What's the best way to update the feeding and/or medication information for a boarding appointment, scorecard, or Boarding Daily To-Do?

First, let's address the Scorecard and Boarding Daily To-Do details. If you want the Scorecard to reflect a change, that change must be made in the boarding appointment, so be sure to modify/edit the boarding and make the necessary changes. The same is true for the Boarding Daily To-Do report. It is getting the information from the boarding appointment, so be sure to modify/edit the boarding and make the necessary changes. Read on for further details on when to update the boarding, the pet record, or both.

 

The feeding and medication information is located in both the pet's record and the individual boarding appointments. Each serves a purpose, so it's important to understand that before answering the question. The pet record contains default information to be used when creating new appointments. The individual boarding appointments are designed to contain information relevant to that specific appointment. That being said, when changes are made to the pet's record, the existing appointments will not reflect those changes. If you make changes to a boarding appointment, you have the option to update the pet's record by using the "Update Pet Records" check box. (However, it is important to note that there is no way to change all existing appointments. If there are more than one that need the updates, each one will need to be modified individually.)

Let's go through a couple of examples to clarify when to make changes and the appropriate place to make them. This all depends on the situation driving the change.

Example 1: A customer arrives for a boarding appointment and informs me that their pet is on medication for the duration of their stay. In this particular case, we want to make changes to the boarding appointment so we modify the appointment and not update the pet's record. (Notice the Update Pet Records check box is not checked. It is also worth noting that other boarding appointments for this pet will not be modified.)

          

 

Example 2: A customer arrives for a boarding appointment and informs me that their pet is now on a new diet and they have changed their feeding quantities. In this particular case, we want to make changes to the boarding appointment, but also make the change in the pet's record for future appointments. (Notice the Update Pet Records check box is checked. Again, if there are other boarding appointments already scheduled, they will need to be updated individually.)

    

Example 3: A customer arrives for a boarding appointment and informs me that their pet is going to start on a new diet, but they are holding off until after this appointment to implement the change. In this particular case, we want to make changes to the pet's record for future appointments, but leave the existing appointment as is. (Notice we update the pet record details which does not update any boarding appointments that have already been scheduled. The changed information will become the default for any appointments scheduled after the change.)

                                 

 

Let's recap:

When a boarding appointment is first created, PetExec takes the feeding/medication information in the pet's record and copies it for that appointment. After that, the boarding appointment contains a copy taken at the time the appointment was created. When a pet's record is modified with Brought Items, Special Requirements, Feeding details, and/or Medication details, any existing boarding appointments are not updated. If a particular boarding appointment is updated with Brought Items, Special Requirements, Feeding details, and/or Medication details, PetExec gives the option to update the pet record in order to change the defaults for future appointments.

The scorecard is generated using the information in the boarding appointment.

Note: This also applies to Brought Items and Special Requirements

 

Last Modified: Wednesday, December 05, 2018 at 04:52 PM