This week’s release brings major improvements across clinical workflows, billing, mobile visits, vaccine management, prescription labels, and in-app support.

IMPORTANT BILLING WORKFLOW UPDATE

Invoices now have a clear finalization point. Invoices remain fully editable while they are in Draft. An invoice becomes finalized when you:

• Select Finalize
• Email the invoice
• Send a Text2Pay link
• Capture a client signature
• Take a payment
• Process a subscription payment

Once finalized, the charges, discounts, taxes, and total are locked. This protects the amount already presented to the client and prevents later pricing changes from altering an issued invoice.

To make a change, revert the invoice to an estimate, update it, and finalize it again.

We have also improved paid-status calculations and patient balance updates, so invoices and outstanding balances refresh more reliably without requiring a page reload.

AI SUGGESTED ITEMS FOR TREATMENT PLANS

After a visit recording is finalized, PawthosX can now suggest relevant services and inventory items directly from your clinic’s catalog.

Suggestions may be based on:

• Items discussed during the visit
• Findings recorded in the exam
• The priority and clinical context of each recommendation

Select the recommendations you want and choose Add Selected. They are added to the treatment plan as normal pending items using your clinic’s pricing and existing workflows.

PawthosX will not invent catalog items. If the transcript or exam changes, you can review the changes and manually regenerate the suggestions.

CUSTOM EXAMS AND PURPOSE-BUILT VISIT WORKFLOWS

Clinical teams can now build workflows that better match how each appointment is actually handled.

New capabilities include:

• Build custom exam templates using clinical fields, vitals, findings, and custom questions
• Map exam answers directly into the patient’s vitals and physical exam record
• Import an existing exam document and let AI create an editable draft template
• Create custom vital types for your clinic
• Assign a preferred exam template and note format to an appointment type
• Use a simplified Quick Visit note instead of a full SOAP format
• Add comments to selectable exam findings

New Tech Visit and Vaccine Check-In workflows can skip recording, transcription, SOAP notes, and discharge documents when those steps are not needed.

The standard PawthosX visit workflow remains unchanged unless your clinic chooses one of these new options.

REDESIGNED VACCINE CERTIFICATES

Vaccine certificates now use one consistent, structured format whether they are printed from the patient record, checkout, or an Edge-connected printer.

Updates include:

• Choose the certifying veterinarian when issuing or batch-printing certificates
• Print multiple certificates as a single multi-page document
• Issue certificates for non-rabies vaccines
• Reissue or revoke a certificate while preserving its history
• View previous certificate versions with their original information
• See when a certificate becomes stale after its vaccination record is updated
• Customize the certificate body while retaining required certification and rabies information

Certificates now preserve a frozen snapshot of the information used when they were issued. Reprinting an existing certificate does not create a new certificate number.

SAFER VACCINE ADMINISTRATION

Vaccine inventory items must now be connected to the appropriate vaccine type before they can be administered.

This prevents inventory from being deducted without creating the corresponding vaccination record. If an item still needs to be linked, PawthosX will clearly explain what must be corrected before continuing.

Vaccine-containing charges now guide the team through the complete administration workflow, including:

• Vaccine schedule and duration
• Lot and expiration
• Route and administration site
• Administering veterinarian
• Rabies tag information when applicable

Vaccines can also be found using their clinical name. For example, searching for “rabies” can return an inventory item named by its manufacturer or SKU.

BETTER MOBILE AND TRAVEL VISITS

Mobile appointments now:

• Create successfully on the first attempt
• Allow overlapping appointments using the shared Personal Vehicle option
• Continue enforcing conflicts for individually named vehicles
• Add the calculated travel fee to the treatment plan and estimate
• Respect your default round-trip and maximum-distance settings
• Require a verified destination from the address suggestions
• Display address, mileage, drive time, travel fee, access notes, and directions after booking
• Allow travel details to be edited or recalculated later

Maximum-distance settings provide a warning rather than blocking the appointment.

MORE COMPLETE PRESCRIPTION LABELS

Prescription labels now correctly include:

• Dispensed lot numbers
• Lot expiration dates
• Clean quantity formatting, such as 6 instead of 6.0000
• The prescribing veterinarian’s license number
• The visit date in the clinic’s local time

Lot and expiration information can also be recovered for prescriptions dispensed before this update using the existing inventory ledger.

SUPPORT AND FEEDBACK ARE NOW BUILT DIRECTLY INTO PAWTHOSX

Featurebase now powers PawthosX support, feedback, surveys, and release notes.

You will see:

• A support messenger in the lower-right corner
• A feedback tab along the right side of the application
• Current release notes directly on the Home page
• Links to view the complete update and past releases

The previous floating Help button has been removed to prevent duplicate support controls. Existing guided tours and first-visit walkthroughs remain available through Help & Tours.

ADDITIONAL IMPROVEMENTS

• Appointment questionnaire indicators now appear in both the EMR and Chronicle
• TaskBoard navigation and Settings organization have been refreshed
• New guided tours cover custom exams, vital types, vaccine schedules, TaskBoard, AI treatment-plan suggestions, forms, document templates, and feedback
• Intermittent failures affecting AI generation, SMS, and email delivery have been corrected
• Controlled-substance ledger entries are now more reliable during simultaneous activity
• Prescription and document printing through PawthosX Edge infrastructure received additional reliability improvements