9. Understanding Various Paperwork (Templates)

Paperwork Makes the World Go Round!

Especially for spay/neuter clinics, paperwork is essential for organizing daily operations and ensuring proper documentation. This section covers the most common types of paperwork used in spay/neuter and wellness clinics.

• All templates can be downloaded from HQ University.

Common Paperwork Types

• Consent Forms ** Provide owner permission for procedures such as sterilization or treatments. ** Outline the procedure and its risks. ** Signed by the owner to confirm understanding and release the clinic from liability.
• Treatment Sheets ** Record physical exams, anesthesia details, services provided, rabies vaccine information, and additional notes.
• Cage Cards ** Printable cards to place on cages for easy patient identification.
• Take-Home Paperwork ** Aftercare instructions, rabies certificate, and a summary of the appointment.
• Medical Record ** The official patient record. ** Includes appointment summaries, treatment sheets for each visit, and any diagnostic results (e.g., Idexx).
• High-Risk Waivers ** Signed by clients for patients at increased surgical or treatment risk.
• Rabies Certificate ** Included in HQ by default, though it is recommended to integrate this into your Take-Home Paperwork for efficiency.
• Spay/Neuter Certificate ** Optional, as most clinics use Take-Home Paperwork in place of a separate certificate.
• Roster ** A daily summary of appointments. ** Used by clinics to organize and prepare for the day.