18.6.1. Vaccine Reminders

HQ’s communication settings allow you to send item reminders, including vaccine reminders, to your clients. This helps clients keep their animals up to date with their vaccines and requires very little work from you.

Creating A Vaccine Reminder

1. Go to Settings > Confirmations & Reminders > Item Reminder > +Create Item Reminder.
2. Fill in the information for the reminder. You can send it to public or volume clients. In most cases you would want the appointment type to be set for “All Appointments.” This way any vaccine administered gets a reminder not just those that came for a wellness visit. Then choose whether to send it via text, email, or call.
3. Finally, choose the duration for which the vaccine lasts and when you want the client to be reminded of needing another dose.

IMPORTANT NOTE: Animal Restrictions should only be checked if you want the reminder to only go to feral cats or female dogs. If no animal restrictions are selected, the reminder will go to all animals that received the service.

• Booster Vaccine Example: If setting up a reminder for their kitten/puppy boosters – use a line item such as “FVRCP vaccine – booster in 3-4 weeks.”
  The duration (when it is due again) for this line item/vaccine is 3 weeks. The sending schedule should be 1 week before it is due.
• Annual Vaccine Example: If setting up a reminder for their annual boosters – use a line item such as “FVRCP vaccine – 1 year.” Include all annuals in this set up such as “Rabies 1 year vaccine”
  The duration (when it is due again) for this line item/vaccine is 365 days. The sending schedule should be 4 weeks and 1 week before it is due.

Item Reminders can be used for more than just vaccines! Set up reminders for heartworm tests or a reminder to purchase preventative.