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
Fixed rhythms from weekly to yearly — or a custom date for the next check-up appointment.
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 — or Custom with a fixed appointment date
- Next date — Calculated automatically or set by you when using the Custom interval
- 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) or Custom for a specific check-up date
- Next date — When using Custom, pick the date of the next appointment here
-
Activate reminder (optional)
Check the box for Email Reminder so the pet owner is automatically notified when the next measure is due.
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Save
The measure appears in the patient record timeline. With fixed intervals, TheraTap calculates the next date from the last date plus the interval. With Custom, the date you choose applies.
Intervals
Section titled “Intervals”The following repeat intervals are available:
| Interval | Period |
|---|---|
| Custom | You pick a fixed date for the next appointment — ideal for check-ups without a regular rhythm |
| 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 one week before the next appointment. This applies to both fixed intervals and custom dates. 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.
Upcoming Preventive Care on the Dashboard
Section titled “Upcoming Preventive Care on the Dashboard”Your dashboard features an Upcoming Preventive Care tile that lists every measure due soon or already overdue – across your whole practice. Right after logging in you see what needs attention, without opening each patient record individually.
- Time window: Shows all overdue measures plus everything due within the next 30 days.
- Sorting: The most urgent entries appear first – overdue ones at the top.
- Status at a glance: A colored label shows “Overdue”, “Due today”, or “in X days”. Overdue measures are highlighted in red.
- Details on click: Click an entry to see the animal, last date, next date, interval, and notes in a dialog – with a direct link to the patient record.
- Show all: The link opens the Follow-up page – your filterable overview for reaching out to pet owners in a targeted way.