Changelog

Changes on board | What's New at PawthosX

Product Update | October 2026

We've been busy making improvements across PawthosX, with a focus on simplifying clinical workflows, making information easier to access, and giving your team more control over how the platform works.

This update includes some significant additions to flow & recording, dental charting, scheduling, estimates, client communications, and more.

Introducing the Patient Context Bar

One of our biggest improvements is the new Patient Context Bar in Flow.

We're bringing more of the patient's information directly into the visit workspace, reducing the need to navigate between different screens.

• Patient information at your fingertips: Access relevant medical information through interactive panels without leaving the visit.

• Customizable context: Clinics can choose which information appears in the Context Bar.

• Improved visit header: Recording status, visit tags, and assigned team members are now organized into a more compact header.

• Faster AI workflows: Review and accept multiple AI-suggested items at once with the new Accept All option.

This is part of our ongoing effort to bring clinical information and workflows together in one place.

Dental Charting Comes to Flow

Dental charting is now integrated directly into the Flow visit workflow.

• Document dental findings using the dedicated dental chart editor.

• Access dental charting as part of the visit workflow, with built-in guidance.

• Include dental charts in patient record exports and discharge documentation.

• Dental charts are finalized as part of visit completion.

Our goal is to keep dental documentation connected to the rest of the patient's clinical record.

Scheduling & Appointments

We've made several improvements to appointment management.

• Manual appointment confirmation: Confirm appointments directly from the appointment window.

• Optional 48-hour confirmations: A new automation can request appointment confirmation 48 hours in advance. This is disabled by default until your clinic enables it.

• Easier rebooking: Cancelled appointments now have a dedicated Rebook action.

• Improved appointment protection: Completed, cancelled, and no-show appointments can no longer be accidentally moved or rescheduled. No-show status can also be reversed when needed.

• Cleaner schedules: Clinics can choose whether to display rescheduled appointment indicators.

We've also improved the layout of scheduling controls on smaller laptop screens.

Client Communications & Forms

More flexibility for how and when you communicate with clients.

• Send Later: Schedule client text messages and emails to be sent at a later date or time.

• Forms from the visit: Send client forms directly from the visit's Forms section.

• Smarter questionnaires: Build forms with follow-up questions that appear based on previous answers.

• SMS consent: Record client messaging consent directly from the Send Form window.

We've also corrected an issue where internal appointment cancellation notes could appear in client-facing cancellation emails.

Estimates, Treatment Plans & Documents

Several improvements give your team more flexibility when preparing estimates and communicating costs.

• Discounts and price adjustments: Apply discounts and price overrides to treatment plans, with changes recorded in the audit history.

• Clinic disclaimers: Create reusable disclaimers and terms, including date-based display rules.

• Signed treatment plan terms: Present applicable terms to clients as part of the treatment plan approval process.

• Improved documents: Include clinic disclaimers on treatment plans, invoices, receipts, and discharge PDFs.

• Patient photos: A new clinic document layout supports patient photos on invoices, receipts, and estimates.

We've also improved consistency between printed treatment plans and their downloaded or emailed PDF versions, including the way discounts are reflected.

Billing, Inventory & Prescriptions

We've made additional improvements to inventory management, dispensing, and billing accuracy.

• Flat-rate inventory pricing: Additional pricing flexibility for inventory items.

• More accurate dispensing: Improved billing for medications dispensed from multiple inventory lots and for fractional quantities.

• Retail inventory tracking: Retail stock quantities now update when sales are issued and when transactions are voided or reverted.

• Dispensing fee overrides: Custom dispensing fees are retained when creating inventory items.

• Written prescriptions: Additional prescription fields, signature support, page numbering, and improved document layout.

Additional Improvements & Fixes

We've also addressed several smaller issues across the platform, including:

• More detailed descriptions for individual body condition scores.

• Improved availability of inactive species and breeds for reactivation in Settings.

• Better handling of appointment status changes and automation rules.

• Corrections to invoice provider information, treatment plan pricing, and inventory pricing rules.

• Improved reliability of autosaving when navigating away from a page.

• Additional ezyVet migration support for overdue reminders and medication instructions.

We're continuing to improve PawthosX based on how teams use the platform every day.

Some changes are immediately visible, while others improve the reliability and consistency of the workflows you already use.

As always, we appreciate the feedback, suggestions, and bug reports that help us keep making PawthosX better.

New

• Dental charts. Chart teeth right inside the visit.
• There are charts for dogs, cats and horses.
• Record findings tooth by tooth, including periodontal readings. Changes take two taps, so a stray tap can't change a tooth, and you can undo.
• The chart saves as you go and is finalized when the visit is completed, however the visit is completed.
• The chart appears in the patient's record export and can be added to discharge instructions with {{dental}}.
• A short in-app tour shows you around the first time you open it.
• Discounts on estimates.
• Apply a discount code or a manual discount to a treatment-plan line or to the whole plan, or override a price.
• The plan's range, the client view and the bill all net the discount.
• Every price change is recorded with who made it.
• Flat-rate pricing for inventory items. Charge one set price per administration instead of per unit.
• Your clinic's look on invoices, receipts and estimates. Add a footer and information blocks in Settings → Templates → Document layout. Single-pet invoices and receipts can show the pet's photo.
• Follow-up questions. In exam templates and questionnaires, show a question only when an earlier answer calls for it. For example, ask "How many episodes?" only when "Vomiting?" is Yes. Hidden answers are never charted or sent to the AI.
• Patient summary bar in visits. A bar across the top of the visit shows the pet's key facts: weight trend, alerts, vaccines, history and more. Each opens a quick pop-over, and you can record a weight straight from it. Choose which items your clinic shows in Settings.
• Send later. Schedule a text or email to a client for a later time. You can edit or cancel it before it goes. Times are in your clinic's time zone, and you get a warning if a send falls in quiet hours.
• Disclaimers and signed terms on estimates.
• Build a library of clinic disclaimers in Settings: payment policy, anaesthesia risk, and so on.
• Choose which ones appear when you Present to Client, and which the client must tick to agree.
• What they agreed to, and when, is kept with the estimate.
• Disclaimers can show only between dates, and can repeat every year (for example, a holiday-hours notice).
• Disclaimers can also print on treatment plans, invoices, receipts and discharge instructions. An accepted plan's PDF shows the terms the client agreed to and who signed. If the plan is changed afterwards, it shows as an open quote again.
• Confirm an appointment by hand. Mark an appointment confirmed by phone, text, email or in person, with an optional note. The schedule shows who confirmed it and how.
• Undo No-Show. Marked a no-show by mistake? Undo it from the appointment and the visit goes back to Scheduled in the same slot, ready to check in. If the slot has been rebooked, you'll be offered Rebook instead.
• Rebook for cancelled and no-show appointments. It starts a new appointment pre-filled with the client, pet and appointment type.
• Keep appointment types out of automated forms. In an automation rule, choose appointment types to skip. For example, don't send the pre-visit form for euthanasia or tech appointments.
• Appointment confirmation request (48 hours before). A new automation in Settings → Automations that asks clients to confirm. It's off until you switch it on.
• Record text-message consent while sending a form. If a client hasn't agreed to texts, Send Form now offers to record their consent in person or to email them a consent link, instead of just failing.
• Send a form from a visit's Forms section in the medical record.
• Written prescriptions.
• A Written Prescription starter layout.
• Many more prescription fields: the doctor's signature, page numbers, the pharmacy's fax, and the retail Rx number.
• Your clinic's fax number in Settings → Clinic Profile.
• Accept All for AI suggested items on a visit. The list now scrolls when it's long.
• Hide the "Rescheduled" markers on the schedule, with a new clinic setting.

Improved

• Visit header. Recording status, tags and the visit's title, attending DVM and scribe now sit together in the visit header, leaving more room for notes.
• Completed, cancelled and no-show appointments stay put. They can't be dragged, resized, rescheduled or switched back to an earlier status, including by the AI assistant. Notes can still be edited. Use Undo No-Show or Rebook instead.
• New clients get appointment reminders by default when they're added from online booking, the website assistant, emergency check-in, a referral or a lead. Marketing messages stay off unless the client opts in.
• The AI assistant uses your clinic's time zone. "Move it to 7:30 PM" now means 7:30 PM at your clinic. The assistant also won't mark a visit Completed; that happens at discharge, so nothing in the discharge step is skipped.
• Duplicating an automation creates the copy switched off, so a copy can't start messaging clients by surprise.
• The schedule toolbar fits on laptop screens, with every action reachable.
• Printed treatment plans now match the downloaded and emailed PDF, clinic header included.
• Body condition score shows a description for each score, not just its category.
• Shorter dates in places where only the day matters, for example "Oct 14" instead of "Wednesday, October 14, 2026". The schedule header still shows the full date.
• Inactive species and breeds can be seen and switched back on from Settings.
• Edits save when you leave a page. A change typed just before navigating away, closing the tab or switching apps is no longer lost.

Fixed

• Retail sales now take items out of stock when the bill is issued, and put them back if it's voided or reverted.
• A new inventory item's dispense fee override is now respected straight away. Previously, "0" (no fee) still charged the clinic default until the item was re-saved.
• A quantity of 0 on a bill or estimate line now stays 0 instead of becoming 1.
• Once an estimate has been turned into a bill, its prices can no longer be changed (revert the bill first), so the estimate and the bill always agree.
• A dispense that draws from more than one lot now bills the full quantity.
• Billing a fractional dispense (for example 0.5 mL) from the dispense record now bills the exact amount instead of rounding it down.
• A time entry can no longer be saved without a clock-in time.
• Adding a charge to a hospital stay whose estimate was already billed now starts a new estimate, instead of changing the billed one.
• Kit-only price rules now apply only to the kit, not to every line.
• A bill set to a single provider now keeps that setting, and its receipt shows the provider.
• Bills created from a visit now name the visit's vet as the provider, so invoices, receipts and provider reports credit the right doctor. If staff change the provider, it's kept when the bill is re-created.
• Marketing consent: a new client created with email marketing turned off now stays off.
• The cancellation email no longer includes the staff's internal cancellation note.
• What's New banners on the visit and schedule screens are visible again, and bold text in them displays correctly.
• Retail prescription printing: the pharmacy and Rx number fields can't change while the label is being confirmed.
• Opening an exam template no longer creates a new version of it.
• Lab orders, price policies and vaccination status set to the first option in a list (for example CBC, Low priority or Up to date) are now saved as chosen.

For UK clinics

• Everything above applies to UK clinics too, with amounts in £.

We love making improvements for the teams who use PawthosX every day. Sometimes that means introducing new capabilities. Other times, it means bringing existing features together, simplifying navigation, or retiring parts of the platform that no longer need to exist separately.

We're excited to share several improvements coming to PawthosX One, starting with our new Patient Context Bar.

The Patient Context Bar brings the information you need directly into your clinical workspace, without requiring you to leave what you're working on.

You'll have quick access to:

• Patient information and alerts — Important patient details, weight, and medical considerations.

• Medical history and problems — Previous visits, clinical history, and ongoing concerns.

• Medications, vaccinations, and labs — Review records and access relevant clinical information.

• Upcoming care — Scheduled appointments, reminders, and follow-ups.

• Financial information — Balances, outstanding invoices, credits, and account details.

These aren't simply shortcuts. The Context Bar gives you the ability to open, review, and interact with information directly within your workspace, with options to navigate into the full record when needed.

The information previously accessed through the EMR page is being brought directly into Flow through the Context Bar.

One centralized clinical workspace: EMR + Flow

With patient records now accessible directly from the Context Bar, we've made the decision to retire the standalone EMR page.

We expect this transition to take place over approximately the next 30 days.

Once complete, selecting EMR will bring you directly into Flow, which will serve as your centralized visit workspace.

All the patient information and functionality you've come to expect will remain available, but with more direct navigation and fewer steps between tasks.

As part of this transition:

• InFlow will move into the Patient Medical Record.

• Journey Map may be relocated or removed as we continue evaluating how it best fits into the updated workflows.

• Flow will become the central destination for clinical visits, documentation, patient context, and related actions.

The goal is simple: fewer separate destinations and a more connected experience.

Smarter search is on the way

We're also making improvements to search throughout PawthosX One.

This includes better matching, more advanced search capabilities, and improvements to how results are identified and presented.

And we hear you!

One request we've heard is the ability to search for a client or patient in a single field, rather than having to choose between the two before searching.

We're working toward a unified client and patient search across workflows such as Medication Requests and other areas where separate selections currently create unnecessary steps.

We want finding the right information to feel natural, whether you're searching for a patient, a client, or something within their records.

Also in development: Retro Mode

We're excited to share another feature currently in development: Retro Mode.

We know that different teams, and even different people within the same practice, have different preferences for how they navigate and interact with their software.

Our modern PawthosX experience is designed around connected workflows, contextual information, and a more focused clinical workspace.

Retro Mode will offer an alternative: a familiar, traditional practice management layout with more information visible on screen, classic navigation patterns, and a comfortable, information-rich workspace.

But it's still PawthosX One.

Same platform. Same capabilities. Same connected records. Your preferred experience.

Retro Mode won't replace the modern interface. It will give users another way to experience everything PawthosX One has to offer.

Always improving, together

We know changes to everyday workflows matter. That's why we're continuing to listen, refine, and make thoughtful improvements that help teams spend less time navigating software and more time caring for patients.

Some of these improvements are already taking shape, while others are still in development. We'll share more details as they get closer to release.

Thank you for continuing to share your feedback and helping us shape PawthosX One.

The PawthosX Team
hello@pawthosx.com
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