If the pet is treated symptomatically and the records only contain what was actually done, not what was needed, then there is no defense that the additional service was offered. If choices are presented be sure to record what was needed and why an alternative was given. Record all follow-up calls on the file. Every time a client calls, make an entry. This is particularly true if advice is given Also be sure to record when a follow-up or recheck is needed.
Many computer systems have a good recall system built right in that is easy to use.
Or, if not computerized, a system can be utilized using 3x5 cards filed as to the date the recall is needed. Get consent for all procedures to be done on a pet. For instance, if a pet is admitted for a teeth cleaning and it s found that extractions are needed get consent before pulling the teeth. Don t make decisions for the client. It s their right to make all decisions for their pet.