Spay / Neuter Clinic Scheduling Procedure (Old module)

Scheduling an Appointment

This can either be done via the vet notes page for an animal that is in the shelter or via the clinic PC for an animal that is not in the shelter.

For an animal not in the shelter via the Clinic PC:

1. Search for the person.
   • If not found, click on the Create a New Entry link
   • Fill in the relevant blanks on the Add New Person page. Mandatory fields: first name, last name, residential address, mailing address if different than residential, telephone number, and gender. Depending on your organization you may be required to confirm identification.
   • Click Update Details.
2. On the Edit Personal Details page click on the Scroll To Bottom link and click on the Clinic link
3. On the Clinic page click on the Add A New Animal link
   • If the animal is already in the system you can search for the animal in the List Animals Responsible link at the top of the Edit Person Details page.
   • On the Clinic page click on the link called Existing Animal.
   • On the Animal Search page enter the Animal ID in the Go To Animal ID Click View
4. Complete the following:
   • Status: the default of Information will display.
   • Gender: ensure the animal’s gender is selected the animal is feral and the gender is unable to be determined.
   • Complete all yellow fields.
   • General Notes: enter a brief note indicating the reason the animal will be seen at the clinic.
5. Click Update Details. The Vet Notes page will display.

For an animal in the shelter

1. Search for the animal via the welcome page.
   • Go To Animal ID: enter the animal ID and click The Edit Animal Details page will display.
2. On the Edit Animal Details page in the Animal Menu click on the Vet Notes link. 

Vet Notes Page

1. Origin: click on the down arrow to select the origin of the animal.
2. Scroll down and click on the Schedule Appointment This will generate a popup window.
3. Click on the down arrow and select the clinic location/region. Click Select Region.
4. Click on the down arrow to select the applicable animal appointment type; Shelter, Public, Feral etc.
5. Place a checkmark next to the applicable medical issues the appointment is for. More than one can be marked.  Click
6. The next available date will default in the date field. Click on the Calendar Icon to change the date if needed.  All other animals that are currently scheduled for that day will display below.  Click
7. A notification will display indicating the appointment was scheduled. Click on the Close Window link. 
8. Click Update Details on the Vet Notes

Cancel An Appointment

1.  Search for the animal via the welcome page. 
   • Go To Animal ID: enter the animal ID and click The Edit Animal Details page will display.
2. On the Edit Animal Details page in the Animal Menu click on the Cancel Spay / Neuter Appointment link.
3. The date fields can be utilized to display all appointments within a specific date range.
4. Locate the Animal ID number on the left.
5. Click on the Cancel link associated with the Animal ID in question. The screen will refresh minus the cancelled appointment.  A notice will display indicating the appointment has been deleted.