Veterinary records requests

Keep records requests from becoming another open loop.

A records request can start with a phone call, a message, a transfer request, or a document somebody needs before the next appointment. Flow365 Vet gives that work a visible place beside the right owner and pet.

Keep the context attached

Keep the request and the record together.

The goal is not simply to store a file. The goal is to preserve why the record is needed, which patient it belongs to, what has already been received, and what still needs to happen.

01

Owner and pet context

Keep the request associated with the correct owner and patient so staff do not have to reconstruct the story from a filename or call note.

02

Documents beside the work

Upload supported veterinary records or capture a paper record with the device camera and keep the source attached to the patient workflow.

03

A visible next action

Keep the remaining work visible instead of allowing the request to disappear into an inbox, call log, or disconnected note.

Workflow

A simple records-request workflow.

Flow365 Vet is designed to keep the administrative work moving while the veterinary clinical system remains the authoritative clinical record.

1

Capture the request

Record what the owner, referring practice, or staff member needs and connect the request to the correct pet.

2

Collect the source

Attach the record, PDF, text file, or supported camera photo. Flow365 AI can help prepare structured details for staff review.

3

Complete the follow-through

Keep the next action visible until the practice has handled the request according to its normal records process.

Important

The original record still matters

Flow365 AI can help read and organize a veterinary document, but AI-generated content may be inaccurate or incomplete. Staff should review the source and prepared information before saving or acting on it.

Frequently asked questions

Questions about this workflow.

Does Flow365 Vet replace the practice's medical record system?

No. Flow365 Vet is designed to organize the workflow surrounding the request. The practice's PIMS or other clinical system remains the authoritative clinical record.

Can staff photograph a paper veterinary record?

Yes. A supported device can use the camera capture flow so a paper record can become the source for an AI-assisted, review-first record preparation workflow.

Does Flow365 automatically send records to another practice?

This use case focuses on organizing the request, patient context, source documents, and follow-through. The actual delivery method remains part of the practice's workflow.

Flow365 Vet

Give every records request a visible place to finish.

Use Flow365 Vet to keep the owner, pet, documents, request, and next action together.