Start a consultation
Start a consultation from a pet card, record the visit details, then save it as a draft or submit it to the owner.
A consultation creates a new visit for a pet. The doctor records the checks, diagnosis, medicines and documents, then submits the visit to share it with the owner.
Start the consultation#
- On the Pets page, point to the pet's card.
- Select Start Consultation.
The new visit opens with the pet's name, animal, breed, owner and other details already filled in.
You can also start a consultation from Visits, Appointments or a follow-up on a pet card.
Fill in the visit#
| Field | What to enter |
|---|---|
| Visit Date | The date of the visit. |
| Visit Purpose | The reason for the visit, such as General Checkup, Vaccination or Illness. If the purpose is missing, create a new one and choose it. See Visit purposes. |
| Weight and Height | Filled in from the pet's record. Update them if they have changed since the last visit. |
| Temp (F) | Temperature. |
| P/R | Pulse rate. |
| H/R | Heart rate. |
| M/M | Mucous membrane. |
| CRT | Capillary refill time. |
| B/P | Blood pressure. |
| R/R | Respiratory rate. |
| Diagnosis Note | The doctor's comments on the treatment, vaccination or check-up. |
| Doctor Note | Internal notes for the clinic. Only doctors can see them. |
| Confirmatory Diagnosis | Choose the disease from the Disease master. If it is missing, select Add New Disease. |
| Symptom | Choose one or more symptoms from the Symptoms master. If one is missing, select Add New Symptom. |
| Medications | Choose one or more medicines from the Medicine master. If one is missing, select Add New Medicine. |
| Prescription | Choose a prescription template, then edit it and add medicines for this visit. You can also create a new prescription here and save it as a template. |
| Documents | Upload documents such as X-rays and scans to keep with the visit. |
| Visit type | Change it if needed: Clinic, Home or Farm. See Visit types. |
Confirmatory Diagnosis, Symptom and Medications each have a Client Access switch. Turn it off to hide that section from the owner.
Save or submit the visit#
- Save keeps the visit as a draft. The owner does not see it.
- Submit saves the visit and shares it with the owner.
When you select Submit, a window opens:
- Leave Send Message? on, and choose WhatsApp, Email or both. In-app notifications are sent by default when Send Message? is on.
- To book the next visit, turn on Next Followup and enter the Followup date, Time of followup, Followup Type and Followup Purpose.
- To remind the owner about the follow-up, turn on Followup Reminder and choose how to send it.
- Select Done. VetNvet sends the messages you chose.
