Check in walk-ins, triage them, and start the visit when the team is ready.

ER intake is the front desk queue for emergency walk-ins. It lets you check an animal in, set a triage level and record quick vitals before a visit exists, then start the visit when the team is ready. Open ER Intake under Front Desk in the sidebar. It is part of the clinical layer, so it is available on Intelligence and Practice, and it needs emergency.intake.write.

Checking in a walk-in

  1. Find or add the patient

    Search for an existing patient, or add a new client and animal in the same step. If nobody is known, use Stray / found animal, no owner on file and enter a name or description and species.

  2. Enter the complaint

    Type the presenting complaint. You can also paste or dictate what the caller said and let the AI fill the fields.

  3. Choose the triage level

    Pick one of five levels: Critical, Emergent, Urgent, Less urgent or Non-urgent. These follow the Veterinary Triage Scale.

  4. Add quick vitals

    Optional: weight, temperature in °C, heart rate and respiratory rate. Enter weight in the unit your clinic uses; Chartling stores it in kilograms.

  5. Check in

    Click Check in. The patient joins the Waiting list, ordered by triage level.

AI suggests, staff decide

When AI reads a note or call, it may suggest a triage level. It is only a suggestion: it never sets the level itself, and you must choose one before you can check the patient in.

Working the queue

Each waiting patient shows their triage level, name, complaint and arrival time. Checking in, marking a patient as left, and starting a visit all need emergency.intake.write. From the list you can:

Once a visit is started, it follows the normal path: consent, SOAP, then sign and finalize. See Visits & SOAP.

FAQ

Does the AI set the triage level?

No. It can suggest a level from the complaint, but staff must always confirm it.

Do I need a consent record for an ER visit?

Yes. The visit that starts from intake is an ordinary visit, and a SOAP note still needs a linked consent event before it can be saved.

Last updated September 30, 2026  ·  Was this page helpful? Tell us

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