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Master Vaccination Overview
Master Vaccination Overview
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 2 weeks ago

Overview

Use this guide to help you streamline the management of pet vaccination records, making it easier to track required vaccines, add new ones, and archive or delete outdated information. This process helps ensure accurate, up-to-date records, improves client service, and simplifies scheduling by integrating vaccination details directly into the appointment book.


Requiring Vaccines

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  1. From your DaySmart cloud software, navigate to More and then Vaccinations.

  2. Here, you will see a list of all your current vaccinations.

  3. Click on the vaccination that you would like to require and click the box This Vaccination is Required.

  4. Then choose which services require this vaccination to be up to date.

  5. Click Save at the bottom right to finish.


​Adding Vaccinations

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  1. From the Vaccinations page, click the + at the bottom right side of the page.

  2. Type in the name of the vaccination you wish to add.

  3. Check the box if it's required or not.

  4. If this is only for a certain species, choose the one that applies.

  5. Choose the services that this vaccination must be required for in order to perform.

  6. Click Save at the bottom right to add the vaccination.


Archiving and Deleting Vaccinations

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  1. Vaccinations can be removed directly from the Master Vaccination page.

  2. Clicking on the Trash Can icon next to the vaccinations will delete it.

  3. Clicking the button next to that will archive it, or save it for later.

    1. If you already have a vaccination associated with a pet record, you will not be able to delete the vaccination, only archive it.

  4. Archived vaccinations can be easily re-activated by changing the view from Active to Archived and clicking the icon that shows Activate next to the corresponding vaccination.


​Vaccinations from the Appointment Book

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  1. Once you mark a vaccination as required, you will see an icon on the Appointment Book if the pet doesn't have those vaccinations up to date.

  2. You can update these vaccinations directly from the appointment as well.

  3. Click on the client's appointment and click Update.

  4. This will pull up a list of the vaccinations and show which are required.

  5. Confirm the client has these vaccinations and check the boxes next to the vaccinations they have, as well as update expiration dates.

  6. You may also upload a copy of their vaccination by clicking +Add Document next to the vaccination you wish to update.

  7. Click Update Vaccinations when you are finished and then click Save at the top right to save all of your changes and the appointment.

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