Help Centre
Guides organised around everyday clinic work. Companion, Equine, and Large Animal practices share the same jobs; some surfaces differ by module.
Sign in to access full articles
Sign in to your Vetrics PMS, then open Help from the sidebar.
Open VetricsGet Started
Sign in, learn the layout, and set up your practice basics.
Find Clients & Patients
Search, register, and manage clients and patients. Equine and Large Animal practices also use Locations and Groups.
Run the Day
Companion practices use Schedule and Active Cases. Equine and Large Animal practices use Day Board and Visits (Schedule stays for the diary).
Clinical Care
Consultations in clinic, plus Visit clinical work for field practices.
Prescribe & Pharmacy
Formulary, prescriptions, dosing, repeats, and controlled drugs.
Billing & Payments
Estimates, invoices, payments, pet plans, and insurance.
Stock
Inventory, purchasing, goods received, and supplier mappings.
Documents & Consent
Consent forms, signing, document library, and PDF Studio.
Client Communications
Inbox, templates, reminders, WhatsApp, and the client portal.
Growth
Opportunities, performance, ads, and attribution.
Reports
Practice reports and platform usage.
Use AI
Agent, AI settings, and where AI shows up in clinical work. Reads run immediately; sends and activations need your approval.
Practice Setup
Modules, staff, permissions, pricing, rooms, rota, templates, and field Vehicles. Companion and Equine/Large Animal surfaces differ by module.
Integrations
Payments, accounting, labs, messaging, ads, and API access.