Why does my veterinary practice send me documents via petsXL?
So that your veterinary practice can optimally prepare for your visit, it will send you forms and documents, such as anamnesis forms or the treatment contract, in advance via petsXL. This way, you can fill out or sign them electronically directly in petsXL and send them back to your practice.
What kind of documents will be sent to me?
You can receive forms and documents from your veterinary practice via petsXL.
Forms are questionnaires about your pet, such as medical history forms. They help your veterinary practice to assess your pet's state of health.
Documents are, for example, declarations of consent or agreements and contracts that you conclude with your veterinary practice. You can sign these electronically in petsXL and then send them directly back to your practice.
This saves you and your veterinary practice a lot of paper and everything is centralised in petsXL.
Where can I find all the forms and documents in petsXL?
You can find all your forms and documents in the menu under Documents.
If you are not yet connected to a veterinary practice with the animal, you can make a connection request there directly.
How do I process the documents?
If your veterinary practice sends you a document pack via petsXL, you will receive a Timeline entry. Open the document package.
- Select Fill out below the form
.
- Open the questionnaire with the pen symbol
.
- Answer all questions.
- Select Save.
You can simply skip questions if you don't know the answer.
If your pet's Health data is stored in the Health record in petsXL, it will be entered directly in the corresponding questions. All you have to do is check them and tick the Apply box. This also works the other way round: if you complete the questionnaire, the relevant data is automatically saved in your pet's Health data in petsXL.
If petsXL does not find any data in the Health record, for example because your pet has never been abroad, simply tick the box next to Apply. This will save the question as answered.
- Select Review and sign below the document
to open it.
- Read through everything carefully. If necessary, confirm individual passages by ticking the checkboxes. These are marked in red in the text.
- Select the field for the signature.
- Sign in the Draw and insert signature window and confirm with Insert.
- Finally, select Save.
Once you have saved the document, you can no longer edit it.
The date and time of your signature will be displayed in the document.
Edit all forms and documents of the document package. Then select Send documents to send them back to your veterinary practice.
What happens to the documents when I send them back?
Your veterinary practice receives the documents directly in your client file in their practice software. This means that everything is stored exactly where it is needed. Your veterinary practice can prepare optimally for your visit and you both have saved a lot of time and paper.