Run a visit and sign the SOAP note

Start a visit

There are three ways in:

• From an appointment, press Start exam. The visit is linked to the appointment.
• From a patient record, press New visit.
• From Medical records, press New visit and choose the patient, vet and chief complaint.

The visit workspace

1. Allergies & alerts show at the top in red if the patient has any.
2. Vitals: weight (kg), temperature (°C), heart rate (bpm), respiratory rate (/min) and chief complaint.
3. SOAP notes: Subjective, Objective, Assessment and Plan. Notes save automatically a couple of seconds after you stop typing; the status shows “Saved” with the time.
4. AI Scribe: dictate and add the transcript to any SOAP field. See Use AI Scribe.
5. Prescriptions: press Add and enter the drug name (or pick an inventory product), dose, route, frequency, duration, quantity to dispense and instructions for the owner.
6. Vaccines given: record any vaccines given today with the next due date.
7. Files: upload lab results, imaging and photos for this visit.

The sidebar shows the patient's details and previous visits, with a link to the full history.

Finish the visit

• Print summary prints the visit; Print Rx prints the prescriptions.
• Create invoice makes a draft invoice for the client, with any prescriptions linked to inventory products already added. If an invoice already exists for the visit, it opens that one instead.
• Sign & lock completes the record. Notes, vitals and prescriptions are then locked, and the record shows who signed it and when.