Get more insights about your patients, from one single place. See all the encounters, from appointments to medical records, all the tasks and follow-ups, and even client updates in an aggregated timeline!
Appointments
View and manage patients' appointments from one place.
You can filter them by status or by date range.
The appointment cards display the visit type and the status of the appointment, together with the available actions:
Check-in (for visits that are not in progress yet)
Open record
Confirm (for new requests)
Edit/Reschedule
Mark as 'No Show'
Cancel
Other information displayed includes the date and hour, the room, the appointment reason (in case of appointments booked online), and the internal notes.
Records
The Records tab comes with the following filters:
Status (Draft, Open, Closed)
Date range
Staff
Visit type / Services
Diagnoses
Payment status (Pending, Partially Paid, Paid)
Sale status (Open, Ready for checkout, Closed)
The Record card also displays the linked appointment (if the record was opened from a scheduled appointment) so all the relevant notes can be easily accessible.
The card displays a summary of the SOAP. The information displayed in the header
Visit type and record number → clicking on it will open the record in a new tab
Comments → you can quickly see the number of existing comments read them, and add new ones
Follow-up appointments → all the appointments added in Plan - Follow-ups will appear here
Tasks → all the tasks added in Plan - Follow-ups will appear here
Actions → view attachments, preview invoice, pin record
Pinned record
You can pin a record on the right side of the Timeline so you can have easy access to it. This makes it easy to compare notes and results from one visit to another, to duplicate it, or access attachments, invoices, or lab results.
🆕 What's New in SOAP 2.0 — Timeline Improvements
SOAP 2.0 introduces several improvements to how records display and behave in the patient timeline.
📌 With SOAP 2.0 Enabled | The improvements below are available when viewing records in the Health Card. When clicking on any records from the timeline, the record will open in SOAP V1. When your team is ready to commit to only SOAP 2.0, go to Settings → Clinic Preferences and enable "Use SOAP 2.0 Only". This will ensure all records are directly opened in the new version of the SOAP.
Improved Record Review
Records now display in proper chronological SOAP order: Subjective → Objective → Assessment → Plan → Recommendation
Expand All — expand every record in the timeline at once, without clicking "See More" on each one
Show Full Record — view the complete record inline within the Health Card, without opening a new tab
Billing status is now visible directly at the top of each timeline card
Treatment Plans
The Treatment Plan refers to an estimate of services and products recommended for a patient's care. It outlines the necessary treatments, associated costs, and allows for electronic approval and synchronization with the patient's medical record.
Each treatment entry includes key details such as:
Date: This indicates when the treatment was assigned to the patient.
Status: This shows whether the treatment is Approved, Pending, or Rejected
.Signed: This confirms if the treatment plan has been signed by the necessary parties.
Invoice: If applicable, you’ll find the invoice associated with the treatment plan.
Additionally, you have the option to Print the treatment plan by clicking the three dots located on the right side of the treatment plan.
For more detailed instructions on how to add a treatment plan, please refer to this article 👉 Create, Sync and E-Sign a Treatment Plan
Tasks
Here you can see all the tasks related to this patient. You can leave comments on each task, update it or delete it.
Find out more about tasks in this article 👉 Add and Manage Tasks
Client communication
The Client Communication tab consolidates all calls, emails, and text messages exchanged between you and the client, with the option to link specific records to these interactions for easy reference.
You can now view the full content of any outgoing email — including attachments — directly from the communication log. This applies to all outgoing emails sent through Digitail, including:
Invoices
Medical Records
Discharge Notes
Treatment Plans
Certificates & Forms
Preventive Treatment Histories
Client updates
Pet parents can share different updates with you, directly from the Digitail App! They have multiple updates they can track, from weight to food and water intake, medical or behavior changes. All the diary updates marked as 'Public' will automatically be shared with their care provider (which is you 💜 )!
📌 If a client doesn't have the app installed, you can send them an invite with more details.