Veterinary records guide

Keep the event, the source, and the patient together.

Flow365 Vet can organize multiple kinds of veterinary history while preserving the original source document and making AI-assisted preparation reviewable.

Record categories

Organize the history by what actually happened.

A veterinary record is easier to use when the category communicates what kind of event the patient experienced.

01

Clinical note

A dated clinical event or veterinary note associated with the patient.

02

Diagnosis

A diagnosis recorded as part of the patient's veterinary history.

03

Vaccination

A vaccine event with relevant date, source, practice, provider, and supporting information when available.

04

Medication

Medication-related veterinary history associated with the patient.

05

Lab result

Laboratory-related information and supporting records.

06

Imaging

Imaging-related veterinary history and source documents.

07

Procedure

A veterinary procedure recorded as part of the patient's history.

08

Allergy

Allergy-related information associated with the patient.

09

Document

A veterinary or administrative source document that belongs in the patient's record.

10

Other

A useful patient-history event that does not fit another supported category.

Source documents

The structured record should not replace the source.

When a supported file or camera photo is used to prepare a record, the source document can remain attached to the veterinary record.

This gives staff a way to review what Flow365 prepared against the material it came from.

Structured record Useful organized information
Source file Original supporting document
AI preparation Draft derived from the source
Human review Final check before save

AI-assisted intake

Use AI to prepare the record, then inspect the details.

Supported veterinary documents can be used to prepare structured record information and useful patient-profile suggestions.

T

Type

Prepare a supported veterinary record category for staff review.

D

Date and title

Surface event timing and a useful record title from the source.

S

Summary

Prepare a concise structured description of the veterinary event.

P

Practice and provider

Surface veterinary source context when present in the document.

ID

Patient identity

Compare source identity information with the patient currently selected.

+

Profile details

Present useful currently blank patient fields for deliberate review.

AI-generated content: Flow365 AI suggestions may be inaccurate or incomplete. Review all AI-generated content before submitting or acting on it.

Provenance

Know whether a record came from the practice or the owner.

Connected Vet Wallet records can appear in the veterinary patient experience while remaining visibly distinct from practice-side clinical records.

Practice Flow365 Vet record

Veterinary practice-side patient history and source context.

Owner Flow365 Pet record

Applicable owner-side Vet Wallet information shown as read-only practice context.

Veterinary records

Keep structure without losing the source.