Client communications
Client messages with the patient record close by
Staff can see which team member is responsible, which client and patient the conversation concerns, what happened recently, and when the next appointment is scheduled.
The beta includes a shared inbox, portal chat, internal notes, scheduled messages, attachments, and manual call logs. Live text and email need connected providers. Calls cannot be placed through vetverve today.
Beta capabilities
What your clinic can test
Keep messages and manual call logs with the relevant client, patient, and appointment.
Assign each conversation and show whether it is open, snoozed, or closed.
Use saved replies and scheduled messages, with a clear notice when external delivery is not configured.
Step by step
How staff complete the work
- 01
See who and what the message is about
Open the conversation beside the client, their active pets, recent visits, and next appointment.
- 02
Reply from the shared inbox
Handle text, email, portal chat, internal notes, and manual call logs from one queue. The inbox shows when an external delivery service is not connected.
- 03
Assign and finish the follow-up
Assign the conversation, save drafts, update its status, and create the scheduling or patient-care follow-up it requires.
Configuration
What your clinic controls
- Conversation assignment, open, snoozed, and closed states
- Practice permissions for sending communications
- Saved replies, reminder templates, and staff email signatures
- Client opt-outs and external delivery settings
- Scheduled-send and reminder worker configuration
Practical answers
Questions clinic teams often ask
Which communication channels are in vetverve?
The shared workspace can organize SMS, email, portal chat, internal notes, attachments, and manual call logs. SMS and email delivery depends on the applicable provider; portal chat and internal notes stay in the app.
Which client and patient details appear beside a conversation?
The beta can show the client, their active pets, recent visits, and next appointment beside the conversation.
Can vetverve send automated appointment reminders?
Reminder sequences, templates, and confirmation tracking are built. Live sends require the applicable SMS or email provider plus an active scheduler and worker configuration.
Can staff place phone calls from vetverve?
Not in the current beta build. Staff can log a call placed on another phone, but vetverve does not currently dial through a carrier or record live calls.
Private beta