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Schedule a Procedure
Schedule a Procedure

You can schedule procedures on the EquiTrace app

L
Written by Lorna Moore
Updated over 3 months ago

How to Schedule a Procedure

On the home screen of EquiTrace select the Procedures button.


On the next screen, press the Select Procedure button where you will be able to select the procedure you wish to schedule from the drop down list.

Select type of Procedure

You can choose from Vet Exam, Farriery, Dental, Endoscopy, Ultrasound, Bloodwork, Foal Exam, Foal IgG, Xray, Shockwave, Surgery, Vet inspection or Other.


Select your desired procedure and then press the Schedule Procedure button.

Choose Horses

You will then be brought to the Choose Horses page.


You may search for your horse by name or filter by Foals, Yearlings, 2y olds, 3y+, Males, Geldings or Females. You may also sort by Name, Dam, Year or Barn.


If you have one horse to select search for this and select it. If you have a number of horses to select, search and select by your desired filter.

If you choose one group for example 2y olds you may then select the Add all horses below button.

A pop up will appear. You must confirm this is the number of horses you wish to schedule a procedure for. If you want to add more select the Add More button.

Once you are happy with your selection of horses press the Next button.

Select Date and Time of Procedure

You will be brought to your next page where you can select the date and time of when you would like to schedule the procedure for.


You can add the scheduled procedure to the schedule of All, Dentist, Vet, Staff, Farrier or Clear depending on which list you would like this procedure to appear on.

Scheduling Repeats

If you wish to schedule a repeat of this procedure then you can select Repeat Once in X days, weeks or years. You may also choose Repeat Every in days, weeks or years.

Confirm your scheduled Procedure data

Once you select the Next button, you will be brought to a review screen where you will be shown each horse that has been added to the scheduled list and the date of the scheduled procedure. You may remove the horses if desired.


Once you select ‘Confirm’ your procedure has been scheduled.

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