If your practice uses a practice management system, Whippet can pull your day's appointments straight into the recording screen — you pick the patient from your live appointment list and Whippet pre-fills the details. Once connected, you can also send finished notes back — see Sending finished notes to your practice management system.
Before you start
Connecting your practice is a one-time setup handled by the Whippet team — there's no "connect integration" button in the dashboard. Once connected, the clinic and appointment selectors appear automatically on the recording screen. Without a connection the screen simply shows the usual Patient and Template fields — that's expected, not a fault.
How to record against an appointment
Start a new recording from your dashboard.
Choose your clinic from the Select a clinic dropdown at the top of the form. If your practice has only one clinic, it's selected for you automatically.
Open Select Consultation Room and pick the room you're working in. Each room shows how many appointments it has (for example, "3 apts").
Open Select Appointment and choose the appointment you're recording. Each entry shows the time, length in minutes, the patient's name (with breed and age if known), and the client's name.
Whippet fills in the Patient name and the Additional context for AI field from the appointment. Both stay editable, so check them, choose your Template, and record as normal.
Your chosen clinic and room are remembered, so you usually only set them once a day. Picking a different room clears the patient and context so you're not left with stale details; to start over after picking an appointment, click the small clear (x) button on the Select Appointment button.
The list starts trimmed to recent appointments — the Show only recent appointments (within 90 minutes) checkbox is ticked by default. Untick it to see the clinic's full list for the day; your choice is remembered between sessions.
The sync status indicator
After a consult is processed, a coloured status bar on the consult tells you whether its information has been sent to your practice management system (no bar appears if your practice isn't connected). It updates itself while the consult is open, so you can watch a sync finish without reloading.
Pending Integration Sync (amber) — queued, not started yet.
Syncing with Integration / Retrying Integration Sync (blue) — in progress, or a previous attempt being retried.
Synced with Integration (green) — successfully sent. Click the bar to see the Synced At time.
Integration Sync Failed / Integration Sync Timed Out (red) — the sync didn't complete, or the attempt ran too long.
Integration Sync Cancelled (grey) — the sync was cancelled.
If something goes wrong
You don't see the clinic, room, or appointment selectors. Your practice isn't connected to a practice management system, or the connection isn't returning any clinics yet — the recording screen falls back to manual entry. Contact Whippet support if you expected a connection.
Select Appointment shows "Select Room First" and is greyed out. Pick a consultation room first; the appointment list then opens.
Select Appointment shows "No Appointments", or the list looks emptier than expected. The room has no appointments matching the current view. Untick Show only recent appointments (within 90 minutes) to see everything for the day.
The sync bar shows Integration Sync Failed or Timed Out. The information couldn't be sent to your practice management system. Contact support if it keeps failing.
What this doesn't do (yet)
Connect a new integration from the dashboard. There's no self-serve "connect a practice management system" screen in the web app — connections are set up with the Whippet team (see "Before you start").
For more on what a connected practice management system unlocks, see Your practice settings.