How to create form summaries

Sometimes it is handy to have aspects of your client forms to push back to the practice management system as a summary so it is not missed. You can select the whole form or parts of the form e.g. DNR or updated address or reason for vet visit. To do this, you must select the fields in the formbuilder part of VetCheck.

This is only relevant for clinics that have API access. If you are not sure, email us [email protected]

How to set this up

• 1. Go to Form Builder
• 2. Locate and open the form
• Next to the field that you wish to be pushed back as a summary, click on the “summary icon”. If selected, it will write back this field when the form is completed.