To create a CVI:

  1. Select Consignor: Create a new Consignor by selecting Add New, or enter the name of an existing contact into the search by name box and select that contact from the dropdown list.
  2. Select Consignee: Create a new Consignee by selecting Add New, or enter the name of an existing contact into the search by name box and select that contact from the dropdown list.
  3. Select Origin and Destination: Both will default to Same as Consignor and Same as Consignee, respectively. If you need a different address/contact for either of these fields, uncheck the box and search for or add a new contact.
  4. Select Carrier: Select Same As Consignor or Consignee if the respective parties are transporting the animals. If they are not, select Other to search for an existing contact or create a new one.
  5. Select Movement Information: The Carrier Type and Purpose of Movement are required and are drop-down menus with options to choose from. If you do not see the option you need, you can select Other from the bottom of the list to type the purpose. Shipping Date is an optional field, but one that you can use to state a specific date that the animals will be shipped.
  6. Select Animal Information: Select the Species from the drop down menu. Species Type can be identified to further specify the species information.
  7. Enter Inspection Information: Enter the Inspection Date. Permit Number may be required, depending on the state to which the animals are traveling. Consult (link on left hand side of screen) or the state of destination to learn if a permit number is required. Brand Inspection Date and Brand Inspection Number are not required but may be included.
  8. Enter Optional Area Status/Herd/Flock Information: This information is optional but can be included on the CVI.
  9. Add Remarks: The system is loaded with a drop down menu of Common Remarks, as well as species specific remarks. You can also click on the ‘+’ sign in the upper right hand corner of the box to add a custom remark.
  10. Vet Assignment: Vet Assignment can be used when a technician or other clinic associate is entering the information for the vet to review and sign. Select the vet who needs to sign the certificate and when the vet views the Drafts, they will see their name associated with that certificate.
  11. Add Animal/Animal Group: If there are animals saved under the owner, click the List button to load and select from those animals. If you need to add a new animal, click the ‘+’ sign. Animals can be added as individuals or groups by selecting from the toggle button in the center of the Animal List. When creating an animal or animal group, complete all of the red outlined fields and click Create.
  12. Add Animal IDs: When entering animal information, up to 5 types of IDs can be entered. In the ID Types line enter a comma separated list of the types of IDs you are using. In the IDs line enter a comma separated list of the IDs. You can also use the IDs Worksheet by clicking the button at the right hand side of the IDs line. Using this tool, you can copy and paste IDs from a spreadsheet, or enter a range of IDs. Once you have entered the ID information into the worksheet, click Done to save it to the certificate. Make sure that you click the Create or Update button at the bottom of the Animal profile in order to save the information you have entered.
  13. Add Tests/Vaccinations/Treatments:  After entering animal information, test, vaccinations and treatments can be added to the certificate. If you have selected an existing animal with completed tests, vaccinations or treatments, they will show in the Available column. To include them on the CVI, select the one you wish to include and use the right arrow button to move it into the Included column. To add new tests, vaccinations or treatments, click the + button between the Available and Included boxes. A box will show for you to enter the information. The highlighted fields are required. Use the dropdown menus to choose from included options or type into the boxes to add a specific test, vaccination or treatment not included in the lists. Click Create to save and the information you have entered will automatically be included on the certificate.
  14. Completing Certificate: After completing the animal information, the final step is to E-Sign the certificate. We suggest Saving and Previewing before you E-Sign in order to ensure that the certificate is correct. Once a certificate has been E-Signed, it cannot be edited. After you have previewed to ensure the certificate is correct, click the E-Sign button, enter your username and password, and click Sign.
  15. Owner Access of Certificates: Owners will be able to access completed certificates through their MyVetLINK account. To print a copy of the certificate, click Show PDF to view and print the certificate through Adobe Reader.
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