Parrot Sanctuary Resident Record Keeping Basics

spiral bound notebooks stacked together
So many notes, such little time!

Updated December 10, 2020

Check out our step by step guide to creating a free, secure, digital record keeping system here!

One of the most important things that you can do for each of your parrot sanctuary residents may not be the most entertaining or glamorous job, but consistent record keeping kept in a safe, well-organized location is critical for resident health and safety, as well as the safety and success of your sanctuary. 

Stay Organized!
Consider keeping a binder for each parrot in your care so that the following documentation is easily accessible to anyone who may need to access it. You should also consider creating a schedule of digitally backing up each set of records either with scans or photographs to protect this critical information from loss or damage.

Intake Records

When you first bring a resident to your sanctuary, ensure that you keep good records of the intake process and everything you first learn about the resident.

First, take a few photographs of your resident, especially ones of their face and any health challenges that they might be dealing with. This visual information is useful for a veterinarian in diagnosing current or future conditions, in cases where you need to prove guardianship of the parrot, and in the case of abuse by humans, proof of poor treatment in the past. Keeping photo documentation of a new resident’s health can also be a powerful testament to their healing and growth at your sanctuary for visitors.

As soon as you can, document each resident’s:

  • Name
  • Arrival date and origin
  • Sex
  • Species
  • Weight
  • Current diet and record of any diet changes, as well as preferred food
  • Identifying marks (if any)
  • Age or age estimate
  • Reproductiver history
  • Bloodwork
  • Veterinary record and health certificates
  • Any leg band identification numbers
  • Vaccinations, on intake and ongoing 
  • Microchip information (if they have one)
  • A history of where they came from and the conditions in which they were kept
  • Acquisition documents and travel certificate (if they have one)
  • Police reports if they have any
  • If applicable or appropriate, positive reinforcement training records showing completed objectives and those still in development

A Who’s Who Of Residents!
If you have many similar-looking residents, figure out a safe practice that works for you and the residents to identify each individual.

Check Out Our Free Intake & Transfer Of Guardianship Records!

Looking for some forms you can put into action for your sanctuary? Check out our free Intake record, as well as our Transfer Of Guardianship Record! As mentioned in our disclaimer, it’s important to get the verbiage signed off by a legal expert in your region, but this template will get you started down the path of responsible documentation!

If you have a veterinarian evaluate your new resident, keep a record of their findings as well as their general remarks and a body condition score at intake. If the veterinarian has any special care or medicinal suggestions, make special note of these and keep them prominently in your parrot’s records.

Keep detailed track of your new resident’s quarantine period, health observations and treatments if necessary, and how their introduction to other residents goes. This will help you evaluate and improve your intake procedures in case anything goes awry unexpectedly. Perhaps you’ll find that one of your residents needs a little more time to adjust to newcomers, which can be helpful care information in the future.

To learn much more about the Intake examination and documentation process, check out our resource on the subject matter here!

Health Checkup Records

For each species of resident that you care for, you should have a printable template that you can use for every routine health checkup that you perform. You can use it both as an easy checkup guide for each parrot and a place to document your findings clearly. Before you perform a check up, you can compare past records to track health challenges and monitor how well a recovery or treatment is going. This information can be used to adjust and optimize treatments. Keeping track of any disease or parasitic outbreaks can help keep the rest of your residents healthy and safe.

For more information on why health documentation is crucial to residents, check out our resource here!

We’ve Got You Covered!
Looking For Health Exam templates? Look no further! We have free printable templates for the following species:
Parrot Health Exam Form

Veterinarian Records

Whenever you have your resident checked up by a veterinarian, keep all documentation they provide as well. This can help you keep track of each resident’s ongoing needs and also be crucial in case you need to use a different veterinarian in the future or in an emergency.

Check Out Our Free Veterinary Visit Report Form
If you’re looking to keep better track of your veterinary visits, download our free veterinary visit report form here!

Social Records

If your resident is particularly reactive to certain humans or other residents, it is wise to keep this information well-documented and towards the beginning or their records. This can help prevent problematic interactions down the road if a new volunteer or caregiver isn’t aware of the resident’s personality. It can also help you track any changes in their behavior that could point to developing health challenges.

Quarantine Records

Whenever a resident enters quarantine, whether they’re incoming or an existing resident, it’s good to keep a quarantine log. This information should include what steps you’re taking to quarantine the resident, any treatment that they’re going through, as well as updates on their health throughout the quarantine process. This can help you ensure that you’re giving the resident the exact care required and review in the future to refine your quarantine process to be as successful and efficient as possible.

End of Care Records

Whether your parrot is adopted out to a new home or they pass away, it’s very important to keep proper documentation of every step of a resident’s end of care at your sanctuary.

If being adopted, take photographs before they leave your care and document their general health as well as the contact information of the adopting organization or persons. You can offer the resident’s new home a copy of the documentation you’ve kept for the resident, but it’s important that you keep a copy for yourself as well to protect your organization and your resident in case the adoption is against their interest. If the adopting organization or persons has to return the resident to you, record their reason.

If a parrot has passed away, take detailed notes of how the resident died, including a necropsy report if conducted by a professional. Also make note of how you disposed of the resident’s remains. Although not the most happy information, keeping record of your parrot’s death may help protect the rest of your residents (in the case of disease outbreak) as well as your sanctuary (in case the government requires information about your residents). Keep the full record of your parrot’s life and times safely archived in case necessary for future reference.

Check Out Our End Of Life Form
To help facilitate better end of life documentation for sanctuary residents, we’ve developed a free, downloadable form for sanctuaries here.


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Updated on January 25, 2022

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