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Patient Health Card Overview

Quick overview of the patient profile and health card.

Updated over a week ago

On the top bar, you can see the most important information at a glance. Next to the gender & reproductive status, you can find the Neuter/Spay certificate. The weight displays an arrow that indicates if the weight is going up or down.


Click on the 3 dots from the top right corner of the patient card to access more actions. You can edit or archive the patient, change the owner or manage (add, delete) patient alerts.

There is an easy way to manage patient alerts (tags). You can create a directory of alerts and use them for specific patients. To add a new alert simply select a color, write the alert name and click on the 'plus' button. This alert will be added to your directory. From there, simply click on the alert you want to associate with the specific pet.

πŸ“Œ If you want to remove an alert from your directory, click the X button in the modal. This action will delete the alert from all patients associated with it.

πŸ“Œ If you want to de-associate an alert from a pet, click on the X button from the top bar. You will see a confirmation prompt.

The orange warning icon that you might see next to a patient name in different places, indicates that there are alerts/tags associated with this patient. Click on the patient's name to see more information about them.


There are 3 weight graphs available:

  • Client (all the weights logged by the client in the app) - pink graph

  • Clinic (all the weights logged by the clinic) - teal graph

  • All (a common graph with all the weights combined) - purple graph

You can also add a new weight directly from this section:

πŸ“Œ The weight can be displayed or logged both in lbs and kg!

πŸ“Œ You can update or remove a weight added directly on the Health Card by clicking on the edit icon. (for the weights that have been added through medical records, you'd need to edit them from there)

Internal notes

Store all the private notes about the patient in one place. These notes will also be visible on the appointment cards and on the pet/client info card.


The Preventive tab shows the entire history of Reminder Protocols administered at your practice or elsewhere.

πŸ“Œ To update or remove an entry, click the edit icon next to the due date.

πŸ“Œ Use the purple button to add a historical treatment:

πŸ“Œ You can download the entire preventive history using the 'download' purple button.


The medications tab displays all the active & inactive medications and prescriptions, as well as the number of refills and the prescribing doctor.


All the laboratory & imaging orders done in the Objective section of the Record are displayed on the Patient's Health Card. You can view the results quickly from here or go to the Record for more information.

β€‹πŸ“Œ Lab/X-ray results & orders from 3rd party integrations are also be displayed here.


All the diagnoses from the records are displayed on the health card.

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