Record a Treatment
Copy page
A treatment records what was given to the patient: medications/treatments administered to the patient or to be administered by the pet owner. The same entry serves three purposes at once: the medical record on the visit, the stock movement, and the line that reaches the invoice.
This is worth knowing before you start, because it is why a treatment is harder to undo than a note.
Where to Find This Section
Section titled “Where to Find This Section”Treatments do not have their own screen; they sit inside the visit. Open the visit and go to Administered Treatments. See Record a visit.
Until anything is added, the section reads No treatments have been added.
How to Add a Treatment
Section titled “How to Add a Treatment”- Open the visit → Administered Treatments.
- Add a line for each medication or treatment.
- Click Save Treatments.
The Columns
Section titled “The Columns”| Column | What it holds |
|---|---|
| Medication/Treatment | Picked from the clinic’s products and services, not typed free |
| Quantity/Dosage | How much was given |
| Administration | The route (see below) |
| Administered By | Veterinarian or Pet Owner |
| Invoice | Whether this line goes onto the visit’s invoice |
Administration Route
Section titled “Administration Route”The route list is fixed and offers eleven options:
Oral Dose · Oral Tablet · Injection (Intramuscular or Subcutaneous) · Intravenous (IV) Dose · Topical Dose (Applied on Skin) · Transdermal (Patch on Skin) · Eye Drops · Intranasal (Via Nose) · Rectal (Via Rectum) · Aerosol (Via Inhalation) · Other
Who Administers It
Section titled “Who Administers It”Veterinarian covers treatments given at the clinic during the visit.
Owner Administered covers what the owner continues at home, such as a course of tablets they take with them. It is still recorded on the visit and still leaves the clinic’s stock, so it also belongs on the invoice.
Marking a Treatment as Not Administered
Section titled “Marking a Treatment as Not Administered”Mark as not administered corrects a line that was recorded but never given, such as an injection prepared and then not used. Use it instead of deleting the line, so the visit still shows what actually happened.
Treatments and the Invoice
Section titled “Treatments and the Invoice”The Invoice switch on each line decides whether that line reaches the invoice. Once an invoice exists for the visit, the two stay linked:
- Changes to invoiced treatments are reflected on the invoice automatically.
- On the invoice you can change a treatment line’s price and tax rate, and nothing else. To change what was actually done, come back here. See Create an invoice.
Deleting a Treatment
Section titled “Deleting a Treatment”Deleting a treatment does more than remove the line. The confirmation lists what the deletion will affect: the inventory of products and services, and the invoice total. Deleting a treatment also removes the related lines from the invoice and returns the stock.