Everything about this visit
Patient, warnings, anamnesis, findings, files, services and billing stay on one page.
Appointment cockpit
The appointment cockpit is the page for this visit. While the calendar plans the day and the Flow Board shows how far along each appointment is, you work the visit in the cockpit: context on the left, treatment in the middle, closing on the right.
At a glance
Section titled “At a glance”Findings in the appointment
Start a findings form, copy the last visit, or create a document — without leaving the page.
Closing included
Record services, draft the invoice, stamp card and follow-up — before the next patient arrives.
Three ways in
From the Flow Board, from the appointment form, and from the appointment list in a contact or animal record.
How to open the cockpit
Section titled “How to open the cockpit”-
From the Flow Board
Clicking a patient card opens the cockpit for that appointment. Dragging the card to In treatment takes you there as well.
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From the appointment form
An existing appointment has Open cockpit in the sidebar.
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From the appointment list
In a contact or animal record, every appointment row has the Flow icon — the same path, without opening the calendar first.
The three columns
Section titled “The three columns”At the top you see who is here: animal, owner, appointment type, room, time, time in column and the current board column. Next to that you move the appointment to the next column — or straight to the next patient.
Below that sit three columns. On a narrow screen they stack; a jump bar takes you quickly to Context, Treatment and Closing.
Context
Section titled “Context”On the left is what you need before you touch the animal:
- Master data, warnings and diagnoses
- Visit count and last visit
- History of earlier appointments — a click opens the visit dossier (findings, documents, files from that day)
- Notes on the animal and an appointment note that applies only to this visit
- Linked contacts
Treatment
Section titled “Treatment”In the middle, today’s work:
- Owner anamnesis, if a form belongs to this appointment
- Today: findings forms, documents and files for this visit
- Start a new findings form, copy from the previous one, or start from scratch
- Record services the same way as on an invoice
For assessment on the model you can widen the middle column — context and closing step aside.
Closing
Section titled “Closing”On the right, what closes the visit:
- Open tasks for the animal
- Follow-up with free slots for the therapist — optionally as a series
- Billing: draft invoice from the services, open invoices, stamp or redeem a stamp card
Findings, documents and files
Section titled “Findings, documents and files”Under Today you collect what belongs to this visit. Each item is attached to the appointment, not only to the animal record — so it stays clear what was created today.
| Action | Effect |
|---|---|
| Findings | Creates a findings form for this appointment |
| Copy from previous | Uses the last findings form as a starting point |
| Document | Creates a document from a template, linked to the appointment |
| File | Uploads a file and attaches it to the visit |
| Send | Emails today’s papers to the contact |
Earlier visits open from the history as a visit dossier — read-only, without leaving today’s appointment.
Moving on
Section titled “Moving on”The button at the top right follows the next column on the board, for example from In treatment to Ready to pay. If nobody is waiting, it reads Back to board. If there is a next patient, you jump straight into their cockpit.