Form templates for veterinarians & pet care

Form templates for veterinary practices, groomers, boarding kennels, daycares, shelters and rescues — the paperwork that happens before the animal is in the room. Intake, treatment consent, boarding inquiries, adoption applications and lost-pet reports, all collected as a link instead of a clipboard.

138 use cases36 templates13 categories

The owner is the only historian you get. Asking the species question first — then litter box habits for a cat, cage environment and wing-clipping for a bird, water parameters for a fish — is what turns a hurried conversation at the front desk into a record the vet has already read.

Conditional logic does that branching, so a reptile intake asks for enclosure humidity and never shows the vaccination series questions. The templates below are working forms: copy one, change the wording, keep the fields your practice actually uses.

130 forms veterinarians & pet care actually build

Each one starts from a template you can open and edit. Grouped by the kind of form it is.

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What veterinarians & pet care usually collect

Species-specific history

Name, species, breed, age, weight, current medications and reason for visit, then the questions only that species needs: hay and pellet diet for a rabbit, indoor or outdoor status for a cat.

Vaccination and prior care

Vaccination dates, spay or neuter status, and the name of the previous clinic. An upload field takes the photo of the vaccination card or the record the last practice handed over, so it lands on the chart instead of in a separate email.

Consent and risk wording

Spay and neuter, dental cleaning with a pre-authorised extraction count, anaesthesia for imaging, blood transfusion. A tickbox records that the owner read the risk paragraph — it is an acknowledgement, not an executed signature.

Temperament and handling notes

Bite and sedation history, matting severity, standing tolerance for a senior dog on the table, trigger types for a reactive dog. This is what decides who handles the animal and how long you book.

36 templates to start from

How to set one up

  1. 1

    Start from Veterinary New Patient Intake and edit it like a document — you type your clinic's own wording and the fields land inline as you write.

  2. 2

    Put the species question near the top and branch from it, so a bird owner sees cage environment and wing-clipping history while a dog owner sees the vaccination series and current medications.

  3. 3

    Embed it on your new-client page with two lines of HTML, then reuse the same link as a QR code at reception and in your appointment reminder emails.

  4. 4

    Send each submission on by webhook the moment it lands, or through Zapier into the tools your practice already uses, so the intake is filed before the appointment rather than after it. The flow runs one way — out of the form, into the app.

  5. 5

    Copy the form for grooming, daycare and boarding, and open a holiday waitlist version in autumn so December stay requests arrive with dates and pet details already filled in.

Frequently asked questions

Can clients fill in the intake form before their first appointment?

That is the point of sending it as a link. Mobile vets in particular send it ahead of an at-home visit so they arrive knowing the pet's medications and history without carrying paper. Responses are searchable, so the nurse can pull up the record by pet name at the door.

Can owners send us the vaccination record with the form?

Yes. Add an upload field and the owner attaches a photo of the vaccination card or the PDF the last practice sent, which you download or preview from the submission. Ask for the vaccine names and dates as text fields as well — a typed date is what the nurse checks a boarding booster against when the photo turns out blurred.

Can I use these for surgical consent forms?

You can capture the wording and a typed acknowledgement — a tickbox against the anaesthetic risk paragraph, an owner-entered financial limit, a pre-authorised number of extractions. What you cannot get is a legally executed e-signature; that field type does not exist here. Practices that need one countersign the printed response at the desk.

Can an owner register more than one pet on the same form?

Yes. Ask how many animals are in the household, then use logic to reveal a second and third block of pet fields only when they are needed. Multi-pet homes and multi-dog daycare families submit once, and you still get separate histories for each animal.

Is it safe to collect medication instructions and home access details this way?

Submissions are encrypted in transit and at rest, EU hosting is available, and the service is GDPR compliant. For a pet-sitting intake carrying a door code and a feeding routine, or for a consent form, use an end-to-end encrypted form — those responses, attached records included, are decrypted in your own browser and nowhere else.

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