Roadmap
What has shipped in Treats, date by date. Each update links to the feature concerned.
What's new, in detail.
- Treats now works on phone and tabletThe whole app can be used by touch, from the diary to payments, with a navigation bar at the bottom of the screen; nothing changes on desktop. General
- Multi-site: treat, take payment and book across sitesClients and animals are shared across the group, the diary shows where each vet works, and payments follow the animal from one site to another. Multi-site
- Full till: refunded credit notes, cash count, Z reportThe daily closing asks for the float and a cash count, then prints the Z report; cash deposits check themselves. Invoicing
- Split a payment across several methodsPart by card, the rest in cash: “Split…” divides the payment, and the history keeps a record of it. Invoicing
- Cancel a paid invoice in one stepCancelling creates the full credit note and the refund in a single step, and the invoice shows “Cancelled by credit note”. Invoicing
- Refer an animal to a colleague, or receive oneThe record being sent can be previewed before it goes, without prices or internal notes, and the referral is tracked from the animal’s file. Referrals
- “My activity”: what each person has doneCounter sales, dispensing, prescriptions, payments and appointments recorded in your name, compared with the previous period. Analytics
- New appointment: each household with all its animalsThe search shows the client and their phone number with all their animals underneath, along with record alerts. Diary
- The usual vet on the client recordThe record shows the client’s usual vet, chosen from the practice’s vets and changed in one click. Records
- Ready-to-use surgical and anaesthetic consentA consent template is available in the documents, and templates can now be searched. Consultation
- Duplicate a past prescription in one clickThe draft copies medicines, dosages and durations; if the weight has changed, a dosage for today’s weight is suggested line by line. Consultation
- Third-party vouchers deducted from the invoiceA charity’s contribution is deducted from what the owner pays, and an invoice in the third party’s name is created on validation. Invoicing
- Schedule a message to the ownerWrite the message now and it goes out at the time you choose, this evening or tomorrow morning. Communication
- Team leave in a calendarA calendar view shows who is off, day by day, half days included. Team
Fresh out of the oven.
We start from this week’s new features, then we walk through all of Treats on situations from your own practice.
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