ℹ️ Learn how to generate, customize, and share Discharge Notes directly from the Plan section of a SOAP record. This new, powerful system saves time and ensures Pet Parents receive clear, professional instructions for their pet’s care at home.
⏱️ Save time
Automated AI generation and pre-filled data mean less manual writing and faster workflows.
🐶 Improve patient care
Tailored, thorough instructions reduce the risk of misunderstandings and improve recovery outcomes.
👨👩👧👦 Enhance the client experience
Pet Parents receive clear, actionable take-home instructions—boosting compliance and satisfaction.
How to access the Discharge Notes
To generate Discharge Notes:
Open the relevant SOAP record (either from the patient's Health Card, Calendar or Flowboard).
Go to the Plan section.
Under Recommendations, click Generate Discharge Notes.
📄 Legacy/Standard Discharge Notes
The legacy Discharge Notes offer a simple and professional way to share visit summaries with Pet Parents. When you click Generate PDF, the document automatically includes:
Your clinic details and the veterinarian responsible for the visit
The Client and Patient information
Any recommendations added in the Plan section — whether linked to products, diagnoses, or added as general care instructions
You can choose to download, print, or email the document directly to the Pet Parent, making it easy to provide clear at-home care instructions in just a few clicks.
Automate with Recommendations
Discharge Notes are even more powerful when combined with automated recommendations in the Plan section. This allows the system to pre-fill sections of the Discharge Note based on:
This ensures all critical information is included by default—saving time and reducing the chance of omission.
Learn how to set up and automate recommendations in this article:
👉 Overview of the Plan Section
✨ Smart Discharge Notes (in Beta)
We’re excited to introduce a new way for clinics to generate detailed and customizable discharge documents. It’s designed to save time, improve client experience, and support better patient care.
Fully Customizable Sections
You can now tailor discharge documents to your clinic's needs:
Add or remove sections such as Medication, Recheck Instructions, General Care, etc.
Create your own sections using text or image blocks.
Rearrange sections easily using drag-and-drop.
Rename sections to better fit your clinic's tone or formatting preferences.
AI-Generated Summaries
Leverage Tails AI Assistant to automatically generate care instructions based on the medical record:
Generates a detailed summary based on diagnosis, services, and treatments.
Customize the prompt to reflect your preferred wording, tone, or language.
Quickly edit or regenerate the output as needed.
📌 This feature is only available to clinics with Tails AI Assistant enabled.
Image Support
Upload images to supplement instructions (e.g. labeled wounds, post-op care diagrams).
Add AI-generated or manual captions for extra clarity.
Resize and align images for a clean and readable layout.
Coming Soon: Discharge Note Templates
📌 Templates are not available yet but are coming in V2. These will allow you to save and re-use your most common discharge formats, ideal for repeatable workflows or standardized protocols.
Share or Print Discharge Notes
Once your Discharge Note is ready:
Send via email to the Pet Parent.
Print a physical copy for hand-off.
Recommendations can also be shared with Pet Parents directly via the App. Find out more about this setting here.
📌 Best Practices
Always review AI-generated content before sending.
Keep language clear and client-friendly.
Use images and formatting to enhance understanding.
Include recheck dates, medication instructions, and emergency contact info.