Product overview · private beta
Staff can schedule an appointment, track the patient, document care, build the invoice, update stock, and follow up without copying the same visit details between separate tools.
Clinic View / Thursday, April 17
Selected patient and visit
Domestic shorthair · 3y
Veterinary software capabilities
Each page explains what the beta does now, what clinic staff control, and which services need outside provider setup.
See when each veterinarian is working, apply your clinic’s booking rules, and follow the patient from arrival through checkout.
Explore veterinary scheduling softwareA veterinarian can type, dictate, use clinic templates, or write on paper while keeping the patient chart close at hand.
Explore veterinary SOAP notes softwareStaff can see which team member is responsible, which client and patient the conversation concerns, what happened recently, and when the next appointment is scheduled.
Explore veterinary client communication softwareBring completed services and products into an estimate or invoice, then show staff what was paid, what changed, and what balance remains.
Explore veterinary billing softwareSee how much is on hand, which lots are expiring, why quantities changed, and what the clinic needs to order.
Explore veterinary inventory softwarePet owners get a separate, secure place to review pet information, chat with the clinic, request an appointment, and see issued invoices.
Explore veterinary client portal softwareFrom appointment to close
Schedule + track
Book against staffed hours, review appointment requests, adjust the day as plans change, and move checked-in patients into Clinic View.
Treat + document
Keep allergies, medications, history, and recent results beside structured SOAP documentation from the first draft through the signed record.
Checkout + reconcile
Add selected services and products to the invoice, record the payment or balance, update inventory, and review the day in practice reports.
After checkout
Each completed visit changes more than the medical record. It can update stock, create or settle a balance, and appear in the daily reports a clinic leader reviews.
Stock
Track lots, expirations, stock movement, reorder suggestions, purchase orders, receiving, and stocktake.
| Item | Lot | Expires | On hand | Reorder | State |
|---|---|---|---|---|---|
| FVRCP 1 mLFVR-24-081 · exp Aug 28 | FVR-24-081 | Aug 28, 2026 | 4 | 5 | Reorder |
| Rabies 1 yearRAB-26-114 · exp Dec 12 | RAB-26-114 | Dec 12, 2026 | 18 | 8 | In range |
| Cefovecin 80 mg/mLCEF-25-019 · exp Jul 22 | CEF-25-019 | Jul 22, 2026 | 3 | 2 | Expiry review |
Receivables
Review invoice state, client balances, collections, payments, credits, adjustments, and account activity.
Most recent payment: invoice #10482 · $184.00 received · $0.00 balance
Practice view
Choose a date range, then review financial, appointment, patient, inventory, and staff reports in printable or exportable views.
Report window
Today · 12:00 AM–10:46 AM
| Clinic activity | Expected | Record found | State |
|---|---|---|---|
| Completed visitsExpected 18 | 18 | 18 invoices | Aligned |
| Paid invoicesExpected 16 | 16 | 16 payments | Aligned |
| Vaccines administeredExpected 7 | 7 | 7 lot movements | Aligned |
| Follow-up eligibleExpected 6 | 6 | 5 recalls | Review 1 |
Exception queue · 1 item
One eligible follow-up needs its recall interval reviewed before release.
Setup-dependent services
These features are present in the beta build, but production delivery or processing requires provider accounts, credentials, and clinic configuration.