17.4.1. Take Home Paperwork

*THE BIG WHAT
The take-home paperwork is a great way to communicate details and instructions, as well as important certificates, with your clients. All of the details will be auto-generated and will show up in the paperwork for you to print.

Clinic HQ has a recommended take home document. Download Template (follow link and open HQ Templates.) Even if you don’t want to use it, you’ll need to download it and open it in Microsoft Word and copy and paste the client communication merge field into your take-home document. You no longer need all those custom field merge fields; you can now use ONE field called client communication.

Accessing The Take Home Paperwork

1. In Check In/Check Out, click the link for the animal’s page, and at the top of the page, you will see a button that says Paperwork. Choose Print or Email.

Accessing the take home paperwork

2. Tick the boxes of the paperwork you would like to print or email. These are all documents that the client may want.

Choosing your take home paperwork

There are multiple places in HQ where you can find, view, print, and email an animal’s paperwork, including the treatment sheet, receipt, rabies certificate, spay/neuter certificate, and any custom template sheets you create. All of the data from an animal’s appointment will be gathered in HQ and be available to access at any of these points.

Print/Email in 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.

Print/Email Paperwork in Patient Flow

Print/Email Paperwork in Check In/Check Out

1. From Check In/Check Out, you can view, print, or email the animal’s paperwork once they are checked in by clicking the “In Progress” or “Checked Out” link.

Accessing the treatment sheet

2. Once on the animal’s page, you will see an option to print or email paperwork:

Printing paperwork in Check In/Check Out

3. Next, you can choose which pieces of paperwork you would like to print or email.

Printing paperwork in Check In/Check Out

Print/Email Paperwork in Print/Email Paperwork

The Print/Email Paperwork tab is also a great place to print paperwork for specific animals or multiple at once. It provides different filters to help you find the animals or type of animal you are looking for.

Print/Email Paperwork tab

Once selecting the animals whose paperwork you need, select print or email and follow the prompts from there.