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To Print a Record Card

  1. Select the animal and click the Record Card tile to the right of the History display. All of the history will be loaded for both live and converted history.

  2. Client details (name and contact details) can be anonymized for GDPR purposes if you are sending the animal’s details to another practice, and your client requests that you do so, by clicking the Anonymise Client box at the bottom left of the display.

  3. You can right-click in the bottom right-hand corner to apply filters to exclude specific types of transactions from the display.

  4. Select the entries that you want included in the printout.

  • Select All will select all lines – individual lines can be > deselected, as required.

  • Deselect All will remove all current selections.

  • Select Dates will select all lines in a specified date range. > You can still remove the tick from any of the lines displayed if > relevant.

  • Print Prices/Total

Prices are not included by default. If you are using the printout for an insurance claim, having selected the relevant lines, click the Print Prices/Print Total boxes and prices will be included.

  1. You can also mark lines on the printout (not including converted history) to show that they have now been included on an insurance claim. This will be selected by default if the feature is activated. To do so, make sure that Mark Items Claimed is ticked before proceeding to Make PDF.

If it isn’t for insurance purposes, make sure that it is unticked.

Once the PDF has been generated, the next time that you click Record Card on the animal history toolbar, the lines previously marked as claimed will be displayed with a coloured background against the selection tick box.

  1. If you are emailing the record card, you can include any attachments that have been included by ticking the Include Attachments box.

  1. When you are happy with your selections, click Make PDF (unless you are emailing the document directly from the record – in which case see item 9 below). The document will open in PDF format from where you can click Print if you wish to print a physical copy of the record card.

  2. If your practice email address is linked into Assisi, you will have a second option called Email PDF. Select this option instead of Make PDF if you wish to email the document directly from the animal’s record, and proceed as follows.

  3. The > Subject will be entered automatically as Animal Record Card. > This can be edited if required for insurance claim purposes.

  4. Type in the relevant email address and message text.

  5. Click Send. The email will be sent with the PDF as the > attachment and any other attachments selected will also be sent as > a zipped file which can be extracted at the receiving end.

  6. Confirmation that the email has been successfully sent will be > displayed and a copy will be stored automatically in the animal’s > Digital folder.

  7. A copy of the PDF will be saved automatically in that animal’s Digital folder.