October 2nd, 2026

New

Improved

Fixed

Release 10/01/2026

New

  • Estimated range on the visit's treatment plan. When lines use quantity ranges or Essential / Comprehensive
    tiers, the plan footer now shows the low and high total for the whole plan, not just each line. Declined lines
    are left out, and performed lines count at the amount actually done.
  • Age in weeks for young patients. Patients under 16 weeks show their age in weeks, and in days for the first
    week, on the patient header, summary, Chronicle sidebar and search. Vaccine and early-care schedules are planned
    by week.
  • Hand off a recheck from the discharge checklist. When the plan mentions a recheck that isn't booked yet,
    Assign someone to schedule it creates a task for a teammate. The task quotes the recheck from the plan and is
    linked to the visit and patient.
  • See who recorded a visit. Chronicle now keeps a record of who started each recording, who else recorded on
    it, and when. It's shown on the visit.
  • Staff verification status on the team page. Settings → Users shows Invite sent, Verificationrequired or Verified for each team member, updates on its own, and has Resend invite / Resendverification email buttons.
  • Show/hide password. An eye toggle on sign-in, Change Password, and Add User → Set Password.
  • Financial ledger by item. The financial ledger breaks revenue lines out by item, with a charge-level CSV.

Improved

  • "PTO" is now "Time off", and shows the type. Sick leave, vacation, continuing education and the other
    absence types are labelled everywhere: the schedule's staff header, the room panel, approvals, My Time Off,
    and export.
  • Recall & Compliance outreach queue.
  • Each row shows the owner, the species, breed, sex and age, and patient and client names that clearly link
    to their records.
  • Back from a record returns to the open report.
  • Rows with no phone or email say No contact on file.
  • Work tasks show the patient's owner and phone number, so a callback task has who to call on it.
  • The Attending DVM picker lists only veterinarians. The Scribe / Team Member picker still lists everyone.
  • AI visit notes no longer credit what was said to the attending DVM. Recordings capture the whole room
    without knowing who is speaking. The DVM is still the clinician of record on the note.
  • Account emails take new staff to their own clinic. "Continue" after setting a password or verifying an
    email lands on the clinic's sign-in page. Sign-in errors now read "Incorrect email or password".
  • Business dashboard on the clinic's own day. EBITDA and daily figures no longer jump to the next day (or
    next month) in the evening.
  • Revenue breakdowns add up. Itemized revenue breakdowns use the collected basis, so they sum to Revenue.
    Ledger amounts always show cents.

Fixes

  • Dragging an appointment onto Unassigned on the schedule now unassigns it. So does choosing Unassigned in
    the edit form.
  • When an appointment moves after its reminder went out, a reminder is sent again for the new time.
  • Every delayed action set up for an appointment is now scheduled, not only the first.
  • An invoice with a fractional quantity or a precise unit price is marked Paid when paid in full, instead
    of Partially Paid with a $0.00 balance.
  • Time off added with Auto-approve on is created as approved.
  • Searching by name in staff pickers (Add Time Off, task assignment and others) finds people again.
  • Team chat threads can only be read, posted to or joined by their members.
  • Importing patient records keeps lab results from reports that don't name the animal.
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