9.5. Take Home Paperwork

Every patient’s caretaker should receive take-home paperwork, no matter the appointment type. This packet provides both a visit summary and aftercare instructions to ensure owners know what was done and how to care for their pet afterward.

What to Include

1. Visit summary: services received, rabies certificate details, and any client communications
2. Aftercare instructions: step-by-step care information, ideally with a QR code linking to an aftercare video
3. Emergency contact number: a direct line to call if the pet becomes unwell

Download our best-in-class aftercare paperwork here and adapt it to your clinic’s needs.

Can Aftercare Instructions Vary by Procedure?

Yes and no.

✅ Yes: You can create custom aftercare templates for each procedure. These can be printed for clients or shared using the Print/Email Paperwork tool.

❌ No: HQ cannot automatically assign different instructions to different procedure types. At present, only one “Wellness Aftercare” document can be stored as the default.

For ideas on how to organize and present these, explore our sample templates