Chartling staff docs
Everything your team needs, from first setup to daily clinical and service 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 are the foundation everything else in Chartling is built on.
- Patients: charts, vitals, alerts, timeline
- Clients: owner & household info, vaccine uploads
- Chip lookup: check a microchip against the lost-and-found network
- Documents & forms: the file library, uploads, and form templates
Clinical
Core clinical workflows: visits, SOAP notes, AI-assisted documentation, medications, labs, and discharge.
- Visits & SOAP notes: check-in, consent, signing
- ER intake: walk-in check-in, triage acuity, start a visit
- Surgery: scheduling, consent, sign-off, take-home Rx
- Anesthesia: monitoring worksheet, controlled-drug boluses
- Dental charting: per-tooth findings, AI capture, signing
- AI scribe: ambient capture to structured note
- Medications & Rx: prescribing, dispensing, controlled substances
- Controlled substances: dispense, witness, reconcile
- Inventory & purchase orders: stock, lots, receiving, reorder
- Lab orders: in-house & reference lab results
- Discharge & comms: owner summaries and follow-up
- Referrals: partner clinics, outside clinics, referral packets
AI features
Chartling's AI layer: a chat assistant for your operations, and decision support at the point of care.
- Copilot: the AI assistant, propose-and-confirm actions
- Clinical decision support: alerts and interaction checks
- AI Insights: demand forecast, at-risk clients, practice metrics
Scheduling
The calendar, status board, and public online booking.
Billing
On Operations and Practice tiers, invoices draft automatically, either from a signed SOAP visit on Practice or from a completed grooming/boarding/daycare appointment on Operations, which has no clinical visits of its own. Manage line items, payments, and outstanding balances.
Service modules
Optional modules for boarding, daycare, grooming, or training, whether you're a standalone service business or a clinic that also offers them.
- 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 business's profile, units, communications, and integrations.
- Team & permissions: invites, packs, controlled substance access
- Checklists: closing, cleaning, and shift task lists
- SMS & reminders: client comms and recall campaigns
- Audit log: org-wide activity history
- Settings: profile, units, SMS, integrations
Pet owner portal
Your clients access their pets' records and communicate with your team 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.