Running a veterinary clinic
The dog and the cat in the same home are not the same appointment. The next vaccine is on a note, and a field visit does not return to the clinic chart until evening, if at all.
Who it is for
For a clinic with several vets, multiple animals per owner, or house calls. A poor fit for a clinic with no vaccine follow-up and no work outside the building.
Problems this page addresses
The appointment is on the owner, not the animal
The book says "Cohen family". At the clinic it is unclear whether they came for the dog’s vaccine or the cat’s exam until they are at the door.
A vaccine with no next date
The injection was given. The reminder for next year was never created, because it is a separate step nobody takes between appointments.
The house call never hits the chart
The vet wrote a finding on the phone. At the clinic the chart is still empty, and reception does not know whether a follow-up is needed.
What you get
An animal chart under the owner
Each owner can have several animals. The visit, the vaccine, and the finding are recorded on the animal, not on the family name.
A vaccine reminder
At the end of a vaccine the next date is set. The reminder goes to the owner about that animal, not about every animal in the house.
A field visit from the phone
The finding, and whether a follow-up is needed, is logged on the visit and reaches the clinic chart without retyping at night.
Common questions
Why not a normal clinic calendar?
A clinic calendar assumes one person per visit. Here the visit has an animal, and the owner has several animals with different vaccines. Without that chart, the dog’s reminder goes out because of the cat.
Does a farm or house visit use the same system?
Yes, from the phone, on the same animal. Reception at the clinic sees whether a follow-up was set, without waiting for the vet to write it again.
What if a new animal appears mid-treatment?
Open another animal chart under the same owner, without mixing vaccine history. One owner, separate charts.
Related pages
A CRM shaped around how you already work
An off-the-shelf CRM asks the team to adopt someone else’s stages and fields. We build the record around the approvals, statuses, and fields that already decide who the customer is and what happens next.
A mobile app on the same core as the web
The office works comfortably on a large screen, and the field stays on screenshots and group chats. We build the phone actions on the same server and the same permissions, not as an app with a database of its own.
Running a private clinic
A new patient fills a questionnaire in WhatsApp, the practitioner does not see it before the session, and a no-show stays a dead slot on the calendar. A series of ten sessions is counted from memory.