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 time, the associated room, the appointment reason (for appointments booked online), and internal notes.
Records
The Records tab comes with the following filters:
Date Range
Record Status
Associated Diagnoses
Visit Type
Sale Status (Open, Ready for Checkout, Closed)
Payment Status (No Sale, Pending, Paid, Partially Paid, Overdraft)
Clinics (if part of a multi-location)
Staff
The Record card also shows the linked appointment and communications, so all the relevant notes are easy to find. The card gives you a summary of the SOAP, in order: Subjective → Objective → Assessment → Plan → Recommendation.
The card header includes:
Visit type and record number → click to open the record in a new tab
Billing status → see where the record stands at a glance
Comments → see the comment count, read comments, and add new ones
Actions → view attachments, preview invoice & record, and highlight record
To review records faster:
Expand All → expand every section of the record at once, without clicking "See More" on each one
Show Full Record → view the complete record inside the Health Card, without opening a new tab
Highlighted records
You can highlight records 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. The highlight record function is per staff member, meaning each staff member could have different highlighted records.
To view only highlighted records, toggle on the 'Show Highlights' on the top right of the Records Timeline section. This will show all highlighted records.
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 'Review & Sign' to action the estimate from the Timeline, 'Email Document', or 'Print' 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. With this view, we can see the status of the task, who is responsible for the task, and the associated record and comments, if any, are connected.
At the bottom of the task, we can see the change history of each task.
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
Every email and text message your clinic sent shows its delivery status. When one wasn't delivered, hover over its status to see why and what to do next, for example a landline that can't receive texts or an email address that doesn't exist. The same reason shows for every message your clinic sent in The Communication Log.
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.