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Pet Records Management

Maintain comprehensive electronic medical records for all patients at your clinic. This guide covers viewing, adding, and managing pet health records.

Overview

Putra's Pet Records system provides:

  • Centralized patient database
  • Complete medical history
  • Vaccination tracking
  • Prescription management
  • Visit documentation

Accessing Pet Records

Pet Records Page

Navigate to Pet Records in the sidebar to see all patients your clinic has treated.

Records List

The list shows:

  • Pet photo and name
  • Species and breed
  • Owner name
  • Last visit date
  • Quick action buttons

Searching Records

Find specific patients by:

Search FieldExample
Pet Name"Luna", "Max"
Owner Name"Smith", "Hoxha"
Species"Dog", "Cat"
Record IDUnique identifier

Viewing a Pet Record

Click on any pet to view their complete record:

Patient Overview

SectionInformation
Basic InfoName, species, breed, sex, age
OwnerName, contact information
IdentifiersMicrochip ID (if provided)
AlertsAllergies, medical conditions

Medical History

Chronological list of all care events:

  • Visit dates and reasons
  • Diagnoses and treatments
  • Procedures performed
  • Notes and observations

Vaccinations

Complete vaccination record:

  • Vaccine type
  • Date administered
  • Batch number
  • Next due date
  • Administering veterinarian

Prescriptions

All prescriptions issued:

  • Medication name and dosage
  • Date prescribed
  • Duration
  • Refill information
  • Status (active/completed)

Invoices

Financial records linked to this pet:

  • Service invoices
  • Payment status
  • Associated visits

Adding Medical Records

During a Visit

  1. Open the pet's record
  2. Click Add Record
  3. Select record type:
    • General Examination
    • Treatment
    • Procedure
    • Follow-up
    • Other

Record Entry Form

FieldRequiredDescription
DateYesDate of the visit/service
TypeYesCategory of record
Chief ComplaintNoReason for visit
FindingsNoExamination findings
DiagnosisNoMedical diagnosis
TreatmentNoTreatment provided
NotesNoAdditional observations
WeightNoCurrent weight
TemperatureNoBody temperature
VeterinarianYesAttending vet

Saving Records

  1. Fill in all relevant fields
  2. Review for accuracy
  3. Click Save Record
  4. Record appears in the pet's history
informazioni

Records are visible to the pet owner in their account. Be mindful of language and completeness.

Vaccinations

Adding a Vaccination

  1. Open pet record
  2. Go to Vaccinations tab
  3. Click Add Vaccination

Vaccination Fields

FieldRequiredDescription
Vaccine TypeYesName of vaccine
Date GivenYesAdministration date
Batch NumberNoLot/batch identifier
ManufacturerNoVaccine manufacturer
Next DueNoWhen booster is due
Administered ByYesVeterinarian name
NotesNoReactions, special notes

Common Vaccine Types

  • Rabies
  • DHPP (Distemper, Hepatitis, Parainfluenza, Parvovirus)
  • Bordetella
  • Leptospirosis
  • FVRCP (Feline Viral Rhinotracheitis, Calicivirus, Panleukopenia)
  • FeLV (Feline Leukemia)

Vaccination Reminders

When you enter a Next Due date:

  • Owner sees it in their pet's profile
  • Automatic reminder can be sent
  • Shows in owner's upcoming vaccinations

Prescriptions

Issuing a Prescription

  1. Open pet record
  2. Go to Prescriptions tab
  3. Click New Prescription

Prescription Fields

FieldRequiredDescription
MedicationYesDrug name and form
DosageYesAmount per dose
FrequencyYesHow often to administer
DurationYesLength of treatment
InstructionsNoSpecial instructions
RefillsNoNumber of refills allowed
Prescribed ByYesVeterinarian name

Prescription Example

Medication: Amoxicillin 250mg tablets
Dosage: 1 tablet
Frequency: Twice daily (every 12 hours)
Duration: 10 days
Instructions: Give with food. Complete full course.
Refills: 0

Prescription Status

StatusMeaning
ActiveCurrently in use
CompletedCourse finished
DiscontinuedStopped early (with reason)

Owner Access

Pet owners can view prescriptions in their account:

  • Medication details
  • Dosage instructions
  • Your clinic's contact for refills

Care History

Timeline View

The care history shows all events chronologically:

  • Medical records
  • Vaccinations
  • Prescriptions
  • Procedures
  • Invoices

Filtering History

Filter by:

  • Date range
  • Record type
  • Veterinarian
  • Search keywords

Linked Pets

Understanding Linked Pets

When a pet owner visits your clinic:

  1. You gain access to their pet's record
  2. The pet appears in your Pet Records
  3. You can view and add to their history

What You Can See

InformationAccess
Basic pet infoAlways visible
Records from your clinicFull access
Records from other clinicsNot visible
Owner contact infoVisible for your patients

What Owners Control

Pet owners can:

  • Choose what health info to share
  • See all records you add
  • Access their records anytime

Adding a New Pet

For pets not in the system:

  1. Click Add New Pet in Pet Records
  2. Search for the owner (or create new)
  3. Enter pet information
  4. The pet is linked to your clinic

Minimum Required Information

  • Pet name
  • Species
  • Owner association

Data Accuracy

Best Practices

  1. Document thoroughly - Include relevant details
  2. Use consistent terminology - Standard medical terms
  3. Record promptly - Enter data during or soon after visits
  4. Double-check entries - Verify before saving
  5. Update allergies - Keep critical information current

Editing Records

To correct a record:

  1. Open the record
  2. Click Edit
  3. Make corrections
  4. Add a note explaining the change
  5. Save
warning

Avoid deleting records. Instead, add corrections with explanations to maintain an audit trail.

Privacy & Security

Data Protection

  • Records are encrypted
  • Access limited to your clinic staff
  • Audit trail of all changes
  • GDPR/privacy compliance

Owner Transparency

Pet owners can see:

  • All records you create
  • When records were added
  • Which veterinarian made entries

Integrations

Invoicing

Link records to invoices:

  1. Create the medical record
  2. When creating an invoice, link to the visit
  3. Invoice references the specific care provided

Inventory

When prescribing or using supplies:

  • Track inventory usage
  • Maintain stock levels
  • Link to specific patient care

Troubleshooting

Can't Find a Pet

  • Check spelling variations
  • Search by owner name
  • Verify the pet has visited your clinic

Record Not Saving

  • Check required fields
  • Verify form validation messages
  • Check your internet connection
  • Try refreshing and re-entering

Owner Can't See Records

  • Records appear after saving
  • Verify the pet is linked to the owner's account
  • Check if owner has verified their account

Next Steps