Chartling clinic docs
Everything clinic staff need — from first setup to daily clinical workflows.
Getting started
New to Chartling? Start here. The quick-start guide walks you through clinic profile, team setup, and your first visit in under an hour.
Patients & clients
Patient charts and owner/household records — the foundation everything else in Chartling is built on.
Clinical
Core clinical workflows: visits, SOAP notes, AI-assisted documentation, medications, labs, and discharge.
- Visits & SOAP notes — check-in, consent, signing
- AI scribe — ambient capture to structured note
- Medications & Rx — prescribing, dispensing, controlled substances
- Controlled substances — dispense, witness, reconcile
- Lab orders — in-house & reference lab results
- Discharge & comms — owner summaries and follow-up
AI features
Chartling's AI layer — a chat assistant for clinic operations, and decision support at the point of care.
- Clinic Copilot — the AI assistant, propose-and-confirm actions
- Clinical decision support — alerts and interaction checks
Scheduling
The calendar, status board, and public online booking.
Billing
Invoices are generated automatically when a visit is finalized. Manage line items, payments, and outstanding balances.
Service modules
Optional modules for clinics that also offer boarding, daycare, grooming, or training.
- Boarding — kennel cards, check-in/out, report cards
- Daycare — play groups, capacity, check-in/out
- Grooming — booking, release agreement, mobile routes
- Training — programs, enrollment, session tracking
Team & settings
Invite staff, assign permission packs, and configure your clinic's profile, units, communications, and integrations.
- Team & permissions — invites, packs, controlled substance access
- SMS & reminders — client comms and recall campaigns
- Audit log — org-wide activity history
- Clinic settings — profile, units, SMS, integrations
Pet owner portal
Your clients access their pets' records and communicate with your clinic through the Chartling portal. See the Portal Help section for owner-facing guides you can share.
Can't find what you're looking for?
Email support@chartling.io — we respond within one business day.