Summary

This article shows you how to update a pet's immunization records from the shield icons on the dashboard or from the animal's profile.

Before You Begin

Important: Enter the date the immunization expires. Vet records often call this the "due date" or "reminder." Some say "expiration."

Steps

Update from the Shield Icons

1. Select the red or yellow shield icon wherever it shows.

   

2. Update the pet's immunization records in the panel that opens. Notes are optional.

The background color shows the record status:

• Red: Required records that are expired or missing.
• Yellow: Records that expire within 30 days.
• White: Records that are current or optional.

Update from the Animal Profile

1. Open the animal's profile.
2. Select the Immunizations tab. The number on the tab shows how many required records are expired or missing.

View Owner Files

Customers can upload scanned or photographed copies of their pet's immunization records in the Customer Portal. Your business can also upload files to the owner's page. Uploaded files show in the Owner Files tab of the Immunizations panel.

Related Articles

• Immunization Records Topic Outline
• Icon Display Reference
• Set Up Species and Immunization Types How-To