Share This Checklist

  • Primary Veterinarian: Name, address, and phone number.
  • Specialists: Contact info for specialists (e.g., ophthalmologist, oncologist).
  • Emergency Clinics: List of nearby 24/7 emergency vet clinics.
  • Preferred Pharmacy: Pharmacy name and contact for any prescriptions.
  • Core Vaccines: Record dates for core vaccines (e.g., rabies, distemper).
  • Non-Core Vaccines: Record dates for optional vaccines based on lifestyle (e.g., Bordetella).
  • Renewal Dates: Note expiration dates for each vaccine to schedule renewals.
  • Rabies Tag and Certificate: Include rabies tag number and certificate copy.
  • Prescription Medications: List all prescriptions, dosages, and administration instructions.
  • Over-the-Counter Medications: Note any OTC products approved by the vet.
  • Special Instructions: Any special directions for giving medications (e.g., with food).
  • Refill Schedule: Refill dates and pharmacy information.
  • Known Allergies: List allergies (food, environmental, medications).
  • Symptoms: Describe symptoms (e.g., skin rashes, gastrointestinal issues).
  • Treatment: Record treatments or preventative measures.
  • Emergency Instructions: Steps to take if an allergic reaction occurs.
  • Chronic Conditions: Document any chronic conditions (e.g., arthritis, diabetes).
  • Past Surgeries or Procedures: List surgeries or notable medical procedures.
  • Current Treatment Plans: Outline ongoing treatments or therapies.
  • Medical Records: Keep copies of detailed medical history and exam notes.
  • Flea and Tick Prevention: Record product name, dosage, and administration frequency.
  • Heartworm Prevention: Document prevention medication and schedule.
  • Other Parasite Control: List additional preventive measures (e.g., deworming).
  • Renewal Reminders: Schedule for replenishing parasite prevention supplies.
  • Dietary Restrictions: Note any dietary limitations or special diets.
  • Food Brand and Type: Record preferred brand and type (dry, wet, homemade).
  • Supplements: List any vitamins, joint supplements, or probiotics.
  • Feeding Instructions: Include specific feeding times and amounts.
  • Behavioral Conditions: Note any diagnosed behavioral issues (e.g., anxiety).
  • Therapies or Medications: List behavioral therapies or medications.
  • Triggers: Describe known triggers or stressors.
  • Calming Aids: Include any calming aids used (e.g., pheromone sprays, anxiety wraps).
  • Weight Tracking: Log dates and weight for regular check-ins.
  • Vital Signs: Note any important measurements, like blood pressure or heart rate, if relevant.
  • Symptom Watch List: Include symptoms to monitor (e.g., lethargy, limping).
  • Check-Up Schedule: Record recommended dates for vet check-ups.
  • Pet Insurance Provider: Insurance company name, policy number, and contact info.
  • Policy Coverage: Brief overview of what is covered (e.g., accident, illness).
  • Claim Process: Instructions for submitting claims.
  • Payment Records: Note payment history or plan details.

1. Gather All Existing Records

Before you can organize, you need to collect everything in one place.

1.1 Request Veterinary Records

Your pet’s medical history is important for tracking past treatments and planning future care.

How to do this:

  • Contact your current and past veterinarians to request full medical records.
  • Ask for vaccination history, lab results, prescriptions, and previous diagnoses.
  • If you have adopted your pet, request any records from the shelter or breeder.

Why it matters:

  • Ensures continuity of care when switching vets or seeing a specialist.
  • Helps you stay on top of vaccinations, medications, and chronic conditions.

1.2 Collect Home Health Records

You may have important medical details that are not in the vet’s files.

How to do this:

  • Gather receipts for medications, supplements, or treatments you have purchased.
  • Write down any allergies, sensitivities, or unusual reactions your pet has had.
  • Note any home remedies or special care routines you use regularly.

Why it matters:

  • Provides a complete picture of your pet’s health history.
  • Helps vets make informed decisions during checkups or emergencies.

2. Create an Organized Filing System

A well-structured system makes it easy to find records when needed.

2.1 Use a Physical Binder or Folder

A hard copy backup is useful in case of digital failures or emergencies.

How to do this:

  • Use a three-ring binder or an accordion folder with labeled sections.
  • Organize records by category such as vaccinations, medications, surgeries, and vet visits.
  • Keep business cards from vets, specialists, and pet insurance providers in a sleeve.

Why it matters:

  • Keeps everything in one place so you are not searching through loose papers.
  • Makes it easy to grab in an emergency or share with a pet sitter.

2.2 Set Up a Digital Backup

A digital system ensures you always have access to records, even on the go.

How to do this:

  • Scan or take clear photos of all medical documents.
  • Store them in a cloud-based app like Google Drive, Dropbox, or Evernote.
  • Use a pet health app such as PetDesk or Pawprint to track vaccinations and vet visits.

Why it matters:

  • Provides quick access to records from your phone or computer.
  • Prevents losing critical information due to misplaced paperwork.

3. Organize Records by Category

Sorting information into clear sections makes it easier to update and reference.

3.1 Vaccination and Preventative Care

Tracking shots and preventatives keeps your pet protected from disease.

How to do this:

  • Keep copies of rabies, distemper, and other core vaccine certificates.
  • Record dates for flea, tick, and heartworm preventatives.
  • Note upcoming vaccine due dates so you never miss them.

Why it matters:

  • Ensures compliance with local pet laws and boarding requirements.
  • Helps prevent unnecessary or duplicate vaccinations.

3.2 Medications and Prescriptions

Knowing your pet’s medication history helps avoid dosing errors.

How to do this:

  • List all current and past medications along with dosages and frequency.
  • Keep track of prescription refills and expiration dates.
  • Include notes on side effects or reactions to certain medications.

Why it matters:

  • Prevents confusion about what medications your pet is taking.
  • Helps your vet adjust treatments if needed.

3.3 Veterinary Visits and Procedures

A medical timeline helps you see patterns and track recurring issues.

How to do this:

  • Record dates of vet appointments and the reason for each visit.
  • Keep notes on surgeries, dental cleanings, and other procedures.
  • Include diagnoses, recommended treatments, and follow-up instructions.

Why it matters:

  • Provides a complete health history for your vet.
  • Helps track chronic conditions and past treatments.

3.4 Allergies and Medical Conditions

Having a detailed log of health issues helps prevent future problems.

How to do this:

  • Write down food, environmental, or medication allergies.
  • List any chronic illnesses like diabetes, arthritis, or heart disease.
  • Track flare-ups or worsening symptoms over time.

Why it matters:

  • Helps avoid triggers that could make your pet sick.
  • Ensures any new vet or sitter is aware of health risks.

4. Maintain and Update Your Records

Keeping records current prevents last-minute scrambling when you need information.

4.1 Schedule Regular Updates

Set reminders so records stay accurate over time.

How to do this:

  • Update your files after every vet visit, vaccination, or medication change.
  • Review insurance policy coverage and renewal dates once a year.
  • Scan new documents immediately into your digital backup.

Why it matters:

  • Saves time by preventing paperwork buildup.
  • Ensures records are always ready when needed.

4.2 Keep Emergency Information Handy

Quick access to key details can be lifesaving in an emergency.

How to do this:

  • Create an emergency card with your pet’s medical conditions, vet contact, and medications.
  • Store a printed copy in your pet’s travel bag or near the door.
  • Share the information with trusted family members or pet sitters.

Why it matters:

  • Ensures fast and proper treatment during medical emergencies.
  • Helps others care for your pet if you are unavailable.

Final Thoughts

Organizing your pet’s health records is one of the best ways to stay on top of their well-being. Whether it is for routine checkups, emergency vet visits, or travel requirements, having everything in one place makes life easier. A little effort now will save you stress later and keep your pet’s care on track.

Leave Your Heirs The Gift Of Organization With a CLEAR Kit

Did you know?

The average estate takes 570 hours to administer.