Set up vaccination reminders

Set up vaccination reminders

A vaccination reminder is a reminder outside the calendar: Vetocare automatically sends the client a message when a vaccination is due again. You can set up a reminder under Reminders on the animal, or have Vetocare create the reminder automatically using a workflow linked to a product.

Add a reminder to the animal

Set up vaccination reminders for each animal under Reminders in the animal record.

1. Open the record of the animal for which you want to set up a reminder.

2. Open Reminders.

3. Add the vaccination reminder here. The client and animal are filled in automatically.

You can also add a reminder directly from the animal record using the quick actions.

All scheduled reminders, including vaccination reminders, appear in Inbox > Scheduled messages. You can filter and export the list there; see Inbox.

Create reminders automatically with a workflow

If you want a vaccination to be repeated, link a reminder to the vaccination product. When the product is added to an animal, Vetocare automatically creates the reminder. Manage workflows via Settings > Workflows > Manage workflows; only users with the Owner or Administrator role can do this.

1. Click Add workflow.

2. Name the workflow and select Product or Product group under Applies to.

3. Select the vaccination product or product group that the workflow applies to. A product workflow requires at least one product; a product group workflow requires at least one product group.

4. Under Start event, select the Product added to animal trigger.

5. Under Actions, click Add and add the Create reminder action.

6. Set the delay after which the reminder will be created. The delay must be at least one day; minutes and hours are not allowed. You can also set a Default message and fill in the Subject and Message.

7. Check Active for the workflow and the action, then click Save. Only active workflows with active actions are executed.

For information on creating and managing a workflow, see Manage workflows and Workflows when adding products. For information on adding a product to an animal, see Animal products.

Manage and export scheduled reminders

Manage all scheduled reminders via Inbox > Scheduled messages. Filter the list using Search (by subject, client name, and animal name), Period, Email address, and Product groups.

Under Export, save the results as an Excel file. For clients without an email address, select Postal mail under Export for so you can send reminders by post; see Send cards using Personal Card.