Reception
Find owners, add pets, record visits, and the reception actions.
Find an owner
Search by phone or name. You see the owner, their pets and plans. A pet on a shared card shows "On a shared card" and what other clinics did, without their names.
New pet
Add the owner and pet (neutered, and outdoors for cats: yes / no / not sure). The pet gets a draft plan for the vet and its own card.
Done
Tick the procedures done today and press Done: open items close, the next ones are planned, reminders are rescheduled and the card is refreshed. After Done, show the owner the card's QR on screen.
Other reception actions
- Postpone an open item by 1 to 26 weeks.
- Pause a pet's reminders for 3 months (for example a lost pet).
- Issue a new card link if the owner lost the phone or the link leaked: the old link and old Wallet cards stop working.
- Passed away: see When a pet passes away.
- End relationship with a reason: reminders stop and the owner's card no longer shows your clinic.
- Treating vet per pet and the microchip (15 digits, stored encrypted).
- Breeder flag and Add a litter: see Handover to a new owner.
Something missing? Write to info@tailplan.vet.