9.3. Treatment Sheets

A treatment sheet records all key details of a patient’s visit, including the physical exam, anesthesia, services, medical notes, and other important information.

Here is an example treatment sheet.

Note: This is the HQ Treatment Sheet, but you can create your own template if preferred.

Accessing the Treatment Sheet

1. Go to Clients > Check In / Check Out.
2. Find the animal whose treatment sheet you want to view.

• Check In, In Progress, or Checked Out status will take you to the animal’s page.
• If you don’t want to check them in, simply click Edit.

#_ Open the Treatment Sheet tab.

1. Review the treatment sheet, which includes:

• Exam and animal information
• Microchip and rabies details
• Services provided
• Medical notes (various types)
• Surgical summary
• Drugs given or prescribed

#_ When the animal is ready for check-out, you can download and print their treatment sheet. Click the download icon in the bottom left corner of your screen, then print.

From Patient Flow

• Most of the information on the treatment sheet comes directly from Patient Flow.
• To generate a PDF copy within Patient Flow:

1. Go to Paperwork.
2. Click Generate & Upload Treatment Sheet.