Plans, the vet screen and the catalog

Draft plans

Every new pet gets a draft plan made from the catalog: vaccine series, intervals, overdue items from the history, senior changes, seasonal treatments, breed and lifestyle extras, regional items. Drafts never send reminders.

The vet screen

Vet plan lists drafts waiting for a vet. The vet can change a due date and reason, remove an item, add one from the catalog or from your own procedures, then Confirm (or "Confirm default plan for all"). Reminders start only after confirmation. Items the owner reported at QR sign-up are marked, as are due dates that came from your practice software. QR sign-ups that reception has not accepted yet are not in the queue.

Catalog and your prices

The catalog (WSAVA 2024 defaults and regional items) can be adjusted per clinic: interval, product name, price, on or off. Your setting wins over the catalog; a vet's change on one pet wins over both. TailPlan gives no medical advice: the plan is the vet's decision.

Your own procedures

Settings → "Your clinic's own procedures": a name, species, type, interval, optional price and own reminder days. They appear in the vet's "Add" list and in reception's "Done".

Your software already reminds

Settings → "Our software already reminds clients about": tick types (vaccinations, parasite treatments, check-ups, dental, other) and TailPlan stops reminding those, to avoid double reminders. Plans and cards still show them.

Grooming

If your clinic grooms, switch on Grooming (bath, trim, nails) in the catalog for dogs and/or cats and set its interval (it starts at every 8 weeks for dogs and 90 days for cats, from 16 weeks of age) and price. It then appears in plans and on the card, and owners are reminded 7 days before, on the day and 7 days after, like any other item. It is off by default, and grooming names in imported files (for example "Grooming", "Κούρεμα", "Стрижка") are recorded as grooming.

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