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Exporting Patient History
Exporting Patient History

Export one or more patients history to provide to your clients or a specialty provider.

Angel Horowitz avatar
Written by Angel Horowitz
Updated over 2 months ago

With DaySmart Vet you can export a single patients history, or multiple patients under a single client.
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​To email a single 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)

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  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.


​To print a single patient's history:

  1. Navigate to the applicable patient

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

  3. Edit 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. 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.

To Email multiple patient's history records:

  1. Navigate to the client profile who is related to the patients to export

  2. Click the Relationships tab, and select Export Patients

  3. Select the desired date range and Veterinarian.

  4. Select the patients whose records you wish to export

  5. Click Export, and the records will be Emailed to the email on the client profile

When exporting multiple patient records, the system will include all record types except the following: Communications, Patient Notes & Tasks.


​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 .

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