Veterinary Clinic Pro Toolkit
A complete toolkit for established veterinary clinics, including an annual wellness plan agreement and an in-depth boarding stay review
Get started with PocperNew Patient & Owner Intake Form
Welcome to our veterinary clinic. Please tell us about your pet and yourself so our team can provide the best possible care. If you have any vaccination or medical records from a previous vet, feel free to upload them at the end.
Section 1 — Owner / Guardian Information
Owner full name:
Mobile phone (best number for reaching you during your pet’s visit):
Email address:
Home address:
Alternate contact (name & phone, in case we can’t reach you):
How did you hear about us?
Section 2 — About Your Pet
Pet’s name:
Species (please tick one):
Dog
Cat
Rabbit
Bird
Small mammal (hamster, guinea pig, ferret, etc.)
Reptile / exotic (please specify below)
Breed (or mix):
Date of birth (or best estimate of age):
Current weight:
Color / distinguishing markings:
Sex & reproductive status:
Male — intact
Male — neutered
Female — intact
Female — spayed
Microchip number (if microchipped):
Section 3 — Vaccination Status
Please tick every vaccine your pet has received. If you are unsure, leave unchecked — we will review records with you.
Rabies
DHPP / DA2PP (dogs — distemper, adenovirus, parvovirus, parainfluenza)
Leptospirosis (dogs)
Bordetella / kennel cough (dogs)
Canine influenza
FVRCP (cats — rhinotracheitis, calicivirus, panleukopenia)
FeLV (feline leukaemia)
My pet is unvaccinated or vaccination history is unknown
Date of most recent rabies booster (if known):
Section 4 — Parasite Prevention & Diet
Does your pet currently receive any of the following preventives?
Flea & tick preventive (monthly spot-on or chewable)
Heartworm preventive
Intestinal dewormer (within the last 6 months)
None of the above
Brand / product names of current preventives:
What does your pet eat each day (brand, wet/dry, amount, treats)?
Section 5 — Medical History & Current Concerns
Has your pet been diagnosed with any of the following? Tick all that apply:
Heart disease / heart murmur
Kidney or liver disease
Diabetes
Seizures / epilepsy
Arthritis / mobility issues
Skin allergies / recurring ear infections
Cancer / tumour history
Behaviour issues (aggression, anxiety, etc.)
None known
List all current medications & supplements (name, dose, how often):
Known drug, food, or environmental allergies:
Main reason for today’s visit (symptoms, wellness exam, vaccination, etc.):
Section 6 — Temperament & Handling
Knowing how your pet behaves at the vet helps us keep everyone safe and calm. Tick all that apply:
Usually friendly and relaxed
Shy or fearful in new places
Has bitten, scratched, or snapped at a handler before
Does not do well around other animals
Previously required a muzzle or sedation at a vet visit
Section 7 — Previous Vet & Records
Previous veterinary clinic name:
Previous clinic phone or email (for records transfer):
Upload vaccination records, prior bloodwork, or any documents you want us to review:
Thank you. Your pet is in good hands — our team will review this information before your visit and tailor the exam accordingly.
Templates in this pack
The Veterinary Clinic Pro Toolkit pack includes 8 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.
New Patient & Owner Intake Form
Welcome to our veterinary clinic. Please tell us about your pet and yourself so our team can provide the best possible care. If you have…
Surgery & Anaesthesia Consent Form
This form explains the procedure your pet is scheduled to undergo, the risks involved, and the decisions we need from you before we begin…
Treatment Plan & Financial Authorisation
This form outlines the recommended workup for your pet and how much it is expected to cost. Please review it with our team, tick the…
Discharge Instructions & Home Care
Your pet is ready to go home. Please read these instructions carefully and keep this form handy for the next week or so. If anything feels…
Boarding Agreement & Care Instructions
Thanks for trusting us to look after your pet while you’re away. This form tells our team everything we need to keep your pet safe, fed…
Euthanasia Consent & Aftercare Preferences
We are so sorry you are facing this decision. Please take your time with this form. If anything feels unclear or overwhelming, our team is…
Annual Wellness Plan Agreement
This agreement sets out the terms of a 12-month preventive-care wellness plan between the veterinary clinic ("Clinic") and the pet owner…
Boarding Stay Completion Review
Welcome back! Now that your pet’s stay has ended, please take a few minutes at pick-up to review how it went. Your honest assessment helps…
Frequently asked questions
- What's included in the Veterinary Clinic Pro Toolkit templates?
- The Veterinary Clinic Pro Toolkit pack contains 8 templates: New Patient & Owner Intake Form, Surgery & Anaesthesia Consent Form, Treatment Plan & Financial Authorisation, Discharge Instructions & Home Care, Boarding Agreement & Care Instructions, Euthanasia Consent & Aftercare Preferences, Annual Wellness Plan Agreement, Boarding Stay Completion Review. Each is ready to use and fully editable.
- Can I customize these templates?
- Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
- How do I use the Veterinary Clinic Pro Toolkit templates?
- Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.