Workflows & Best Practices
Get to know Digitail - the PIMS you will actually love
36 articles
- Overview of the My Dashboard PageLearn how to use My Dashboard to stay on top of your day, track appointments and tasks, and keep everything organized in one place.
- Quick Search: Navigate Digitail in SecondsLearn how to use Quick Search to quickly navigate Digitail, find patients, access pages, and perform common actions without leaving your keyboard, boosting your clinic's workflow efficiency.
- Notifications: Overview & PreferencesLearn how to use the Notification Center, manage your notifications, and set your personal preferences for what you receive and how.
- The FlowboardA visual dashboard to manage patient check-ins, appointments, and more.
- Bulk actions to Download/Email Documents from FlowboardLearn how to speed up the patient discharge and checkout process.
- The WhiteboardDigitally track patient care and tasks across all active visits
- Price CheckerQuickly find the price of products and services.
- Multi-locations WorkflowGet a tour of the multi-locations features and capabilities for groups.
- How to add a Rabies Tag to the patient's visit or profile?
- How to write in a product or service?Quickly create a product or service right in your SOAP record or counter-sell.
- 🏥 In-Practice Patient Workflows — Interactive DemosExplore 8 complete in-practice patient workflows that walk through real-life patient journeys in Digitail. Each demo highlights best practices for your team and showcases how Digitail supports every step of…
- End of Day (EOD) Management & ReconciliationEnd of Day (EOD) helps you reconcile your clinic’s financial activity by comparing overpayments, credit notes, refunds, and account balances with your external payment sources, so you can quickly spot…
- Time ClockTrack staff hours by having them clock in and out directly in Digitail - no paper timesheets or separate apps needed.
- 🩺 SOAP 2.0 | SOAP Update OverviewSOAP Overview | Navigating & Understanding the SOAP
- SOAP 2.0 Update Overview: What's NewSOAP 2.0 is a focused update to how medical records are created, reviewed, and shared in Digitail. This article covers everything that's changed and answers common questions as you get…
- Custom Template Fields (Early Access)Learn how to create and manage custom fields in your SOAP record templates to match your clinic's unique clinical workflows.
- Record History: See What Changed in a Patient's Record (Early Access Only)Learn how to use Record History in SOAP 2.0 to see who changed what in a patient's record, and when.
- Setting up Patient LabelsLearn how to configure Patient Label templates in Digitail and print them from the Flowboard, Appointment Card, or a patient's Health Card.
AI Workflows
Leverage AI to automate repetitive tasks and enhance efficiency
- Tails AI AssistantMeet your Ultimate AI-Powered Veterinary Virtual Assistant.
- Tails AI Assistant - Prompts LibraryHere's a brief list of tasks Tails can assist with.
- Tails AI Dictation for Quick SOAPsTake your record notes to the next level with AI Dictation!
- Tails AI DictationDictate everything with the power of AI.
- Tails AI Dictation - Summarize Your Phone LogsRecord your phone calls with AI Dictation and Smart Summarization
- Tails AI Patient IntakeImprove the check-in experience for your clients and your clinic.
- Tails AI Assistant - Analyze patient's files with Vision CapabilitiesTails Vision allows you to quickly summarize and extract data from images and PDF documents.
- Tails AI Assistant - Summarize Patient's ProfileMeet your Ultimate AI-Powered Veterinary Virtual Assistant, synthesizing your patient's profile.
- Tails AI Assistant - Chat AutomationSummarize the entire conversation with Tails or just let it generate a reply for you. Tails vision can also analyze all files shared.
- Tails AI Assistant - Voice to InvoiceTails AI can now review your record and generate recommendations for your patient's care plan.
- Tails AI Assistant - SOAP VerificationMeet your Ultimate AI-Powered Veterinary Virtual Assistant, verifying the accuracy of your SOAP notes.
- Sync Your Tails VIP SOAP Notes to Digitail PIMSLearn how to easily load your Tails VIP voice-recorded SOAP notes directly into Digitail PIMS.
- Tails AI Practice ManagerUse AI to manage products, services, and commissions in seconds, no spreadsheets, no stress.
- Customize Tails AI Dictation for Quick SOAPsLearn how to customize Tails AI Dictation for Quick SOAPs version 1.5 to optimize your veterinary documentation process.
- Tails AI Assistant - Download and Customize AI Responses as PDFs
- 🧠 Tails Intake Agent Settings: Complete Configuration GuideHelp Automate Your Patient Intake Process
- 🧠 Mastering Tails AI PromptsHow to Get the Best Results Across Intake, Dictation, QuickSOAP, Assistant, Discharges, and Communication