Update | Release Date |
- Vet2Pet-Vetsource Payments integration: now generally available!
- We've integrated Vetsource Payment links into the Conversations feature. Practice users can now send payment links to pet owners via both App Chat and SMS. Pet owners can easily complete the transaction with their preferred payment method. Payments transactions will be viewable in a special Payments report in the dashboard and in the Vetsource Payments portal.
- You can now sign up for Vetsource Payments and enable the integration directly from your dashboard, by navigating to Settings > Virtual Payments.
- We’re continuing with our series of Quality of Life Improvements specifically requested by you, our users!
- Enhancements to Appointment Management
- Now, if an appointment proposal is declined or cancelled by your client, you can propose a new time, to continue the scheduling conversation.
- When proposing a new time, you’ll be able to see all times you’ve previously proposed, to maximize the chances your next proposal will be accepted.
- For proposals you’ve sent, you can now manually change the status of the proposal from your dashboard, for when you and your client confirm by other means, like phone or chat.
- We made your Post-Visit Surveys more customizable: the “Request a follow-up call” question is now editable and removable, giving you more control over your customer feedback.
- We’ve also standardized where client responses to that question appear. They now appear with their other answers in the Post-Visit Survey "More Details" icon.
- Bug Fixes
- We fixed a bug that was preventing some app users from re-ordering food and medication for pick-up.
- On the dashboard home page, we fixed a bug in the label for “# of Surveys received in the last 30 days.” (Previously, it incorrectly said “Surveys sent in the last 30 days.”)
- We fixed a bug that was briefly causing the Loyalty Management Tool to not load transactions for some clinics.
| 5/16/2025 |
- Vet2Pet and Vetsource Payment Services integration: Launched in beta!
- We've integrated Vetsource Payments links into the Conversations feature. Practice users can now send payment links to pet owners via both App Chat and SMS. Pet owners can easily complete the transaction with their preferred payment method. Payments transactions will be viewable in a special Payments report in the dashboard and in the Vetsource Payments portal.
- The beta is open to any interested practice! Reach out to your Success Coach to get started.
- Additional information available in this FAQ.
- We’re kicking off a number of quality of life improvements that have been requested by you, our users!
- Post-Visit Surveys are now exportable to CSV for easy data review
- We added new fields to the Order Request form in the mobile app, including:
- Current medication strength
- Dosage
- Frequency
- Anything else we should know?
- To ensure compliance with FTC regulations and Google Review policies, we changed our Post-Visit Surveys by removing the score-based restriction on leaving reviews.
- Previously, only those clients who rated a 9 or 10 were prompted to review your practice on Google or Yelp. Now, all clients will be presented with the option, regardless of their survey score. This is to ensure compliance with consumer-protection regulations and Google policies.
- Bug fixes
- For practices that had switched from a branded app to the Vet2Pet app, we fixed a bug that was causing the users and push notifications counts to not reset.
- In the Notifications Delivery Per Date Report, we fixed a bug that was causing the subject line of emailed Health Service Reminders to display as blank.
- On postcards, for practices with a leading zero in their return-address zip code, we fixed a bug that was causing the zero to not appear.
- In the Loyalty Management Tool, we fixed a bug that was causing some emails to display as “non-primary,” even though they are marked as “primary” in the PIMS.
| 4/22/2025 |
Coming soon! Vet2Pet and Vetsource Payment Services Integration - For Vet2Pet customers using Vetsource Payment Services, we're integrating payment links into the Conversations feature. Practice users will be able to send payment links to pet owners via both App Chat and SMS. Pet owners can then easily complete the transaction with their preferred payment method. Payments transactions will be viewable in a Payments report in the dashboard.
Bug fixes- Health-service reminders in the mobile app, Vet2Pet dashboard, and vaccination report were not displaying in ascending chronological order. That has now been fixed.
- Extra characters were appearing in the breed and color fields of the Users > Pet Profile page. That has now been fixed.
- Some users were seeing the wrong page when clicking the Prescriptions button in the top-bar navigation. Another bug was causing slowness in the response time of the top-bar navigation. Both have now been fixed.
- A bug was causing the Settings > Exclude by Appointment Type drop-down menu to drop below the bottom of the screen, so that the bottom of the menu was not visible. That has now been fixed.
- A blank screen was appearing when a mobile app user tapped Cancel after starting a new chat. That has been fixed.
- After a conversation had been ended, a bug was causing the user name in “Conversations was ended by <user>” to change to the name of the user who exported the transcript. That has now been fixed.
- The Uninvited PMS Users feature was not displaying to all uninvited PMS users. That has now been fixed. (We also improved the user interface for this feature to provide a retry mechanism if an error occurs when fetching the users.)
- A bug was causing Conversations to not write back to Shepherd. That has now been fixed.
- Pet profiles were not syncing from the PIMS, because the practice had switched PIMS. That has now been fixed.
- A bug was causing the “Copy Exclusions by Type / Reason / Notes Prefix” dialog box to not display properly on the page. That has now been fixed.
| 3/20/2025 |
Improvements to notification emails, texts, and push notifications - Health-service reminder notifications now have text and call-to-action (CTA) buttons tailored for whether they’re for a product, a service, or both.
- Product notifications, if you have an online pharmacy, the CTA button will take the client to the online pharmacy.
- Service notifications, if you have an online scheduler, the CTA button will take the client to the online scheduler.
- Message Center email CTA buttons are similarly tailored
Postcards batch review page improvements - We added a filter to the Reminders column, so you can now filter postcard batches by reminder type.
- We added information to the page showing how many visits would be needed to cover the cost of postcards.
We also added top-bar navigation to make it easier to switch between Vetsource solutions, and, for Vetstoria users, we added Asia-Pacific region support. Bug fixes - In the Notifications Delivery Per Date/User reports, vaccination summaries, and health-service reminder emails, we fixed a bug that was causing button image issues.
- For equine practices, we corrected an issue where loyalty counts displayed incorrectly.
| 2/20/2025 |
Injectables history update - Pet owners can now see order history for injectables and reorder them in the mobile app.
Bug fixes - In rare instances when searching for a client in the “Notifications Delivery Per User” report, the report would return an error. This has been fixed.
- Some of the automatic invite emails — such as “ABC Animal Hospital now has an app” — were being sent very early in the morning. These emails now go out no earlier than 8 a.m. local time.
- In some cases, the “Uninvited PMS Users” list in “Invite Preferences” was not generating a list of users. This has been fixed.
- You can now email transcripts to any email address, not just the practice’s default email address.
| 1/21/2025 |
Conversations writeback - This new feature allows you to write a Conversations transcript directly into the Patient Medical Record in your PIMS. Get the full details.
- This is available for Cornerstone, AVImark, and Vetspire (in beta) practices that also have a SyncVet data connection.
Export transcript - You can now download a History Conversation to PDF, email it, or, if you have Conversations writeback enabled, save it directly to your PIMS. It’s never been easier to share a conversation transcript!
- You can easily select the Last Conversation, a conversation Date Range, the Full Transcript, or even Selected Messages (if you have the Message Selector enabled in your Conversations Settings).
Bug fixes - In some cases, Appointment Confirmations were sending late in the day, rather than in the morning.
- The user search field on the Postcards batch-review page wasn’t returning users.
- In some cases, an error was preventing the adding of loyalty paws to a user. In very rare cases, a small number of records were not appearing on the Loyalty History section of the User page.
- In extremely rare cases, an SMS message from a pet parent was not displaying in the Conversations thread.
- For a couple days, the Post-Visit Surveys were not sending properly. This has been fixed, and all the missing post-visit surveys were sent.
- For those using Shepherd, Appointment Confirmations were not consistently writing back to the PIMS. For practices using Vetspire, the vaccination summary was showing some information that wasn’t relevant for vaccinations.
- In some cases, the patient name was displaying as “N/A” on the Appointments Request page.
| 12/16/24 |
Now, when you select the option Conversation > End Conversation > Download transcript as PDF and click End chat, the PDF automatically downloads to your computer. New, streamlined postcards - Updated postcards to save practices money and improve the pet owner experience.
- Improved postcard settings: You can now suppress postcards by reminder type and customize your return address, in the event it differs from your clinic’s address.
Postcard batch-review page improvements - Added a status bar to clarify when the batch is available for review and when it’s out for printing and delivery.
- Added tooltips that explain what each pet is due for, along with whether they have an upcoming appointment.
- Added a warning for suppressing clients after the batch has already closed, to clarify when the suppression would take effect.
Bug fixes - Loyalty Paw history on the user page was missing the Load More button
- In rare cases, the ‘Download our app’ stamp wasn’t automatically applying to a pet owner’s account.
- Fixed minor discrepancies in the Notifications Delivery Per User and Notifications Delivery Per Date reports.
- For some new dashboard users, the EULA was not showing upon account creation.
| 11/19/24 |
New Health-Service Reminder Notifications Analytics, including information on related appointments, transactions, and which cadences are most effective. | 8/26/24 |
Appointment Confirmation write-backs for Neo, Vetspire & Shepherd (enabled by request) | 7/5/24 |
Admin users can now be deleted Settings Improvements - Appointment codes now auto-populate into drop-down menus
- View codes button shows all relevant codes for a given setting
- Copy codes button allows importing configured codes from one setting to another
- Codes that do not exist in the PIMS are flagged in red
- New codes indicator shows codes that have been added to the PIMS
- Time Overrides have been renamed to Custom Messages
- Custom Messages now include message templates
- One custom message can be used for many codes, rather than one message per code
| 6/27/24 |
Conversations timestamps are now more precise: timestamp will show if messages are >1 minute apart. | 5/30/24 |
Launched new Vet2Pet app—free for Vetsource Prescription Management customers | 5/23/24 |
Added Shepherd and Vetspire as compatible PIMS | 5/23/24 |
Message Center messages can now be saved as Draft | 2/29/24 |
Added a second date & time option for app users to request an appointment | 2/2/24 |
Enhancements to two reports - Notifications Delivery per User & Notifications Delivery per Date - Added all notification emails to reports: Account, Appointment, Health Service Reminders, and more
- Service Type filter: added ability to filter report by notification content (e.g., Account, Appointments, Service Reminders)
- Preview button: added ability to display the email that was sent to a user, including any embedded URLs
| 2/1/24 |
