The Provet layout for the consultation page is currently being updated in several stages during 2026 and the consultation page for outpatients is now available in multiple environments. This article will guide you through the new consultation workflow for the outpatient consultation page.

The new consultation page currently supports outpatients only. If you are treating an inpatient, please switch back to the old version to ensure all necessary hospital care features are accessible.

The consultation process is the core workflow where veterinary practitioners interact with clients and patients. This article provides instructions for handling the consultation using the new consultation page layout and marking the patient as 'waiting for discharge' before invoicing.

When the consultation part of the visit begins, you can fill in the relevant information, add treatment items, and create future actions directly on the consultation page. Once the consultation and treatments are complete, you can then mark the patient as waiting for discharge.

If you already have access to the new design, you can switch between the old and the new version to explore the updated workflow. Select the Explore new version button on the banner at the top of the consultation page to view the new consultation page. If you do not yet have access to the new layout, please contact us at support@provet.com to get set up.

You can find all arrived and active appointments under Recent consultations on your Dashboard. Using the filters above the table, you can view, for example, only checked in patients.

To open an appointment, select the stethoscope button at the end of the row ('Go to consultation').

You can also open appointments from the appointment calendar or the client and patient page.

When you open a consultation, the client and patient information is displayed at the top of the page. In addition to names, the header shows key clinical details and interactive icons.

The header includes the following function:

The client’s phone number and email address are interactive. Selecting them opens an SMS or email dialogue.

The tabs located under the client and patient information allow you to navigate between different sections of the consultation page (1).

Use the tabs under the header to navigate between sections of the consultation page (1), such as Overview, Clinical notes, Diagnoses, Laboratory, Treatment items, and Patient discharge. In the Vitals tab, you can record patient vitals such as heart rate, respiratory rate, and temperature. The available fields depend on your clinic's settings. For more information, see Add Patient Vital Signs.

The appointment status automatically changes to 'In progress' when information is added to the consultation. You can also manually start the consultation by selecting Start consultation in the bottom action bar (2).

To edit general consultation details, open the Overview tab and select Edit (3). If needed, you can switch back to the old version by selecting Return to previous version in the top right corner (4).

On the Overview tab, select Edit to update consultation details such as ward, responsible staff, reason, or preliminary notes (1).

You can also add forms, such as consent forms or vaccination certificates, in the Forms section by selecting + Add form (2), if forms are available.

On the right-hand side of the consultation page, the action toolbar provides access to additional tools. Selecting an icon opens a side panel.

To manage estimates, select Financial info (coin icon) (3), then select + Add estimate.

To view patient history generated by AI by selecting Patient history (1). To see the full history, select the Open full history (2) button in the bottom of the side panel (2).

To add tags and internal remarks to the consultation, select the Tags and remarks button.

During the consultation, veterinary treatments or diagnostics are performed, and you can add clinical notes, treatment charges, discharge instructions and other information on the consultation page. See the following steps for more information.

Integrations are also located in the action toolbar. Depending on your integrations and settings, these will open in a separate tab, a pop-up window, or directly within the side drawer.

When an integration opens in the side drawer, the drawer expands to load the content and the header updates to show the name of the active integration. Once you close the integration, the drawer returns to its original width and displays the list of integrations again. Certain integrations may also trigger an action automatically without opening a new window.

Select the Clinical notes tab (1) to add notes to the consultation. Clinical Notes are intended for internal communication between veterinary professionals. In single-note mode, you can type directly into the text field, insert a template, or view previous clinical notes if available. The field may include default text based on clinic location or appointment reason settings. Text is saved automatically.

In multi-note mode, you can add multiple notes of different types. To add a note, select + Add note (2) and choose a note type. To insert a template, select + Add template at the top of the text field (3), if available.

To view notes from earlier consultations, select Historical clinical notes (4).

To print clinical notes, select Print. In single-note mode, the print option is located in the section header (1). In multi-note mode, a print option is available for each individual note (2). The note must be saved before it can be printed.

You can use the AI Assistant to record clinical findings or examinations and have them automatically transcribed into clinical notes

To use the recorder, select the AI Assistant tab (1). Choose your preferred microphone from the dropdown menu and select Start recording to begin recording. You can pause the session at any time or use the Start over option, located under the button with the three dots (2), if you need to discard the current recording.

Once finished, select Done to generate a transcription (3). You can format the notes as a SOAP note, Narrative note or other text template using the available summary templates.

You can resume a paused recording within 60 minutes by selecting the Resume recording.

After the recording is completed, the transcript remains available for 24 hours. To save the text permanently to the patient record, select Add to clinical note.

For more detailed instructions on setup and functionality, see the original AI Scribe guide.

Always review AI-generated suggestions for accuracy before making clinical decisions.

Depending on the clinic location settings, adding a diagnosis may be optional or required.

To add a new diagnosis, select the Diagnoses tab (1). Use the search bar (2) to start typing the name or code; then, select the appropriate diagnosis from the results list.

Users in Norway can also select Search with Pyramidion.

In the Diagnosis dialogue, select whether the diagnosis is Primary or Secondary and Final or Differential. You can also add additional information in the Description field. When finished, save the diagnosis (It can be edited later if needed).

In the Historical diagnoses section, you can view diagnoses from earlier consultations. To view the consultation where a diagnosis was added, select the stethoscope button (3).

For more information about adding and managing diagnoses, see Adding Diagnoses.

If diagnostic imaging features are enabled in your organization, you can view and manage diagnostic imaging on the consultation page.

Select the Imaging tab to open the diagnostic imaging section. All imaging requests added to the consultation are listed here, showing the status, referral number, ordering clinician, and date.

To add a new imaging request, select + New diagnostic imaging.

To search for a specific imaging request, type the referral or image name in the search bar. To filter the list, select Status, Equipment, or Staff and choose one or more options. To clear all active filters, select Reset filters.

To view additional details for an imaging request, click the arrow next to the imaging referral row to expand it. To open the full imaging referral page, select the eye button on the imaging referral row. To see a price breakdown of the imaging referral, click the price on the imaging referral row. A summary of the individual imaging items and their costs is displayed.

To view an image, select View image on the imaging referral row. Note that if the imaging request has just been ordered, no image may be available yet.

To edit an imaging request or print or email the referral, select the button with the three dots at the end of the imaging referral row and select Edit or Print or email.

If laboratory features are enabled in your organisation, you can view laboratory work for the patient and add results on the consultation page.

To view and add the laboratory analyses and panels, select the Laboratory tab (1). To order a new test select the + New lab test button (2).

When a laboratory test is added to the consultation, you can select the arrow next to the analysis or panel name to expand it (3). Enter results by selecting + Add results.

After the results are added, the Reference value column becomes visible (4). To modify results, select Edit results (5).

In the Laboratory section, you can view previous laboratory tests added during previous consultations, if available (6).

During the consultation, you can add treatment items, such as procedures, medicines, food, and supplies, to the patient's medical records and for invoicing purposes.

Select the Treatment items tab to view or add items to the consultation. All items currently included in the consultation are listed here.

To add a new item, use the search bar or select one of the buttons below it to import items from a Refill, Health plan, Estimation, or Previous consultation.

If bundles are available, they appear at the top of the search results. To filter the search results, start typing in the search bar. The Item type and Item subgroup filter buttons will appear below the search bar. Use Item type to filter by Bundle, Medicine, Food, Procedure, or Supply, or narrow results further using Item subgroup.

When an item has been added, you can expand it by selecting the arrow next to the item name (1). To edit the item, select the pen button (2). To print a label, select the print button.

On the Treatment items tab, you will find the Prescriptions section (1), where you can manage written prescriptions. Select the + New prescription button to create one (2).

After a prescription is added, its general details, such as validity period, diagnosis, duration, and prescribing veterinarian, are displayed at the top. Items included in the prescription are grouped together. You can view additional details, such as dosage instructions and refill information, by expanding each item (3).

To edit a prescription, select the pen button. To print the prescription, select the print button (4).

Currently, the new consultation workflow only supports written prescriptions. Online or telephone prescriptions will be included in future updates.

You can use discharge instructions for communicating follow-up information and instructions to the client. Select the Patient discharge (1) tab to view and add discharge instructions.

To add discharge instructions, type directly in the field or select + Add template (2) to insert a text template. Text is auto-saved in the field.

You can also generate discharge instructions for the consultation using AI. Select the button Generate with AI (3) to create a draft.

If available, you can add forms in the Discharge forms section by selecting + Add form (4).

To send the discharge instructions to the client, select Email. To print a copy, select Print (5).

The bring data function, which allows you to pull clinical notes and treatment information from the consultation, is not yet active and will be added in a later update.

The recommended consultation workflow includes planning future actions. These may include scheduling a new appointment to ensure treatments are completed, setting follow-up reminders, or creating internal tasks, such as contacting the client to discuss laboratory results.

You can create these actions on the Patient discharge tab in the Next steps section (1). Select Schedule appointment, Create reminder, or Create task as needed (2).

When you create an appointment, reminder, or task from the consultation page, the client and patient information is automatically populated.

For more information, see:

When the consultation and veterinary treatment part of the visit has been completed, the appointment status can be updated to 'Waiting for discharge'. During this phase, clinic staff typically review the discharge instructions and discuss medications to take home with the client. The client and patient are then transferred to reception for invoicing.

This option is available on the consultation page, if it has been enabled in the clinic location settings. Otherwise, it is available on the invoice page.

Find the appointment under Recent consultations on the Dashboard with status 'In progress' and go to the consultation page. Select Ready for discharge (or View invoice to go directly to the invoice page). On the consultation page, the Ready for discharge button is located in the bottom banner.

For an overview of the whole workflow from appointment to invoicing, see Consultation Visit Workflow and Statuses.

See the old version of Overview of the Consultation Workflow.