Landing & Authentication Flow
Platform Adoption Growth (Clinics Onboarded)
Clinic Portal — Secure Sign In
AVEOSOFT
Two-Factor Authentication
SMS or Authenticator App supported
Dashboard Overview Flow
847
Active Patients
↑ +23 this month
$48,320
Monthly Revenue
↑ +8.4%
Appointments This Week
9:00
AM
Bella — Golden Retriever (Annual Wellness Exam)
Owner: Sarah Thompson · Dr. Martinez · Exam Room 1
10:30
AM
Max — Labrador Mix (Rabies + DHPP Vaccines)
Owner: James Wilson · Dr. Chen · Exam Room 2
2:00
PM
Luna — Persian Cat (Dental Cleaning)
Owner: Emily Davis · Dr. Patel · Suite B
Compliance Score
46 / 47 items current
Vaccine Compliance
694 / 847 patients current
Wellness Plans
626 patients enrolled
4.8 / 5
Client Satisfaction
↑ +0.2 this quarter
23 min
Avg Wait Time
↑ -4 min vs last month
Revenue by Service Type (April)
Patient Management Flow
DOB
2021
Bella — Golden Retriever (F, Spayed) · PT-00124
Owner: Sarah Thompson · Last Visit: Mar 12 · Vaccines: Current
DOB
2019
Max — Labrador Mix (M, Neutered) · PT-00087
Owner: James Wilson · Last Visit: Feb 28 · Rabies Due: Apr 15
DOB
2020
Luna — Persian Cat (F, Spayed) · PT-00201
Owner: Emily Davis · Last Visit: Jan 20 · Dental: Overdue
DOB
2022
Charlie — Beagle (M, Intact) · PT-00318
Owner: Mark Johnson · Last Visit: Mar 5 · All Vaccines: Current
Patient Species Distribution
Vaccine Status
All vaccines current
Wellness Plan
3 of 5 visits used
Mar
2025
Annual Wellness Exam + DHPP + Rabies Booster
Dr. Martinez · Wt: 32 lbs · BCS 5/9 · All findings normal
Oct
2024
Sick Visit — Otitis Externa (Right Ear)
Dr. Chen · Rx: Otomax otic suspension, 14-day course
Jun
2024
Dental Cleaning + Full Oral Exam
Dr. Patel · Grade 1 tartar removed · No extractions required
Appointment Scheduling Flow
8:00
AM
Rocky — Border Collie (Annual Vaccines + HW Test)
Dr. Martinez · Exam Room 1 · Owner: Tom Harris · Est: 30 min
9:30
AM
Mochi — Maine Coon (Post-Op Spay Recheck)
Dr. Patel · Exam Room 2 · Owner: Lisa Park · Est: 20 min
11:00
AM
Daisy — French Bulldog (BOAS Surgical Consult)
Dr. Chen · Surgery Suite · Owner: Rachel Kim · Est: 45 min
1:30
PM
Oreo — Domestic Shorthair (Spay Surgery)
Dr. Patel · Surgery Suite · Owner: Mike Lee · Est: 90 min
3:00
PM
Buddy — Labrador (Subcutaneous Lump Removal)
Dr. Martinez · Surgery Suite · Owner: Anna White · Est: 60 min
Appointment Load by Hour
Billing & Invoicing Flow
$48,320
April Revenue
↑ +8.4% vs March
$7,840
Outstanding Balance
↑ -12% vs last month
Monthly Revenue Trend (Oct — Apr)
INV
4821
Sarah Thompson — Bella · Wellness + DHPP + Rabies — $287.00
Apr 14, 2025 · Dr. Martinez · PAID via Stripe
INV
4820
James Wilson — Max · Dental Cleaning — $485.00
Apr 13, 2025 · Dr. Chen · OUTSTANDING — 7 days overdue
INV
4819
Emily Davis — Luna · Spay Surgery — $692.00
Apr 12, 2025 · Dr. Patel · OVERDUE — 14 days — Auto-reminder sent
Annual Wellness Examination
Dr. Martinez · 30 min consultation
DHPP Vaccine (4-Year Booster)
Distemper, Hepatitis, Parainfluenza, Parvovirus
Rabies Vaccine (3-Year)
State-mandated · Official certificate issued
Heartworm & Tick Panel — IDEXX 4Dx SNAP
In-house rapid test · Result: Negative
Heartgard Plus 6-Month Supply (51–100 lbs)
Ivermectin / Pyrantel Pamoate · Dispensed
Compliance Management Flow
Overall Compliance
46 / 47 items current
Staff Certifications
7 / 8 vets CE-compliant
DEA Registration
Active · Renewed Jan 2025
Compliance Score by Category
EXP
May 15
Dr. Kevin Chen — AVMA Continuing Education Credits
Needs 6 more CE hours before May 15, 2025 deadline
EXP
Jun 30
DEA Form 222 — Annual Controlled Substance Inventory
Annual reconciliation + biennial inventory due June 30
Veterinary Practice License — State Board of Veterinary Medicine
License #VP-204-7832 · Expires: Dec 31, 2025
Dr. Maria Martinez — State Veterinary License
License #DVM-38291 · CE Hours: 28/24 required · Expires: Nov 30, 2025
Dr. Kevin Chen — State Veterinary License (CE Deficient)
License #DVM-41087 · CE Hours: 18/24 required · 6 hrs short
DEA Registration — Schedule II–V Controlled Substances
Registration #BM1234567 · Expires: Jan 31, 2026
OSHA Hazard Communication Program — Annual Review
Last reviewed: Apr 14, 2024 · Due: Apr 30, 2025
Analytics & Performance Flow
87%
Client Retention Rate
↑ +3.2% vs last year
$312
Avg Transaction Value
↑ +$18 vs last month
1.8x
Avg Annual Visits Per Patient
↑ +0.2x YoY
Monthly Patient Visits — Rolling 12 Months
Client Retention
Target: 85% — Achieved
Online Booking Rate
Target: 80% — In progress
Revenue by Service Category (April 2025)
#1
SVC
Soft Tissue Surgery — $18,420 · 38% of monthly revenue
14 procedures · Avg: $1,316 per procedure · Dr. Patel lead
#2
SVC
Wellness Examinations — $12,840 · 27% of revenue
146 exams · Avg: $87.90 per exam · Highest volume service
#3
SVC
Dental Procedures — $8,320 · 17% of revenue
31 cleanings + 4 extractions · Growing 22% YoY
$521K
Annual Revenue (YTD)
↑ +14% vs prior year
Revenue vs Annual Goal
$521K of $540K target
V1 Deliverables
Complete overview of confirmed features, deliverable items, and technical architecture for VetCare Pro.