HerdPlan Help

Vet Area for Vets

The Vet Area allows your practice to report on activities such as signing off health plans, recording site visits and so forth. Your Clients will see the status

Vet area

Workflow

Recording Farm Visits

Click Record Visit on the card.

  1. This brings up the site visit dialogue.

    Farm visit
  2. Records the date of visit, check the confirmation box, and enter your password. This helps ensure the identity of the user making the visitation statement.

    Farm visit
  3. Once the form is complete, hit Record Visit

    Farm visit
  4. The visit is now recorded against the client farm.

    Farm visit

Health Plan Approval

  1. Click Record Health Plan Approval on the card.

    Health Plan approval
  2. Record any recommendations based on the health plan review, check the confirmation box, and enter your password.

    Health Plan approval
  3. Once complete, hit Record Approval to submit the approval statement.

    Health Plan approval

Medicine Review

  1. Click Record Medicines Review on the card.

    Medicine review
  2. Review and check any statements that apply to the medicine review. Select the date of the review, check the confirmation statement box, and enter your password. This helps ensure the identity of the user making the review statement.

    Medicines review
  3. Once complete, hit Record Medicines Review to submit the review.

    Medicines review

Health and Performance Review

  1. Click Record Health and Performance Review on the card.

    Health and Performance Review
  2. Review and check any statements that apply to the Health and Performance review. Select the date of the review, check the confirmation statement box, and enter your password. This helps ensure the identity of the user making the review statement.

    Health and Performance Review
  3. Once complete, hit Record Health and Performance Review to submit the review.

    Health and Performance Review

Draft Health Plan Approval

A Health Plan Approval can be saved as a draft so that recommendations can be updated on an ad-hoc basis until ready to submit. Only one draft can be saved at a time.

Health Plan Approval Draft

  1. Add some recommendations to a new approval and press the Save draft button. You can now exit this form should you wish.

    Save Health Plan Approval as draft
  2. The Health Plan Approval card will update to indicate a draft is in progress

    Draft indication on card
  3. Drafts can be updated as often as required and by any vet user with the appropriate access. When complete, follow the instructions above to submit the finalised approval statement.

Last modified: 12 August 2025