Build guide
Independent Veterinary Clinic OS
Patient medical histories, surgical anesthesia logs, DEA controlled drug registers, treatment cost estimators, and referral hubs — stacked on your Universal Base.
For: Dental, physio, chiropractic, acupuncture, aesthetics, optometry and veterinary practices
- Linked databases
- 11
- Connections
- 10
- Automatic calculations
- 15
- Ready-made views
- 32
What it saves you
- Treatment-plan progress updates itself as visits are completed
- Recalls that are due or overdue appear in one list every morning
- Supplies expiring within 30 days and items below par flag automatically
- Licence and insurance renewals are counted down per practitioner
How the parts work together
- Register: Create the patient → Record alerts and tick consent when forms are signed
- Treat: Book a visit linked to patient, practitioner and plan → Complete it and record fee and amount paid
- Follow up: Add a recall with a due date → Work the "Due this week" list every morning
- Keep compliant: Check "Renewals due" monthly → Clear "Expiring soon" and "Reorder" before ordering day
Databases inside
Patients
Patient profiles with contact details, alerts and a visit history that builds itself from linked visits.
10 fields · 3 calculated automatically · linked to Visits, Treatment Plans, Recalls & Follow-ups, Patient & Medical History, Anesthesia & Surgery Logs, Controlled Drug & DEA Register, Treatment Cost Estimator, Client Care & Referral Hub
Views: Active patients, Missing consent, Outstanding balances
Visits
Appointments and treatment sessions with practitioner, fees and payment - the calendar and the ledger in one place.
13 fields · 3 calculated automatically · linked to Patients, Practitioners, Treatment Plans
Views: Calendar, Today, Flow, Unpaid
Treatment Plans
Multi-visit plans with goals and planned sessions. Progress is counted from the completed visits linked to each plan.
10 fields · 3 calculated automatically · linked to Patients, Visits
Views: Plans by stage, Reviews due, Proposed - follow up
Recalls & Follow-ups
Check-ups, recalls and callbacks with due dates. Overdue items surface automatically so every patient gets their reminder.
7 fields · 1 calculated automatically · linked to Patients
Views: Due this week, Overdue
Practitioners
Clinicians with registration and insurance renewal dates. Days to renewal count down so no one practises on a lapsed licence.
8 fields · 3 calculated automatically · linked to Visits
Views: Team, Renewals due
Supplies & Expiry
Consumables with lot numbers, expiry dates and par levels. Low stock and short-dated items flag themselves.
9 fields · 2 calculated automatically
Views: Reorder, Expiring soon, All supplies
Patient & Medical History
A comprehensive patient management system. Houses clinical profiles for exotic species and large animals, tracking unique identifiers (microchip, branding), species classification, weight history, vaccination timelines, and chronic health summaries.
9 fields · linked to Patients
Views: Patient Directory, Clinical Status Wards, By Species Classification
Anesthesia & Surgery Logs
A digital anesthesia monitoring record. Built for surgical workflows to log patient weight-based drug calculations (induction, maintenance), intubation details, vital signs charts (heart rate, respiration, body temp, oxygen saturation), and detailed post-op notes.
10 fields · linked to Patients
Views: Surgical Schedule, Active Procedures, By Induction Agent
Controlled Drug & DEA Register
A strict audit register for controlled substances (Schedules II-V). Prevents regulatory failures by tracking incoming drug bottles, bottle serial numbers, milliliter/milligram dosage draw-downs per patient, current stock balances, and double-signature vet witnesses.
10 fields · linked to Patients
Views: Substance Logbook, Inventory Balances, By Drug Name
Treatment Cost Estimator
A dynamic pricing calculator for veterinary care. Builds detailed cost breakdowns for complex procedures, ward stays, laboratory workups, anesthesia cycles, and materials, ensuring owners sign off on precise financial ranges before treatment.
10 fields · linked to Patients
Views: Active Quotes, Approval Pipeline, By Owner Status
Client Care & Referral Hub
A communication template engine and veterinary document catalog. Automatically organizes customizable client discharge instructions (wound care, feeding), exotic species husbandry guides, professional vet-to-vet referral letters, and patient follow-up histories.
9 fields · linked to Patients
Views: Document Index, Discharge Tracking, By Document Type
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Independent Veterinary Clinic OS →