Enable Vaccination Flags

The Vaccination Flag appears on the Service Request tab when clients use their Client Portal to request services online.

This is useful to identify the status of a client's pet vaccinations and to highlight if one of these has expired or is unvaccinated. The vaccination flag icon will be displayed in red if one of these conditions is applicable.

Note: Vaccination Flags can also be set as Service Item Specific. See Enable or Disable Vaccination Flags for Service Items.

The Vaccination flag is indicated on a Service Request and is relevant to the Pet Types set for each Service Item. The Vaccination Flag function checks the service item's "Restrict to Pet Type" entries and cross references this with the "Pet Type" for the Client's registered Pet. In doing so, the vaccination status is checked for only the relevant Pet Types making the Vaccination Flag more accurate.

Case Use 1 - Client Requesting a Dog Walk

If a client has a dog and a cat registered with you and sends in a Service Request for a Dog Walk, the Vaccination Flag function will only indicate the vaccination status of the dog.

Case Use 2 - Client Requesting a Home Visit

If a client has a dog and cats registered with you and sends in a Service Request for a Home Visit, which involves ALL of the pets in the household, the Vaccination Flag function will check the vaccination status of all the Pets and show a vaccination flag for each one.

How do I enable Vaccination Flags?

There are a number of steps that must first be completed to enable Vaccination Flags on Client Service Request.

Note: A vaccination flag will only be available if the following steps are applied and the Pet Record status is active.

Step 1 - Enable Vaccination Module and Vaccination Flags.

Navigation: Admin > Settings >Vaccinations

Toggle ON:

• "Enable Vaccinations Module."
• "Enable Vaccination Flags."
•  Click "Update."

Step 2 - Set Service Items To Require Vaccinations

Navigation: Admin > Services > Service Items > Advanced

• Select the Service Item for which you want to enable Vaccination Flags.

• In the advanced menu, toggle ON "Vaccination Required"

• Repeat the above steps for each of your Service Items.

When the Service Item is then requested by a Client from their Portal, If "Vaccination Required" has been switched on, a flag will be displayed in the Service Request Processing Screen

Tip: Further Reading:
New Vaccination Module
The Pet Vaccination Module
Creating Pet Vaccination Types
Add A Pet Vaccination To A Pet Record
Add a Pet Vaccination In The Client Portal
Vaccination Reports
Enable or Disable Vaccination Flags for Service Items