Pets Β· free template

Veterinary New Patient Intake Form

Register a new animal patient with owner, species and medical history.

Questions
27
Pages
4
Layouts
classic Β· card
Conditional rules
3
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About this template

This veterinary intake form is for clinics registering an animal they have not treated before, so the first consultation starts with a complete record instead of a clipboard scramble. It collects the owner's contact details and preferred way of being reached, then moves to the animal itself: species, breed, age, weight, sex, neuter status and microchip number. The medical section captures current medications, known allergies, vaccination status, previous surgeries, diet and behavioural warnings such as a tendency to bite when handled, which protects the nurse who takes the animal through to the exam room. A final block asks for the reason for today's visit, the referring practice if there is one, and consent to treat plus a spending limit for unforeseen work. On submission the record lands in your inbox and can be routed straight to the practice management system or printed for the patient file, so a receptionist only has to confirm details rather than type them. Add your own fields for insurance policy numbers or pet passport data at any time.

What this form asks

Every question is editable β€” rename it, make it optional, or delete it entirely.

Page 1 β€” Owner details

  • Owner full namerequired
  • Email addressrequired
  • Mobile number
  • Home address
  • Preferred contact methodrequired

Page 2 β€” About your animal

  • Pet namerequired
  • Speciesrequired
  • Breed
  • Date of birth (or best estimate)
  • Sexrequired
  • Approximate weight (kg)
  • Microchip number

Page 3 β€” Medical history

  • Current medications and doses
  • Any known allergies or reactions?required
  • Allergy details
  • Vaccinations up to date?required
  • Previous surgeries or ongoing conditions
  • Usual diet
  • Does this animal need careful handling?required
  • Handling notes for our team

Page 4 β€” Today's visit and consent

  • Reason for this visitrequired
  • Previous practice (if transferring)
  • Is the animal insured?required
  • Insurer and policy number
  • Spending limit before we call you (Β£)
  • Agreementrequired
  • Owner signaturerequired

27 questions in total.

Conditional logic included

  • When β€œIs the animal insured?” is Yes, show β€œInsurer and policy number”.
  • When β€œAny known allergies or reactions?” is Yes, require β€œAllergy details”.
  • When β€œDoes this animal need careful handling?” is Yes, show β€œHandling notes for our team”.

Works in both layouts

Frequently asked questions

Can I use this before the animal's first appointment?
Yes β€” send the link when the appointment is booked and the record is complete before the animal arrives.
Does it handle multiple pets per owner?
Submit once per animal, or duplicate the pet page in the builder to register a whole household in one go.
Is the medical history section editable?
Every question can be renamed, reordered or removed, and you can add practice-specific fields such as pet passport numbers.
How is the signature captured?
The signature field accepts a finger or mouse drawing and is stored with the submission as part of the consent record.