🏥 In-Practice Patient Workflows — Interactive Demos

🐾 1. New Patient Visit Workflow Per Role

This demo is divided into three key sections — Scheduling & Intake, Visit Workflow & SOAP Records, and Discharge & Checkout — each highlighting a crucial stage of the new patient journey.

It walks through the complete new patient registration process, showing how your front desk team can create a smooth, professional, and welcoming first impression for every Pet Parent and Patient.

You’ll see how to move seamlessly from the appointment scheduler to client and patient creation, collect all required information, and prepare the visit for the medical team.

This workflow ensures accurate records, a consistent client experience, and a smooth transition into the clinical portion of the visit.

You’ll learn how to:

Add a Quick Appointment
Input Client and Patient details
Review the Patient Health Card
Upload, Review, and Summarize records using Tails Vision
Document using SOAP Medical Record statuses and notes
Create, edit, and collect consent for Treatment Plans
Create, edit, and send Discharges
Complete Checkout and Payment
Set up successful Client–Patient relationships in Digitail

🩺 2. New Patient Visit Workflow — Full Overview

This demo walks through the complete new patient registration journey — showing how your front desk team can create a smooth, professional, and welcoming first impression for every Pet Parent and Patient.

You’ll see how to move seamlessly from the appointment scheduler to client and patient creation, collect all necessary details, and prepare the visit for the medical team.

This workflow ensures accurate records, a consistent client experience, and an easy transition into the clinical portion of the visit.

You’ll learn how to:

Add a Quick Appointment
Input Client and Patient details
Review the Patient Health Card
Upload, review, and summarize records using Tails Vision
Document using SOAP Medical Record statuses and notes
Create, edit, and collect consent for Treatment Plans
Create, edit, and send Discharges
Complete Checkout and Payment processes

🏥 3. Record Hospitalization Workflow

This demo focuses on hospitalization management — showcasing how your team can efficiently track treatments, charges, communication, and ongoing care for inpatients, all from one place in Digitail.

You’ll learn how to:

Use the Flowboard to monitor and manage hospitalized patients
Manage SOAP records and maintain accurate billing for multi-day stays
Document treatments and notes in real time
Consolidate invoices for multi-day hospitalization billing
Ensure accurate invoicing and a complete patient history

⚙️ 4. Routine Procedure Workflow — Full Overview (Surgery/Dental)

Navigate the complete process for scheduled surgeries or dental procedures — from booking and pre-op preparation to discharge and billing.

This workflow highlights how to stay organized, ensure compliance, and deliver a smooth experience for both your team and Pet Parents.

You’ll learn how to:

Collect signatures and consent forms before the visit
Collect deposits and confirm scheduling details
Link treatment plans to reduce manual entry
Configure tasks and task templates to ensure no treatments or communications are missed
Record patient procedures through Anesthetic Monitoring
Document medical notes in procedure reports or dental charts
Create, edit, and send Discharge Instructions
Complete checkout and payment accurately and efficiently

🚨 5. Urgent Care with Hospitalization — Full Overview

Follow a patient’s urgent care journey — from triage and rapid documentation to transitioning into hospitalization when needed.

This workflow demonstrates how Digitail helps your team stay organized and responsive during high-pressure situations, while maintaining accurate records and smooth communication across roles.

You’ll learn how to:

Manage unplanned visits with speed and accuracy
Use Tails Dictation through QuickSOAP to summarize records in seconds
Create, edit, and collect signatures on Treatment Plans
Link treatment plans to reduce manual entry and ensure continuity of care
Collect deposits during or after triage for transparency and billing accuracy
Submit laboratory requests through integrated partners directly from the record
Use the Flowboard to monitor and manage hospitalized patients
Manage SOAP records and maintain accurate billing for multi-day hospital stays

💌 6. Preventive Reminder + Public Calendar Booking

Watch how a Pet Parent receives an automated preventive reminder, books an appointment through the public calendar, and completes the visit — from SOAP documentation to enrolling in a wellness plan.
This demo highlights how Digitail connects client communication, online booking, and in-clinic workflows to help your team deliver proactive, organized care.

You’ll learn how to:

Understand what the Pet Parent sees in client communications — how reminders prompt them to book an appointment
View what the clinic team sees when appointments are booked online, including requested services
Use Consent Forms linked to Visit Types to ensure compliance with online bookings
See how clients pay deposits online using Digitail Secure Payments (DSP)
Confirm and approve requested appointments from the front desk
Review the Patient Health Card before the visit
Upload, review, and summarize records using Tails Vision
Document care using SOAP Medical Record statuses and notes
Bill Preventive Care and Wellness Plan items accurately
Create and issue Certificates (e.g., Rabies vaccination)
Send Summary Records to clients after the visit
Enroll a Pet in a Wellness Plan directly from the visit

🌿 7. Euthanasia (After-Life Care) Workflow

In this example, you’ll walk through how to collect a signature for the treatment plan, complete the consent form, and process payment with care.
To get started, open the Calendar and review the procedure slot. If you need to make changes, view appointment details, or access the record, click the three dots to open options.

You’ll learn how to:

Complete check-in and consent documentation
Understand the importance of using the Euthanasia Visit Type and marking the patient as deceased
Document care using SOAP Medical Record statuses and notes
Create and review a Treatment Plan to record after-care selections
Set up After-Care Tasks (e.g., clay paw prints, return of ashes) to ensure nothing is missed by clinical staff
Take payment in a way that supports your clinic’s billing process while maintaining sensitivity for the Pet Parent’s experience

The Flowboard

Patient Timeline Overview

The Whiteboard

Tails AI Assistant

How to Use the Digitail Pet Parent App to Manage Your Pet’s Care