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Healthcare / Veterinary

Cloud Veterinary Practice Management Platform

A cloud practice management platform for veterinary clinics covering patient records, scheduling and online booking, prescriptions, multi-location inventory, and invoicing, with the imaging and distributor integrations clinics run on.

Role
Product development, integrations, QA, and continuous delivery over multiple years
  • Twilio
  • Asteris imaging
  • Bitwerx
  • MWI Animal Health
  • Banquest payments
  • Maxio billing
  • LLM clinical summarization
  • Speech-to-text

The challenge

What the business was running into

  • Legacy practice software forces clinics to run the medicine in one place and the money in another, so the same visit is entered twice
  • Patient records, prescriptions, and vaccination histories carry clinical and legal weight, which rules out the shortcuts ordinary business software can take with data
  • Inventory sits across multiple locations and arrives from distributors with their own catalogues, so stock and pricing drift apart without deliberate reconciliation
  • Clinics live on interruptions, which means the schedule, the estimate, and the invoice all change mid-appointment rather than in a tidy sequence

The approach

Veterinary practices run two businesses at once. There is the medicine, which is patient records, prescriptions, vaccination protocols, and diagnostic images, and there is the business, which is scheduling, estimates, inventory, invoicing, and payments. Legacy practice software usually handles one well and treats the other as an afterthought, which is how the same appointment ends up entered twice and how a clinic discovers at month end that stock, pricing, and billing disagree.

This platform carries both. A visit starts as an appointment, which may have been booked directly online by a new client rather than over the phone. It accumulates the clinical record, the prescriptions and vaccinations, and any diagnostic imaging pulled straight into the patient history. Alongside it runs the estimate the owner approved, the inventory movements it triggers, and the invoice that follows, with declined items left off rather than quietly reappearing as charges.

Two design decisions matter more than the feature list. Clinical history is treated as evidence, not as a working document, so cancelling a prescription ends the course without deleting it from the patient's record. And inventory is reconciled against distributor catalogues rather than maintained by hand, because a clinic that prices from a stale catalogue is losing margin on every dose it dispenses without knowing it.

The most recent work moves language models into the clinical workflow rather than beside it. Before an appointment, the platform reads the patient's record and produces a short brief of what matters for this visit, refreshed whenever new results land. During the appointment, the consultation is recorded and transcribed, and the relevant fields in the record are filled from what was actually said. Both target the same problem, which is that clinicians spend a substantial share of the day reading and writing records instead of treating animals, and most of that writing currently happens after the last appointment.

The platform has been under continuous development for years, shipped in sprints rather than in a single delivery, with the reporting layer rebuilt and cold storage introduced as the data grew. Practice management software is not a project that finishes. Clinics change how they work, distributors change their catalogues, and regulations change what has to be recorded, so the system either keeps up or it becomes the thing the next platform replaces.

Key capabilities

What the system does

  1. Patient records and medical history

    Structured clinical records with export, complete history, and lifecycle tracking. Cancelling a prescription removes it from active care without erasing it from the patient's record, because clinical history is evidence rather than a working document.

  2. Scheduling and direct booking

    Appointment scheduling for the clinic plus direct online booking for new clients, so a first appointment can be made without occupying a staff member on the phone.

  3. Prescriptions, refills, and vaccinations

    Prescription and refill handling with controls over who can end a refill course, and bulk editing for combination vaccinations so routine protocols do not have to be entered one animal at a time.

  4. Estimates that become invoices

    Estimates presented to the client, then carried into the invoice with declined items excluded, so what the owner approved is what they are charged for.

  5. Multi-location inventory

    Stock tracked per location with purchase orders, price bundles, and product mapping against distributor catalogues, which keeps clinic pricing aligned with what supplies actually cost.

  6. Client messaging

    Automated SMS reminders and notifications with delivery status tracked, because an appointment reminder that silently failed is worse than none at all.

  7. Imaging and lab integrations

    Diagnostic images linked directly into the medical record, so the clinician reviews the study inside the patient history rather than in a separate system.

  8. Clinical summaries before the appointment

    A language model reads the patient's record, including visits, lab results, and clinical notes, and produces a short brief covering what is currently being treated, what is unresolved, and what needs an eye kept on it. It refreshes as new records arrive, so the clinician walks in prepared instead of reading history during the consultation.

  9. Voice to record

    Consultations are recorded and transcribed, then the relevant fields in the practice system are populated from what was said. The clinician talks through the examination and the documentation is already drafted by the time the appointment ends, rather than waiting until after the last patient.

  10. Reporting for the business side

    Reporting across the practice, with the underlying report layer rebuilt as the data grew, plus cold storage so historical records stay retrievable without slowing the system that runs today.

Outcome

One system carrying the clinical day and the business day, developed and released continuously rather than shipped once and left to age.

Results

What changed for the business

  • One system for the whole visit

    The clinical record, the estimate, the inventory movement, and the invoice belong to the same appointment rather than to four systems reconciled afterward.

  • Stock that matches reality

    Multi-location tracking and distributor catalogue mapping removed the drift between what the shelf holds, what the system says, and what the client is charged.

  • Fewer phone calls to book

    Direct online booking moved new client appointments out of the phone queue, which is where small practices lose the most staff time.

  • Documentation stops eating the evening

    Voice transcription and generated summaries move clinical documentation into the appointment itself, which is the part of the day practices most often finish at home.

  • A platform that keeps shipping

    Years of continuous sprints rather than a single delivery, which is why the feature set has kept pace with how veterinary practices actually work.

Work with us

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