Skip to main content
Workflows & Best Practices

Get to know Digitail - the PIMS you will actually love

29 articles
Setup & Configurations

General setup for your practice and team

32 articles
Patient & Client Management

Manage patient/client information, smart search and merges

20 articles
Client Communication

Build a great relationship with your clients with reminders, 2-way chats, texts and more

9 articles
Pet Portal

Discover the app for pet parents and how to improve client retention

12 articles
Scheduling

Manage your internal calendar like a pro with appointments and tasks

19 articles
Online Appointments

Streamline your workflow with easy, flexible online bookings

9 articles
Medical Records

All the sections of a record explained, how to create templates and sharing options

29 articles
Billing

Never miss a charge with automatic invoicing and integrated billing

19 articles
Digitail Secure Payments (DSP)

Guide for setting up and using DSP to process payments

4 articles
Digitail Wellness Plans (DWP)

Wellness Plans provide structured care for pets and predictable revenue for clinics. This guide explains key concepts and provides instructions to manage your wellness plans effectively.

7 articles
Stock Management & Service packages

Learn more about products, stock and purchase orders

11 articles
Reports

Keep track of important metrics with flexible reporting

24 articles
Integrations

Integrate your favorite tools seamlessly - diagnostics, payments, suppliers and more

37 articles
Refund & Credits

Refund and credit note processing

3 articles
Treatment plans

Difference between treatment plans and treatments

1 article
Meet Tails, your AI Assistant
Your ultimate AI-Powered Veterinary Assistant built right into your practice management software!
Find out more