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 you can download HERE. 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.
Accessing The 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 automatically pulled into these templates using merge fields.
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.
From Checkout
- In Check In/Check Out, click the status to access the animal’s appointment.
- At the top of the page, you will see a button that says Paperwork. Choose Print or Email.
- Tick the boxes of the paperwork you would like to print or email and proceed by clicking the blue button at the bottom of the popup.
From Print/Email Paperwork
The Print/Email Paperwork tab is also a great place search for specific animals or bulk print your day all at once. To get there, go to Clients > Print/Email Paperwork. You will notice several useful filters that can help you find the animals or type of animal you are looking for. Once you’ve selected the animals whose paperwork you need, select print or email and follow the prompts from there.
