.

From Print/Email Paperwork

1. Go to Clients > Check In/Checkout > Print/Email Paperwork.
2. Here you have many options to filter appointments and print/email paperwork in bulk.