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Documentation

Pet Medical Records

Track a pet's medical history, due care, documents, and treatment plans

In this guide

Key sections from this documentation page.

Medical SectionsTimeline TilesRecord Categories

Pet Medical Records

Open a pet profile and select Medical. Medical Manager access is required. Pets whose profiles are read-only keep their history visible without add or edit controls.

Medical Sections

  • All: combined timeline.
  • Exams
  • Vaccines
  • Procedures
  • Diagnostics
  • Rx
  • Conditions
  • Weight
  • Preventatives
  • Treatments

Category badges show record counts. The main Medical tab badge represents overdue and upcoming medical work. Each section summarizes total, overdue, upcoming, and past items; due work is ordered with overdue first, while history is newest first.

Timeline Tiles

Tiles can show dates, names, notes, medication summaries, veterinarian or clinic, assignee, documents, and status indicators such as:

  • Overdue, Due today, or In X days.
  • Active.
  • Recurring.
  • Follow-up.

Exams, vaccinations, and procedures include completion controls. Completing an occurrence moves it to past records; reopening it returns it to due or overdue work.

Record Categories

Exams

Track visit reason, diagnoses, veterinarian and clinic, cost, medications, notes, recurrence, follow-up, assignee, documents, and completion.

Vaccines

Track vaccine, dose, route and site, manufacturer, lot and expiration, proof, cost, medications, follow-up, recurrence, documents, and completion.

Procedures

Track procedure type, status, duration, complications, recovery instructions, medications, cost, follow-up, recurrence, documents, and completion.

Diagnostics

Track scheduled or completed lab work, imaging, tests, results, dates, and supporting documents.

Prescriptions

Track medication, prescriber, dosage, frequency, route, amount, dates, refills, prescription number, notes, current status, and today's dose state. Active prescriptions can be completed or stopped; completed and stopped records can be reactivated.

Conditions

Track diagnosis, active or resolved status, dates, notes, duration, and documents. The diagnosis control suggests known values but also accepts a custom diagnosis for the current condition record.

Weight

Record date, value, unit, notes, and change from the prior entry. Use the chart's all-time, 7-day, 30-day, or 90-day range.

Preventatives

Track type, dose, administered date and person, notes, and next due date. Generated future items include an Update action for recording the next dose.

Treatments

Track an active, completed, or discontinued care plan. Expand a treatment to view, add, or edit its individual medication entries.

Add a Medical Record

Click Add Medical Record. PawPlacer opens a category picker and initially selects the current medical section; All initially selects an exam. Choose any category in the picker before completing the form.

Edit a record from its pencil action. Supported records also have a preview action. Delete from the opened edit form when deletion is available; it is not performed directly from the timeline tile.

Upcoming is a review and completion surface, not a medical-record editor. Create prescriptions and medical work from the pet's Medical section or the relevant Medical workbench; their dated occurrences then appear in Upcoming and Calendar.

Documents

Exams, vaccinations, procedures, diagnostics, prescriptions, and conditions can store supporting files. Document-count actions open those files for review. Types include common exam, lab, imaging, invoice, prescription, vaccine, surgical, and specialty records, plus Other and previously used custom types.

Keep the Timeline Useful

  • Add follow-up dates or recurrence for future work.
  • Assign a responsible team member.
  • Complete scheduled occurrences promptly.
  • Keep prescription status and refills current.
  • Attach source documents to the relevant record.

Keep reading

Move through the documentation in order.

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