Automatic Reminders
Pet owners receive a timely email when the next preventive care measure is due.
Preventive Care & Reminders
TheraTap helps you keep track of your patients’ preventive care measures. Manage check-ups, vaccinations, deworming, and other regular measures directly in the patient record — with automatic reminder emails to pet owners.
At a Glance
Section titled “At a Glance”Species-Specific
Appropriate measures per animal species — from vaccinations and deworming to farrier visits and saddle checks.
Overdue Measures
Overdue appointments are highlighted in red so nothing slips through.
Flexible Intervals
Repeat intervals from weekly to yearly — the next date is calculated automatically.
Overview
Section titled “Overview”For each patient, you can create as many preventive care measures as needed. Each measure contains:
- Type of measure — e.g., vaccination, deworming, check-up
- Last date — When the measure was last performed
- Interval — How often the measure should be repeated
- Next date — Calculated automatically
- Email reminder — Optional automatic notification to the pet owner
- Notes — Additional remarks
Available Measure Types
Section titled “Available Measure Types”Depending on the animal species, different preventive care categories are available:
| Measure | Horse | Dog | Cat |
|---|---|---|---|
| Check-up | ✓ | ✓ | ✓ |
| Vaccination | ✓ | ✓ | ✓ |
| Blood Work | ✓ | ✓ | ✓ |
| Dental Cleaning | ✓ | ✓ | ✓ |
| Nail Trimming | – | ✓ | ✓ |
| Flea Protection | – | ✓ | ✓ |
| Heartworm Test | – | ✓ | ✓ |
| Hip X-ray | – | ✓ | – |
| Anal Glands | – | ✓ | – |
| Deworming | ✓ | ✓ | ✓ |
| Farrier | ✓ | – | – |
| Dentist | ✓ | – | – |
| Saddle Check | ✓ | – | – |
| Parasite Test | ✓ | – | – |
Creating a Preventive Care Measure
Section titled “Creating a Preventive Care Measure”-
Open the patient record
Navigate to the patient record and switch to the Preventive Care section.
-
Create a new measure
Click + New Preventive Care Measure and select:
- Type — From the list of available measures
- Last date — When the measure was last performed
- Interval — Repeat period (e.g., every 3 months, semi-annually, annually)
-
Activate reminder (optional)
Check the box for Email Reminder so the pet owner is automatically notified when the next measure is due.
-
Save
The measure appears in the patient record timeline. The next date is automatically calculated from the last date plus the interval.
Intervals
Section titled “Intervals”The following repeat intervals are available:
| Interval | Period |
|---|---|
| Weekly | 7 days |
| Biweekly | 14 days |
| Monthly | 31 days |
| Quarterly | 93 days |
| Semi-annually | 186 days |
| Annually | 372 days |
Overdue Measures
Section titled “Overdue Measures”Measures whose next date is in the past are highlighted in red. In the patient record, you can see at a glance which preventive care measures are overdue.
Automatic Reminder Emails
Section titled “Automatic Reminder Emails”If you have activated the email reminder for a measure, the pet owner automatically receives a personalized email when the next measure is due. The email contains:
- Name of the animal
- Type of measure
- Recommended appointment date
This helps you retain your clients long-term and ensure the best possible care.
Editing or Deleting a Measure
Section titled “Editing or Deleting a Measure”- Edit: Click on an existing measure to change the date, interval, or reminder settings.
- Delete: Remove a measure via the delete icon. A confirmation prompt will appear.