CLINIC HQ

16.6.1. Animal Caution

Marking an Animal as Caution

Throughout the system next to the animal’s name will be a red exclamation mark – this is the indicator the animal has been marked with Caution.
A note will be added to the Animal Quick Notes stating: “Caution: This animal is anxious and/or has a potential to bite.” Anytime the animal returns to your clinic the caution will already be marked.

Caution Indicator

Where to toggle the Caution on/off

1. When Scheduling Internally:

Tick the Caution box when scheduling internally

2. In Patient Flow:
Use the Action menu in Patient Flow to update the caution indicator.

3. In Checkout:
Update the animal information with the toggle Caution in Checkout

Enabling a Caution in E-appointments

This tick box can be enabled on the e-appointment form for public clients to mark their pet as caution when booking online.
Go to Settings > E-appointments
Edit the appointment type.
Under the tab General click the tick box button next to this setting and Save.

Enable the Caution Toggle for E-Appointments

Caution Note

The caution blurb cannot be customized. “Caution: This animal is anxious and/or has a potential to bite.”
This note appears on the Roster, animal information, and anywhere the animal quick notes merge field has been added in custom templates.

Caution Note on the Roster

Adding Caution to Cage Cards

Edit the Cage Card in Microsoft Word. (Learn more about Cage Cards HERE!)
Download the master merge field document and copy the field for Animal Quick Notes. The field looks like this: <>. (DO NOT COPY THIS. You can only copy/paste the merge field from the fields list document in Word.)
The master fields list is available at the bottom of this manual section, HERE.
Once the custom Word template for your Cage Card is updated. Save it to your computer.
Go to Settings > Templates and upload the revised template.

Update your cage card to include the caution note.