1. Veterinary Practice Mgmt
  2. Get started
Get started

Get Veterinary Practice Mgmt running in four steps.

Prepare a representative animal visit and review the operating handoffs before wider use.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Veterinary Practice Mgmt. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Veterinary Practice Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Veterinary Practice Mgmt for the practice’s patient context, staff identities and clinical responsibilities. Select the people who arrange admission, deliver care, review encounters, coordinate follow-up and reconcile service billing. Agree their permissions using roles and responsibilities.

Prepare the first operating cycle

Choose a routine animal visit and its linked patient context. Prepare a resolved clinician through the staff member’s linked user account, effective Verified clinical privilege, Active care-team coverage and Signed purpose-specific consent. Schedule the encounter, capture the animal and record a vaccination with vaccine name, lot number, administered date and next due date.

Document the care with attributed notes and observations, then let Clinical Reviewer decide completion. Add a dated follow-up task and check its completion information. Bill the completed service with a valid description and USD amount, then compare the confirmed payment at patient scope. Use implementation for the sequence and data model for reference preparation.

Review before release

Rehearse withdrawn consent, an unresolved actor, ended care-team coverage, missing task dates and an impossible vaccination interval. Verify that rejected commands do not leave partial specialty records. Check that Billing Staff can use the minimal visit information without reading clinical notes or observations.

Agree the reporting date boundary and the interpretation of patient-level reconciliation. Configure any external appointment, payment or accounting handoff explicitly through integrations. Expand only after the clinical and operating owners can explain the ordinary path and the actual rejected outcomes.

Set up Veterinary Practice Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started