Every follow-up from the consult, on one list
VetNotes turns the follow-ups from each consult into tasks for your team. Callbacks, estimates, bookings and more, all in one place.
Follow-ups get lost after the consult
The next patient is waiting, and the jobs you promised the owner have to go somewhere.
Sticky notes
Callbacks get written on scraps of paper or kept in your head. When one is missed, the owner notices.
Unclear handovers
You ask reception for an estimate and a nurse to chase the lab. Without a shared list, no one knows what's done.
Missed charges
An injection given at the end of a busy consult doesn't always make it onto the invoice.
Automatic
Tasks from what was said in the consult
When the note is ready, so are the tasks. VetNotes lists the follow-ups discussed in the room as short, clear steps.
- Callbacks, estimates, bookings and record updates
- Only what was discussed, nothing made up
- Add your own tasks at any time
Tasks (4)
“I'll call you tomorrow once the bloods are back, and reception will send through the dental estimate.”
- Callback w/ blood results Client comms
- Grade 2 Dental Estimate Records & admin
- Book recheck in 2 weeks Booking
- Add Cytopoint 20mg Charging
Sorted by type of work
Each task gets a category, so everyone can find their jobs. Turn off any you don't need.
Booking
Rechecks, suture removals, dentals and repeat visits.
Client communication
Callbacks with results and discharge notes to send.
Clinical follow-up
Chase lab results, adjust a dose, repeat a test.
Records and admin
Estimates, insurance forms and client detail updates.
Charging
Items from the consult to add to the invoice.
Other
Anything else the vet said they'd do later.
One list
Every open task, across every patient
The Tasks page shows what's still to do across the clinic. Filter it down and tick things off as you go.
- See your tasks and your role's tasks together
- Filter by status, person, category or date
- Click a task to open its consult
Tasks
12 to do across the clinic- Update client email address Biscuit · A. Patel Reception
- Callback w/ blood results Molly · J. Nguyen SK
- Chase histopath from lab Ponting · A. Hughes Nurses
- Grade 2 Dental Estimate Bella · R. Walsh Reception
Handovers
Assign to a person or a whole role
Give a task to a vet or nurse, or to a role like Reception, so whoever is on shift can pick it up.
- Assign to people or roles
- Create roles that match your clinic
- See what's done and what's still waiting
Team
Roles
Why VetNotes Tasks
Part of the consult, not another app
Tasks come from the same recording as your notes. Nothing new to learn.
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No extra steps
Record with AI Scribe as usual. Tasks appear when the note does.
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Your edits stay
Once someone edits, assigns or ticks off a task, VetNotes won't change it.
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Set up for your clinic
Choose which task types to create and add your own instructions.
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Linked to the patient
Each task shows the patient and owner, and opens the consult it came from.