The All-in-One Veterinary Operations Platform: Scheduling to Inventory, Boarding to Billing in One Record

Chartling brings the workflow together. Scheduling, SOAPs, invoicing, pharmacy, labs, reminders, boarding, grooming, daycare, and training share one patient and owner record.

One system, not five.

See Chartling’s veterinary PIMS.

Start with the appointment

The day begins on the calendar.

Chartling’s scheduling module supports:

• Multi-provider calendars
• Multi-room scheduling
• Appointment types and durations
• Blocks for surgery, lunch, meetings, or admin time
• Online booking
• Waitlists and last-minute fill
• Recurring bookings for grooming and training
• Service packages and memberships
• SMS and email confirmations
• Digital intake before arrival

Assign the DVM, room, tech, and appointment type. The system respects real availability.

No double-booked dental suite. No grooming appointment placed over a surgery block. No kennel capacity missed because the reservation lived in another tool.

The booking attaches to the patient immediately. That means the front desk can see the relevant history, vaccine status, medication list, open estimates, and reminders before the client arrives.

Explore veterinary appointment scheduling in Chartling.

Turn the visit into a completed chart and a complete invoice

The clinical visit should not create more administrative work.

Hit record. Chartling’s veterinary-specific ambient AI turns the exam-room conversation into a structured SOAP in about 87 seconds.

Review the note. Edit what is wrong. Sign.

Then let the system connect the clinical work to the operational work.

Charge capture from the SOAP

The note can identify procedures, medications, diagnostics, and other billable services. That helps surface charges that are easy to miss during a busy appointment.

A dental cleaning. A nail trim. A cytology. A nail-bed treatment. A medication dispensed from stock.

The goal is simple: finish the chart and capture the work before the next patient arrives.

Estimates and approvals

Build estimates from the visit. Send them by text or email. Let the owner approve them digitally.

The signed approval stays with the visit.

No searching through email. No paper estimate clipped to a chart. No uncertainty about what the client accepted.

Payments and AR aging

Chartling supports:

• Invoices tied to the patient record
• Integrated card payments
• Payment links
• Payment plans
• Open-balance tracking
• AR aging
• Estimates and approvals
• Ledger history across clinical and non-clinical services

The invoice is not a separate financial artifact. It is part of the same record as the appointment, SOAP, medications, diagnostics, and communication history.

Manage inventory and pharmacy without a second database

Inventory problems show up in three places:

1. A product is unavailable when the patient needs it.
2. Stock exists, but nobody knows where it went.
3. A charge or dispense record never reaches the ledger.

Chartling connects inventory to the patient workflow.

Track:

• Medication and supply quantities
• Lots and expiration dates
• Dispense records
• Formularies
• Purchase orders
• Reorder thresholds
• Biennial counts
• Inventory deductions from clinical use

Set reorder points before the shelf is empty. Review lot information before dispensing. Tie the medication to the patient and invoice.

Controlled substances need separation and accountability

Controlled-substance workflows require more than a checkbox.

Chartling supports controlled-substance logs with:

• Separate dispenser and witness roles
• Immutable audit trails
• User and timestamp history
• Dispense and waste documentation
• Patient-linked records

The person dispensing and the person witnessing are distinct in the workflow.

Less ambiguity. Better records. Faster audits.

Connect labs and imaging to the visit

Diagnostic results should not live in an inbox or require manual copy-paste into the chart.

Chartling supports lab and imaging connectors for workflows involving:

• IDEXX
• Antech
• Heska

Order from the visit. Receive results back into the patient record. Review the diagnostic history alongside the SOAP, treatment plan, and invoice.

That keeps the clinical context intact.

For reference, IDEXX describes its veterinary software ecosystem as connecting practice management, diagnostics, imaging, payments, and client communication. Antech’s in-house diagnostics platform includes Element systems and HeskaView Connect.

The operational requirement is the same: fewer disconnected handoffs.

Automate reminders and client communication

The reminder should know what the patient needs.

Not just: “Appointment tomorrow.”

Send communications based on the record:

• Vaccine reminders
• Wellness recalls
• Recheck instructions
• Appointment confirmations
• Waitlist openings
• Estimate approvals
• Payment links
• Discharge instructions
• Boarding intake requirements
• Grooming and daycare reminders

Two-way SMS threads attach to the patient and owner record. Replies reach a shared inbox instead of a personal phone.

Generate discharge instructions from the signed SOAP. Send them through the portal or inbox. Keep the conversation available to the next team member.

Review Chartling’s client communication tools.

Run boarding, grooming, daycare, and training on the same record

A pet does not become a different customer when it moves from the exam room to the kennel.

The owner record should not split when the dog books a groom. The ledger should not reset when a daycare package is purchased.

Chartling includes native modules for:

• Boarding
• Grooming
• Daycare
• Training

These are not bolt-ons with separate client files.

Boarding

Track reservations, suite assignments, occupancy, feeding schedules, medications, vaccine verification, report cards, deposits, and checkout.

Add grooming to the stay. Add it to the same invoice.

Grooming

Manage recurring bookings, breed and cut profiles, groomer assignments, deposits, tips, add-on pricing, vaccine checks, and before-and-after photo cards.

A bath can be added to a boarding reservation without opening another system.

Daycare

Run temperament evaluations, playgroup assignments, capacity limits, recurring weekday bookings, packages, punch cards, check-in, and check-out.

Track Bordetella, DA2PP, and Rabies requirements from the same patient profile.

Training

Manage private sessions, group classes, programs, rosters, waitlists, progress notes, homework, and report cards.

For board-and-train, the training plan, boarding stay, feeding schedule, vaccine history, and owner communication remain connected.

One ledger across every service

The operational advantage is not simply having more modules.

It is having one financial and clinical history.

A single owner may have:

• A wellness exam
• A vaccine charge
• A grooming appointment
• A daycare package
• A boarding deposit
• A training class
• A medication dispense
• An outstanding balance

Chartling keeps those activities on the same owner and patient record.

That gives the front desk context. It gives managers cleaner reporting. It gives the care team fewer duplicate entries.

It also gives clients fewer confusing invoices.

Cloud-native from the start

Chartling runs in the cloud.

No server closet. No local machine acting as the source of truth. No Citrix session at the front desk. No Windows update that interrupts the day.

The workspace is available across the practice, including for techs, CSRs, kennel staff, groomers, and trainers.

They do not need expensive paid seats to do their jobs.

Pricing that matches the team using it

Chartling keeps the model direct:

• Operations: $39/month flat for non-vet businesses
• Practice: $349 per veterinarian per month for the full PIMS and all operational modules
• Add-on modules: $29 per module per month
• Techs, CSRs, kennel staff, groomers, and other support staff: Free
• Only DVMs count toward Practice pricing

The Practice tier includes scheduling, billing, inventory, communications, boarding, grooming, daycare, and training.

See current Chartling pricing.

Questions and answers

Is Chartling a PIMS or an operations platform?

Both. Chartling is a cloud-native veterinary PIMS with clinical documentation, scheduling, invoicing, pharmacy, inventory, communications, and service-operation modules in one workspace.

Can non-veterinary businesses use Chartling?

Yes. Kennels, salons, daycares, and training businesses can use the Operations plan without a veterinarian on staff.

Do boarding and grooming use the same medical record?

Yes. Native service modules share the same patient and owner record. The ledger follows the patient across medical, boarding, grooming, daycare, and training services.

Does Chartling replace every existing PIMS?

Chartling is designed to run as the full practice system. It also offers integration capabilities with major platforms such as ezyVet, Provet Cloud, Vetspire, AVImark, and Cornerstone.

How quickly can a team start?

Chartling is cloud-native and designed for fast setup. Start with the workflows you need, import existing data, and add modules as the business grows.