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Pet registrations, RCVS numbers and insurance claims, asked for once.

Owners forget their pet’s vaccination card and new nurses forget their RCVS details, so reception chases between appointments. Docsroom asks once, gives each person their own link and chases whoever has not replied.

8 templates80 requestsWritten for vets

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Eight templates for vets

Open a template to see every request in the order it is asked, and watch it written in and answered.

New pet starter checklistfor new pet owners · before their first appointment11 requests11 requests
New pet starter checklistPippin · rescue kitten9 of 11 back
  • About you
  • FormOwner details6 questionsAssigned to RLRebecca Lloyd, ownerFrom Katein 2 daysComplete
  • QuestionWho else can bring themfriend, walker or familyAssigned to RLRebecca Lloyd, ownerFrom Katein 3 daysComplete
  • About your pet
  • FormPet details8 questionsAssigned to RLRebecca Lloyd, ownerFrom Katein 2 daysReady to check
  • QuestionMicrochip number15 digits, if chippedAssigned to RLRebecca Lloyd, ownerFrom Katein 3 daysReady to check
  • UploadVaccination carda photo is fineAssigned to RLRebecca Lloyd, ownerFrom Katein 3 daysComplete
  • QuestionHealth and medicationtablets, fleas and wormingAssigned to RLRebecca Lloyd, ownerFrom Katein 3 daysAwaiting reply
  • UploadRecords from your last vetif you have movedAssigned to RLRebecca Lloyd, ownerFrom Katein 4 daysReminder sent
  • Insurance and consent
  • QuestionPet insuranceinsurer and policy numberAssigned to RLRebecca Lloyd, ownerFrom Katein 4 daysComplete
  • ApprovalConsent to examine and treatread and approveAssigned to RLRebecca Lloyd, ownerFrom Katein 5 daysReady to check
  • ApprovalEstimates and payment policyread and approveAssigned to RLRebecca Lloyd, ownerFrom Katein 5 daysReady to check
  • DecisionBooster reminders bytext, email or postAssigned to RLRebecca Lloyd, ownerFrom Katein 6 daysComplete
Staff starter checklistfor new veterinary nurses · before their first day11 requests11 requests
Staff starter checklistAmy Fisher · veterinary nurse9 of 11 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to AFAmy Fisher, veterinary nurseFrom Katein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to AFAmy Fisher, veterinary nurseFrom Katein 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to AFAmy Fisher, veterinary nurseFrom Katein 4 days1 file sent
  • Pay and contract
  • FormPay and tax details6 questionsAssigned to AFAmy Fisher, veterinary nurseFrom Katein 4 daysReady to check
  • ApprovalEmployment contractread and approveAssigned to AFAmy Fisher, veterinary nurseFrom Katein 5 daysComplete
  • Registration and training
  • DecisionStudent or registered nursepick oneAssigned to AFAmy Fisher, veterinary nurseFrom Katein 4 daysAwaiting reply
  • QuestionRCVS registration numberor student enrolmentAssigned to AFAmy Fisher, veterinary nurseFrom Katein 4 daysReminder sent
  • UploadNursing qualificationdiploma or degreeAssigned to AFAmy Fisher, veterinary nurseFrom Katein 5 daysComplete
  • UploadRadiography trainingif you have itAssigned to AFAmy Fisher, veterinary nurseFrom Katein 6 days1 file sent
  • QuestionAllergies at worklatex, animals, chemicalsAssigned to AFAmy Fisher, veterinary nurseFrom Katein 6 daysReady to check
  • QuestionUniform and boot sizescrubs and bootsAssigned to AFAmy Fisher, veterinary nurseFrom Katein 7 daysComplete
Vet starter checklistfor new vets and locums · before their first shift11 requests11 requests
Vet starter checklistOwen Davies · vet9 of 11 back
  • Registration
  • QuestionRCVS registration numberas on the registerAssigned to ODOwen Davies, vetFrom Katein 3 daysComplete
  • UploadDegree certificateveterinary scienceAssigned to ODOwen Davies, vetFrom Katein 4 daysComplete
  • UploadIndemnity certificateVDS or other coverAssigned to ODOwen Davies, vetFrom Katein 4 days1 file sent
  • UploadCPD recordthis year’s hoursAssigned to ODOwen Davies, vetFrom Katein 6 days2 files sent
  • Work and pay
  • QuestionRight to work share codenine charactersAssigned to ODOwen Davies, vetFrom Katein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to ODOwen Davies, vetFrom Katein 3 daysAwaiting reply
  • DecisionEmployed or locumpick oneAssigned to ODOwen Davies, vetFrom Katein 4 daysReminder sent
  • FormPay and tax details6 questionsAssigned to ODOwen Davies, vetFrom Katein 5 daysComplete
  • ApprovalContract or locum termsread and approveAssigned to ODOwen Davies, vetFrom Katein 5 daysReady to check
  • Skills
  • UploadRadiography trainingradiation safety courseAssigned to ODOwen Davies, vetFrom Katein 6 days2 files sent
  • QuestionSpecies you are happy withdogs, cats, rabbits, otherAssigned to ODOwen Davies, vetFrom Katein 6 daysComplete
Operation day packfor owners booking an operation · before the operation day10 requests10 requests
Operation day packRuby · Staffordshire bull terrier8 of 10 back
  • Before the day
  • ApprovalFood and water rulesread and approveAssigned to SCSimon Carter, ownerFrom Katein 3 daysComplete
  • QuestionCurrent medicinesname, dose, last givenAssigned to SCSimon Carter, ownerFrom Katein 3 daysComplete
  • UploadVaccination and flea recordup to date copiesAssigned to SCSimon Carter, ownerFrom Katein 4 days1 file sent
  • Choices on the day
  • DecisionPre-anaesthetic blood testyes or noAssigned to SCSimon Carter, ownerFrom Katein 5 daysReady to check
  • DecisionPain relief to go homestandard or extendedAssigned to SCSimon Carter, ownerFrom Katein 5 daysComplete
  • DecisionMicrochip if neededyes or noAssigned to SCSimon Carter, ownerFrom Katein 5 daysAwaiting reply
  • Consent and contact
  • ApprovalWritten estimateread and approveAssigned to SCSimon Carter, ownerFrom Katein 5 daysReminder sent
  • ApprovalAnaesthetic consentread and approveAssigned to SCSimon Carter, ownerFrom Katein 5 daysComplete
  • QuestionPhone number for the daywe must reach youAssigned to SCSimon Carter, ownerFrom Katein 5 daysReady to check
  • QuestionWho collects your petname and numberAssigned to SCSimon Carter, ownerFrom Katein 6 daysReady to check
Insurance claim packfor owners with a claim · when a claim is started10 requests10 requests
Insurance claim packMabel · Border collie8 of 10 back
  • Your policy
  • QuestionInsurer and policy numberfrom your certificateAssigned to HBHelen Bright, ownerFrom Katein 2 daysComplete
  • DecisionPolicy typelifetime, annual, accidentAssigned to HBHelen Bright, ownerFrom Katein 2 daysComplete
  • UploadPolicy schedulethe page with your limitsAssigned to HBHelen Bright, ownerFrom Katein 3 days1 file sent
  • The claim
  • UploadInsurer’s claim formyour part filled inAssigned to HBHelen Bright, ownerFrom Katein 3 days2 files sent
  • QuestionWhen the problem starteddate of first signsAssigned to HBHelen Bright, ownerFrom Katein 3 daysComplete
  • QuestionPre-authorisation numberif the insurer gave oneAssigned to HBHelen Bright, ownerFrom Katein 4 daysAwaiting reply
  • UploadPrevious vet historylast two yearsAssigned to HBHelen Bright, ownerFrom Katein 5 daysReminder sent
  • Consent and terms
  • ApprovalConsent to send recordsread and approveAssigned to HBHelen Bright, ownerFrom Katein 5 daysComplete
  • DecisionDirect claim or you claimpick oneAssigned to HBHelen Bright, ownerFrom Katein 5 daysReady to check
  • ApprovalExcess and payment termsread and approveAssigned to HBHelen Bright, ownerFrom Katein 6 daysReady to check
Out-of-hours cover packfor vets on the rota · before their first on-call7 requests7 requests
Out-of-hours cover packBen Holland · on-call rota5 of 7 back
  • Your details
  • FormOn-call details5 questionsAssigned to BHBen Holland, vetFrom Katein 3 daysComplete
  • QuestionTime to reach the surgeryminutes by carAssigned to BHBen Holland, vetFrom Katein 3 daysComplete
  • UploadCar insurance for call-outsbusiness use coverAssigned to BHBen Holland, vetFrom Katein 4 days1 file sent
  • Your availability
  • TableWeeks you can coverweek starting, nightsAssigned to BHBen Holland, vetFrom Katein 5 daysReady to check
  • DecisionWeekend coverSaturday, Sunday or bothAssigned to BHBen Holland, vetFrom Katein 5 daysComplete
  • Rules
  • ApprovalOn-call termsread and approveAssigned to BHBen Holland, vetFrom Katein 6 daysAwaiting reply
  • ApprovalEmergency handover stepsread and approveAssigned to BHBen Holland, vetFrom Katein 6 daysReminder sent
Supplier and lab accountsfor suppliers and labs · before the first order9 requests9 requests
Supplier and lab accountsElm Veterinary Supplies · new supplier7 of 9 back
  • Their details
  • FormAccount details6 questionsAssigned to TMTariq Mahmood, account managerFrom Katein 3 daysComplete
  • UploadPrice listcurrentAssigned to TMTariq Mahmood, account managerFrom Katein 4 daysComplete
  • Licences and safety
  • UploadVMD wholesale authorisationfor medicinesAssigned to TMTariq Mahmood, account managerFrom Katein 6 days1 file sent
  • UploadHome Office CD licencecontrolled drugs onlyAssigned to TMTariq Mahmood, account managerFrom Katein 6 days2 files sent
  • UploadUKAS accreditationlabs onlyAssigned to TMTariq Mahmood, account managerFrom Katein 6 daysComplete
  • QuestionCold chain deliveryhow fridge items travelAssigned to TMTariq Mahmood, account managerFrom Katein 7 daysAwaiting reply
  • UploadInsurance certificateproduct liabilityAssigned to TMTariq Mahmood, account managerFrom Katein 7 daysReminder sent
  • Terms
  • ApprovalReturns and recallsread and approveAssigned to TMTariq Mahmood, account managerFrom Katein 8 daysComplete
  • ApprovalTrade termsread and approveAssigned to TMTariq Mahmood, account managerFrom Katein 8 daysReady to check
Yearly clinic packfor the vet clinic · each year, before renewals fall due11 requests11 requests
Yearly clinic packFairview Vets · yearly pack9 of 11 back
  • Registration and cover
  • UploadRCVS accreditationif you hold itAssigned to FGFiona Grant, clinic managerFrom Katein 7 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to FGFiona Grant, clinic managerFrom Katein 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to FGFiona Grant, clinic managerFrom Katein 7 days1 file sent
  • TableTeam registrationsname, RCVS number, renewalAssigned to FGFiona Grant, clinic managerFrom Katein 8 daysReady to check
  • Medicines and safety
  • UploadControlled drugs auditlatest stock checkAssigned to FGFiona Grant, clinic managerFrom Katein 10 daysComplete
  • UploadMedicines fridge loglast three monthsAssigned to FGFiona Grant, clinic managerFrom Katein 10 daysAwaiting reply
  • UploadX-ray local rulescurrent versionAssigned to FGFiona Grant, clinic managerFrom Katein 10 daysReminder sent
  • UploadClinical waste contractand collection notesAssigned to FGFiona Grant, clinic managerFrom Katein 12 daysComplete
  • UploadFire risk assessmentcurrent versionAssigned to FGFiona Grant, clinic managerFrom Katein 12 days1 file sent
  • Team and records
  • QuestionAccidents and bitesstaff injuries this yearAssigned to FGFiona Grant, clinic managerFrom Katein 12 daysReady to check
  • ApprovalSafe handling policyread and approveAssigned to FGFiona Grant, clinic managerFrom Katein 14 daysComplete

Written for vets. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for every owner

Owners fill in pet details, upload the vaccination card and approve consent from their phone, before they walk in.

Rota and registration in one list

RCVS numbers, indemnity and on-call availability come back to one list, each with the date it arrived, so nobody has to guess who can cover.

Claim paperwork in one place

Insurance forms, policy details and records consent come back together, so the claim is not held up waiting for one missing page.

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More kits like this

Care homes8 templates · 80 requestsCounsellors and therapists8 templates · 80 requestsDentists8 templates · 80 requests

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