Generating rabies, vaccine, and reminder certificates

Generating rabies, vaccine, and reminder certificates

Rabies, vaccine, and reminder certificates can be generated manually from a patient's profile, when checking out an appointment, or automatically using actions.  The rabies and vaccine certificates will automatically print with the applicable provider's signature, if one is stored on file.  For more information about checking out, see checking in and checking out appointments.  For more information about using actions, see working with actions.

A provider's signature can be captured from the provider's profile by clicking on "capture signature."  The signature can be captured using any touch device, such as an iPad, or typed. 

To print or email a certificate from a patient's profile:
  1. Navigate to the applicable patient (for more information about finding patients, see finding patients)
  2. Click on "certificates," and select whether to print or email the certificate
  3. Complete the form that appears, including by selecting the applicable certificate, and selecting whether to also include a patient's reminders in the documents (applicable only for rabies and vaccine certificates)
  4. Click "print"  or "email," as applicable
To print or email a certificate when checking out an appointment
  1. Click "check out" at the bottom of the applicable appointment
  2. Click on the "documents" field
  3. Select the certificate(s) you wish to include
  4. Set the "export" field to print or email, as applicable
  5. Click "check out"
When emailing a certificate, the patient's primary owner appear as a recipient by default, so long as that person has an email on file.  You may remove any recipient by clicking the "x" next to that person's name.  You may add recipients by typing their name and selecting them from the list that appears.

To print a certificate automatically using actions:
  1. Navigate to the applicable inventory item
  2. Click on "actions" and select "new action"
  3. Complete the form that appears making sure to select "print certificate" as the action
  4. Click "save + done" to save the action
The action to print a certificate is not available in bundles because information necessary to complete that certificate (such as lot number or tag number) is not available.  Instead, print the certificate after updating the record or when checking out the appointment.

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