Placement Operations
Health Records Transfer Form
Use this when buyers need a clean medical handoff that is easier to keep than a pile of receipts.
Instant download · .docx + .pdf · Single-business use
The first vet visit after pickup is where the buyer's veterinarian decides what protocol to follow for the rest of the puppy's first year. If the buyer arrives with a stack of unorganized vet receipts and "I think she had two dewormings, my breeder said something about pyrantel," the vet has to start from scratch. If they arrive with a complete health record, the vet has full context and the puppy gets continuity of care from day one.
The Health Records Transfer Form is the permanent medical record that goes home with each puppy. One per puppy. Filled out by the breeder before pickup. Signed by the breeder. The original goes home with the buyer, and a signed copy stays in the breeder's records.
What the document does
It captures every medical detail relevant to the puppy's care to date in a single 7-page document the buyer's veterinarian can use without follow-up questions. It includes parentage, vaccinations with lot numbers, dewormings with products used, vet exam findings, fecal test results, microchip information, dietary history, and breeder contact information for ongoing reference.
What is included
- Puppy identification covering call name, registered name, sex, color, whelp date, and microchip details
- Sire and dam section with registration numbers and health testing references
- Vaccination history with date, vaccine type and brand, lot number, and administering provider per dose
- Deworming history with date and product used per dose (standard 2/4/6/8 week protocol)
- Pre-placement vet exam with date, veterinarian, practice, and findings
- Fecal test result and date
- Tail docking, dewclaw removal, heartworm prevention, and flea/tick prevention status
- Diet and feeding section with current brand, daily amount, transition recommendations, and observed sensitivities
- Genetic testing and health clearances covering sire, dam, and puppy testing
- Breeder contact information for ongoing reference
- Special notes section for anything noteworthy about this specific puppy
- Breeder certification with signature line
Format and how it works
Includes a Word version for digital editing and a PDF version for printing. Fill out one form per puppy in the days leading up to go-home. Sign the breeder certification. Provide the original to the buyer in their take-home folder. Keep a signed copy in your records.
The buyer should bring this to their first veterinary appointment, which the form notes in the introduction.
Why this version is different
Most "health records" in puppy placements are a vaccination card from the vet plus whatever the breeder wrote down on a sticky note. This is a permanent medical record that captures the data your contract Health Guarantee references and that the buyer's vet can actually use. The genetic testing and health clearances section also documents what testing was done on the sire and dam, which is the part most generic forms skip and the part that establishes program credibility.
Who this is for
For breeders who want every placement to leave with complete medical records and a documented foundation for the buyer's veterinary care. Especially valuable for breeders running health-tested programs who want testing references documented in writing. Pairs with the Litter Vet Visit Record (which feeds the data) and the Puppy Go-Home Day Checklist (which signs off on receipt).
Buy this document on its own, or pair it with the rest of the Operations Kit using the bundle discounts.
What you get
- Editable Word file
- PDF file
Better value · bundle
The Working Breeder Operations Kit
This document is included in the bundle with the rest of the breeder operations workflow.