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