E-signing for veterinary clinics.
A vet clinic asks owners to sign at stressful moments: a dog booked in for surgery, a cat needing an anaesthetic, a herd test on a dairy farm out of town. Sending the forms the day before means owners can read them at home, ask questions, and arrive with the paperwork already done.
Surgery and anaesthetic consent
Build a consent template with fields for the animal's name, species and weight, and Yes or No choices for the options you offer, such as pre-anaesthetic bloods, fluids or a microchip while the animal is under. A required tick box asks the owner to confirm they understand the risks your vet has explained. Then add a phone number field so the clinic knows who to ring during the day.
The owner signs on their phone the evening before. In the morning your nurse checks the envelope is complete before admission, rather than handing over a pen in the waiting room.
Treatment estimates and changes to the plan
When an estimate is large, owners often want to read it twice. Send it as its own envelope with a signature and date so the acceptance is clear. If the plan changes mid-procedure and you need a quick yes, a short follow-up envelope with a single Yes or No choice comes back in minutes.
Owners can decline with a reason, which tells your team whether they want a call, a cheaper option or more time.
Boarding, grooming and hospital stays
Boarding forms collect feeding instructions, medication times and emergency contacts. Text fields suit the detail, and an upload field lets owners attach a vaccination record if it was done at another practice.
- Feeding and medication instructions as text fields.
- An emergency contact name and number.
- An upload field for vaccination records from elsewhere.
- A tick box agreeing to your boarding terms.
Large animal and farm work
For a farm client, the person who authorises work may be the owner, the sharemilker or the farm manager. Choose the right signer for each envelope and copy in whoever receives the account, so the people paying and the people on the ground see the same record. Signers need no account, which suits clients who might only deal with you twice each season.
Keeping clinic paperwork tidy
Templates shared across the workspace mean every vet and nurse sends the same consent form. Admins control who can send and who can see what. Each completed envelope has a completion certificate and an audit trail showing who opened and signed it, and when.
Common questions
- Can a pet owner sign without coming in?
- Yes. They receive a link by email and sign on any phone, tablet or computer.
- Can two owners both sign?
- Yes. Add both people as signers, in order or at the same time.
- Can we use our existing consent form?
- Yes. Upload it as a PDF or Word document and place the fields on it, then save it as a template.