How Flow365 Vet works

From incoming request to clear next action.

Flow365 Vet is built around the work that happens around the veterinary front desk: somebody calls, messages, sends a document, asks for something, or needs follow-through. Flow365 keeps that work connected to the right owner and pet while your clinical system continues doing the clinical job.

The workflow

Keep the story attached from beginning to end.

Instead of treating the call, pet, appointment, document, and follow-up as separate pieces, Flow365 Vet keeps them connected around the request that needs to move.

01

Capture what came in

Start with the actual need: an owner question, appointment request, refill request, records request, travel question, document, or another front-desk open loop.

02

Connect the owner and pet

Tie the request to the person and patient so the next staff member does not have to reconstruct who called, which pet is involved, and why.

03

Bring the context together

Keep appointment information, notes, records, documents, and relevant patient details beside the request instead of scattering the context across disconnected screens.

04

Use AI where it reduces retyping

Upload a supported document or take a photo. Flow365 AI can prepare structured record and profile details for staff review.

05

Keep the next action visible

The goal is not simply to store the request. The goal is to make clear what still needs to happen and keep the owner and pet attached to that work.

06

Stay connected to the owner side

When a patient is connected to Flow365 Pet, the practice relationship can include owner-side Vet Wallet information while each side retains its appropriate role.

AI-assisted, review-first

The source comes first. AI prepares. Staff reviews.

Flow365 AI is useful when a veterinary record arrives as a PDF, text document, or photo and somebody would otherwise have to copy the important information by hand.

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 camera photo
Flow365 AI Prepare structured information
Human review Inspect, correct, approve
Saved context Patient record + workflow

The PIMS boundary

Flow365 Vet works around the clinical system.

Flow365 Vet starts with communication, context, coordination, documents, requests, appointments, and follow-through. It is not designed to replace the veterinary clinical system of record.

Flow365 Vet Relationship + workflow layer

Calls, messages, requests, owners, pets, documents, appointment context, open loops, next actions.

Your PIMS Clinical system of record

Clinical notes, treatment, prescribing, diagnostics, billing, inventory, and other clinical operations.

See the workflow in the product

Give incoming veterinary work one connected place to move.

Keep the owner, pet, request, context, and next action together while the clinical system remains clinical.