You can now add clinical notes directly to standalone invoices. This update ensures that all treatments, even quick or one-off services, stay linked to relevant medical context.
What’s New?
Previously, clinical notes were only available for consultation-linked invoices. With this update, standalone invoices now include a Clinical Notes section that connects automatically to the pet’s timeline.
How to Add Clinical Notes
Open a Standalone Invoice.
Scroll to the Clinical Notes section.
Write your note and click Save.
Your note will automatically appear in the pet’s timeline, alongside the invoice, for full visibility!
Why It’s Useful
Keep complete medical records, even for quick treatments.
Eliminate the need to create unnecessary appointments.
Ensure that all client and pet histories remain accurate and traceable.
That’s it! If you need assistance using clinical notes within invoices, click the Help icon in the top right corner to contact Support