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Record a procedure
Record a procedure

You can record a procedure using the EquiTrace app

L
Written by Lorna Moore
Updated over 3 months ago

How to Record a Procedure

To record a procedure, you must follow the steps below.


On the home screen select the Procedures button.


Once you select procedures, you will be brought to the procedure screen where you can choose to schedule or record a procedure.

Select type of Procedure

You must first select what type of a procedure you would like to schedule. You may choose from the drop down list available and select if the procedure you would like to record is: Vet Exam, Farriery, Dental, Endoscopy, Ultrasound, Blood work, Foal Exam, Foal IgG, X-Ray, Shockwave, Surgery, Vet Inspection or Other.

Select Date and Time of Procedure

You will then be brought to a page where you must choose the date and time your procedure was performed. You can also backdate a procedure by selecting the date you wish to backdate to.


You can also input the Vet who performed the procedure and who entered the record. This will be auto populated with the username.

Choose Horses

Next you will be brought to the Choose Horses page.


Here you must choose your horses. You may search your desired horses name or filter by Foals, Yearlings, 2yo olds, 3y+, Males, Geldings or Females. You may also sort by Name, Dam, Year and Barn.


Once you have chosen your desired horses (if you choose all of a specific filter you may choose ‘Add all horses below’), a popup will appear and you will confirm if you are happy with this list of chosen horses or if you wish to add more.


Once you are happy with the animals you have chosen, you must then select ‘Next’.

Record Procedure Details

You will then be brought to the ‘Record Procedure’ page. You have the option to choose between ‘Same result for each horse’ or ‘Different result for each horse’ (if you are recording a procedure for multiple horses).


If you are recording the same result for each horse you will be brought to Record X Procedure page where you can input the result of the procedure.


If you are recording a different result for each horse you will be brought through each horse and asked to input a result for each horse seperatley.

Confirm your recorded Procedure data

When completed you will be brought to the final stage where you can review your procedure and amend where needed.


When you are happy with all details you may select ‘Confirm’ and the procedure will be saved.

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