The AI Pet Summary is an auto-generated, one-page health overview of a patient that lives next to the Jerry chat. Open it to see a structured rollup of medical and surgical history, current medications, immunisation status, parasite control, and recent referral letters or lab reports — all pulled together in seconds so you can read in one minute what would otherwise mean clicking through five tabs.
💡 In short: From any pet or appointment page, click the Jerry avatar and the AI Pet Summary tab opens by default. Lupa generates the summary automatically the first time you view it, then saves it for next time. Click Regenerate Summary to refresh after the record changes.
Where to find it
The AI Pet Summary lives inside the Jerry side panel, but it's only available when there's a patient in context. Open Jerry from any of these pages and the Pet Summary tab appears:
A pet profile page
An appointment detail page
A client page where a specific pet is selected On generic pages, like the calendar or dashboard, there's no patient context, so the panel only shows the Jerry chat tab. For everything else about Jerry the chat assistant — what it can answer, how to give feedback — see .
What you'll see
The summary is organised into two top-level sections. Each section is read-only — Lupa builds it from the patient's record; you can't edit the summary directly.
Conditions
A clinical-style overview of what's been diagnosed and treated, and what's currently being managed.
Subsection | What it shows |
Medical & Surgical History | Past diagnoses, conditions, and procedures, with a short sub-list under each entry where there's relevant detail (e.g. a chronic condition with its monitoring history). |
Drug History › Active Prescriptions | Medications currently active for this patient, with the product name, indication where known, and prescription status. |
Drug History › Immunisation Status | Vaccination cover at a glance — what's up to date, what's due, what's lapsed. |
Drug History › Parasite Control | Flea, tick, and worming history pulled from prescriptions and procedures. |
Documents
Pointers to the paperwork attached to the patient, surfaced as quick links so you don't have to scroll the History or Documents tabs to find them.
Subsection | What it shows |
Referral Letters | Inbound and outbound referral correspondence stored on this patient, each with a clickable link straight to the document. |
Lab & Diagnostic Reports | Recent laboratory and diagnostic test reports — clicking a reference opens the original result so you can read full analytes and reference ranges. |
💡 The links inside the summary are live. Click a referenced document or lab result and you jump straight to that item in the patient record. Where the summary references a specific consultation note, a small note badge appears inline — click it and the pet's timeline opens in a new tab, scrolled to that note.
How the summary is generated
The first time you open the Pet Summary tab for a patient, Lupa builds the summary on demand. You'll see an animated step indicator while it works — it moves through the patient's health records, documents, and prescriptions in turn. Generation typically completes in a few seconds, but more complex records — or patients with many attached documents — can take a little longer.
Once produced, the summary is saved on the patient. The next time anyone in your team opens the Pet Summary tab for that pet, the saved version loads instantly — no waiting. The header shows a Last generated timestamp so you can tell how fresh it is.
🔒 The summary is read-only. It never modifies the underlying record — every condition, prescription, immunisation, or document it lists is sourced live from the patient's existing data. Editing the patient's medical record, prescriptions, or documents always happens in the relevant feature, not here.
Regenerating the summary
The saved summary is a snapshot. After a consultation, a new prescription, a vaccination, or a fresh lab report, click the Regenerate Summary icon (the circular refresh icon at the right of the pet info bar) to rebuild it from the latest data. While regeneration is in progress, the icon spins and the step indicator returns. The previous summary is replaced once the new one is ready, and the Last generated timestamp updates.
Reach for Regenerate when… | Because… |
You've just finished a consult on this pet | The new note, prescription, or diagnosis won't be reflected until you refresh. |
A new lab or diagnostic report has come in | The Documents section won't list it until regeneration runs. |
The owner has had a vaccination today | Immunisation Status updates after regenerate. |
The Last generated timestamp is more than a few days old | The summary may be missing recent activity. |
You spot something in the summary that doesn't match the live record | Regenerate first, then if it still looks wrong open the source record to verify. |
I want to know…
"I want to know…" | Where in the summary |
What's been diagnosed and what's been treated | Conditions › Medical & Surgical History |
What's the patient on right now | Conditions › Drug History › Active Prescriptions |
Are vaccinations up to date | Conditions › Drug History › Immunisation Status |
When was the last flea/worm treatment | Conditions › Drug History › Parasite Control |
Is there a referral letter from the previous practice | Documents › Referral Letters |
What did the recent lab results say | Documents › Lab & Diagnostic Reports — click through for full analytes |
Tips
✅
Open the Pet Summary at the start of a consult to brief yourself in under a minute, especially for unfamiliar patients or returning ones with complex histories.
Regenerate at the end of a consult so the next person who opens this pet's record sees the up-to-date picture.
Click through inline links rather than re-searching for documents — it's the fastest path to the original record.
Treat the summary as a starting point, not the source of truth. For clinical decisions, always verify against the underlying record, especially around drug doses and immunisation expiry dates.
If the summary looks empty for a patient, that's usually because the record genuinely has very little history yet, not because generation failed. New patients with one visit will have a short summary.
Frequently asked questions
How is this different from the Jerry chat?
The AI Pet Summary is a structured one-pager that's always built the same way — same sections, same data sources — and it's saved on the patient so anyone opening it next sees the same view. The Jerry chat is a freeform conversation where you ask whatever question you have and Jerry pulls the answer for you. Use the summary for orientation, use Jerry for specific questions. Both live in the same side panel.
Does the summary update automatically when I add new records?
No — the saved summary stays as it was the last time it ran. It only refreshes when you (or someone on your team) clicks Regenerate Summary. This is deliberate: it keeps loading instant for repeated views and keeps the summary stable while you're reading it.
Who can see and regenerate the summary?
Any team member who can open the patient record can open the AI Pet Summary tab and click Regenerate. Regenerations are logged so the team can review how the summary has evolved.
Can I edit the summary?
No. The summary is read-only and is rebuilt entirely from the patient's record each time it's regenerated. To change what's in the summary, change the underlying data — add a vaccination, complete a prescription, attach a document — then regenerate.
What if the summary is wrong?
First, click Regenerate Summary in case the underlying record has been updated since the saved version. If it still looks wrong, open the relevant patient record (Medical Highlights, Prescriptions, Documents, or Diagnostics) to check the source data. If the source data is correct but the summary still misrepresents it, raise a ticket with our Support team via the Help section.
Why does it sometimes take a few seconds?
The summary is generated by an AI model that reads through the patient's record on demand — including the full text of any uploaded documents such as referral letters and lab reports. Pets with long histories, lots of prescriptions, or many attached documents take a little longer. The step indicator shows the generation is still running.
Troubleshooting
Problem | What to try |
The AI Pet Summary tab isn't showing — only the AI Assistant chat tab is visible | You're on a page without a patient in context (e.g. the calendar or dashboard). Navigate to the pet's profile or an appointment for that pet, then reopen the panel. |
"Unable to generate pet summary. Please try again later." appears | Click Regenerate Summary to retry. If it persists, the AI service may be unreachable — try again in a few minutes. Other parts of Lupa are unaffected. |
The summary feels out of date | Check the Last generated timestamp on the regenerate button. If it's stale, click Regenerate Summary to rebuild from the latest data. |
A document, lab, or note link in the summary doesn't open | The link may reference an item that has since been deleted or moved. Open the patient's Documents, Diagnostics, or Timeline tab directly to find what you need. |
The summary lists a condition the vet has resolved | Update the underlying record (mark the condition resolved, or correct the prescription status) and click Regenerate Summary. |