Skip to main content
All CollectionsPatients
Exporting a Patient's History
Exporting a Patient's History
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

To email a patient's history:

  1. Navigate to the applicable patient

  2. Click "export" and select "email patient file"

  3. Select the date range for the records you wish to include

  4. Check the boxes next to the records you wish to include (or click on "include all" to select all the records)

  5. image.png
  6. Click "next"

  7. Edit the recipients, subject, and message, as desired

  8. Click "Email File"

The patient's primary owner will appear as a recipient in the "To" field by default. You may add any client or contact to the "To" field by typing the applicable list. To remove a recipient, click the "x" next to the applicable name.


โ€‹To print a patient's history:

  1. Navigate to the applicable patient

  2. Click "export" and select "print patient file"

  3. Edit the dat range for the records you wish to include

  4. Check the boxes next to the records you wish to include (or click on "include all" to select all the records)

  5. Click "Preview" to generate a .pdf file to view and print

The print preview of the patient's records will "pop-up" in a new tab or window of your internet browser. Please ensure "pop-up" blockers are disabled for https://www.daysmartvet.com/. To learn more about disabling pop-up blockers, please see Allowing pop-ups for Printing.


โ€‹To print or email a specific letter from a patient's profile:

  1. Navigate to the applicable patient

  2. Click on "documents" and select "view letters"

  3. Click on the title of the letter you wish to export

  4. Click "export" and select "email letter" or "print letter," as applicable

To print or email a rabies or vaccine certificate:

  1. Navigate to the applicable patient

  2. Click on "certificates" and select "email certificate" or "print certificate"

  3. Complete the form that appears

To learn how to create a certificate for your patients, please see Generating rabies, vaccine, and reminder certificates .

Did this answer your question?