CLINIC HQ

17.6.1. Animal Caution

An animal can be marked for staff needing to take precautions. When marking an animal as “caution” Clinic HQ will flag the animal with a red exclamation mark and animal notes that “Caution: This animal is anxious and/or has a potential to bite.”

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

  • When Scheduling Internally: Tick the Caution box on the right side of the Animal Information page.
  • In Patient Flow: Click the Action menu and click Toggle Caution.
  • In Checkout: Update the Caution tick box under the Animal Information section of the Appointment tab.
  • In E-Lobby: Click the three bar action menu on the animal’s card. Click Toggle Caution.

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.

  1. Go to Settings > E-appointments
  2. Edit the appointment type.
  3. Under the tab General click the tick box button next to this setting and Save.

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.

Adding Caution to Cage Cards

HQ’s default cage card template includes the caution indicator. If you have created a custom template, you will need to follow these steps to add the warning to your template:

  1. Edit the Cage Card in Microsoft Word. (Learn more about Cage Cards HERE!)
  2. Download the master merge field document and copy the field for Animal Quick Notes. The field is called Animal Short Notes.
  3. The master fields list is available at the bottom of this manual section, HERE.
  4. Once the custom Word template for your Cage Card is updated. Save it to your computer.
  5. Go to Settings > Templates and upload the revised template.