How to see Expired Immunizations (Vaccines) and Services Booked

SOP: Managing Vaccines, Services, and Reports

Objective

To efficiently manage vaccines, services, and reports by checking for expired vaccines, scheduling appointments, and pulling necessary reports.

Key Steps

1. Check Vaccine Expiration:

   • On the daily snapshot, identify expired vaccines (red) or those due to expire in the next 30 days (yellow/orange).

   • Navigate to the immunization section to update pet owner profiles with vaccine information.

2. Schedule Appointments:

   • Monitor the daily snapshot to see the number of pets arriving for different services.

   • Use the filter option on the appointment page to view specific service appointments.

3. Pull Reports:

   • Search for "immunizations" to access various immunization reports.

   • Search for "appointments" to find checked-in appointments with immunizations and other related reports.

   • Utilize filters like "future" to view upcoming appointments.

4. Manage To-Do List:

   • Review add-on services, feeding, and medication information.

   • Print reports individually or select all for printing.

   • Mark completed tasks, leave staff or owner notes, and set up dynamic notes as needed.

5. Roll Call:

   • Use the roll call feature to track checked-in dogs and mark them as present in the facility.

Cautionary Notes

• Ensure accurate entry of vaccine dates to update pet owner profiles correctly.

• Double-check appointment details before scheduling or making changes.

• Verify the completeness of tasks before marking them as done.

Tips for Efficiency

• Regularly check the daily snapshot for a quick overview of vaccine status and upcoming appointments.

• Use filters and search functions to quickly locate specific information or reports.

Link to Video How To

https://loom.com/share/68ef74c06ac14388a0a200f8cd6ff69f?src=composer