Access visit summaries, medications, and documents your vet has shared.

  1. Sign in to the portal

    Go to your clinic's portal link (bookmark it after your first visit). Sign in with Google or your email and password.

  2. Select a pet

    The home page shows all pets linked to your account. Click a pet's name or photo to open their record.

  3. Browse by section

    Use the tabs across the top of the pet profile to switch between Visits, Medications, Vaccines, Labs, Documents, and Invoices. If your clinic runs a wellness plan or membership program, you'll also see that under your account.

  4. 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.

You see the discharge summary, not the full SOAP note

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 the clinic and is not shared in the portal.

What's available in the portal

SectionWhat you seeWhat 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 the clinic (vaccine records from another vet, release forms, etc.), plus documents your clinic shares back: invoices, estimates, lab reports, prescriptions, vaccine certificates, discharge summaries, and signed agreements. Anything from your clinic is marked "From your clinic." Internal clinic notes and any staff-facing document your clinic hasn't chosen to share (e.g. an internal lab requisition)
Invoices Itemized invoices, payment status, payment history Internal billing notes

FAQ

How far back do records go?

All records from when your clinic started using Chartling are available. If your clinic recently migrated to Chartling, older records may not be in the system yet. Contact the clinic for historical records they haven't imported.

A recent visit isn't showing up.

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 clinic.

Can I bulk download all my records?

Individual records can be downloaded one at a time. For a complete bulk export, contact your clinic and ask them to prepare a records export. They can do this from their Chartling admin panel.

I see a document I don't recognize.

The Documents tab shows files you or a household member uploaded, plus documents your clinic has shared with you. These carry a "From your clinic" badge. If something looks unfamiliar and isn't marked as being from the clinic, it was likely added by another household member on the same account. Check with them first, then contact the clinic if it's still unclear.

Something missing? We're always improving these docs.

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