Clinics & practices
Petus for Practices connects veterinary appointments, clinical records and team operations. Find guides for patient care, billing, inventory and setup.
Updated
Set up your practice
The patient visit
Keep care moving
Practice operations
Petus for Practices is the clinical and operational workspace for a veterinary team. It connects appointments and patient flow with clinical notes, follow-ups, lab review, client messages, estimates, billing and inventory. A clinic, hospital, mobile service or solo practice uses the same organisation-based model, with access determined by team role.
The practice workspace is available through approved setup for participating practices. Modules depend on what is enabled for your organisation. A public directory profile is a separate service and does not create a practice workspace or give access to patient records.
From appointment to follow-up
Four records organise the work: the client is the person your team deals with; the patient is the animal; the appointment reserves time and resources; and the clinical episode holds the visit's documentation. Keeping these distinct helps staff find the right history without treating a booking as a completed consultation.
- Prepare the visit. Find or add the client and patient, choose the appointment reason, and book the appropriate time and resource.
- Manage arrival. Check in the appointment and use the whiteboard to follow the visit through its current stage.
- Review and document. Open the patient, check available history and owner-shared information, and write the clinical episode's SOAP note.
- Finish the clinical record. Review and sign the note. Use an addendum for a later correction to a signed record rather than silently rewriting it.
- Close the loop. Assign follow-up work, track lab review, communicate with the client and complete the relevant estimate or billing workflow.
These steps can involve different members of the team. Assignment, record status and activity history help the next person see what has happened and what still needs attention.
Reception and patient flow
Schedule supports appointments, visit reasons and resources. Agenda and grid views help staff work through the day; rota setup defines when a resource is available. Appointment actions include moving a booking, checking in, cancellation and recording a no-show.
Whiteboard shows the progress of visits and waiting time. It gives the team a shared view of the current stage and a route into clinical work. A waiting-room display uses its own revocable link; it is not a reason to expose the staff workspace on a public screen.
Clients and Patients keep contact information and animal records organised. Linking an owner account is separate from receiving permission to read that owner's Petus history.
Clinical work and continuity
The patient workspace brings together practice episodes and, where permitted, owner-shared history. Clinical notes support SOAP documentation, signing and later addenda. Petus Scribe can help a veterinarian prepare a draft, with a separate subscription and review step.
Follow-ups hold accountable tasks with a category, priority, due date and assignee. Lab inbox tracks results entered by staff and the clinical review that follows. It is a manual results workflow; it does not imply a connection to an external laboratory.
Record custody and owner sharing have different purposes. An owner's permission controls access to their shared history. Signed practice records follow their own custody and correction process. Read the data and access guide before deciding how a record should be shared or retained.
Communication and operations
The Inbox supports client conversations, internal notes, assignment and handover. Use needs-reply and urgency states to identify work still requiring a response; closing a thread is distinct from sending a reply.
Estimates provide a documented proposal and consent workflow. Billing manages invoices and records payments, refunds and adjustments. Recording a payment means recording a transaction that happened through your practice's payment process. The current workspace does not charge a client's card through Stripe Connect.
Inventory records catalogue items and stock movements, including receipts, adjustments and stocktakes. Reports summarise appointment volume, no-shows, visit reasons and flow, with date filters and CSV export. These views are useful only to the extent that the team keeps the underlying records current.
Public profiles and getting started
If you only want clients to find your business, start with a public service profile. A free Petus account can request management access to an existing profile or add a service. Practice managers can also manage authorised profiles from practice settings.
For a team workspace, follow practice onboarding. Confirm the organisation, locations, team roles and enabled modules before moving everyday work into it. Historical record imports, automated client campaigns and external laboratory integrations are not implied by the tools described here. Contact support for setup or access help.