emberVetDocumentation

Clinical notes

Keep private records and client-facing notes side by side, and save time with templates.

decavet keeps two kinds of notes on each service, so your private clinical record and what the client sees never get mixed up.

Prerequisites: a service rendered on a visit.

Two kinds of notes

  • Internal notes — your clinical documentation. Private to your team; never shown to the client.
  • Client notes — written for the owner; these can appear on the invoice and in summaries.

Together with the visit's own summary notes, your internal notes are the medical record — there is no separate clinical-notes file.

Steps

  1. On a visit, open a service (or add one).
  2. Fill in internal notes for your records.
  3. Fill in client notes for anything the owner should see.
  4. Save.

Templates

Your service catalog can carry default note text for each service, so common notes pre-fill when you add the service — you then tweak the specifics. Reusable fill-in fields can be defined under Settings → Template fields.

You'll know it worked when…

Internal notes stay on the record for your team, and client notes appear where the owner can see them (such as the invoice).

Important: Double-check the client notes before sending an invoice — that's the text the owner reads. Keep candid clinical detail in internal notes.

Next steps