Product status · private beta

See what is in the beta, what requires provider setup, and what is still in development.

This is a snapshot of current product status, not a release schedule. Development items do not have promised dates.

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In the beta build

Implemented and available for guided beta testing.

Requires provider setup

Implemented, but live use needs an outside service.

In development

Not available in the current beta build.

Product capabilities

Filter capabilities by status or practice area.

“In the beta build” means selected clinic teams can test the feature during a guided evaluation. Live use may still require onboarding. Provider-dependent features need separate setup, and development items have no promised release date.

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48 capabilities shown

On mobile, the first two capabilities in each practice area are shown. Expand the list to see all 48.

Intake + records

Create client and patient records, import existing data, and review captured information before saving it.

In the beta build

Client and patient records

Create, search, edit, and import client and patient records, including contact, ownership, and medical information.

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

Print built-in templates or create clinic-specific paper forms for existing workflows.

Requires provider setup

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.

Requires provider setup

Driver’s license front-photo extraction

Extract identifying details and a client photo from an image of the front of a driver’s license for staff 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.

Scheduling + flow

Schedule against staffed capacity and track each patient from arrival through checkout.

In the beta build

Staffed scheduling and capacity

Use day, week, month, and custom views with clinician columns, staffed hours, breaks, time off, and appointment capacity.

In the beta build

Scheduling guardrails

Set recurring visits, clinician availability, excluded services, double-book rules, and staff-approved overrides.

In the beta build

Owner portal appointment requests

Let owners request an available time in the portal, then let clinic staff review and confirm the appointment.

Requests are confirmed by clinic staff; this is not instant self-booking.

In the beta build

Clinic View patient flow

Track checked-in patients through examination, recovery, checkout, and pickup, with wait times and safety alerts visible.

Requires provider setup

Appointment reminders and confirmations

Schedule appointment reminders and record the client’s confirmation on the appointment.

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

Track inpatient treatments, recurring care tasks, staff assignments, and patient status across a shift.

In development

Rooms, cages, equipment, boarding, and grooming

Schedule limited resources such as rooms, cages, and equipment alongside boarding and grooming services.

Clinical work

Review the patient chart, document care, sign records, and manage recalls.

In the beta build

Longitudinal patient chart

Review problems, allergies, medications, vaccinations, vitals, diagnostics, documents, and recent activity in one patient chart.

In the beta build

SOAP documentation

Use autosaved drafts, structured exams, clinic templates, visible sources for copied content, and signed records that cannot be edited.

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.

Requires provider setup

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

Find due and overdue care, work through a recall list, and record outreach on the patient record.

In development

Formulary and dose guidance

Show medication references and weight-based guidance while keeping prescribing decisions with the clinician.

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

Link DICOM imaging, dental charts, microchip records, and commonly issued clinical certificates to the patient record.

In development

Clinical callbacks and referrals

Assign callbacks, record their outcomes, and track referred cases on the patient record.

Communication

Manage client messages, call records, reminders, and the pet-owner portal.

In the beta build

Unified conversation workspace

View text, email, portal chat, internal notes, and call records beside the related client, patient, and appointment.

The shared workspace is in the beta build; external delivery is covered separately below.

Requires provider setup

Two-way SMS delivery

Send and receive owner text messages from the shared clinic inbox.

Live delivery requires a configured messaging provider and number.

Requires provider setup

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.

Requires provider setup

Scheduled messages, reminders, and campaigns

Create templates and schedule messages for appointments, recalls, client follow-up, and clinic campaigns.

Sending depends on configured delivery providers and scheduled workers.

In the beta build

Manual call logs and recording controls

Log calls and record consent, recording eligibility, retention rules, and playback access.

The beta can log calls, but it does not place client calls or capture live recordings.

In development

Built-in client VoIP and call recording

Place and receive client calls in the clinic workspace, with consent-aware recording controls and the related client record visible.

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

Manage review requests, milestone messages, offers, and loyalty programs from the client record.

Checkout + finance

Create invoices from completed work, record payments, and manage client balances.

In the beta build

Estimate-to-invoice checkout

Add selected services and products from the visit to a draft invoice for checkout staff to review.

In the beta build

Receivables and client ledger

Track balances, payments, credits, adjustments, write-offs, statements, collections, and installment plans.

Requires provider setup

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

Add more payment methods and automate reminders for balances, deposits, and recurring payments.

In development

Wellness plans

Package preventive care into clinic-defined plans with clear usage, recurring billing, and owner visibility.

Practice operations

Manage inventory, purchasing, staff access, audits, and practice reports.

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 financial, appointment, patient, inventory, and staff reports for a selected date range, then print or export the results.

Requires provider setup

Scheduled report delivery

Send selected practice reports to staff on a recurring schedule.

Delivery requires configured email transport and scheduled workers.

In the beta build

Roles, permissions, and audit history

Control access by staff role and record supported sensitive actions in the clinic’s audit history.

In development

Time clock and team operations

Track staff shifts and routine team operations in the clinic 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

Let authorized clinics connect outside systems and export operational data.

How priorities are set

Clinic testing determines what we improve next.

Participating clinics test real tasks from intake through follow-up. We use their feedback to correct problems and decide which capabilities are ready for broader use.

Joining the waitlist does not guarantee access. We select clinics whose needs fit the current build and whose staff can participate in active testing. Product scope may change during the program.

Join the beta waitlist