PawPlacer provides medical event tracking for each pet in your care. The pet profile Medical tab combines past records, active care items, scheduled work, follow-ups, documents, and prescription status in one tile-based timeline.

Accessing Pet Medical Records

Navigate to a pet's profile page
Select the Medical tab

The Medical tab is available to users with the Medical Manager role. Archived and other out-of-care pets are read-only, so their medical history can be reviewed but new medical records cannot be added.

Understanding the Medical Tab

The Medical tab is organized into these sub-tabs:

All: Combined timeline for every medical category
Exams: Veterinary check-ups and consultations
Vaccines: Vaccination records
Procedures: Surgeries and other procedures
Diagnostics: Lab work, imaging, and diagnostic results
Rx: Pet-specific prescriptions
Conditions: Ongoing and resolved medical conditions
Weight: Weight log entries and chart
Preventatives: Flea, tick, heartworm, dewormer, and similar prevention doses
Treatments: Treatment plans with individual medication entries

Badges on the individual sub-tabs show the raw record count for that category. The badge on the main pet profile Medical tab counts overdue and upcoming medical timeline items across all medical categories.

Each medical sub-tab shows a summary count row for total records, overdue items, upcoming items, and past items. The All tab also shows a small legend for event types. Records are then split into Due & upcoming and Past records sections. Due and upcoming items sort overdue first, then by the next action date. Past records sort with the most recent first.

How Medical Tiles Work

Medical records display as tiles. Most tiles include the event date or active date, the primary record name, status badges, notes when present, and a pencil icon to edit the record. Records that support a detail preview also show an eye icon.

Tiles can show several extra indicators:

Overdue: The action date is before today and the occurrence has not been completed
Due today or In X days: The item is due today or upcoming
Active: A prescription, condition, or treatment is currently active
Recurring: The record has a recurrence interval that generates a future timeline item
Follow-up: The future item was generated from a follow-up date
Document count: Supporting files are attached to the record
Assignee: A team member is responsible for the record or follow-up

For exams, vaccinations, and procedures, the tile can also include a completion control. Marking an occurrence complete moves it into past records. Unmarking it returns it to pending; if the scheduled date has passed, it appears overdue again.

All Records

The All tab combines exams, vaccinations, procedures, diagnostics, prescriptions, conditions, weight logs, preventatives, and treatments into one timeline. It is useful when you need to review a pet's full medical history without switching between categories.

In the All tab:

Exams, vaccinations, procedures, and diagnostics can be previewed from the eye icon
All categories can be edited from the pencil icon
Exams, vaccinations, procedures, diagnostics, prescriptions, and conditions show document counts
Exams, vaccinations, and procedures support completion controls
Medication summaries appear when an exam, vaccination, or procedure includes medication entries

Exams

Exam tiles show the exam date, reason for the visit, veterinarian and clinic when available, medications, notes, assignee, recurrence or follow-up badges, document count, and completion status.

Use exams for check-ups, sick visits, consultations, and other veterinary visits. Exams support recurring intervals, follow-up dates, costs, diagnoses, medications, notes, documents, and completion tracking.

Vaccines

Vaccine tiles show the administered date, vaccine name, veterinarian and clinic when available, medications, notes, assignee, recurrence or follow-up badges, document count, and completion status.

Vaccination records can include dose number, route, site, manufacturer, lot number, lot expiration date, proof received, cost, follow-up date, recurrence, medications, notes, and documents.

Procedures

Procedure tiles show the performed date, procedure type, veterinarian and clinic when available, medications, notes, assignee, recurrence or follow-up badges, document count, and completion status.

Procedure records can include status, duration, complications, recovery instructions, medications administered or prescribed, cost, follow-up date, recurrence, notes, and documents.

Diagnostics

Diagnostic tiles show the performed or scheduled date, diagnostic category and name, a truncated preview of results, document count, and overdue or upcoming status when applicable.

Use diagnostics for lab results, imaging, tests, and other diagnostic work. Diagnostics can be scheduled for the future, edited from the tile, previewed from the eye icon, and linked to supporting documents.

Prescriptions

Prescription tiles show the medication name, active/completed/stopped/expired/ending soon status, veterinarian and clinic when available, start and end dates, dosage, frequency, route, amount, notes, refills remaining, prescription number, and dose status for active prescriptions.

The menu on a prescription tile lets you mark an active prescription as Completed or Stopped, or reactivate a non-active prescription. Active prescriptions with a frequency can show whether today's doses are complete, due, or when the medication was last given.

Conditions

Condition tiles show the diagnosis, active or resolved status, start or resolved date, duration, notes, and document count.

Unresolved conditions appear as active items. Resolved conditions move into past records and show the resolved date when available.

Weight

The Weight tab shows a chart above the tile timeline. The chart can be filtered to all time, 7 days, 30 days, or 90 days.

Weight tiles show the recorded date, weight value and unit, notes, and the change from the previous recorded weight when there is one. Weight entries can be scheduled for a future date, where they appear in Due & upcoming.

Preventatives

Preventative tiles show the administered date, name, preventative type, dosage, administered-by value, notes, next due date, generated next-dose badges, and overdue or upcoming status.

Preventatives use their Next Due date to generate future timeline items. Future or overdue preventative items include an Update action so you can record the next dose.

Treatments

Treatment tiles show the treatment name, active/completed/discontinued status, start or end date, notes, and an expandable entries section.

Use treatments for ongoing care plans. Expanding a treatment tile shows medication entries already recorded for that treatment and includes an Add Entry action. Each entry can be opened and edited from the treatment tile.

Adding Medical Events

Click Add Medical Record from the Medical tab. The action changes based on the selected sub-tab:

From Exams, Vaccines, or Procedures, PawPlacer opens the matching quick medical form
From Rx, Conditions, Diagnostics, Weight, Preventatives, or Treatments, PawPlacer opens the matching form for that record type
From All, PawPlacer opens the exam form by default

The exam, vaccination, and procedure forms include a link to the Medical Suite so you can edit veterinarians and medications while documenting care.

Viewing, Editing, and Deleting

To view or edit a record:

Open the pet's Medical tab
Select the relevant medical sub-tab, or use All
Click the eye icon to preview details when available, or click the pencil icon to edit
Save your changes in the opened form

Deleting a record is done from the opened edit form, not directly from the tile. When you delete a record, PawPlacer asks for confirmation before removing it.

Documents

Exams, vaccinations, procedures, diagnostics, prescriptions, and conditions can have supporting documents attached, such as lab results, imaging, invoices, prescriptions, or vaccine records. The All tab shows document count badges for those supported record types. Individual category tabs show document counts for exams, vaccinations, procedures, diagnostics, and conditions. When documents exist, the document action opens the attached files for review.

Available document types include General, Exam Record, Lab Results, X-Ray, Ultrasound, CT Scan, MRI, Blood Work, Urinalysis, Biopsy, Pathology, Invoice, Prescription, Vaccine Record, Surgical Report, Dental, Ophthalmology, Cardiology, Dermatology, Neurology, Oncology, and Other. Custom types from previous uploads also appear in the list.

Tips for Effective Medical Record Management

Enter medical information promptly after veterinary visits
Use assignees to track responsibility for follow-up care
Keep prescription statuses current so daily care and medical timelines stay accurate
Add follow-up dates or recurrence intervals for care that needs future attention
Attach supporting documents directly to the relevant record
Review the Medical tab badge and the Due & upcoming section regularly