Create Optional Client Instructions

PLEASE EDIT, UPDATE or DELETE OPTIONAL CLIENT INSTRUCTIONS FROM WITHIN THE SETTINGS MENU UNDER PREFERENCES.

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You can set up optional client instructions within the section at the top of the forms or handouts, to help your team save time when sharing common communications.

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Key Benefits:
  • Enhance communication between pet owners and veterinarians
  • Allows for pet-specific care instructions
  • Saves time to write the same content over and over again
  • Increases owner satisfaction with personalized care
  • Acts as a guide for vet teams to pick and choose what to include

How to create and save templates

To create Templates Please follow the following steps:

  • Open the Handout/Forms you want to create Template for
  • Fill in all the fields as required
  • Click on on top-right
  • Select Save new Template
  • Name the Template
  • Click on SAVE NEW TEMPLATE
new template

Add image/document component

This section allows you to add images, PDF documents, and more. Simply click on the “ADD IMAGE/DOCUMENT” button. This is handy for adding itemized estimates to consent forms or adding pet photos.

Applications

Having a Template makes it easier to communicate with clients. You do not have to write the same message for every client. You simply fill in client information and a personalized message will be generated.

Admissions Template :

Hi {pet_owner_first_name}
{pet_name} is booked in for [INSERY PROCEDURE] on [INSERT DATE]
- Admission time is between [INSERT TIME]
- Please fast your pet from 8pm the night before
Estimate is [INSERT ESTIMATE]

Discharge Template :

Hi {pet_owner_first_name}
{pet_name} is recovering well from surgery
- Please pick them up anytime from [INSERT TIME] today
- Please follow the home care instructions below and let us know if you have any questions
- We'd like to see {pet_name} on [INSERT DATE] at [INSERT TIME]

Post consultation Template :

Hi {pet_owner_first_name}
Thank you for bringing {pet_name} in to see us
Your next appointment is on [INSERT DATE]
We have prescribed [INSERT MEDICATIONS]

If you have any questions, please reach out to our friendly staffs: Contact VetCheck