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TemplatesHerd visit

Herd health visit record for advisors

This free PropelMapper record tells the herd team which animal or group you checked and when each test was taken.

Completed Herd health visit record
Example account: Brookside Dairy
Free downloads No email needed

Word can be adapted to the practice; Excel holds repeat rows; PDF provides a printable record. All include a fictional example whose treatment entries are not instructions to use.

Example: the completed form

Filled in for Brookside Dairy, a made-up herd. Treatments and doses are examples; the herd's own vet plan decides.

Herd health visit record

Sample · fictional example

Herd, purpose and participants

Farm and herd Brookside Dairy, 420 milking, 60 dry
Visit type Routine herd health (ticked)NutritionReproductionProblem call
Date and time in the barn October 7, 7:00 to 10:30
Vet or nutritionist Dr. S. Klein, DVM
Met with Joe Varga (herdsman), Beth Lund (owner) at the end

Dated source records

Milk and components Steady on yield; fat down slightly over 3 weeks
Bulk tank SCC and high cows (cells / mL) 210,000; 14 cows high on the last test
Fresh cow events since last visit 3 ketosis, 1 left DA (surgery done), 2 retained placentas in 31 calvings
Last visit’s actions done YesPartly (ticked)No

Findings by group and pen

Fresh and close-up pens Fresh pen crowded after a run of calvings. Two cows with hollow left flanks, both examined below.
Feed and water New corn silage opened Oct 1, wetter than the last. Dry matter retest asked for. Trough in pen 3 slow to refill.
Body condition by group (score; record the scale) Dry 3.25 to 3.75; fresh 2.75 to 3.25; late lactation 3.25 to 3.5
Lameness, stalls and heat 6 cows scored 3 or above in pen 2, sent to the trimmer list. Sand bedding low in the back row.

Individual animal examinations

Cow ID and penReason seenFindingsBCSTreatment and withdrawalFollow-up
2214, freshFresh check, day 5Hollow flank, low intake, ketone test positive2.75Drench per herd ketosis protocol; withdrawal as on the labelRetest Oct 9
1987, pen 2High SCC, two testsClinical mastitis, left rear quarter3.0Per mastitis protocol; milk withdrawal to Oct 12 per labelCulture result Thu
2301, freshRetained placentaTemp normal, eating, discharge as expected3.25None todayRecheck next visit
1840, pen 2LameSuspected sole ulcer, right hind3.0To the trimmerTrimmer Oct 10

Agreed work and return visit

Actions agreed Move 10 springers to the far close-up pen to ease fresh pen crowding (Joe, today). Retest silage dry matter and adjust the ration (nutritionist, by Oct 10). Top up sand in pen 3 back row (Joe, this week).
Not done from last visit Pen 3 trough float still to be replaced
Next visit October 21
Signature S. Klein, October 7

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Filling in the herd health record

  1. Identify each record. Put the animal or group ID on observations and tests. Keep the feed lot, date, method and units with feed measurements, and the sensor location and time with environmental readings.
  2. Record the professional’s instructions. Name the veterinarian or nutritionist who gave them. Copy the supplied treatment, ration or withdrawal directions accurately; this form supplies no diagnosis or treatment plan.
  3. Read back the agreed work. Confirm the action, responsible person and review date with the herd team. Bring forward unfinished work from the last visit.

Animal IDs for each test and finding

A milk result and a pen observation may belong in the same report, but each needs its own date and animal or group. The visit record helps the herd team follow that distinction through the veterinarian’s or nutritionist’s instructions.

Keep laboratory collection dates separate from today’s visit. For body-condition scores, save the scale, scorer and animal or group; Penn State’s scoring guide explains the method. Retain original SCC reports with cow IDs, dates and units, as context for the herd veterinarian’s evaluation (Penn State, 2025).

What do you write up after a visit?

Pick one and see the signed report PropelMapper drafts for it.