Intake lands in the record
A web form creates or updates the patient and client record before they arrive. The clipboard goes away.
A client fills out an intake form once. The patient record, the vaccine history, and the lab order follow on their own. We connect your practice management system, your diagnostic lab, and the reminders and billing around them so your team stops typing the same thing twice.
Carrying data from one system to the next by hand is slow, error-prone and costly, and it isn’t what they’re here for. It’s not a people problem. It’s a plumbing problem.
A new client fills out a paper clipboard, then a tech retypes it into the practice management system. Lab results come back from IDEXX or Antech as a PDF or a separate portal login, and someone copies the values into the chart by hand. Vaccine and wellness reminders get sent as a batch export to a mail house, or not sent at all some months because nobody had time.
Every one of those handoffs costs a few minutes and risks a typo, a missed reminder, or a lab result that sits unread in a portal nobody checked. Add it up across a week of appointments and it's a person's worth of time spent moving data that should move on its own.
Same staff, same software. The difference is who carries the data.
Without usFront desk retypes yesterday's paper intake forms into the PIMS.
With usWeb intake forms already created the patient record.
Without usA tech logs into the lab portal to copy results into the chart.
With usLab results post straight into the patient record on their own.
Without usVaccine reminders go out in a monthly batch, weeks late.
With usReminders fire the day they're actually due, by text or email.
Without usBoarding and grooming add-ons get invoiced separately, by hand.
With usAdd-ons land on the same invoice automatically.
A web form creates or updates the patient and client record before they arrive. The clipboard goes away.
Results from IDEXX, Antech, or your in-house analyzer land directly in the chart instead of a portal someone has to remember to check.
Vaccine, wellness, and boarding reminders fire off the real due date, not a monthly batch export.
Exam, meds, boarding, and grooming add-ons land on one invoice without someone reconciling three systems by hand.
A referral from another clinic creates the patient and holds an appointment slot, instead of a fax someone has to key in.
Picking software, setting it up, or need one built from scratch, whatever stage you're at.
Probably. We've worked with ezyVet, Cornerstone, AVImark, Provet Cloud, IDEXX Neo, and ImproMed, mostly through each vendor's API. If yours doesn't expose a workable one, we'll flag that before anything gets built.
Veterinary records don't carry HIPAA's exact requirements, but we still treat client and patient data the same way: we decide up front what moves, where it's stored, and who has access. Anything too sensitive to automate stays off the table, and we'll tell you why.
We're not a practice management software vendor you install and configure yourself. We build the automation around whatever PIMS you already run, connecting it to intake, lab results, and reminders, which usually covers more ground than a generic add-on would on its own.
Name the form, portal login, or spreadsheet your team handles by hand every day. We'll walk you through what it'd take to automate it.
Let's talk →