1. Veterinary Practice Mgmt
  2. Reports and operational questions
Reference

Reports for the questions your team asks

Review vaccination due dates, clinical handoffs, follow-up outcomes and billing scope.

Overview
Veterinary Practice Mgmt · Overview

Veterinary Practice Mgmt dashboard

This quarter

Clinical privileges in view
6
Document
2
Prescribe
2
Review
1

Encounters by status

How far records got this quarter

StageReachedStep
Scheduled48
Arrived1021%
In progress220%
Awaiting review150%

Encounters by status

Sample counts per stage

0
-30Scheduled
-50Arrived
-20In progress
-50Awaiting review
-20Completed
Example screen with sample data

Questions to answer

Which animals have Vaccinations due?

Read the next vaccination due date with the animal identity and previous administration details.

Which visits still need review?

Inspect encounters at awaiting review with the responsible clinician and recorded care dates.

Which consents need action?

Review Pending or Expired consents by patient, purpose, version and expiry date.

Whose clinical authority needs attention?

Check privilege status and effective windows alongside the clinician identity.

Which follow-up work is unfinished?

Review care tasks due information and separate Completed from Escalated and Cancelled outcomes.

Which services and payments are recorded?

Compare Invoiced charges and Confirmed payments at patient scope using the agreed date boundary.

More reports

Vaccinations due by animal Grouped

Group animal vaccinations by Animal and vaccine name, showing administered at and next due date alongside animal patients.pet name and owner name.

Encounter workload List

Compare Encounters by Clinician, scheduled at and Status to distinguish scheduled visits from care in progress.

Encounter review backlog List

List Encounters with Status awaiting review and their Clinician, started at and ended at so the reviewer can identify unfinished handoffs.

Clinical privilege validity List

Review clinical privileges by Clinician, privilege type, Status, effective from and effective to to distinguish verified authority from lapsed or suspended records.

Follow-up completion List

Compare care tasks by assigned to, Status, due at and completed at, retaining cancelled and escalated work as distinct outcomes.

Charges Awaiting Invoice List

List Charges with Status Draft or Approved by Encounter, service description and Amount for billing review.

Billed and confirmed payments Grouped

Group Invoiced Charges through Encounters.Patient and Confirmed Payments by Patient for the agreed date scope, without implying invoice-level allocation.

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