Your records
Access visit summaries, medications, and documents your vet has shared.
-
Sign in to the portal
Go to your care team's portal link (bookmark it after your first visit). Sign in with Google or your email and password.
-
Select a pet
The home page shows all pets linked to your account. Click a pet's name or photo to open their record.
-
Browse by section
Scroll down the pet's page to move between sections: vaccinations, medications, visit summaries, lab results, documents, and appointment history. Wellness plans and memberships, if your care team offers them, have their own pages in the portal menu. Invoices aren't on the pet's page. They're listed on your portal home page, alongside every pet.
-
Download what you need
On any visit, document, or invoice row, click the download icon to save it as a PDF. Discharge summaries are attached to each completed visit.
The discharge summary is the owner-facing version of the visit. It contains the diagnosis, instructions, and medications. The full clinical SOAP note (subjective, objective, assessment, plan) is internal to your care team and is not shared in the portal.
What's available in the portal
| Section | What you see | What you don't see |
|---|---|---|
| Visits | Date, reason for visit, discharge summary, attending vet | Full SOAP note, internal clinical notes |
| Medications | Active prescriptions, dosing instructions, refill notes | Controlled substance dispense logs |
| Vaccines | Vaccine name, date administered, next due date | Lot numbers, internal vaccine records |
| Labs | Test name and date, plus a plain-language summary of what the result means once your vet has reviewed it | Raw analyte values and reference ranges; results your vet hasn't released yet |
| Documents | Files you upload for your care team (vaccine records from another vet, release forms, etc.), plus documents your care team shares back: invoices, estimates, lab reports, prescriptions, vaccine certificates, discharge summaries, and signed agreements. Anything from your care team is marked "From your care team." | Internal clinic notes and any staff-facing document your care team hasn't chosen to share (e.g. an internal lab requisition) |
| Invoices (on your portal home page, not the pet's page) | Itemized invoices, payment status, payment history | Internal billing notes |
FAQ
All records from when your care team started using Chartling are available. If your care team recently migrated to Chartling, older records may not be in the system yet. Contact your care team for historical records they haven't imported.
Records appear as soon as the vet signs and finalizes the visit. There's no separate delay after that. If the vet hasn't gotten to signing the note yet, it simply won't show in the portal until they do. If it's been a few days, contact your care team.
Individual records can be downloaded one at a time. For a complete bulk export, contact your care team and ask them to prepare a records export. They can do this from their Chartling admin panel.
The Documents tab shows files you or a household member uploaded, plus documents your care team has shared with you. These carry a "From your care team" badge. If something looks unfamiliar and isn't marked as being from your care team, it was likely added by another household member on the same account. Check with them first, then contact your care team if it's still unclear.
Payments, report cards and forms
- Payments: every payment, deposit and refund you have made, with date, method and what it was for. Each one has a downloadable receipt. A deposit shows once, as a deposit, and its matching record is labelled Deposit receipt.
- Report cards: boarding and daycare report cards for all your pets, with photos and notes, on one page.
- My forms: agreements and forms waiting for your signature appear under Waiting on you, even if staff signed their part first. If a link has expired, press Complete to sign it without asking for a new link.
- Vaccine proof: upload a photo or PDF from your pet's page at any time. Your care team reviews it.