It’s one thing for a patient to be protected against rabies, but it’s another thing entirely to be able to prove it. Thankfully, you can easily generate a rabies certificate with Shepherd.
Step 1: Open the Patient’s Dashboard
To open the patient’s dashboard:
Click on ‘Clients/Patients’
Search for the patient’s name in the Search box
Click on the patient
Step 2: Open the Patient’s Vaccination Records
With the patient’s dashboard open, click the ‘Vaccines’ tab in the group of tabs below ‘Patient Weights.’
If the patient has had a vaccine administered in a Shepherd medical record, it will appear in the ‘Vaccinations’ list below. But if the patient’s vaccination lives on another medical record that you have access to, you’ll need to add a vaccination.
Optional Step: Add a Vaccination
To add a vaccination outside of a patient’s SOAP, click the ‘Add Vaccination’ button on the right side of the ‘Vaccination’ section. This will take you to the ‘Add Vaccination’ screen.
On the ‘Add Vaccination’ screen, you’ll need to enter the following information:
Vaccine name
Manufacturer
Serial number
Lot number
Vaccine lot expiration
Administration date
Due date
Verified by
Any relevant notes
Once all the information is entered, click the ‘Save’ button at the bottom.
After you’ve saved the vaccine, it will populate in the ‘Vaccines’ list.
Step 3: Create the Certificate
With the vaccination accounted for:
Click the ‘Add Rabies Certificate’ button at the bottom of the ‘Vaccinations’ section. This will take you to the ‘Add Rabies Certificate’ screen.
Select the vaccination you want to be on the record
Enter a rabies tag ID
Add any applicable notes
Select the supervising doctor
Save
By clicking the ‘Save’ button at the bottom of the screen, you’ll automatically generate a rabies certificate with your practice information, the client’s contact information, and all relevant patient information.
Optional Step: Printing the Certificate
After you've created a new rabies certificate and opened it in a new tab, you’ll be able to print the certificate directly from this view by clicking on the 'Print' icon.
Step 4: Accessing the Certificate
The certificate will now live within the patient’s medical record in Shepherd. To access it at any time:
Make sure you’re in the ‘Vaccines’ section of the patient’s dashboard
Navigate to ‘Certificates’ at the bottom of the screen
Click on the downward arrow to the right of the ‘Add Rabies Certificate’ button. This will populate all rabies certificates in the patient’s Shepherd record.
With the certificates all visible, you’re able to do a few things with each certificate by clicking the three dots on the right side of each certificate’s tile:
Download
Rename
Delete
Optional Step: Emailing the Certificate:
With the certificates list populated (see above):
Click the three circles
Select ‘Download’
Open your practice email
Compose a new email to the client
Attach the certificate (via your Downloads folder) to the email