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 are 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
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 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.