Beta
Veterinary medical records from other clinics, requested and filed for you
When a new client's history sits at another practice, PupPilot requests the records by phone, email or fax, follows up until they arrive, and files them to the patient with a summary your doctors can read before the appointment. Records retrieval is in beta, and clinics join from a waitlist.
The request: by phone, email or fax
PupPilot contacts the clinic that holds the records, whether that's the new client's previous practice or a referring practice. It uses every channel to ask for them: a call from PupPilot AI, an email or a fax.
Authorization, two ways
Your doctor or your team collects the client's authorization and passes it to PupPilot. Or PupPilot collects it from the client directly.
The follow-up
If the records don't come, PupPilot asks again, and keeps asking until they arrive. Your team can see where each request stands, so nobody has to call the other clinic to check.
On arrival, sorted and filed
When the records arrive, PupPilot sorts them to the right patient and files them. Nobody on your team has to match pages to a chart by hand.
The summary
The records build the patient's timeline automatically, and PupPilot writes a plain-language summary with the source document one click away. A long history from another clinic is readable before the visit.
When another clinic asks for yours
Requests run the other way too. If you turn it on, PupPilot answers other clinics' requests and sends the record out. Whether it does is your setting.
Join the beta
Records retrieval is in beta, and clinics join from a waitlist. Add your clinic here.
What it replaces
Phone tag between front desks
- Your front desk calls the previous clinic, leaves a message and waits for a call back.
- Someone chases the client's authorization between calls.
- Nobody is sure which requests are still open, so someone calls again to check.
- Pages come in and wait to be matched to a patient.
- Another clinic calls for your records, and someone stops to pull them.
With PupPilot
- PupPilot requests the records by phone, email or fax.
- Your team passes the authorization to PupPilot, or PupPilot collects it from the client directly.
- PupPilot asks again until the records arrive, and your team can see where each request stands.
- Records are sorted to the right patient, filed, and summarized for the doctor.
- If you turn it on, PupPilot answers the request and sends the record.
Questions clinics ask
How does PupPilot request records from another clinic?
PupPilot contacts the clinic that holds the records and asks for them by phone, email or fax. The call comes from PupPilot AI. If the records don't arrive, PupPilot follows up until they do.
How is the client's authorization handled?
It comes one of two ways. Your doctor or your team collects the client's authorization and gives it to PupPilot, or PupPilot collects it from the client directly.
What if the other clinic doesn't respond?
PupPilot asks again, and keeps asking until the records arrive. Your team can see where each request stands, so nobody has to call the other clinic to check.
Where do the records go when they arrive?
PupPilot sorts them to the right patient and files them. They become part of the patient's timeline, with a plain-language summary and the source document one click away.
Can it summarize a long history?
Yes. PupPilot builds the patient timeline from the records and writes a plain-language summary, with the source document one click away. A long history from another clinic is readable before the visit.
Can it send our records out when another clinic asks?
Yes, if you turn it on. PupPilot then answers other clinics' requests and sends the record out. Whether it does is your clinic's setting.
How do we join the beta?
Records retrieval is in beta, and clinics join from a waitlist. Add your clinic to the waitlist on this page. If you'd like to talk it through first, book a config call and meet with our medical team, not our sales team.