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Symptoms and Result Templates

Two of the lists under Definitions exist for the same reason: a visit record is more useful when the clinic writes the same thing the same way every time. Symptoms are what your team picks from; result templates are what they fill in.

Both feed the SOAP note. See Record a visit.

Clinic Admin → Definitions, then Symptoms or Result Templates.

Manage symptoms available in SOAP assessment for your clinic.

A symptom is what the owner reports or the examination observes — the complaint. It is not a diagnosis, which is the clinician’s conclusion about it. The two are separate lists for that reason. See Diagnoses.

  1. Open Definitions → Symptoms.
  2. Click Add Symptom.
  3. Name it, choose the species it applies to, and save.
Add Symptom
Create a new symptom for your clinic.
Name
Limping
Pet Species
Dog, Cat
Description
Save

Pet Species keeps the list short where it is used: a symptom tied to dogs does not clutter the list on a cat.

As with diagnoses, the list holds two kinds of entry. System-provided ones carry a Default badge, can be used but not changed, and only the symptoms your clinic created can be edited or deleted.

Deleting is permanent: This symptom will be permanently deleted. If a symptom has simply fallen out of use, leaving it costs nothing and keeps old records readable.

Manage your custom result templates used for medical examination/test results.

A result template is a small form your clinic defines once — a blood panel, a urinalysis, an ultrasound report — so that the same test is recorded the same way on every visit rather than as free text somebody has to interpret later.

  1. Open Definitions → Result Templates.
  2. Click Add Result Template.
  3. Name the template, then add a field for each value you want recorded.
Template Fields
Field Name
Haemoglobin
Field Type
Number
Required
Yes
Description
g/dL
Add Field

Until you add one, the template is empty: No fields have been added yet. Use the "Add Field" button.

TypeUse it for
TextA short value on one line
Long TextA comment or an interpretation
NumberA measured value. Put the unit in Description
Select ListA fixed set of answers — positive/negative, or a grade. Add each with Add Option

Prefer Select List and Number over free text wherever the answer is really one of a few. That is the whole point of a template: a value you can compare against the same patient’s last visit.

This is deliberate, and it is the right behaviour for a medical record: a result recorded in March should still read as it did in March, even if the template changed in June. It does mean a template worth getting right is worth getting right early — check the fields and units before the clinic starts using it in earnest.