More and more veterinary businesses around the world are moving to digital forms—finally. From capturing client and patient information to keeping clinics free from the clutter of paperwork, online veterinary forms help to simplify the veterinary experience for everyone. We want to make sure your clinic knows everything about digital veterinary forms like PetDesk Forms so you can work as efficiently and autonomously as possible.
The majority of PetDesk customers have one or more digital forms on their website, which vary between forms for new clients, medical authorizations, and appointment requests. Whether you’d like to add one of these forms or any other type of form to your website, we have plenty of ideas on how you can use PetDesk Forms for your own clinic.
You can customize our digital veterinary forms your way by creating your own text boxes, multiple-choice answers, file uploads, and whatever else you’d like. You can also receive a PDF of completed forms directly to your email, and then save them to either upload or print out. Plus, we can even turn your forms into workflow funnels if you need pet owners to do something else once they complete their forms! No matter your clinic’s challenges and unique needs, we’re covering everything you need to know about digital veterinary forms to keep you with the times—while also saving you time.
The basics: forms for new client and new patients
Whenever you have a new client or new patient coming to your clinic, gathering as much information as possible is important. Let’s digitize your new client forms to collect the information you need on the family and each specific pet. Any questions you may have, we’ll customize the fields to get the answers you need.
Forms for boarding reservations
A lot of hospitals are now offering discounts and specials on pet boarding. Treat your clients to the hotel experience and allow them to pick check-in dates, check-out dates, and provide you with the information your team will need while boarding. These forms can ask anything, including uploads for medical records, a list of personal items coming with the animal, or exact medication and feeding instructions.
Creating a seamless boarding experience will make sure dropping off their pet is a smooth and straightforward process, making both clients and staff happy. We can also customize any of these questions with different form fill options, and even have follow-up questions appear when specific answers are given.
Digital veterinary signatures
If you have special authorization or payment protocols for your clients’ visits, we can include digital signature boxes and required dating to ensure that your team is protected when it comes to collecting payment or providing proof during a dispute.
Conditional formatting!
Some questions need more than a simple yes or no answer, and we want to make sure your forms ask the correct follow-up questions to get your team the information they need. Our conditional formatting allows you to ask additional questions based on clients’ answers. See below as a new field is created when the client selects Yes instead of No.
What happens after the form has been completed?
Two things happen when a client completes a form on your website. Let’s go through what the client sees, and what you see.
What the client sees:
PetDesk uses success pages to track form completions on your monthly dashboard. The only way to access these pages is to complete a form. These pages can be totally customized to get your client to book an appointment, call you, or just read instructions on when you’ll reach back out to them.
What you see:
An email will appear with the title of the form and all of the information that was filled out in the form. You can digitally transfer this information right into your system, print the form and add it to your client’s folder, or save as a PDF (click the three little dots, print, and then Save as PDF)!
Get started with PetDesk Forms!
Ready to upgrade the way your veterinary team manages information? Our easy-to-use, customizable forms are made for your clinic’s specific needs, and can be completed on computers, tablets, and mobile devices. Set up a free, quick chat with a PetDesk expert today so you can see how PetDesk Forms changes the way you work for the better!
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