10.3. Make a Patient Packet

Step 1: Print Cage Cards

1. Go to Check In / Check Out > Paperwork.
2. Select the correct date, click Select All, then click Print Selected.
3. Under Custom Templates, choose your cage card template.
4. In Chrome’s print preview, click the printer icon.

• Set Pages per sheet to 2.
• Set Scale to Custom: 200.
• Make sure double-sided printing is turned off.

#_ Click Print.

1. Use scissors to cut the sheets in half and trim excess white space.

• Cards that are too big can block the view of the animal.
• Cards that are too small may be hard to read.

✅ Pro Tip: For cats, print an extra cage card to tape on the side of the carrier as a second form of ID (the first form is masking tape).

Step 2: Write Neck Collars & Masking Tape

• Dogs: Pre-write neck collars and paperclip them to the cage cards.
• Cats: Write masking tape with the pet’s first and last name. Stick the tape on a clipboard so it can be peeled off easily. ** Many clinics prepare two pieces of tape: one for the top of the carrier and one for the ** side (in case one falls off).
• Doing this ahead of time is a huge timesaver.

Step 3: Print Treatment Sheets (Optional)

• Paperless clinics: Skip this step.
• Clinics using treatment sheets:

1. Go to Check In / Check Out > Paperwork.
2. Select the correct date, click Select All, then click Print Selected.
3. Under HQ Templates, choose Treatment Sheet, or select your clinic’s custom version.

Notes:

• The HQ treatment sheet is one page.
• If your clinic’s sheet is two pages, you’ll need a duplex (double-sided) printer.
• Recommended printer Brother HL-2405W monochromatic, duplex, laser printer.