Adding an Item for Patient Monitoring

The Patient Monitoring section of the patient medical record lists the Inventory items, Labs, and Procedures you would like to actively monitor for your patients and are configured by species. This article provides instructions on adding items to appear in the Patient Monitoring section.

Before proceeding, you'll need to determine when the inventory item, lab, or procedure should appear in the Patient Monitoring section of the patient record. You have two options:

  • Always show, even if the patient has not received the item in the past
  • Only show when it is on record that the patient has received it in the past (either as a Treatment or manually added historical lab result)

IMPORTANT: You will need access to Settings (). 


  1. Click the Settings icon ().
  2. Select the menu option Patient Monitoring.


  1. Choose the desired species in the Species drop-down menu.


  1. If the desired item is not listed, click Add Item to Monitor.
    • Choose the desired Type (Inventory, Lab, or Procedure) from the Type drop-down menu.
    • Choose the appropriate Category from the Category drop-down menu.
    • Click the plus () icon next to the desired item(s) to add to the Patient Monitoring list. Click Close when done.


  1. To always show, set “Always Show” to green () and ensure “Active” is also green (). To only show if the patient received the item in the past, set “Always Show” to red () and ensure “Active” is green ().


Additional Resources

Patient Monitoring - Overview

Updating Patient Monitoring Settings

Removing an Item from Patient Monitoring




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