The Patient Health Card is one of the most important tools for veterinary practices using Digitail. It provides a complete overview of the patient's medical history, including key information such as diagnoses, treatments, vaccinations, and reminders. This centralized hub allows your clinic team to access and update patient records quickly and efficiently, ensuring accurate and up-to-date information is always at hand.
In this article, we’ll walk you through the key sections of the Patient Health Card and how to navigate it effectively for a streamlined patient management experience.
Patient Information Overview
At the top of the health card, you’ll find general patient details, including:
Name: The pet’s name prominently displayed.
Species & Breed: Clearly shows what species and breed the patient belongs to, making it easy to differentiate between multiple pets within the same family.
Gender & Age: Basic details like the pet’s age, gender, and reproductive status (spayed/neutered or intact) are displayed. Next to the reproductive status, you can find the Neuter/Spay certificate.
Weight: The pet’s weight, updated after each visit. The weight displays an arrow that indicates if the weight is going up or down.
Actions
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.
📌 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.
📌 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.
Weight
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:
📌 The weight can be displayed or logged both in lbs and kg!
📌 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.
Medical History Summary
Preventive
The Preventive tab shows the entire list of Reminder Protocols administered at your practice or elsewhere.
To update or remove a historical/external entry, click the three dots icon next to the due date for more actions. For reminders generated based on your clinic's records, you can change the due date or mark them as inactive, if they are no longer relevant for this patient.
You can also filter the reminder protocols list using the filters icon, as shown in the image below.
Reminder Protocols Due Date Statuses:
🟢 Green - all upcoming reminder protocols that are due in more than 14 days
🔴 Red - all reminder protocols that are overdue
🟡 Yellow - all reminder protocols that are due in less than 14 days
🔘 Grey - all reminder protocols without a Due Date or Inactive
Use the first purple button on the right side to add a historical treatment:
You can download the entire preventive history using the 'download' purple button.
Medications
The medications tab displays all the active & inactive medications and prescriptions, as well as the number of refills and the prescribing doctor.
Diagnostics
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.
📌 Lab/X-ray results & orders from 3rd party integrations are also be displayed here.
Diagnoses
All the diagnoses from the records are displayed on the health card.