Creating the Vet & Surgical Profile

Vet Info Setup

Click the Settings link
Click on “Vets” link from the left hand main menu
Click on the blue “+Create Vet” link in the upper right hand corner of the generated grid
Choose vet type from the drop-down menu.

Fill in the rest of the open fields on this page

Vet Signature

To sign digitally, click the Add/Edit Signature button at the bottom of the screen. Clicking this button will generate a popup with the option to either ‘Sign’ or ‘Upload Signature.’ To sign digitally, choose the ‘Sign’ option and use a touch screen tablet or mouse to sign your name.

To upload a signature, click the Add/Edit Signature button at the bottom of the screen. Click the ‘Upload Signature’ option on the generated popup. The vet signature must be in a standard picture format such as .jpeg, .bmp, .png.
Choose the vet signature file in your computer and click Open
A preview area will appear in HQ to size the vet signature. Use the slider to remove as much white space around the signature as possible.

Use the crop and zoom slide to resize and reposition

Click the Save button at the bottom of the screen to create vet profile
To edit this profile, click on Edit button on the main Vets screen next to the vet’s name

Setting a Default Vet

Go to Clinic Profile > Preferences.
Default vet can be set up so that when you check in an appointment HQ auto-assigns the chosen default veterinarian. This is a time saver because your staff will not need to select who the veterinarian is for each animal record. This is very helpful if your clinic only has one vet, but equally helpful if you have multiple vets but only one works per day. In the morning, you can select this veterinarian as the default, and then all day long, when staff check patients in via the Check-in/Checkout menu or E-lobby, this vet is auto-assigned.d.

Vet Profile Setup

Many clinics use a treatment sheet that looks something like this. We have integrated this type of section into HQ.

Example surgical details on hardcopy treatment sheet

By pre-entering in the veterinarians profile and surgery techniques this information can be added to an animals appointment with one click. This tool will help clinics speed up their data entry since spay/neuter surgeries are very routine. This will also help clinics go paperless!

WATCH THIS VIDEO (5 minutes) on how to set up Vet Profiles

We have created a handy printout (download & print) if you would like your vet to fill it out and then staff would enter in the configuration for that vet’s profile on HQ. Download Template (follow link and open Veterinarian Surgery Profile Form.)

Go to Settings> Vets> Edit the vet > Vet Profile
The second tab Vet Profile contains the standard and common HVSN surgery techniques for each species you service and Male/Female.

Once the Vet is created set their surgical profile up

ESTABLISH TECHNIQUES FOR EACH SURGERY AND SURGEON

In Vet Profile, you can create a specific technique for each surgeon by filling out each section for suture size and surgery technique.
The profile is broken down into the following categories for the surgery approach:
Male Cat
Female Cat
Female Cat – Pregnant
Female Dog
Female Dog – Pregnant
Male Dog – Adult Scrotal
Male Dog – Adult Pre-scrotal
Male Dog – Pediatric Scrotal

Manually tick the boxes for the standard of that veterinarian or copy another surgeon’s template.

The Default technique is a standard created by an HQHVSN surgeon.

Default Technique

FORMAT WEIGHT FOR SUTURE SIZE
For the suture size, the boxes are lined up in order of Small, Medium, & Large. You will need to establish what the weight range is for small/medium/large so that it populates the correct suture size.

Weight ranges should be to the tenth of a decimal

SURGERY SUMMARY
If your veterinarian prefers or is required to have a written surgery summary, this can be added in addition to the surgery technique. Each surgery type in the profile also has its own Surgery Summary box.

Area for written out paragraph of surgery summary

USING THE SURGERY PROFILE IN APPOINTMENTS
Once the Vet Profile is complete, staff will be able to assign the surgery profile for each animal. 
This is done in either the Surgery section of Patient Flow™ OR on the Treatment Sheet when editing an appt from Check In/ Checkout.

Click the blue button ‘Get Vet Defaults’ and the techniques & surgery summary will auto-populate based on the vet assigned to the animal, the species, sex, and weight.
If it is not a default surgery, use the dropdown menu next to the “Get Vet Defaults” button to select the surgery technique used such as Female Cat Pregnant.

Add default from Patient Flow's Surgery tab

Applying default from Checkout's Treatment Sheet tab