In the beta build
Working product surfaces available for guided evaluation.
Product status · private beta
See the veterinary software roadmap clearly. What is ready, connected, or still in development.
This is a working view of veterinary product scope, not a launch schedule. Every capability has one of three clear states so your clinic can evaluate the beta without reading between the lines.
Available when connected
Built workflows that depend on an outside service.
In development
Product direction we are actively shaping.
Capability ledger
Filter the product by readiness or clinic workflow.
“In the beta build” describes current software, not guaranteed production readiness. Connected services still require provider onboarding, and development items have no promised release date.
Show by status
Showing 48 capabilities
01
Intake + records
Bring client and patient information in without making the team retype it.
In the beta build
Client and patient records
Create, search, edit, and import connected client and patient records with contact, ownership, and medical context.
In the beta build
Driver’s license barcode intake
Scan the PDF417 barcode on the back of a license to prefill a reviewable new-client record.
Barcode decoding runs on the device; the team reviews the extracted details before creating the client.
In the beta build
Printable and custom clinic forms
Use built-in paper templates or create clinic-specific forms that can be printed for established workflows.
Available when connected
Paper intake import and digital transcription
Upload an existing paper intake form and turn it into a reviewable client-and-patient draft.
Extraction requires a configured vision provider. Nothing is saved until a staff member reviews and confirms it.
Available when connected
Driver’s license front-photo extraction
Use a photo of the front of a license to extract identifying details and a client portrait for review.
Field extraction requires a configured vision provider.
In development
Owner-completed digital intake and e-signatures
Send forms for clients to complete and sign before arrival, with reviewed data flowing into the clinic record.
02
Scheduling + flow
Place the day, manage capacity, and make the next handoff visible.
In the beta build
Staffed scheduling and capacity
Use day, week, month, and custom views with clinician columns, staffed hours, breaks, time off, and capacity context.
In the beta build
Scheduling guardrails
Handle recurring visits, clinician availability, services not offered, double-book policy, and explicit overrides.
In the beta build
Owner portal appointment requests
Let owners request an available time from the portal and carry the request into the staff scheduling workflow.
Requests are confirmed by clinic staff; this is not instant self-booking.
In the beta build
Clinic View patient flow
Follow checked-in patients through examination, recovery, checkout, and pickup with dwell time and safety context.
Available when connected
Appointment reminders and confirmations
Run scheduled reminder sequences and record owner confirmations in the appointment workflow.
Live email and text delivery requires configured providers.
In development
Instant owner booking and changes
Allow eligible appointments to be booked, canceled, or rescheduled by the owner without a staff confirmation step.
In development
Hospitalization sheets and care tasks
Coordinate inpatient treatments, recurring care tasks, handoffs, and patient status across a shift.
In development
Rooms, cages, equipment, boarding, and grooming
Schedule constrained clinic resources and support non-medical stays and services in the same operating view.
03
Clinical work
Keep patient context close while the care team documents and follows up.
In the beta build
Longitudinal patient chart
Keep problems, allergies, medications, vaccinations, vitals, diagnostics, documents, and recent activity in context.
In the beta build
SOAP documentation
Use autosaved drafts, structured exams, clinic templates, copy-forward provenance, and signed locked records.
In the beta build
Browser dictation
Dictate into the clinical workflow using supported browser speech recognition, then edit before signing.
Availability and recognition quality depend on the browser and device.
In the beta build
Handwritten SOAP capture and original archive
Print a SOAP template, upload photographed or scanned pages, and retain the original alongside the clinical record.
Available when connected
Handwritten SOAP transcription
Convert a scanned page into editable subjective, objective, assessment, and plan fields for clinician review.
Transcription requires a configured vision provider and never signs or applies the note without clinician review.
In the beta build
Vaccination and recall worklists
Review due and overdue care, work a recall list, and keep the resulting outreach connected to the patient.
In development
Formulary and dose guidance
Bring medication references and weight-aware guidance into the prescribing workflow with clinical review controls.
In development
Lab ordering and diagnostic integrations
Place orders and return structured results from external laboratories and diagnostic services.
In development
Imaging, dental, microchip, and certificate workflows
Support DICOM imaging context, dental charting, microchip records, and commonly issued clinical certificates.
In development
Clinical callbacks and referrals
Assign follow-up callbacks and coordinate referred cases without separating the task from the patient story.
04
Communication
Carry context across messages, calls, reminders, and the owner portal.
In the beta build
Unified conversation workspace
Work with text, email, portal chat, internal notes, and call records beside client, patient, and appointment context.
The shared workspace is in the beta build; external delivery is covered separately below.
Available when connected
Two-way SMS delivery
Send and receive owner text messages from the shared clinic inbox.
Live delivery requires a configured messaging provider and number.
Available when connected
Outbound email delivery
Compose, send, schedule, and organize client email inside the shared inbox.
Live outbound delivery requires configured email transport. Inbound email ingestion is not part of the current beta.
Available when connected
Scheduled messages, reminders, and campaigns
Prepare templates and timed outreach for appointments, recalls, client follow-up, and clinic campaigns.
Sending depends on configured delivery providers and scheduled workers.
In the beta build
Call logging and recording-safety foundation
Log calls and model consent, recording eligibility, retention, and audited playback controls.
This foundation does not place client phone calls or capture live recordings yet.
In development
Built-in client VoIP and call recording
Place and receive client calls in the clinic workspace, with consent-aware recording controls and conversation context.
The live carrier bridge, calling webhooks, and recording capture are not available in the beta build.
In the beta build
Separate pet-owner portal
Give owners a distinct workspace for pets, wellness information, messages, appointment requests, invoices, and payments.
In development
End-to-end communication preferences
Manage channel-level consent, delivery events, unsubscribe handling, and owner preferences across automated and manual outreach.
In development
Reputation, client journeys, and loyalty
Coordinate review requests, milestone journeys, offers, and loyalty without losing clinical or communication context.
05
Checkout + finance
Move completed work into a clear financial handoff and follow-through.
In the beta build
Estimate-to-invoice checkout
Carry selected services and products into a draft invoice and keep the financial handoff tied to the visit.
In the beta build
Receivables and client ledger
Track balances, payments, credits, adjustments, write-offs, statements, collections, and installment plans.
Available when connected
Production payment processing
Take online, saved-card, pay-link, refund, and in-clinic terminal payments through the billing workflow.
The beta environment uses test-mode payment flows; live processing requires production onboarding and credentials.
In development
Expanded payment automation and options
Broaden payment choices and automate more of the follow-up around balances, deposits, and recurring obligations.
In development
Wellness plans
Package preventive care into clinic-defined plans with clear usage, recurring billing, and owner visibility.
06
Practice operations
Give clinic leaders a legible view of stock, controls, and performance.
In the beta build
Inventory control
Track stock on hand, lots, expirations, movements, reorder suggestions, receiving, and stocktake.
In the beta build
Purchase orders and approvals
Build, approve, receive, and reconcile purchase orders while updating clinic stock.
In the beta build
Controlled-substance records
Maintain a dedicated record of controlled inventory activity and the people responsible for it.
The recordkeeping workflow does not certify regulatory compliance; each clinic remains responsible for its applicable requirements.
In the beta build
Practice reports
Review date-scoped financial, appointment, patient, inventory, and staff reporting with print and export paths.
Available when connected
Scheduled report delivery
Prepare recurring report sends for the people responsible for clinic operations.
Delivery requires configured email transport and scheduled workers.
In the beta build
Roles, permissions, and audit history
Control practice access by role and record covered sensitive operational actions in a practice-scoped audit history.
In development
Time clock and team operations
Bring shift time and day-to-day staff operations into the same practice workspace.
In development
Multi-location practices
Coordinate shared teams, records, reporting, and location-specific operations across more than one clinic.
In development
Distributor and barcode workflows
Connect purchasing to suppliers and use barcodes to make receiving and stock movement faster.
In development
API, webhooks, and expanded data export
Give clinics controlled ways to connect external systems and move their operational data.
How the roadmap moves
Clinic evidence comes before feature theater.
We are recruiting independent clinics to test the complete work, including the awkward handoffs between intake, care, communication, checkout, and follow-up. That feedback determines what is hardened, connected, changed, or removed.
Joining the waitlist does not guarantee access. Private-beta participants are selected for workflow fit and willingness to test actively; product scope may change during the program.
Join the beta waitlist