04/21/2025: Labs Page Added to Patient Dashboard: Within the patients dashboard, there is a "Labs" tab, which houses all the clinic's unassigned, pending, completed, not sent and expired labs. You can filter, search and sort the labs to easily find what you are looking for. Click here to learn more.

04/18/2025: Improved Lab Reference Ranges: Lab test result ranges are now more visible and clear so that the user can easily tell whether the test result is abnormal or normal.

04/17/2025: Custom SMS Content for Appointment Pre-Visit per Appointment Type: Custom pre-visit SMS messages can now be set for individual appointment types, allowing you to tailor confirmation text based on the specific type of patient appointment. Click here to learn more.

04/17/2025: New Integrated Payments Receipt Format: To be compliant with card networks, when using DaySmart integrated payments, the receipt now provides a "Payment Record" on the bottom of a client's receipt. Click here to learn more.

04/16/2025: New Taxes Page: Within the Settings > Configurations > View Taxes, there is a new page format. The ability to sort each column has been added, and a search bar has been added to quickly find the needed tax. When editing or adding a new tax, checkboxes have been added on the "Specific Inventory Categories" option. This allows for a more streamlined process for adding the taxable categories.

04/14/2025: Patient Field Required on Estimate when Converting to Invoice: If an estimate is signed in PetCare without a patient assigned, the system will require a patient to be selected before it can be converted into an invoice.

04/14/2025: Mandatory Fields Added for Appointment Confirmation, Appointment Reminder & Appointment Pre-visit SMS Defaults: When editing and customizing SMS defaults, the following fields have been made mandatory in order to properly send the SMS messages: Patient Name, Appointment Date, Appointment Time. Click here to learn about SMS defaults.

04/14/2025: Treatment Board - Expand Options for Activity Due Time: When adding an activity to a patient, the "Due" field options have been expanded for more visibility and customization. The option "At specific time" now includes the date, with the option to edit it. The "After start of treatment" option now includes day(s) and hour(s), plus the existing minute(s) option. Click here to learn more about treatment board activities.

04/11/2025: Percentage and Dollar amount option Added to New Receipt: When adding a "New Receipt", the "Tax" field now has a dropdown with 2 options; "$" and "%". The "$" amount option will apply the total tax amount evenly across all of the purchased items within the receipt. The "%" amount option will automatically apply the proper tax percentage to each purchase based on the purchase price. Click here to learn more.

04/10/2025: Peerlogic Integration: Peerlogic provides AI-powered voice technology designed to enhance communication and efficiency in veterinary practices. Click here to learn more.

04/07/2025: Sunbit - Buy Now, Pay Later Integration: Sunbit, a buy now, pay later company is now offered as an integration for Stripe customers within the United States. When an invoice is exported, the customer will have an option to choose Sunbit within the "Pay Now" option of the invoice. Click here to learn more.

04/07/2025: The IDEXX lab integration is now available in Australia and New Zealand. Click here to learn about the IDEXX lab integration.

03/28/2025: New Color Coded Priority Label on Pop Up Notes: On a patient or client pop up note, a color coded priority label has been added for better visibility. High is color coded red, medium is orange and low is blue.

03/27/2025: Treatment Board can now be Filtered by Activity Due: Within the filter function of the treatment board, the options to filter by "Due Within 60 Minutes" and "Overdue" are now available. The system automatically saves your applied filters, ensuring they remain in place the next time you log in. Click here to learn more about sorting the treatment board.

03/26/2025: New Email Defaults Page: Within the Settings > Configurations > View Email Defaults, there is a new page format. The ability to sort each column has been added and a search bar has been added to quickly find the needed email default.

03/24/2025: Ability to make a New Refill from any Refill Record: Refills can now be created directly from any refill medical record, eliminating the need to return to the original record to generate a new refill.

03/21/2025: SMS Default added for Pre-Visit Confirmations: A new Appointment Pre-Visit SMS default has been added under Settings > View SMS Defaults. This feature allows clinics to customize the SMS message clients receive for their pre-visit confirmations. Click here to learn more.

03/20/2025: Update to Taxes on Inventory Receipts: When receiving supplies into your inventory, you can now enter the tax rate for individual item purchases within an inventory receipt. This ensures that each purchase is assigned the correct tax rate.

03/19/2025: Check-Out Update to Exporting Invoices with no Line Items: If an invoice does not have any line items, it will not be displayed under the checkout documents. Instead, the user can choose whether they need to export it by manually selecting the invoice from the checkout documents.

03/19/2025: Cancel Appointment Configuration Added for PetCare Client Mobile app: Within the PetCare settings, there is a new "Online Booking" configuration. Enabling this configuration gives the ability for a client to cancel online appointments, with an added timeframe option if the feature is toggled on. Click here to learn more.

03/19/2025: Enhanced Lab History Graph: The graph now displays min and max values as horizontal lines in the graph with traceable plot values. The color has also been improved for enhanced clarity on whether the test value is abnormal or not.

03/19/2025: Improved Online Booking Month View in PetCare: When booking an appointment through PetCare, the month view will only show the days of the month the user is viewing.

03/19/2025: Add On Tests now Available for Zoetis Reference Labs: The ability to apply an Add On test to any reference lab record is now available. The Add On test item will need to be mapped into the clinic's inventory, which is done the same way as any reference lab item. Click here for a refresher on how to map lab items and the workflow for a Add On test.

03/13/2025: Treatment Board can now be Sorted by Activity Due: Within the sort function of the treatment board, the options to sort by "Activity Due First" and "Activity Due Last" are now available. Click here to learn more about sorting the treatment board.

03/12/2025: New Medical Note Template Page: Within the Settings > View Medical Notes, there is a new page format. The ability to sort and search has been added. The breadcrumbs back to the Settings has been added to the top left of the page, and the ability to use a dropdown next to the search bar in order to quickly jump to different template pages.

03/11/2025: Global Custom SMS Message for Appointment Confirmations and Reminders: This feature works just like the email defaults for appointment notifications. Choose to use the system default message or create your own to add a personalized touch for your clinic. Click here to learn more.

03/10/2025: Contact Details tab Added on Client Profiles: The "Contacts Detail" tab in the client profile allows for additional contact information, such as a second mobile number or another person's contact info. This new feature is an ideal spot to add an additional patient contact that doesn't require their own client profile. Click here to learn more.

03/07/2025: Patient Assignment on Estimates when Approving: If an estimate is created without a patient(s) assigned to any items, a prompt will now appear upon approval, requiring a patient to be selected for all unassigned items. This feature allows for only one patient to be assigned to all items with a blank patient field.

03/07/2025: New Production Credit Page: Production credits are now completely managed within the new "View Production Credits" page from the Settings > Configurations. Now, easily add and manage all production credits from one main page. Click here to learn more about production credits.

03/06/2025: Ability to Add a Treatment Activity from a Medical Note: When a patient is in treatment, an activity can be added from the records tab or the "Plan" section of their medical note (If the SOAP has a "Plan" section). Also, activities can now be viewed, completed, edited, duplicated and deactivated from the "View Activities" section of the "Records" tab. Click here to learn more.

03/04/2025: Ability to Reassign Task actions when a Staff Member is Deactivated: When deactivating a staff member, the system will look for any tasks that are assigned to the staff member through an inventory action. If the staff member is assigned to any task actions, you will be able to reassign the task to another staff member. Click here to learn more about tasks.

02/26/2025: New Version of the Treatment Board Released: The treatment board has been updated to create a improved user experience. Now, the treatment board is available in Activity View, Timeline View, and Patient Detail View. Click here to learn more.

02/26/2025: Open Diagnosis Variable Added to Letter Templates: Within the "Patient" section of letter variables, the "Open Diagnosis" has been added.

02/26/2025: New Staff will Automatically be Added to Recurring Tasks: When a new staff member is created, they will be added to any recurring tasks that are associated with the new staff members role.

02/25/2025: Date can be Selected when Adding Activity to Treatment Board: When adding an activity for a patient on the Treatment Board, you now have the option to select a specific date if needed. This feature allows you to backdate activities that weren’t entered on time, ensuring accurate record-keeping and treatment tracking.

02/20/2025: Customizable SMS Medical Reminders: The ability to customize the content of an SMS medical reminder in now available in the Settings > Configurations > View SMS Defaults. Click here to learn more.

02/18/2025: Overnight Status & Filter Added to Treatment Board: If any activities are scheduled on a date later than the date the treatment was started. The overnight stay status can be filtered from the treatment board filter.

02/18/2025: New Appointment Duration Report: We have added a report called "Appointment Duration" within the schedule tab of the reports module. This report will track the duration of all appointments within the filtered range.

02/14/2025: Default Export Option on Checkout Documents: If the client has an email address on file, "Email" will be the default option for exporting checkout documents. If no email is on file, the default will be "None".

02/05/2025: "Last Sent" for all Reminders when Manually sent from Reminders Details: When reminders are manually re-sent form the reminders detail report, it will show the "Last Sent" date.

02/05/2025: Attachment Selection to Export: When exporting a patients file, you can now select individual attachments to send.

02/04/2025: Discounts in Settings have new Dedicated Page: Click here to learn more.

02/04/2025: Repeat changed to Occurance on Treatment Board Activity: Click here to learn more.

02/03/2025: Add Declined Items to Client's Invoice: Declined items can now be applied to an client's exported invoice. Click here to learn more.

01/16/2025: Pending Appointment Report Update: The report now links directly to the requested online booking appointment within the schedule, by clicking on the "Appointment Date" field hyperlink. Click here to learn more.

01/14/2025: Vetsource - Ability to see Refills in Medical Record: When a medical record is created from Vetsource, and has refills, you can now see the refills within the medical record in the patient's history.

01/13/2025: New Integrations Menu: The "Add-Ons" menu in the settings has been split, and a new "Integrations" menu was added in the settings. The Add-Ons menu is for DaySmart Vet's native apps and the "Integrations" menu is reserved for third party integrations.

01/10/2025 -Settings: Appointment Type Update: The appointment type feature in settings has been updated for a better user experience. You can now filter, sort and search for appointment types.

01/07/2025 - Invoice filter and Download: The ability to filter subscription invoices by month, year or date range. Once filtered, the invoice(s) can be downloaded as needed. Click here to learn more.

01/06/2025 - PetCare Client App: If a client updates their profile information within the app, the user can see the change log within the client's profile. Click here to learn more.

01/03/2025 - Resend Communication: The option for "Resend Communication" has been added to any SMS or Email communication under the client's communication tab. Click here to learn more.

01/03/2025 - Resend SMS Reminder: The ability to resend a SMS reminder has been added to any reminder in the reminders tab of a client or patient profiles. *SMS Add On needs to be enabled. Click here to learn more.

01/02/2025 - UOM Update: The option "Head" was added a UOM (Unit of Measure) for inventory items.

12/26/2024: Add Decline as a Multi-Select across line Items on Estimates: The ability to decline multiple items has been added with a multi-select feature. Click here to learn more.

12/26/2024: Add Delete as a Multi-Select across line Items on Estimates: The ability to delete multiple items has been added with a multi-select feature. Click here to learn more.

12/26/2024: Preserve the last tab in Medical Note: Now, the last tab that was opened by the user is preserved when coming back to the medical note tab/window.

12/26/2024: Prevent User Duplicating Faulty Estimate: Before an estimate is duplicated, the system verifies if any items in the estimate has issues, such as incorrect price range. If it does, it will give you an error and ask for the estimate to be updated.

12/26/2024: Update to Permissions for Client Notes: Under Permissions > Client, there has been a notes section added in order to adjust a roles permissions for client notes.

12/24/2025 - New Download option for Payment by Provider: When opening the Payment by Provider report, the report can be downloaded directly from the filter form.

12/23/2025 - PetCare Menu in Settings: If an account is using the PetCare Client Mobile app, there will be a new tab within the main settings page that will house the PetCare's settings.

12/19/2025: Boarding Update: A boarding room cannot be deleted if a future boarding reservation exists.

12/17/2025: In an item profile, any bundle (estimate) that the item is included in, will be listed under the bundles tab.

12/17/2025: Disable Reminder for a Use (Child) Item: A disable reminder can be added for a use that is under a parent item.

12/13/2025: Appointment Board Appointment Linkage: If a patient with an existing appointment on the schedule is admitted directly to the treatment board, the treatment data can be linked to the scheduled appointment at discharge. Click here to learn more.

12/13/2025: Ability to Change Medical note without undoing Check-In: After an appointment is checked-in, the medical note can be created or changed from the scheduled appointment without having to undo the check in. Click here to learn more.

12/13/2025: PetCare Client Profile Updates: A PetCare user can not update their phone number or email address within their profile in PetCare. Click here to learn more.

12/12/2025: Print Label Option on Uses: The ability to set the "Print Label" field has been added to Uses.

12/10/2025: Desexed Action Reversed when Record is Deleted: When a medical record is deleted with the action "Set patient sex to desexed", you have the option to restore the patient's sex status.

12/5/2025: Census Update: The census was updated to avoid a persistent reload when an appointment is updated. Now, only the specific appointment is updated.

11/27/2024: Permission Name Update: Under the billing section of permissions, within reports, the permission for the End of Day Detail report has been changed from "Daily Transaction Detail" to "End of Day Detail"

11/26/2025: Ability to change Font in Letter Templates: The option to change the font in a letter template has been added. There is now a dropdown to the right of the header opinion that allows for the font selection.

11/26/2024: VetTalk Integration: DaySmart Vet now integrates with VetTalk, a client education company. Click here to learn more.

11/18/2024: SMS Confirmation added for Online Booking: The ability to send a SMS confirmation when a online booking appointment has been accepted. *SMS Add-On needs to be enabled.

11/14/2024: Ability to Delete a Deleted Client's Invoice: If an invoice exists for a client that was deleted, the invoice can now be deleted.

11/14/2024: Multi select Checkboxes for Treatment Board Vitals: When adding vitals as an activity, the functionality to multi select vitals has been added.

11/11/2024: Exit Button (Return URL) added for PetCare : If utilizing the PetCare Online Widget, an exit (return URL) has been added so the user can quickly get back to the clinic's website. Click here to learn more.

11/08/2024: Treatment Board: Allow Edit of Date and Time for all Activities: On any activity type, the date and time can be edited.

11/07/2024: Ability to rotate Client Profile Photo Added

11/06/2024: Vetsource: Recommendations Filtered by Weight and Species: When searching for a recommendation, the populated item list will be automatically filtered by the patient's weight and species. Click here to learn more.

11/04/2024: Primary Provider added to Patient Profile: A field named "Primary Provider" has been added to the patient's profile. Click here to learn more.

11/01/2024: Set Print Label from Item: The ability to set an inventory item to have a label printed has been added to an inventory items profile. Click here to learn more.

10/20/2024: Relationship Update: The relationship of "Fostered by" can now be utilized between Clients and Patients.

10/28/2024: Form Expiration Date: The expiration date for a form link will be based of the configuration "Link Expiration".

10/28/2024: Bulk Update Checkbox: A checkbox has been added to each main category, which allows for all subcategories to be selected within that category.

10/25/2024: Account Statement Update: A quantity field for each line item has been added to the transaction detail of account statements.

10/23/2024: Letter - Diagnosis Status Sent: The "Status" field under Diagnosis is sent in a letter when {ASSESSMENT_EXAM_CONTENT} variable is used.

10/21/2025: Medical Note "Changes Saved" Update: The "changes saved" text will now show for each input instead of particular section title.

10/21/2024: Multiple Patient Export: From a client's profile, multiple patient's (if applicable) can be exported at once.

10/21/2024: Invoice New Item - Apply to Multiple Patients: If a client has multiple patients, a new record can be added to an invoice for multiple patients owned by the client. Click here to learn more.

10/18/2024: Treatment Board - Duplicate Activity: The option to "Duplicate" an activity has been added to an activity on the treatment board.

10/18/2024: Antech - Fetch Results: On the lab profile and on the gear icon of the patient's lab record, a "Fetch Results" option has been added in order to manually fetch the lab results.

10/07/2024: Treatment Board - Start Treatment while Admitting: The option to "Start Treatment" has been added via a checkbox under the "Admit Patient" field when checking in an appointment.

10/04/2024: PetCare Widget Available for Clinic Website: A widget has been developed that allows clinics to seamlessly embed it on their website, enabling clients to easily access PetCare directly through the embedded interface. Click here to learn more.

10/03/2024: Quick Edit - Refresh Keeps Location: In Quick Edit, when you use the gear icon to edit an item, your location will be preserved upon saving. The page will no longer refresh to the first page, allowing you to remain where the item is located.

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09/30/2024: Ability to filter by Item Status on Inventory Summary Report: The inventory summary report now allows for the user to display all items, only inactive items or only active items.

09/30/2024: PetCare Client Mobile app: Client can pay Locked Invoices

09/30/2024: Treatment Board Filters: The treatment board now has the ability to be filtered by Appointment Status, Triage and Assign To. Click here to learn more.

09/26/2024: SMS Character Count Displayed: The SMS content character count limit is now displayed in the appointment Confirmation dialog for Confirmation & Reminder.

09/26/2024: Reports - Estimate Decline Items in Client Billing History: Items that were declined from an estimate now show in Decline Items in the Billing History of the Client Profile, and hyperlink to the estimate in the reference column.

09/26/2024: Reports - Add Patient Last Name and Sex to Diagnosis Summary Report.

09//26/2024: Custom SMS content for Appointment type and Reminder: Custom SMS confirmations and reminders have been added to appointment types. Click here to learn more.

09/05/2024: Treatment Board Sort: The ability to sort the treatment board fields has been added. Click here to learn more.

08/27/2024: Snippet added for date and time stamp: When #time or #date is type into a field that allows snippets, it will populate the date or time.

08/23/2024: Store Census Filters & Sorting: When using the census, the filters and sorts applied will be the default when you log out and long in again.

08/21/2024: Subscription Page Breadcrumbs: When on the subscription page, you can navigate back to the settings with the Settings breadcrumb on the top left.

08/19/2024: Ability to Filter Census: The census can now be filtered by Appointment Status, Triage, Provider, and Assigned To.

08/16/2024: Ability to Delete Payment Method: From the gear icon next to a payment method in settings, you can now delete the payment method. If a primary payment method is deleted, the next card in line will default to the primary.

08/14/2024: Custom confirmation and reminder settings for appointment types will apply to appointments booked online.

07/26/2024: Global Notification Setting: Within the configurations, there is a global notification setting that allows notifications from images, labs or pharmacy to be automatically converted to a task.

07/25/2024: Appointment Type is now added to the Complaint section on the Census.

07/24/2024: Census Sorting: On the census, there is now the ability to sort each column by clicking the arrow next to the applicable column.

07/23/2024: Quick Lock Keyboard Shortcut: shift + fn + f12 (mac) &
shift + f12 (windows and standalone keyboard with dedicated function keys)

07/12/2024: Snippets added on instruction field on invoice item & new record from a medical note

07/12/2024: Notification for Vetsource approval: When a Vetsource Approval is received, a notification is created for the provider that the recommendation was made from

07/09/2024: New locations added to Location field of an inventory item: Left Pectoral Muscle & Right Pectoral Muscle

07/03/2024: Create Message in Invoice if Payment is being made: When a user is collecting payment, display a message in the invoice page to notify & make other users aware that there is someone collecting payment.

07/03/2024: PetCare - Create a new client & online booking: If new client is scheduling an appointment, then PetCare will capture required information: First Name, Last Name, email address, mobile number and address

07/02/2024: Forms - Notification of submission completed: A notification will be sent to users (opted in for Documnet Notifications) when a client has submitted their form

07/01/2024: PetCare - Notification if letter is signed: A notification will be sent to users (if opted in for PetCare notifications) when a letter is signed.

07/01/2024: PetCare - Notification if estimate is signed: A notification will be sent to users (if opted in for PetCare notifications) when an estimate is signed.

07/01/2024: PetCare - Notification if client is merged: A notification will be sent to users (if opted in for PetCare notifications) when a client is merged.

06/28/2024: Vetsource prescription details to display medication, size, and quantity when exporting medical records.

06/28/2024: New data field added with various triage statuses/colors. The status can be edited by the user on the Check-In, Census, Treatment Board, the Appointment Pop-Up Summary, and the “Appointment” option on the Medical Note, Invoice, and Estimate.

06/28/2024: Edit Staff Timesheet Notes: When editing a timesheet, the ability to add staff notes intop the notes field is now available.

06/14/2024: Ability to generate a timesheet for an inactive staff member.

05/24/2024: VetSource Personal Note filed added in New Recommendation.

05/17/2024: Default Provider on Non Staff Column: A provider can be added as the default provider when creating or editing a non staff schedule column.

05/15/2024: Inventory Shelf Management Configuration: A configuration was added, called Inventory Shelf Management, that allows for either Soonest Expiring or FIFO (First in first out). This will apply as the default for how inventory is deducted from stock.

05/15/2024: Search on Permissions: A search bar has been added on the permissions page

04/23/2024: Late fees can now be waived on reopened or locked invoices

04/23/2024: Charitable fund now shows in Allied To field when a credit is applied as a charitable fund.

04/17/2024: Display time in EOD reports: In the end of day detail and end of day reconciliation reports, the start and end time will be displayed above the report header.

04/10/2024: Automatically opt new client in to reminders: When a new client is created, they will automatically be opted in for whatever reminder type information is entered (Email, SMS, Mail, Phone)

04/10/2024: Patient sex is added to the Patient Birthday report.

04/05/2024: Online booking required fields: When a client books online, the Email, Address, and Mobile Phone Number are now required fields.

03/22/2024: Vetsource Refill Update: On the original medical record, it will show how many refills until the refill expiration date.

03/21/2024: Production Credit (Based on Payments) report: Report now shows credits applied on a payment, based on the credit applied date.

03/19/2024: Form Template Email Default: An email default is now available for a form template

03/18/2024: Checkout Documents Preselected on Census: When checking out from the census, the checkout documents that are set on the appointment type will be populated within the checkout process.

02/25//2025: Navigational Update to Medical Note content section:

1. Expandable soap section selection on the left of the soap content section

2. The soap content on the right jumps to the selected section when user click on the section name

3. The soap selection navigation sticky and scrolls together when the user scrolls up & down the soap content

4. The soap selection navigation expandable & collapsible

02/22/2024: Estimate Name is now listed in the title column when in the estimate list of the billing dashboard.

01/31/2024: Medical Note Browser Tab Updated: When in a medical note, the browser tab with display "Medical Note (User_Name)"

01/28/2024: Ability to Sign Estimate in PetCare: An estimate can now be signed in the PetCare client mobile app, which will be reflected in the client's profile.

01/15/2024: Lock Open Invoices Configuration: A new configuration has been added that will allow for all open invoices to be automatically locked.

01/15/2024: Payments tab has been added into the Settings.

01/14/2024: PetCare - Apply Credits to Invoice Payment: When a client is paying for an invoice through the PetCare Client Mobile app, any available credits will be listed for the client to apply them.