📝 Overview

This article covers how to generate, print, email, and manage rabies and vaccine certificates from both the patient profile and during appointment checkout. It also covers how to automate certificate printing using actions and how to create a custom rabies certificate using a letter template.

💡 Tip: If a provider's signature is stored on file, it will automatically print on the certificate. Tag and lot numbers appear on the certificate only if they're included in the corresponding medical record.

🖥️ How To Print or Email a Certificate at Checkout

This is the most common workflow for generating certificates for clients.

Click the arrow to learn how to print or email certificates at checkout

Click Check Out at the bottom of the applicable appointment
Click on the Documents field and select the certificate(s) you wish to include.
Set the Export field to Print, Email or SMS (text), as applicable
Click Check Out

💡 Tip: If a rabies certificate is chosen, a new field will appear below the document field called Rabies Tag. If the tag number was entered within the rabies medical record, it will automatically transfer to the Rabies Tag field or you can add the tag number here.

💡 For more information about the checkout process, click the button below.

Learn More

⚙️ How To Print a Certificate Automatically Using Actions

This action opens the certificate in a new browser window for printing. It is only necessary if your clinic always prints certificates at time of record creation. Otherwise, certificates can be printed or emailed at checkout.

⚠️ Pop-up blockers must be turned off in order for this action to work correctly.

Click the arrow to learn how to use actions to print a certificate

Navigate to the applicable inventory item
Click on Actions and select New Action
Complete the form, making sure to select Print Certificate as the action
Click Save + Done.

Bundles

When adding a vaccine through a bundle that has the action to print a certificate, you can add the Tag number from the bundled list of items. Once the bundle is saved, the certificate will pop-up in another window for printing.

👥 How To Capture a Staff Member Signature

A provider's signature can be captured directly from their profile. Having a signature on file for each staff member ensures that certificates are always signed when generated.

Click the arrow to learn how to capture a staff signature

Navigate to the provider's profile
Within the Signature filed, select the Capture Signature icon
Select either Draw It or Type It and enter in the signature.
Click Save. Now, whenever this provider creates a record for a certificate, their signature will automatically be added to the certificate.

🔎 How to View, Export or Delete a Previously Generated Certificate

When a certificate is generated, it is automatically stored on the Patient and Client Profile under Documents > View Certificates.

Click the arrow to learn how to access previously generated certificates

How To View & Print a Previously Generated Certificate

Navigate to the applicable profile (Client or Patient)
Click on Documents and select Certificates
Click the hyperlinked certificate to view it as a PDF or click the gear icon to the right to Email, Text (if Add-On is enabled) or Print

How To Delete a Previously Generated Certificate

Stored certificates can be deleted if duplicates are accidentally created.

Navigate to the applicable profile (Client or Patient)
Click on Documents and select Certificates
Check off one or multiple certificates you wish to delete and click Delete Selected at the top left
Confirm the deletion is permanent by typing "delete" in the confirmation prompt

✍️ Creating a Custom Rabies Certificate

Utilizing a letter template, a custom rabies certificate can be created. This is typically needed if the clinic, owner and recipient county information is required on the certificate. The rabies medical record needs to be added to the patients medical note for this function to work correctly.

Click the arrow to learn how to create a custom rabies certificate

Navigate to Settings > Templates > New Template
Select Letter as the type and name the template. The description is optional.
Customize the letter template to your clinic's needs. Click here to learn how to create a letter template if you need assistance.
To create a certificate that includes rabies and county information, you’ll need to use our hidden variables, which only function when the letter is generated from—and linked to—a Medical Note. Use the variables listed below by copying and pasting the rabies variable, along with any applicable county variables, into your letter template. These variables can also be found when uploading a new letter from a medical note. Once you've finished editing the letter, click "Save" above the variable list on the left.

{RABIES}

{CLINIC_COUNTY}

{OWNER_COUNTY}

{RECIPIENT_COUNTY}

💡 The {RABIES} variable will include the medical record fields (“tag”, “item”, “lot no.”, “given date”, “due date” and “notes”

Once the letter template is created, you can select the letter from a patient's Medical Note > Documents > New Letter. If the patient has a rabies record added through the medical note, the record will be added to the letter along with the applicable county information.

❓ Frequently Asked Questions (FAQs)

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

Click the arrow to view frequently asked questions