🚀 New: AI patient record import

Bringing a new patient over from another practice no longer means an afternoon of data entry. Upload their records — even a large multi-patient record pack — and PawthosX reads the documents, pulls out patients, owners, vaccines, and history, and stages everything for your review before anything is saved.

• Vaccine history becomes live schedules. Imported vaccine doses are saved to the patient's vaccine schedule, so due dates and reminders generate automatically — no re-entry.

• No accidental duplicates. When an imported client or patient strongly matches someone already in your system, the import links to the existing record by default.

• Clearer starting point. Choosing between importing a full record pack and a single report is now unmistakable.

• Handles the big ones. Long, dense record packs that previously stalled or timed out now import reliably.

🩺 Surgery console: correct event times

If a surgical timeline event was logged late, you can now correct when it actually occurred, so the surgical record reflects what happened in the OR — not when someone had a free hand to write it down. New to the surgery console? Press ⌘K and search "help" for a guided tour.

💵 Receipts show cash tendered and change due

Cash payments now record the amount tendered, and receipts show it alongside the change due.

🔒 Controlled substances: vet approval enforced

If your practice requires veterinarian approval for controlled substances, that requirement is now enforced in the medication request approval workflow — a controlled med request can't be approved without it.

✨ Improvements

• Deceased patients are unmistakable on the patient list and the patient header, and marking a patient deceased from a visit suggestion now also deactivates them.

• Vitals trends are colored by whether the value is in a healthy range, not by whether the number went up or down.

• Patient search understands full names — searching "Bella Johnson" finds Bella even though Johnson is the owner's name.

• The Automations page now lists all of your rules, not just the first 20.

🛠 Fixes

• The discharge tab no longer gets stuck loading after a visit note is approved.

• Discharge instructions are no longer generated for euthanasia visits.

• Discharge PDFs are now generated on our servers, so they look the same on every device and browser.

• Internal notes and operational asides in visit records stay internal — they never appear in client-facing documents.

• Amendments to visit notes now save to the correct section of the record.

• An appointment recording that still holds clinical work can no longer be accidentally detached from its visit.

• An automation rule can now always be turned off, even one that's mid-run.