Consultation Workflow

The consultation process is the core workflow where veterinary practitioners meet with clients and patients. The complete workflow includes the following steps from a new appointment to the invoice.

1. Create an appointment.

The consultation workflow typically starts from a new appointment. You can book an appointment for a client in the appointment calendar or clients can book appointments for themselves online if your clinic uses Provet Cloud online booking. It is also possible to start a consultation without an appointment.

2. Create a draft consultation (optional).

You can create a draft consultation to start preparing for the consultation work before a patient arrives. In the draft consultation, you can add information that can be filled in beforehand, such as clinical notes or discharge instructions. When the patient arrives and the consultation begins, you can activate the draft consultation.

For more information, see:

2. Admit the patient (optional).

Admitting a patient is an optional step. It is typically used when a receptionist handles admissions before the veterinarian begins the consultation. When a veterinarian handles the admission process and begins the consultation directly, this step can be skipped. For more information, see:

3. Process the consultation.

During the consultation, veterinary treatments or diagnostics are performed, and you can add clinical notes, treatment charges, discharge instructions and other information on the consultation page.

Clinical notes: Clinical notes are the main way to record patient medical history in Provet Cloud. They are meant for internal use and communication between veterinary professionals. For more information, see:

Diagnoses and complication reports: Depending on the department settings, a diagnosis may be optional or required information. Complication reports can also be used to track complications for the clinic. For more information, see:

Diagnostics: If the diagnostics and laboratory features are available, you can view all the diagnostic imaging and laboratory work done on the patient and add the relevant results and information on the consultation page. For more information, see:

Treatment estimates: Treatment estimates can be used to communicate treatment costs to animal owners before beginning procedures or when additional treatments are needed over a more extended hospital stay. Treatment estimates can be easily changed into actual invoice items. For more information, see:

Treatment items: During a consultation, you can add treatment items, such as procedures, medicines, foods and supplies, to the patient's medical records. These items are also used for invoicing purposes. For more information, see:

Treatment plans: Planned treatments are typically used in hospitals for patients during their stay in the hospital. You can create a treatment plan when adding treatment items during a consultation. For more information, see:

Discharge instructions: You can use discharge instructions for communicating follow-up information and instructions to the client. For more information, see:

Planned future actions: The recommended consultation workflow includes planning future actions, such as scheduling a new appointment to make sure treatments and required care are completed, setting up reminders for follow-up services, or scheduling internal tasks for personnel, such as a follow-up call to the client to discuss laboratory results.

4. Mark the patient as waiting for discharge.

When the consultation and treatments have been completed, appointments may be updated to the 'Ready for discharge' status before invoicing or payments are finalised. During this phase, the clinic staff commonly reviews any discharge instructions and discusses medications to go home with the client. They then transfer the client and patient to the reception for invoicing to be completed.

Depending on your Provet Cloud settings, it is also possible to go to invoicing and payment straight from the 'In progress' status, or an additional 'Invoicing' status may be used after 'Ready for discharge'.

5. Finalise the invoice and process payments. 

You can process the payment at the same time with finalising the invoice or do it later. When you finalise the invoice, but payment will be received later, the status of the appointment changes to 'Discharged'. For more information, see:


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