Your first clinic day
OpenVPM keeps the day in one connected flow. Use this guide to learn where the work moves next and who owns each handoff.
Use sample data or a non-production patient while your team practices.
1. Book the visit
Open Schedule, click an open time, and select the patient, visit type, provider, room, date, and duration.
2. Check the patient in
After the client confirms the visit, record whether confirmation happened by phone or email. When the patient arrives, choose Check In; the visit moves into the whiteboard’s In Progress column.
3. Document the visit
Open the visit to record vitals and structured clinical work. Veterinarians or admins create and finalize SOAP documentation; technicians can record vitals, vaccines, prescriptions, and lab work allowed by their role.
4. Capture charges
An admin or front desk teammate adds the services and products performed or dispensed. Review and save the draft invoice before it is presented to the client.
5. Take payment and complete the handoff
Resolve the clinical record, visit charges, performed-work reconciliation, and owner handoff. Then collect payment, place the balance in accounts receivable with a due date, or document a no-charge visit before completing checkout.