Track reasons, SOAP notes, diagnosis, procedures, payments, and follow-ups.
Overview
A Medical Visit is a structured clinical record used by veterinarians to document why the pet came in, what was observed, and what was done. It supports standard SOAP notes (Subjective, Objective, Assessment, Plan) and captures diagnosis, procedures, vitals, and medications—plus costs and payment status for the front desk.
Visits are linked to the pet and appointments for full traceability. Follow‑up dates and notifications ensure the pet comes back on time for checks or test results, reducing risk and improving outcomes.
- Standardized notes: SOAP format keeps clinical records consistent.
- Complete history: Diagnosis, procedures, meds, and follow‑ups in one place.
- Actionable: Notifications and status flow make next steps unmistakable.
How It Works
- Create a visit directly or from an appointment.
- Move status from Scheduled to In Progress to Completed (or Cancelled).
- Record SOAP notes: Subjective, Objective, Assessment, Plan.
- Add diagnosis, vitals, procedures, medications, and follow-up date.
Step-by-Step Guide
- Go to Pets › Health › Medical Visits.
- Click New and choose the pet, visit type, date/time, and veterinarian.
- Fill SOAP and medical details. Add cost and payment status.
- Complete the visit and create a follow-up if needed.
Fields
| Field Name | Description | Example |
|---|---|---|
Pet |
Patient receiving care. |
Buddy |
Date & Time |
Scheduled/actual visit time. |
2026-04-03 10:30 |
Visit Type |
Checkup, Vaccination, Emergency, Surgery, Dental, Grooming, Other. |
Checkup |
Reason |
Short description of chief complaint. |
Annual exam |
Status |
Scheduled, In Progress, Completed, Cancelled, Rescheduled. |
Completed |
Veterinarian |
Person providing the service. |
Dr. Smith |
Cost & Payment |
Visit cost and payment status. |
$80 / Paid |
SOAP Notes |
Subjective, Objective, Assessment, Plan. |
Assessment: Healthy |
Diagnosis |
Medical conclusion(s). |
Dermatitis |
Procedure Performed |
Any procedure done. |
Ear cleaning |
Medications |
Prescribed meds. |
Topical ointment |
Follow-up Date |
Next check date. |
+2 weeks |
Field Explanations
Pet
Patient receiving care; determines owner and related history.
Date & Time
Scheduled or actual visit time for records and reports.
Visit Type
Classify the encounter (Checkup, Vaccination, Emergency, Surgery, Dental, Grooming, Other).
Reason
Chief complaint or visit purpose in plain language.
Status
Workflow state (Scheduled, In Progress, Completed, Cancelled, Rescheduled).
Veterinarian
Provider responsible for the encounter.
Cost & Payment
Visit cost and payment status used by front desk and analytics.
SOAP Notes
Subjective (owner report), Objective (findings), Assessment (diagnosis), Plan (treatment/tests).
Diagnosis
Final or working diagnoses recorded for history and follow‑up.
Procedure Performed
Any clinical procedure done (e.g., ear cleaning, wound care).
Medications
Prescriptions provided during the visit.
Follow‑up Date
Next review/check date to ensure continuity of care.
Tips
- Complete SOAP notes during the visit to save time later.
- Record vitals and procedures for accurate medical history.
- Always set payment status for clean reports.
Common Mistakes
- Leaving the visit in Scheduled. Mark it Completed when done.
- Not adding a follow-up for conditions that need it.
- Missing diagnosis makes future care harder.