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Find anything fast

The main navigation follows the clinic day, while search gets you directly to a client or patient record.

1. Use the main navigation

Schedule and Whiteboard show today. Patients, Clients, and Records hold the chart. Billing, Inventory, Inbox, Reports, and Settings support the rest of the practice.

2. Search before creating

Search for the owner or patient before adding a new record. This reduces duplicates and makes sure new work lands on the existing chart.

3. Verify the household

Confirm the owner name, contact information, and patient details before editing or booking.

Next workflowUnderstand team rolesKnow what admins, veterinarians, technicians, and front desk can do.