Health Section Overview

The Health section manages horse medical records, helping you never miss a deadline.

Health Section Overview

The main screen offers a comprehensive overview of all scheduled health interventions in your stable:

• Top Statistics: four summary cards show at a glance Overdue interventions, those in the Next 7 days, scheduled for This month, and the Total. Clicking a card narrows the list down to those interventions.
• Search & Filters: filter by keyword, horse Groups, Intervention Type (Farrier, Physiotherapist, Dentist, Vaccination, etc.), Status (Pending, Overdue, Next 7 days, This month, All), and sort by date, next due date, horse, or event type.
• Show Completed Toggle: include or hide previously completed interventions.
• Intervention List: each row displays the category with its icon, associated horse, due date, and amount.

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Managing Interventions from the List

By hovering or clicking on any intervention row:

1. Click the settings gear icon ⚙️ on the right side of the row to open the context menu.
2. From here you can:
   • Open the horse profile by clicking its name.
   • Click Edit to modify intervention details.
   • Click Delete to remove the entry.

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Viewing Details and Marking as Done

Clicking a row opens the Intervention Detail modal:

• Displays the date, horse, owners, attending professional, and price.
• Mark as Done: click the green Performed button to archive the treatment as completed. The button only appears from the day of the intervention onwards: on an intervention that is still scheduled you find, in its place, the note that it can be marked as done from that date.
• Edit / Cancel: update details or close without changes.

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Batch Interventions (Step 1: Select Horses)

For health procedures involving multiple horses at once (e.g., stable-wide farrier visit or vaccination):

1. From the Health dashboard, click + Batch Intervention.
2. Step 1 — Select Horses:
   • Use Group filter tags (e.g., Broodmares, Foals, Stallions, Over 3 years) to quickly filter.
   • Search horses by name.
   • Click Select all or pick individual horses.
3. Click Next to proceed to step 2.

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Batch Interventions (Step 2: Event Details & Recurrence)

In the final step, configure the intervention details:

1. Event Type: select the category (Vaccination, Farrier, Dentist, Deworming, etc.).
2. Event Title: auto-filled based on type, fully customizable.
3. Date: set the execution date.
4. Next Due Date (Optional): use the quick chips or choose a Custom date to schedule the follow-up. The chips change according to the Event Type you pick: for Farrier and Barefoot Trimmer they are 6 wks, 8 wks, 2 mo., 3 mo.; for Vaccination 6 mo. and 1 yr; for the other types 1 mo., 3 mo., 6 mo., 1 yr.
5. Amount, Performed by & Notes: enter per-horse cost, specialist name, and notes.
6. Repeat automatically: turn on the switch if you want the system to create the next intervention by itself the moment you mark this one as done.
7. Click the final button, which shows the number of horses you selected (Create 8 interventions), to confirm.

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What about member medical certificates?

They are not here: the Health section only covers horses. People's medical certificates are uploaded elsewhere:

• On the member's profile, in the Medical Certificates box. The same box is on a staff member's profile.
• From the Member Portal, where the member can upload their own certificate, if their access allows it.

An expired or missing certificate is always flagged and never blocks anything: there is no level to configure. The warning appears as a tag (Certificate expired, Certificate expiring, Certificate missing) in the member list and on the lesson participant rows, and as the Cert. Expiry box on the dashboard.

Tip: use the Health dashboard filters at the beginning of each month to coordinate farrier and vet visits efficiently.