Client and Patient Reminders

Reminders in viggoVet help you track when a patient is due for a vaccine, needs a diet adjustment, or requires a follow-up visit. You create reminders on individual patients, and they roll up to the client profile and the global Reminders page so nothing gets missed. This guide shows you how to create, view, and manage reminders from both the patient and client level.

Where Reminders Are Located

Reminders appear in three places across viggoVet:

This structure means you can check a single patient’s upcoming needs, review everything for a particular pet owner, or scan the whole clinic’s reminder schedule depending on what you need.

Viewing reminders on a patient profile

1. Open the patient’s profile.
2. Click the Reminders tab.
3. You’ll see a list of existing reminders with the following details:

Use the Created At sort, Ascending toggle, and Search field to find specific reminders.

Viewing reminders on a client profile

1. Open the client’s profile.
2. Click the Reminders tab.
3. This list shows reminders from all of that client’s patients combined.

Each entry includes the patient name so you can tell which animal the reminder belongs to. For example: “DHPP9, Vaccine.daisy, in 20/01/2026 12:00 am” tells you this is a vaccine reminder for the patient named Daisy.

The layout and controls are identical to the patient reminders tab: sort, search, create new, edit, and delete.

Creating a new reminder

You can create reminders from either the patient or client Reminders tab. The process is the same:

1. Click the Create new button in the top-right corner.
2. The New reminder modal opens with three fields (or four if you add it from a client’s profile)
3. After filling the values, click “save” to create or “cancel” to discard

Fields and Descriptions for Reminders:

Tip: Use clear, specific names for your reminders. “DHPPI-L Vaccine” is much more useful than “Vaccine due” when you’re scanning a long list or reviewing the clinic-wide Reminders page.

Editing a reminder

1. Find the reminder you want to change.
2. Click the pencil icon on the right side of the entry.
3. The edit modal opens with the existing values pre-filled.
4. Update the name, type, or date as needed.
5. Click Save.

Deleting a reminder

1. Click the trash icon on the reminder entry.
2. Confirm the deletion when prompted.

Deleted reminders cannot be recovered. If you delete one by mistake, you’ll need to create a new reminder with the same details.

Reminder types

viggoVet includes the following built-in reminder types:

Automatic reminders from inventory items

Available in the Enterprise plan.

Besides manual reminders, viggoVet can create reminders automatically when a patient is invoiced for specific items. This is configured at the inventory item level.

How automatic reminders work

1. An inventory item (e.g., a vaccine, a medication) has a reminder configured in its item settings (type, name, and interval).
2. When that item is added to a patient’s invoice and the invoice is created, the system automatically assigns the configured reminder to that patient.
3. The reminder appears on the patient’s Reminders tab, the client’s Reminders tab, and the global Reminders page like any manual reminder.

Why this matters

Automatic reminders ensure that recurring care items (vaccines, parasite prevention, dental checkups) always generate a follow-up reminder without relying on staff to remember. As long as the item is configured correctly in inventory, every patient invoiced for that item gets the appropriate reminder.

How reminders connect across the system

When you create a reminder on a patient (or when one is automatically generated):

• It shows on that patient’s Reminders tab
• It also appears on the client’s Reminders tab (combined with reminders from their other patients)
• It appears on the global Reminders page accessible from the left sidebar under DASHBOARD

This means your front desk team can check the Reminders page each morning to see which patients are due for something today or this week, without opening every patient record individually.

What to do if something goes wrong?

Reminder doesn’t appear on the client profile: Make sure you created the reminder on one of that client’s patients. Reminders are tied to specific patients and only roll up to the client who owns that patient.

Can’t find an old reminder: Use the Search field on the Reminders tab. If the reminder was deleted, it won’t appear anywhere. Check with your team to see if someone removed it.

Wrong date on a reminder: Click the pencil icon to edit the reminder and update the date field. The change takes effect immediately.

Reminder type you need isn’t in the dropdown: Your clinic admin manages the available reminder types. Ask them to add the type you need through the system configuration.

Too many reminders cluttering the list: Use the Search field to filter by name, or sort by Created At to find recent entries. Consider deleting reminders that have already been actioned and are no longer needed.

Note: Contact the viggoVet help if any of these problems persist after following the instructions.