👉 Future Release: This feature is currently in a limited beta with a select number of accounts. It will be released to the entire customer base in the near future.
📝 Overview
The Patient Profile has been redesigned with a cleaner, more modern layout that makes managing patient information faster and easier. Key details are now more visible and better organized, reducing unnecessary clicking and scrolling so you can find what you need and stay focused throughout your day. The update also introduces a history search, refreshed icons and updated visual elements for a more polished, future-ready look.
⚠️ The updated patient profile is only available in our enhanced view. If you are currently using Enhanced View, navigate to any patient profile and click Try the New Layout on the top right. If you're not currently on Enhanced View, switching to it will automatically enable the new patient profile. To learn about the enhanced view, click the button below.
🧭 How to Navigate the New Patient Profile
This section will help you become familiar with the Patient Profile and guide you through navigating its different areas.
💡Please Note: If you’re an existing user who is comfortable with the classic view, the transition will be seamless. All of the same information is still available—now presented in a cleaner, more intuitive layout that makes it easier to find and use.
Patient Profile Header Options
Click the arrow to learn about the patient overview and header options
Click the arrow to learn about the patient overview and header options
Patient Profile Header - Patient Information
Within a patient’s profile, the top header remains fixed (sticky) as you navigate through different sections. This ensures that key information—such as Patient Name, Client Name (owner), Species, Sex, and Weight—is always visible and easily accessible, no matter where you are in the profile.
When you scroll down on any section, the top header will collapse slightly by removing the patient image in order to give you more viewing space. When you scroll back up, the header will expand. Additionally, you can use the Expand Header icon at any time to expand the top header.
Patient Profile Header - Quick Add
On the right of the header, you will find key options such as the Quick Add (➕ icon)
This allows you to add new information quickly and from anywhere, since the header is fixed.
Patient Profile Header - Edit Profile
The Edit Profile button is how you will edit any of the patients information found in the overview. Once clicked, you will be able to edit any of the patient's profile information. This can be clicked anywhere in the profile, and the profile will open up for editing.
When done, click Save + Done on the bottom or if no changes were made, click Cancel Editing.
Patient Profile Header - Print & Export
The print option allows for printing a cage card, which will include the client and patient information. This can be set to a label printer as needed. cage cards can be printed during the check in process as well.
The Export option is where you will generate the patient's file, either by Email or Print. Once you select the export option, you will be presented with a form that allows you to select the date range, and what is to be included in the export.
💡 If you need the patient's entire medical history, make sure to adjust the date range far enough back to encompass all the data.
⚠️ There may be sensitive, internal information that you may not want to include with the export, such as Patient Notes or Tasks. This information can be internal information in a lot of cases.
Patient Profile Header - Merge and Delete
The Delete and Merge options are found from the 3 dots. These options are permission based, so not every user will see them.
Merging a patient combines two profiles together and is a permanent action. This is useful if a duplicated patient was created, and data was entered under the duplicated patient. When merging, you will start at the duplicated profile, and it will combine the duplicated profile into the profile you need to keep.
Deleting a patient is permanent, and only recommended if the profile has no data of value under it, such as a new patient that never showed for an appointment.
Patient Overview & Default Views
Click the arrow to learn about the patient overview
Click the arrow to learn about the patient overview
When you open a patient profile, you'll land on the Overview tab and Snapshot view by default. The Snapshot displays the patient's recent, important medical data — more details below.
💡 If you would like the default view to be the patient's Medical Records view, navigate to the Configurations List in the Settings. Search for Patient History and edit the configuration to be Medical Records.
Within the Overview, the patient's primary information will be shown on the left and their reminders to the right of that, with the Given and Due reminder information.
💡 Reminder: To edit any of the patient profile information, click Edit Profile on the top right.
Reminder Icon Meanings:
Red exclamation icon: Item is past due.
Yellow caution icon: Item is due within 30 days
Green checkmark icon: Item is up to date.
Snapshot View
Below the patient's profile information, you will find the snapshot view. As it suggests, it is a snapshot of the patient's recent activity and health. At the top, you'll find the most recent vitals. Clicking the downarrow will expand the vitals data.
Recent Medical Notes
This section displays the patient's 3 most recent medical notes, with the note title being a clickable link to the SOAP. All sections in the snapshot view have a ➕ icon on the top right of the section, which allows you to add new. In this example, a new medical note can be created from the plus icon.
Open Diagnoses
Below the medical notes, you will find the Open Diagnoses section. This section will show any diagnoses that are in an Open status. From the 3 dots, you can close, edit or delete the diagnosis.
Current Plan
The Current Plan section displays any medications with an associated refill. To refill a medication, click the three-dot menu and select New Refill. The New Refill dialog will open pre-populated with the original refill information, which can be edited as needed before saving. Additionally, there is a Duplicate Record option, which is used when there are no refills available, which allows you to quickly create a duplicated record for the medication with additional refills.
Recent Communications
The Recent Communication section will display the 3 most recent communications that have been logged with the patient's owner (client). A new communication can be added directly from the ➕ icon and the three-dot menu allows for deletion of the communication. SMS is only available if your account has enabled the SMS Add-On.
💡 Want to make client communication more streamlined? Learn about our SMS Add-on by clicking the button below!
Navigating the Different Patient Tabs
Click the arrow to learn how to navigate the different patient tabs
Click the arrow to learn how to navigate the different patient tabs
Below the patient header, you'll find all sections of the profile. The History section is covered in detail further in this article, as it is the most comprehensive and frequently used section of the profile.
Each section contains sub-tabs that organize its content into subsections. For example, in the Documents section, you can select Letters, Forms, Attachments, or Certificates to view the corresponding list. You can also add a new document using the New Document button on the right. This layout is consistent across all sections.
Below is a summary of each section:
Overview: Detailed in the collapsible section above, this section is where you will see all the patient's main profile information
History: This section will be detailed in it's own section below. The history will contain all medical records, medical notes, labs, etc.
Appointments: This will contain all appointment history and reservations (reservations pertain to the boarding feature).
Documents: This will house patient letters, forms, attachments and certificates.
Notes: Patient notes are managed here. Either Pop-up (appears in box, priority ranked) and Profile Only (notes listed only within the notes section). PetCare notes are logged here if the PetCare Client Mobile app is enabled.
Relationships: Relationships connect a patient to their owner and other relevant contacts. When creating a relationship, you can choose from a variety of relationship types — including boarding location, former owner, foster caregiver, and more.
Reminders: Find all patient reminders (also found on the Overview). Use this section to manager reminders such as mark as Edit, Complete, or Delete. Completing a reminder suppresses it so the client no longer receives notifications but the medical team will still see the due item in the dashboard. Delating a reminder on the other hand removes it completely from the patient's profile, though any previously given treatments remain in medical history.
Wellness Plans: This only pertains to clinics using our wellness plans feature. This is where you will enroll and manage the patient wellness plan.
Tasks: Any tasks that are specifically associated with the patient can be viewed and managed in this section.
🩺 How to Use the Patient History
The Patient History is the heartbeat of the Patient Profile—bringing together medical records, clinical notes, vitals, and more in one centralized view. This section will guide you through using the Patient History to efficiently search records, review important details, and document information with ease.
💡Please Note: Need to find data quickly? Our new History Search allows for quick searching in specific sections.
Navigating History & Adding New Records
Click the arrow to learn how to navigate the history and add new records
Click the arrow to learn how to navigate the history and add new records
To access the patient history, click the History tab.
The history section includes the most commonly used subsections by default, with additional options available under the More button.
When in the All History section, you can add any history data by clicking the New History button on the right. This gives you a list to choose your new history type to add.
When in a specific section—such as Records or Medical Notes—select New Record to add a new entry for that section.
💡 Reminder: From anywhere on the patient profile, select the ➕ button in the top header, then select New History to add history data.
Using the History Search
Click the arrow to learn how to use the history search
Click the arrow to learn how to use the history search
💡 Please Note: The history search is currently available in the Records & Medical Notes section and will expanded to other sections of the history in the near future.
In the History section, use the search bar in the upper right to find records. To the left of the search bar, use the date filter to narrow results by a specified given start and end date. Search by record name for records, or by record name or summary content for medical notes.
Records can also be filtered by Category using the dropdown in the top left of any section.
In the History section, use the search bar in the upper right to find records. To the left of the search bar, use the date filter to narrow results by a specified given start and end date. Search by record name for records, or by record name or summary content for medical notes.
Records can also be filtered by Category using the dropdown in the top left of any section.
❓Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
How do I access the new Patient Profile layout?
Click the arrow to view the answer
Click the arrow to view the answer
The updated Patient Profile is only available in Enhanced View. If you're already using Enhanced View, navigate to any patient profile and click Try the New Layout in the top right. If you haven't switched to Enhanced View yet, enabling it will automatically activate the new layout.
What information stays visible as I scroll through a patient profile?
Click the arrow to view the answer
Click the arrow to view the answer
The top header is fixed (sticky), so key details — including the patient's name, client name, species, sex, and weight — remain visible at all times. As you scroll down, the header collapses slightly to give you more viewing space (the patient image is temporarily hidden), then expands again when you scroll back up.
How do I edit a patient's profile information?
Click the arrow to view the answer
Click the arrow to view the answer
Click Edit Profile in the top header from anywhere within the profile. Make your changes, then click Save + Done. If no changes were made, click Cancel Editing to exit without saving.
What does the Snapshot view show, and where do I find it?
Click the arrow to view the answer
Click the arrow to view the answer
The Snapshot view is displayed by default when you open a patient profile, below the main profile information. It provides a quick summary of the patient's recent activity and health, including the most recent vitals, the three most recent medical notes, open diagnoses, current medications with refill options, and recent client communications.
How do I export a patient's full medical history?
Click the arrow to view the answer
Click the arrow to view the answer
Click the Export option in the header to generate the patient's file. You'll be prompted to select a date range and choose what to include. To capture the patient's complete history, make sure the date range extends far enough back to cover all records. Note that internal information — such as patient notes and tasks — can be excluded if it shouldn't be shared externally.
What's the difference between deleting and merging a patient profile?
Click the arrow to view the answer
Click the arrow to view the answer
Both actions are permanent and permission-based, so not all users will have access. Merging combines a duplicate profile into the correct one — start from the duplicate profile to initiate the merge. Deleting removes the profile entirely and is only recommended for profiles with no meaningful data, such as a patient who was created in error and never seen.
What's the difference between completing and deleting a reminder?
Click the arrow to view the answer
Click the arrow to view the answer
Completing a reminder suppresses it so the client no longer receives notifications, but the item remains visible to the medical team in the dashboard. Deleting a reminder removes it entirely from the patient's profile, though any previously recorded treatments are still retained in the patient's medical history.