Activate the "Veterinary Management" module.

Assign access to users in the "Veterinary" field based on their role.

The Veterinary Dashboard contains KPI cards for "Total Patients, Appointments, Hospitalized, Prescriptions, and Lab Tests", charts for "Appointments Overview and Hospitalization Status", sections for "Recent Appointments, Beds Overview, and Recent Prescriptions", and finally an "Alerts & Notifications" section as well — meaning all items created in the system, from Appointments and Patients onwards, are reflected and displayed on this dashboard.

Clicking this button expands and collapses the Sidebar.

Currently the dashboard is in light mode, and clicking the "Switch to Dark Mode" button will convert the dashboard to dark mode.

The dashboard will display data only for the time period that has been selected in the date filter.

Click on the "Configuration" menu and then create records in "Species, Diseases, Vaccine Types, Appointment Types, Beds, Protocol Templates, Medicines, Lab Test Types, Imaging Types, and Staff".

An email notification will be sent to the Owner 24 hours before the Veterinary Appointment, upon Appointment Confirmation, when Lab Test Results are ready, and also when a Vaccination is Due.

Create a "Patient" record with all details filled in, and then click on the "Appointments" smart button.

After clicking the "Appointments" smart button on the Patient record, click "New" to create an Appointment record, fill in the "Appointment Type, Appointment Date/Time, and Reason for Visit" fields, and then click the "Confirm" button.

After the Appointment is confirmed, click on the "Medical Service" button to create a Medical Service record linked to this Appointment for the patient.

Once the Medical Service record is created, add the service in the "Service Lines" tab and then click the "Confirm" button.

After the Medical Service is confirmed, clicking the "Create Invoice" button will generate an invoice directly from this Medical Service record. If you prefer not to do it from here, it can also be done from the Appointment.

The "Services" record created for Appointment "VET/APT/2026/00011" is now showing in the smart button with a count of 1. Now click on the "SOAP Evaluation" button.

Clicking the "SOAP Evaluation" button on the Appointment record opens the Evaluation form. Fill in the details in the Evaluation record and then click the "Save" button.

The "Evaluations" smart button is now showing on the Appointment record with a count of 1. Now click on the "Lab Test" button.

From the Appointment record "VET/APT/2026/00011", click the "Lab Test" button to create a Lab Test record. Then select the "Test Type", set the "Sample Collection Date/Time", and click the "Confirm Request" button.

Once the lab test results are received, click the "Enter Results" button.

Clicking the "Enter Results" button opens the "Enter Lab Results" wizard. Add the results for all test parameters, then click the "Confirm Results" button.

Once the Lab Test record reaches "Result Ready" status, the invoice can be created directly from this model. Alternatively, if you do not wish to create it from here, it can also be created from the Appointment record.

The "Lab Tests" smart button shows 1 record. Next, click on the "Imaging" button.

Clicking the "Imaging" button creates an Imaging record directly from the Appointment. After that, add the "Modality", "Body Region", "Views/Positions", and "Clinical Indication", then click the "Confirm Request" button.

After clicking the "Confirm Request" button, click the "Enter Results" button. Clicking it opens the "Enter Imaging Results" wizard. Add the required details, then click the "Confirm Results" button.

The "Imaging" smart button on the Appointment record now shows 1 record. Next, click the "Prescription" button to create a Prescription.

Clicking the "Prescription" button on the Appointment creates a Prescription record. Add medicines in the medicine line items, then click the "Confirm Prescription" button.

On the Prescription, first click "Create Invoice", then click "Create Shipment" so that the quantity is deducted from the medicine/medical product stock.

The "Prescriptions" smart button on the Appointment record now shows 1 record. If the patient needs to be admitted, click the "Admit to Hospital" button.

Clicking the "Admit to Hospital" button from the Appointment creates a Hospitalization record. Now assign a Bed to the patient, then click the "Confirm Admission" button.

After the Hospitalization record is confirmed, 2 buttons appear — "Admit Patient" and "Bed Transfer". Now click the "Admit Patient" button.

Once the patient is Hospitalized, if the patient needs to be transferred to another bed, click the "Bed Transfer" button. When the patient is ready to be discharged, click the "Discharge Patient" button.

In the Bed Transfer dialog, select the bed you want to transfer the patient to, then click the "Confirm Transfer" button.

From the Appointment's "Clinical Actions" section, you can create related records which are then displayed on the smart buttons above. However, records can also be created directly from the Hospitalization, Prescription, Laboratory, Imaging, and Medical Service modules individually — but those records will not be linked to the Appointment.

After the Appointment is marked as "Done", click the "Generate Visit Invoice" button.

In the "Generate Visit Invoice" wizard, click the "Create Invoice" button.

A Draft Invoice is created. Click the "Confirm" button to post it.

Then Click on "Pay" Button.

The Appointment invoice has been paid successfully.

The "Invoices" smart button is now visible on the Appointment record.

Log in as the Pet Owner and click on the "My Pets" section.

Then click on "View Profile" button.

The patient record will display the Recent Appointments, and a new appointment can also be created directly from here using the "Book Appointment" button.

Then click on the "My Appointments" section.

In the "My Appointments" section, appointments can be viewed stage-wise using the "All, Upcoming, Past," and "Cancelled" tabs. A new appointment request can also be submitted by clicking the "Book New Appointment" button.

Clicking the "Book New Appointment" button opens a new appointment request form. Fill in the required details and then click the "Submit Request" button.

The appointment request has been submitted successfully. As long as the appointment status remains in the "Draft" stage, the pet owner can also cancel it from here.

The pet Thunder now has "4" appointments, whereas it previously had 3. Click on the "Appointments" smart button.

The appointment has been successfully linked to the patient record.