📝 Overview

Actions automate tasks such as updating a patient’s status (deceased or inactive), changing sex to neutered/spayed, printing certificates, creating tasks, or disabling reminders. Multiple actions can be assigned to an item or bundle, helping save time and prevent missed information.

💡 Actions are triggered whenever a new record is created for an applicable inventory item. The Actions field displays all actions associated with that item. You can disable specific actions by clicking the × next to them or re-enable any removed actions by clicking the Actions field and selecting them again.

🎬 Summary of Actions

Learn what each action is, and how it can benefit your workflow.

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Print Certificate - Allows you to prints rabies, vaccination or reminder certificate by opening the certificate in a new browser tab for printing. Tip: This action is only necessary if the user wants to print the certificate at the time of the vaccine medical record creation. Otherwise, the certificate can be printed through the checkout process.
Change Patient Status - Changes the patient's status to inactive or deceased, and provides the option to disable the patient's reminders. This is commonly used on Euthanasia inventory items.
Add Attachments - This action will allow you to select any attachment added to the attachment library (Settings > Templates > View Attachments) and will automatically add that attachment to the patient attachments when the record of this item is added. Once an attachment is uploaded to the patients documents, you can print it or email from the gear icon to the right of the attachment.
Change Patient Sex - Changes the patient's sex to spayed/neutered. Use on spay and neuter charges to automate changing the patient's status after a procedure.
Create Reminder - Creates a reminder for the applicable item. Click here to learn more about setting up reminders.
Create Alerts - Create Low Balance or Expiration alert for the item. These alerts are managed from the Inventory > Alerts tab once the action has been added.
Create Task - Creates a task for your staff. Tip: When assigning a task action, it is useful to add the task to a staff role instead of an individual, so it does not get missed if an individual staff member is not present.
Disable Reminder - Completes any active reminder for another inventory item (or items). Click here to learn about disable reminders.
Create Letter - Generates one or more letters into the applicable medical note or patient profile.

💊 How to Add an Action to an Inventory Item

Adding an action to an item is simply. This section will walk through how to add actions to items, which will streamline your workflow in many cases.

Click the arrow to learn how to add an action

Navigate to the applicable inventory item
Click Actions and select New Action
Complete the form by selecting the desired action and entering any required details. Each action includes its own set of specific fields to fill out.

💡 To learn more about Reminder actions, click the button below.

Learn More

💡 Quickly add an action to many inventory items by using the Bulk Update. Click the button below to learn more.

Learn More

Editing or Viewing an Existing Task

Once an action is added, it can be viewed from the Actions > View Actions within the item. From there, the task can be edited or deleted from the gear icon to the right of the task.

⚕️ How to Add an Action to a Bundle

Adding actions to a bundle ensures they trigger automatically when the bundle is used. For example, you can add a task action to a spay or neuter bundle to prompt a follow-up call.

⚠️ Actions already assigned to individual items are automatically included when those items are added to a bundle.

💡 To learn more about creating bundles, click the button below.

Learn more

Click the arrow to learn how to add an action to a bundle

From the left hand navigation, Under Settings > Templates, select either Bundle (Invoice) or Bundle (Estimate)
Click Edit to the right of the applicable bundle.
Click Actions > New Action.
Complete the form that appears, including by selecting the desired action and completing the additional values associated with the action.

🎥 Video Playlist of Actions

This section has videos explaining how to add actions, and when you would utilize those actions.

Click the arrow to see the video playlist of actions

Desex and Change Patient Status Action

Document Actions

Alert & Task Actions

Reminder Actions

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

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1. What are Actions, and why should I use them?

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Actions automate common tasks such as updating patient status, printing certificates, or creating reminders and tasks. They help streamline your workflow, reduce manual work, and ensure important steps aren’t missed.

2. When are Actions triggered?

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Actions are triggered automatically whenever a new record is created for an inventory item with assigned actions. For example, adding a vaccine record can automatically print a certificate or create a reminder.

3. Can I customize which Actions are used for an it?

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Yes. You can disable specific actions by clicking the × next to them or re-enable them by clicking the Actions field and selecting them again. This gives you full control over which automations apply to each item.

4. How do I add an Action to an item or bundle?

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To add an Action, open the item or bundle, select Actions > New Action, and complete the form by choosing the desired action and any required details. Actions added to bundles will automatically trigger when the bundle is used.