Digital Charting - Recording service deliveries

Service Delivery is a live checklist of the care each pet needs today: feedings, medications, exercise, and other services. Staff tick off each task as it's done, so everyone can see what's finished and what still needs doing.

Service Delivery is part of the Digital Charting add-on, so not every business has it. If you don't see a Digital Charting menu, your business doesn't have the add-on. See "Use Digital Charting".

Open Service Delivery

Go to Digital Charting > Service Delivery.

Tip: You can also open a pet's record and click the Service Delivery tab to see just that pet's services.

Choose what to see

1. Pick a tab across the top: All Services, Feed, Med, Exercise, or Other Services.
2. Use the arrows, the calendar icon, or Today to pick the day. Click Refresh to reload.
3. Narrow the list:
   • Pick an employee, or All Employees.
   • Pick All Modules, Boarding, Grooming, Daycare, or Special Services.
   • Use Sort By: to sort by Pet Name, Run Number, or Service Name.
   • Type in Search any field to find a pet.
4. Use All, Completed, or To Do to show only finished or unfinished tasks.
5. On the Feed, Med, and Exercise tabs, choose All Times, Morning, Afternoon, or Evening.

The summary at the top shows how many tasks are done out of the total.

Mark a service done

1. Find the pet's card and the service (for example, the morning feeding).
2. If the service has fields to fill in, such as how much the pet ate, fill them in.
3. Click the circle next to the service (Mark Done). It turns into a check mark.

To undo, click the check mark again (Mark Undone).

Note: Your business may set some services to mark themselves done once all required fields are filled in.

Report a problem

If something goes wrong during a service, click Log New Incident on the pet's card. See "Use Digital Charting" for details.

Common questions

Why is a pet missing from the list? Check the date, employee, module, and Completed / To Do filters. Only pets with active appointments for that day are shown.

Can I see the pet's notes and warnings here? Yes. Pet notes, pet warnings, and appointment instructions show on the pet's card.

Who sets the morning, afternoon, and evening times? An administrator or manager, in Digital Charting > Service Delivery Settings.