How to complete digital forms





There are 3 main methods in which digital practice consent forms are completed.

  • SHARE - Forms can be shared prior to the pet owner arriving at the clinic
  • SAVE TO TASK LIST - Prepared and saved for when the pet owner arrives in clinic to be completed on -site on a tablet or laptop
  • SUBMIT - Completed on-site on a tablet or laptop in real time

SHARE

Locate VetCheck from within your practice management system (PMS) and open the form you wish to share. The client details should pre-populate from your PMS into the relevant fields.

Enter any optional client instructions e.g. date of procedure, reason for admission estimate. Create or select a template where relevant. Use the image field to add a photo or a PDF file e.g. itemised estimate

You can also enter any other fields which will remain filled when shared with the client. There are 2 locked fields that can be inputted into an existing form from Form Builder. When your team enter details into these fields, the pet owner cannot modify them when shared to them. These fields remain locked.

  • Procedure details
  • Estimate details e.g. $800-$1200

Locate these 2 locked fields or replace your existing ones from the right hand side panel within form builder:

SAVE TO TASK LIST

Locate VetCheck from within your practice management system (PMS) and open the form you wish to prepare. The client details should pre-populate from your PMS into the relevant fields.

Enter any optional client instructions e.g. date of procedure, reason for admission estimate. Create or select a template where relevant. Use the image field to add a photo or a PDF file e.g. itemised estimate

Click "SAVE TO TASK LIST" and the form will appear within the Task List within VetCheck. You can access this on any digital device with a Chrome browser.

To save a form, you must enter the minimal, required data:

  • Client first name
  • Client last name
  • Pet name
  • Email address

SUBMIT

Forms can be submitted on any digital device that has a Chrome browser.

There are 3 ways a form can be submitted

  • On a digital device within the practice, bring up the form you wish for the client to complete and have them click “SUBMIT” at the bottom of the form when completed.
  • On a tablet from the task list
  • Using the pet owner's smartphone to scan in the QR code on the already shared form

ALL mandatory fields must be completed before a form can be submitted. You can manage mandatory fields ie. turn on/off from within the form builder feature

Create a laminated cage card

There is no need to print the form to place on the cage. Simple laminated cards can be created as the consent form can be found within the patient history of the PMS.