Jerry is your in-app AI assistant — a chat panel that lives one click away anywhere in the work app. Ask Jerry plain-English questions about a pet's medical history, prescriptions, weight trend, diagnostic results or appointment notes, and it pulls the answer together from the live record in seconds. Use it to recap a patient before they walk in, to reply faster when an owner phones with a follow-up, or to skim a complex case before tomorrow's list.
💡 In short: Click the small Jerry avatar floating at the edge of the screen, type your question, and Jerry retrieves and summarises the answer from that patient's record.
Why use Jerry
⚠️ Jerry proposes, you confirm. Jerry answers questions and surfaces information. For certain actions — such as drafting an appointment note or emailing a client — Jerry can prepare the content and show you a confirmation card. Nothing is saved or sent until you click Confirm. Anything outside those actions (booking, invoicing, prescribing, stock changes) still happens in the relevant feature with you in control.
Where Jerry helps | What you save |
Recapping a patient's history before walking into a consult | Five minutes of clicking through tabs |
Answering an owner's question on the phone | The "let me put you on hold" |
Spotting trends in weight, vaccinations or labs | Manually scrolling through every visit |
Onboarding a new team member to a complex case | Time spent explaining where everything lives |
When to ask Jerry vs. open the record
Scenario | Reach for… |
"What did Felix get vaccinated against last year?" | Jerry — quick factual lookup |
"Show me Bella's last six weights" | Jerry — quick trend question |
"When is Felix's next vaccination due?" | Jerry — checks the preventive care schedule |
"Is this pet overdue for flea treatment?" | Jerry — checks the preventive care schedule |
"Summarise this appointment's notes" | Jerry — saves a read-through |
"What invoices are outstanding for this client?" | Jerry — checks the client's invoice list |
"What's the account balance for this owner?" | Jerry — checks the account balance |
"Who's in tomorrow?" or "What's on the diary this afternoon?" | Jerry — checks the clinic diary or rota |
"Write up the appointment note for this consult" | Jerry — drafts the note and shows a confirmation card before saving |
"Email this client about their pet's results" | Jerry — drafts the email and shows a confirmation card before sending |
Editing or correcting a record | The record itself, not Jerry |
Booking, invoicing, or stock changes | The relevant feature, not Jerry |
Where to find Jerry
Jerry appears as a small Jerry avatar floating at the bottom-left edge of every page in the work app — clients, calendar, pet profiles, appointments, anywhere. The button shifts left or right depending on whether your tasks side panel is open.
📍 Jerry is currently desktop-only. The floating button is hidden on phone-sized screens.
How to use Jerry
Step 1: Open Jerry
Click the Jerry avatar to slide out the chat panel. Jerry greets you and shows an empty input box at the bottom.
If you opened Jerry from a pet, client, or appointment page, Jerry already knows which patient you mean — the input placeholder reads "Ask Jerry anything to do with [pet name]". From a generic page like the calendar or dashboard, the placeholder is just "Ask anything" and you'll need to mention the pet by name in your question.
💡 Opening Jerry from a pet's page also gives you a second tab — AI Pet Summary — that auto-generates a one-page health overview. That tab has its own dedicated article, see .
Step 2: Ask your question
Type a natural-language question. Press Enter to send, Shift + Enter for a new line.
While Jerry works on the answer, you'll see a status line describing what it's doing — for example "Looking up medical records…", "Looking up appointment details…", "Searching pets…", "Looking at the clinic diary…", "Checking the rota…", "Looking up invoices…" or "Reading documents…" when Jerry is working through an uploaded file. These status lines tell you Jerry is fetching real data rather than guessing — every fact in the reply has just been pulled from the live database. The response streams in word by word; click Stop generating if you want to interrupt.
You can also talk to Jerry instead of typing. Click Talk to Jerry to start a live voice call — Jerry listens and responds in real time. Click End voice call to finish. If the call can't connect, you'll see a message asking you to try again.
You can attach images or PDF files to your message. Click Attach a file next to the input box and choose a file from your device. You can attach up to a small number of files per message; files must be images or PDFs and under the size limit shown if a file is rejected. Jerry will read the content of any attached file when forming its answer.
Step 3: Review the answer — and confirm any actions
A note at the bottom of the panel reminds you that Jerry AI can make mistakes. Consider checking important information — keep this in mind before acting on any clinical detail.
After each reply, hover over the message to reveal a copy button and feedback icons.
👍 Thumbs up marks the response as helpful.
👎 Thumbs down opens a quick form. Pick one of Wrong medical advice, Incorrect patient data, Unhelpful response or Other, and add a comment if you'd like. Feedback flows back to the team that maintains Jerry, so it's the most direct way to make Jerry better at the questions your practice asks.
When Jerry includes a table or code block in its answer, you'll see options to copy or download the content in different formats (CSV, Markdown, TSV and others). When Jerry mentions a specific pet, client, appointment, invoice or document, its name appears as a clickable link — click it to open that record directly.
When Jerry proposes an action — such as writing an appointment note or emailing a client — it shows a confirmation card with the exact content it intends to save or send. Review the details, then click Confirm to go ahead or Cancel to discard it. Nothing is written or sent until you confirm.
What Jerry can read
When Jerry is open from a pet, client, or appointment page, it can pull from the live record:
Area | What Jerry can summarise |
Patient profile | Species, breed, age, sex, neutered status, microchip, allergies, owner |
Medical records | Vaccinations, procedures and conditions (most recent 50) |
Prescriptions | Active and past medications, prescriber, dates (most recent 50) |
Weight history | Last 200 weight entries, oldest to newest |
Diagnostics | Lab and diagnostic test list, plus full analyte values and reference ranges for any specific result |
Preventive care schedules | Vaccination, anti-parasitic, and other preventive care schedules, plus prescription refill and follow-up booking reminders — including each schedule's due date window and when it was last completed (up to 50 schedules, soonest-due first) |
Appointments | Recent appointments with status, type, staff and times — Jerry can also drill into the full details of any of those past appointments |
Appointment notes | Note content plus an audit trail of recent edits (up to 50 entries), including notes from past appointments |
Uploaded documents | Up to 30 uploaded file attachments (PDFs, HTML and similar) — Jerry reads the full text of relevant documents to answer your question, including referral letters, lab reports and consent forms. Documents must have been processed by LUPA before Jerry can read them; files still being processed are listed but not yet searchable. |
Owner's other appointments | Recent appointments across all of that owner's pets |
Invoices and billing | Invoice list and status for a client, account balance, billed items per pet, and full details of any specific invoice |
Clinic diary | Upcoming appointments across the whole practice for a given date or date range |
Staff rota | Scheduled shifts for staff members — only available if you have rota access in your practice |
Jerry can also search for other pets and clients across your practice by name when you ask a cross-patient question — for example, "find all of Mrs Ahmed's pets" or "look up a cat called Mochi".
What Jerry won't do
🔒 Jerry always shows you what it intends to do before anything is saved. For supported actions, Jerry prepares the content and displays a confirmation card — you choose Confirm or Cancel. Jerry will never:
Book, edit or cancel an appointment
Prescribe medication or update a prescription
Change invoices, process payments, or adjust stock Anything outside Jerry's supported actions still happens in the relevant feature with you in control.
Jerry still can't see payroll, stock counts, or store settings.
Tips for great answers
✅
Open Jerry from the pet or appointment page when you can — it saves spelling out the patient's name and Jerry can grab the right records straight away.
Ask one focused question at a time. "What's Felix's last weight?" lands cleaner than a five-part question.
Mention the timeframe if you only care about a window — "in the last six months" stops Jerry stretching back years.
Verify before acting on a clinical decision. Jerry pulls from real records, but always sense-check the underlying note before treating or prescribing.
Use 👎 feedback when an answer is wrong — that is what trains Jerry to be more accurate for your practice.
Frequently asked questions
Is my conversation saved?
Your conversation is kept in memory for the current browser session. Closing and reopening the Jerry panel restores your recent thread — you'll see a "Restored your recent conversation" notice at the top. Refreshing the page or logging out clears the conversation. Each person's session is private; a colleague opening Jerry on the same machine after you log out starts with a fresh thread. Feedback (the thumbs and any comment you leave) is retained so the team can use it to improve Jerry.
Can my colleagues see what I asked Jerry?
No. Each person's Jerry session is private to them and tied to their own login. There's no shared transcript on the patient record.
Are responses based on real records?
Yes. Whenever Jerry quotes a date, dose, weight or diagnostic value, it has just retrieved that value live from the record. The status line — for example "Looking up prescriptions…" or "Looking up invoices…" — is shown each time Jerry pulls data so you can see what it just consulted.
Why does Jerry only show the most recent records?
Jerry caps each lookup at the latest entries (typically the most recent 50, or 200 for weight history) to keep responses fast and accurate. If you need older history, ask a follow-up such as "show me everything before 2024" — Jerry will run another lookup over that window.
Does Jerry work on mobile or work-mobile?
Jerry's floating button currently only appears on desktop-sized screens in the work app. On phones and small tablets, the button is hidden.
Why is the placeholder different on different pages?
Jerry takes its starting context from the page you're on. From a patient or appointment page, it knows the pet — the placeholder reads "Ask Jerry anything to do with [pet name]". From a generic page, it has no patient yet, so the placeholder is "Ask anything" and you'll need to introduce the pet in your question.
Troubleshooting
Problem | What to try |
Jerry's button isn't showing | Check you're on a desktop-sized screen — the button is hidden on small viewports. Refresh the page if it still doesn't appear. |
Jerry says it can't find a patient | If you opened Jerry from a generic page, include the pet's name in your question. Or close the panel, navigate to the patient page first, then reopen Jerry. |
Jerry's answer doesn't match the record | Click 👎 and pick Incorrect patient data so the team can investigate. In the meantime, open the patient record and verify directly. |
The reply stops mid-sentence | The connection may have dropped. Click Stop generating if it's still running, then retype the question. |
Jerry mentions records you don't expect | The panel may have inherited context from a previous patient. Close it and reopen from the right page. |
A file attachment is rejected | Check that the file is an image or a PDF and is under the size limit shown in the error message. If the file still can't be read, try opening it on your device first to confirm it isn't corrupted, then attach it again. |
A Jerry action card shows an error after confirming | The action wasn't completed. Click Confirm again to retry. If the problem continues, make the change directly in the relevant record. |
Voice call won't connect | Check that your browser has permission to use your microphone, then click Talk to Jerry again. If the problem continues, type your question instead. |