Build and apply herd-health protocols

A herd-health protocol is a reusable vaccination or treatment program, like "fall-born calves: first vaccine at weaning, booster 21 days later". You build it once as a template, then apply it to a lot or an animal, and Vivetra works out the due dates.

By default, veterinarians, front-desk coordinators and practice managers can create and apply protocols. Everyone can see them.

Create a protocol template

1. Select Health Protocols in the Livestock menu.
2. Under Create a protocol template, choose the Operation it belongs to.
3. Enter a Name.
4. Choose a Species (optional — leave blank to apply to every species).
5. Select Create protocol.

You can also add a production class and description. New templates are Active.

Set a template to Retired when you stop using it.

Add the scheduled items

Each item is timed from a trigger event, not a calendar date. That's what lets one template work for every group of animals.

1. In the Protocol templates list, select Manage items on the protocol.
2. Under Add a scheduled item, choose the Intervention type: Vaccine, Treatment or Other.
3. Enter the Product name (free text), and pick a Drug reference (optional structured link) if it's listed.
4. Choose the Trigger event: At birth, At arrival, At weaning, Post weaning or Other.
5. Enter the Offset days: how many days after the trigger it's due. Use a negative number for days before.
6. Select Add item.

Repeat for each item. They're listed under Protocol items.

Apply a protocol

1. Select Applied Protocols in the Livestock menu.
2. Under Apply a protocol, choose the Protocol.
3. Choose what it applies to: select Tier 1 — individual patient and pick the animal, or Tier 2 — lot group and pick the lot. Only the picker for the option you select is used.
4. Enter the Anchor date: the date of the trigger, such as the lot's arrival date or the animal's birth date.
5. Select Apply protocol.

See the due dates

1. Under Applications, select Schedule on the application.

The Computed schedule lists each item with its due date: the anchor date plus the item's offset. It's calculated fresh every time you open it, so changing a template's items changes the schedule too.

An application's Status can be Active, Completed or Cancelled.