Owner
Keep the human relationship associated with the veterinary work.
Getting started
Start with one patient and one real piece of work.
You do not need to model the entire veterinary practice on day one. Start with an owner, a patient, and a request or veterinary record that your team already needs to handle.
Step 1
Open the veterinary workspace.
Sign in and open Flow365 Vet. The veterinary side is designed for practice staff working with owners, patients, requests, appointments, records, and other front-desk follow-through.
Product
Flow365 Vet
Primary users
Veterinary practice staff
Focus
Owner + patient + request + next action
Step 2
Add or select the owner and patient.
Veterinary work becomes much easier to follow when it is connected to the correct owner and pet rather than stored as a disconnected message or note.
Patient
Keep useful pet identity and veterinary context attached to the work.
Relationship
Preserve the connection between the owner and the veterinary patient rather than treating them as unrelated records.
Step 3
Capture the work that needs to happen.
Start with a real veterinary workflow rather than entering data merely for the sake of populating a system.
Request
Capture an owner question, records request, refill request, travel-document need, or another veterinary open loop.
Appointment context
Keep the surrounding request and supporting information connected to the scheduled visit.
Clinical record
Add a dated veterinary event or bring in an existing source document for review.
Step 4
Let the source document do some of the typing.
Upload a supported veterinary document or use the camera workflow to capture a paper record. Flow365 AI can prepare record information and useful patient details for review.
AI-generated content: Flow365 AI suggestions may be inaccurate or incomplete. Review all AI-generated content before submitting or acting on it.
Source
Document or supported camera photo
↓ AI preparation
Record details + patient information
↓ Review
Staff checks the source and prepared values
Step 5
Review before saving or changing the patient.
The review step is part of the workflow, not an optional afterthought.
Check patient identity
Compare identity information found in the source with the selected patient.
Check the record
Review the prepared date, title, type, summary, practice, provider, and other relevant details.
Review profile updates
If useful blank patient fields were found, review the proposed updates before changing the profile.
Step 6
Connect the owner's Vet Wallet when appropriate.
Flow365 Pet provides the owner-side Vet Wallet. When a veterinary patient is connected to the owner's pet, the two products can represent the same veterinary relationship from the appropriate perspective.
Patient workflow, requests, records, appointments, and practice context.
↔
Portable Vet Wallet centered on the pet.
Start small
One owner. One patient. One real workflow.
That is enough to start understanding how Flow365 Vet fits around your practice.