CLINIC HQ

14.5. HQ’s Vaccine Clinic Visit Summary Template

Every appointment should receive an emailed or printed visit summary detailing the services rendered and any client communication notes. HQ recommends a custom template.

Download HQ Recommended Templates (follow link and open HQ Templates.) AVAILABLE IN ENGLISH & SPANISH

A good take-home template acts as an all-in-one and has five main parts:

  1. Animal/Owner information such as owner’s address and an animal description.
  2. Services received.
  3. Rabies certificate – lot information — this will only populate if a rabies vaccine was administered and the certificate generated.
  4. Notes about the visit.
  • Client Communication. This merge field will populate triggered notes based on exam, services, or other pre-written Medical Notes.
  • Test Results
  • Other Merge Fields — based on your clinic’s preference, include the merge fields for the notes you want to be included in the take-home template. Options include exam and prescriptions.
  • Aftercare instructions.
  • Include information about watching for vaccine reactions and what the client should do if there is a concern with the animal. (Edit the language of the HQ aftercare instructions or copy/paste your instructions into the Word template before uploading to HQ.)

Aftercare Instructions for Treatments or Anesthetic Procedures

Use Item Triggered Notes for Aftercare instructions

  • The merge field for Client Communication will produce pre-written notes from Medical Notes.
  • In Settings > Medical Notes create Item Triggered Notes that will provide aftercare instructions for other services performed during the wellness visit.
  • For example, if the animal received a dental cleaning, use the dental cleaning line item to provide a note about the effects of sedation and provide a small dinner instead of a full meal.
  • This pre-written message will only appear on the visit summary if the animal has a dental on their services.

Assign the Template as a Take Home Template.

  • Assigning the discharge visit summary as a “Take HomeTemplate” when uploading to Settings > Templates.
  • The discharge paperwork is referred to as a “Take Home Template.” Assigning the discharge paperwork as a take-home document will allow you to email clients their records automatically with Patient Flow Automations.
  • Public clients can request copies of their discharge paperwork through the online Medical Record Request link.
  • Volume Clients can access the visit summary paperwork from their Portal based on settings HERE.