Prebuilt Flow Templates (4 Examples)

Copy/paste Examples | ready for clinics.

Written By Brendan Baker

Last updated About 7 hours ago


Flow Template 1 — Dental (COHAT)

Triggers: dental, cleaning, COHAT, tartar, periodontal
Required Items:

  • Pre-op bloodwork

  • General anesthesia

  • IV catheter

  • Monitoring

  • Dental cleaning

  • Dental charting

Conditional Items:

  • Senior patient → IV fluids

  • Grade 3–4 → radiographs

  • Extractions → regional nerve blocks

Medications:

  • Pre-op analgesia

  • Post-op analgesia

  • Local blocks (if extractions expected)

Diagnostics:

  • Pre-op blood panel

  • Full mouth radiographs (conditional)

Verification:

  • Fasting confirmed

  • Owner consent documented

  • Pain control added

  • DEA logs validated (if controlled meds used)


Flow Template 2 — Spay/Neuter

Triggers: spay, neuter, sterilization
Required Items:

  • Pre-op exam

  • Pre-op bloodwork (if required)

  • General anesthesia

  • IV catheter

  • Monitoring

  • Surgery fee

Conditional Items:

  • Cryptorchid → add cryptorchid fee

  • Senior → add fluids

  • Heat cycle → add increased risk fee

Medications:

  • Pre-op analgesia

  • Post-op analgesia

Diagnostics:

  • Pregnancy test (if applicable)

Verification:

  • Confirm species/sex

  • Confirm age/weight

  • Confirm surgical difficulty


Flow Template 3 — Mass Removal

Triggers: mass removal, lump, growth
Required Items:

  • Sedation or anesthesia

  • Pre-op bloodwork

  • Mass removal

  • Histopathology (if approved)

  • Monitoring

Conditional Items:

  • 3cm → surgical time extension

  • High-risk location → advanced pain control

  • Senior → add fluids

Medications:

  • Pre/post-op analgesia

  • Antibiotics (if indicated)

Diagnostics:

  • FNA

  • Cytology

  • Pathology

Verification:

  • Margin expectations documented

  • Client consent

  • DEA log entries verified


Flow Template 4 — Soft Tissue Surgery (General)

Triggers: surgery, laceration repair, foreign body
Required Items:

  • Pre-op bloodwork

  • General anesthesia

  • Surgery fee

  • IV catheter

  • Monitoring

Conditional Items:

  • Foreign body → radiographs

  • GI → hospitalization

  • Complications → extended anesthesia time

Medications:

  • GI protocol meds

  • Pain control

  • NPO instructions included

Diagnostics:

  • Imaging

  • Pre-op labs

Verification:

  • Confirm case type and surgical plan

  • Confirm labs

  • Confirm DEA logs