4.4. SN, Wellness, Rechecks

Our scheduling system allows clinics to book appointments based on sex, species, and weight of the animal. The system calculates how many spots are available and can also check mobile location availability.

Key Rule:

• Public clients may schedule appointments online.
• Volume clients must be scheduled internally, but they can enter animal details through the Volume Client Portal.

Appointment Types:

External Appointments (Online)

• Scheduled through a link by the client.
• Available for public clients only.
• Covers spay/neuter and wellness services.
• Benefits: ** Prevents overbooking ** Allows deposits online ** Collects animal info in advance
• Best practice: Online scheduling should be the primary strategy for spay/neuter clinics.

Internal Appointments (Clinic Staff)

• Booked by staff directly in Clinic HQ.
• Available for both public and volume clients.

Walk-Ins

• Any patient seen at the clinic = an appointment, even if created at the time of arrival.
• Best practice: Pre-schedule whenever possible, but walk-ins can be entered immediately at check-in.

Spay/Neuter (SN) Appointments

• Primary purpose: Spay/neuter surgery.
• Additional services: Vaccinations, microchips, dentals (if paired with spay/neuter).
• Scheduling style: ** Usually not tied to individual times. ** Bulk check-in windows (e.g., 7:30–8:30 AM). ** Focus on balancing species (dogs/cats) and sex (male/female).
• Capacity depends on: ** Number of kennels ** Number of veterinarians
• Mobile clinics: May schedule by timeslot to prevent overcrowding.
• Walk-ins: Can also be added as SN appointments.

Wellness Appointments

• Definition: Any non-spay/neuter appointment.
• Examples: ** Vaccine clinics (most common) ** Exams ** Medication pickups ** Dentals ** Mass removals ** End-of-life services Best practice: Pre-schedule wellness appointments. Walk-ins are allowed, but scheduled vaccine clinics run much faster.

Recheck Appointments

• Definition: Follow-up exams only for spay/neuter surgeries.
• When to use: For incision checks after SN.
• When not to use: ** If recheck is for another procedure (e.g., dental follow-up), schedule it as a wellness appointment instead.
• Database support: Over 10,000 items available to label appointment types correctly (e.g., Dental Follow-Up).
• Restriction: Only book a recheck if the animal has had a spay/neuter.

Anesthetic vs. Non-Anesthetic (Patient Flow)

• Toggle options: Anesthetic or Non-Anesthetic.
• Definitions: ** Anesthetic: Patient receives anesthesia (spay/neuter, dental, mass removals, surgeries). ** Non-Anesthetic: No anesthesia (vaccines, basic wellness).
• Why it matters: ** Impacts drug tracking and treatment sheets. ** Ensures accurate reporting in HQ.

✅ Pro Tip: For vaccine clinics, mark as non-anesthetic—the compact view in Patient Flow is especially useful for moving patients quickly.

At-a-Glance Rules:

• SN Appointment = Spay/neuter primary purpose, often bulk check-in.
• Wellness Appointment = Any other service, ideally pre-scheduled.
• Recheck Appointment = Only for post-SN incision checks.