All guides
Short, step-by-step guides with real screens. Pick the task in front of you.
Start here
Find your way around and follow one visit from start to finish.
- Your first clinic dayFollow one visit from booking to payment, and see who does each part. 7 min
- Find anything fastGet around OpenVPM and jump straight to the right client or pet. 3 min
- Understand team rolesKnow what admins, vets, techs, and the front desk can each do. 4 min
- Ask the Agent about your clinicAsk a question in plain words instead of clicking through charts and reports. 3 min
Front desk
Book visits, check pets in, and keep the day moving.
- Add a new client and petSet up a new household and their pet so you can book the first visit. 3 min
- Book an appointmentPut a visit on the schedule in under a minute so the whole team sees it. 4 min
- Reschedule or cancelChange a booked visit without losing its history. 3 min
- Check a patient inMark them arrived. They go straight to the whiteboard. 3 min
- Use the whiteboardSee who's waiting, who's in an exam, and who's done, all in one place. 3 min
- Send appointment remindersEmail or text the client before the visit to cut down on no-shows. 4 min
- See the schedule in your own calendarSubscribe once and the clinic's visits show up in Google, Apple, or Outlook. 3 min
Clinical care
Chart the visit, record treatments, and hand off cleanly.
- Document a visitRecord everything about the visit in one place, then close it out. 7 min
- Record vitalsSave weight, temperature, and other measurements so trends are easy to spot. 3 min
- Write and finalize a SOAP noteKeep the clinical reasoning for the visit organized and on file. 6 min
- Record and review lab resultsEnter results, have a vet review them, and make sure follow-up happens. 6 min
- Create a prescriptionWrite clear directions and, when it's from your stock, record what you dispensed. 5 min
- Record a vaccineLog each vaccine so certificates, reminders, and overdue reports are right. 4 min
- Complete discharge and follow-upGive the owner clear instructions and make sure someone owns the follow-up. 5 min
- Add an outside record or lab reportKeep referral letters, scans, and outside lab PDFs on the pet's chart. 3 min
Checkout and payments
Charge for the visit, present the bill, and get paid.
- Capture visit chargesAdd the services and products from the visit to a draft invoice. 4 min
- Create and present an invoiceCheck the bill, mark it sent, and give it to the client. 4 min
- Take a paymentTake a card, or record cash, check, or a payment on your own terminal. 4 min
- Let a client pay laterFinish the visit and keep the unpaid balance on file with a due date. 3 min
- Refund or adjust a paymentFix a balance with a refund, credit, or write-off, and a clear reason. 5 min
Client care
Keep pet owners informed between visits.
- Give a client portal accessSend an owner a one-time link into a private portal with their pets, visits, and bills. 3 min
- Handle appointment requestsReview times clients asked for online before they go on the schedule for good. 4 min
- Message a clientKeep email, texts, and portal messages in one shared history. 4 min
- Send vaccine recallsSee which pets are overdue for vaccines and remind their owners on purpose. 4 min
- Work the care reminder queueTrack rechecks, calls, and other follow-ups for each pet so none slip. 4 min
Practice setup
Set up the clinic, your team, payments, and your data.
- Set up your clinicEnter your practice details, schedule setup, and price list before your first real day. 8 min
- Invite and manage staffGive each teammate their own login and the right role. 5 min
- Set up card paymentsConnect Stripe so you can take cards from clients, then test it. 6 min
- Import your dataBring over clients, pets, vaccine history, and medical history from a CSV file. 8 min
- Export and back up your dataYour data is yours. Take a copy any time, and keep backups you've tested. 7 min
- Run a solo practiceHandle the exam, the bill, and the follow-up yourself, from one account. 6 min